899 results found
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Contact Transactions Summary - Select multiple contacts
Currently, you are able to pull the Contact Transactions Summary and ledger for only one contact at a time.
If you can add the ability to pull more than one contact's transactions at a time, it would be great. It should work the same as "Account Transactions" where you choose the accounts you want to pull, just for Contacts.
6 votesHi team, appreciate the additional feedback and it's been some time since our last engagement here.
We don't have any plans for enabling the Contact Transactions Summary or sub reports to be run for multiple contacts at once right now.
Appreciate the needs expressed here on getting more visibility for reviewers to be able to clearly see payments against accounts and this is something we'll keep in mind as we continue to build out our reporting in Xero.
For now the Receivable and Payables Invoice detail reports would be the best option. If needing to zone into payments you could filter by source within this report. Thanks
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Account Transactions report | Batch deposits - Use Payment Reference
In the account transactions report, the reference for batch deposits (of invoices) should be the payment reference.
Currently, the individual invoice numbers are presented for batch deposits when you run account transactions.
56 votes -
Mileage/Tracking Report - Ability to see employee mileage within the tax year
We need the ability to see how many miles an employee has travelled within the tax year. This is so that we can follow HMRC guidelines in respect of the pence per mile that is paid to the employee. Currently the rules state that up to 10,00 miles can be reimbursed at 45p per mile and thereafter this rate is reduced to 25p per mile.
This could also include the ability to set a default rate to avoid any errors made by the employee and to then generate an alert once the employee exceeds 10,000 miles and automatically reduce the…
44 votes -
Manual Journals - Multiple date entries
Can we get multiple date entries for manual journals?
9 votesHi team, thanks for your feedback here. We appreciate how this could be helpful when entering many journals at once.
Right now, although you can' enter multiple dates in a single journal you could import. Alternatively we have a new experience that we're in the process of rolling out and you can Paste lines, so if this detail is elsewhere it may help save you time entering your journals.
Appreciate not an exact solve for what's being asked here and we'll continue ti get a sense of interest in this idea here.
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Profit & Loss | Groups - Display in order of account code (not alphabetical account name order)
In reports - allow accounts to be be shown in number code order rather than in alphabetical account name order when grouped using codes in the edit layout area.
10 votesGotcha, thanks for rounding back, Kieran. Get where you're coming from especially if you often update or add accounts.
We don't have any immediate plans around this but we'll keep an eye out and let you know if there's any plans to change, here.
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Report templates - Support General Purpose Financial Report (GPFR) templates
Financial Statements-General Purpose Financial Statements template published will be much appreciated so the accountants have more options
42 votes -
Reports - Ability to add custom KPIs to Executive Summary report
Ability to add KPIs to executive summary report e.g. Purchases/Sales percentage for the hospo industry and wages/sales % - these should be at 30% or lower so it would be great to add these into the executive summary report
15 votes -
Aged reports - View Credit note allocations
Just looked at the new Aged Payable report > Aged Payables Detail - it doesn't show credit notes which been allocated to invoices. This is very confusing as we can't reconcile against the statement. Please review the report and add in credit notes, even if they have been allocated to the Invoices, or advise which report I need to use when reconciling the account.
10 votes -
Report Templates include a Signature
Having the option to include a digital signature in the report templates, the ability to paste an image into the text section would suffice for this. Useful for the statement of disclaimer where the firm needs to sign off every report. Currently the only way to do this is by exporting the report to a PDF manager and pasting the signature in.
55 votes -
Reports - Add Account Code column in GST audit report
Please add the account code column?
I also wish to have the exported documents sorted by account code or account name.6 votes -
Budget Variance Report - Remove arrows
It would be nice to have the ability to add/remove the arrows from Variance Reports. Some clients don't like them and only want to see the dollar value.
18 votes -
Aged Receivables / Payables Reports - Add 'Current' column
Case CX0013378184 - Aged Receivables / Payables Reports have changed - Please re-insert "0.00" balance Current Column
We urgently request that the “0.00” balance “Current" column be put back into the Aged Receivables / Payables Reports
XERO has just changed the format of the Aged Receivables / Payables Report to NOT show the "Current" column on the Reports if there is a "0.00" balance.
This is a huge Problem to us as a company with the way in which we do our reporting as we need that column to show. I cannot see the benefit of why this was changed…
14 votesHey team, appreciate the support in this idea. We understand that you'd like to have a current column to to be able to view customers with a nil balance.
Being transparent, this isn't in our plans for the immediate future, but we'll continue to keep our eyes on the support for this idea here. Thanks
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Reports - Group account transactions by month
I would be good to be able to carry out data analysis of each nominal code and therefore group the account transactions by month with totals rather than by week which will ultimately tie back to the P&L. This would make it useful when carrying out data analysis from the P&L.
15 votes -
Reports: Show net profit or loss on Trial Balance report
Showing profit of Loss on Trial Balance (at both Client XERO Blue and advisor) Reports
At present the trial balance report does not show profit or loss, can or will XERO recode the report in client reports(XERO Blue) and in the advisor templates. This is something I believe all accountants and bookkeepers will welcome the change, as the would improve workflow.
Please refer to trial balance from competitors software (has printed that way for over 30 years)37 votes -
Manual journals - Export in a format that can be reimported inc. GST
Currently, I can export manual journals from a Xero organization for record saving. However, I cannot use the exported manual journals in Excel format to be imported to another organization directly. Because the exported manual journals show the GST amount in a separate line (GST account). Can you please add a new function to export manual journals for Xero importation? It means I can directly import the exported manual journals from one organization to another without editing.
7 votes -
Reports | Custom table - Reformat text
Xero Reporting - Please add functionality to Right Align text in custom tables in notes.
Also, Lots of white space on Depreciaiton schedules making text very small. Add functionality to drag column lines much like excel.
37 votes -
Reporting - Show Billable Expenses in Account transactions report
When running an account transactions report, the ability to add a column to show line items that are marked as billable expenses or, a filter option to filter for billable expenses.
54 votes -
Invoicing - Add nominal ledger code to supplier invoice report
It would be useful to run a supplier invoice report that includes the Nominal ledger code the invoice as been assigned to
6 votes -
Reporting - Set default date columns from oldest to most recent
A button you can click to reverse the order of the columns in Reporting
Typically the reports show the month in question closest to the account descriptions and then the prior months in columns to the right but we'd like to look at our current year starting with the earliest month in the column next to the account descriptions and the remainder of the year in columns to the right. This is particularly useful when building out projected cashflows.35 votesYou can re-order the columns of your report with the layout editor, Robbie. 🙂
Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout.
If you're like to make this the default layout there is also an option for this - see our help here & here
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Reporting - Billable Expense report for paid invoices
It would be really useful to have a report the same as the "Billable Expense Report - Outstanding" that shows the same info but for paid invoices, preferably with the ability to filter by invoice number or bill number
50 votesThank you for sharing your feedback and voting on the idea here, community. While we've reviewed this idea and appreciate the needs in what you're wanting here, we want to be open that we don't have any plans for developing a billable expenses report of this nature in the near term.
We will continue to track the interest here, and share if anything changes.
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