992 results found
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Reporting - Ability to have percentage of completion as accounting method (AU construction)
To include different accounting method for construction company.
We are using PCM method for our accounting in which our revenue and expenses recognized are based on the project's progress. Our project work done percentage is based on the costs incurred and the revenue and cost of sales are based on the work done percentage.
I have attached an example of calculation.
4 votes -
Management report | Cashflow - Ability to run on accrual basis
Is there the ability to make the cashflow report into an accrual report also so we have one report that can show p&l and capital expenditure with an area for adjusted accounts payable/receivable still outstanding and then projecting the bank balance.
Currently we use a 12-month P&L and then have to do a separate balance sheet and it doesn't quite hit the mark.
8 votes -
Manual Journals - Import as tax inclusive
The template for importing journals is setup tax inclusive, but once imported, Xero defaults to tax exclusive and a journal including tax transactions therefore doesn't balance until you go into the draft journal itself and change back to tax inclusive!
Would be useful to be able to globally set whether imported journals are tax inclusive or exclusive. Presumably in the "Tax Defaults" section of Financial Settings.
26 votes -
Fixed Assets - Change behaviour to recognise new asset when account type updated on existing transaction
An Information message to advise implications of editing the "Account Type" when posting a bill for a Fixed Asset.
"If an approved bill or spend money transaction is edited, and the account code is changed to one with a Fixed Asset account type - a draft asset won't be created". ie- it does not automatically update the transaction to include the item on the fixed asset schedule. Unless the item is manually added to the fixed asset register, it will not be included in subsequent depreciation runs.Ideally the system should be designed to fully complete the edit or should…
15 votes -
Reporting - Include report filters in report links/URLs
New reports - enable data capture in links
Currently - if you select a specific date range or filter and then link to this report, that data is lost and upon clicking the link you get the default report and have to reselect the data.
It would be useful and time saving to enable the link to capture that data - the same as the old versions of the reports
9 votes -
Purchase Orders Report - Show Expected arrival date
It would be extremely useful to be able to either
1. export the main data from all purchase orders / or
2. be able to make up a custom reportIe: Supplier, date / reference / ETA / Salesperson / dollar / Revenue identity etc.
Used For: Sales team, Customer order ETA's etc5 votesHi Melissa, when you mention ETA - Is there a field in the Purchase order that you're currently using to track this?
There is a common format within the Payable Invoice detail report that might serve your needs here and can be set u and saved as custom with the columns you'd prefer, and can be exported to PDF, Excel or Google sheets.
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Aged Payables report - Ability to view and group by Account
To be able to customise the Aged Payable report by adding GL Codes to the columns, and then being able to group by this as well.
Thanks6 votes -
Fixed Assets - Run depreciation from 6th to 5th of a month
Be able to run depreciation from 6th to 5th of a month for businesses that have a financial year end of 5 April.
Whilst you can do this for a 1st year of trading, we have found that you are unable to run it for any year after and after checking with xero, you are unable to run depreciation if the fixed asset start date is not the 1st of the month.15 votes -
Bank Statement report to show who the contact is that the transaction has been reconciled to
In the Bank Statement report it would be extremely helpful to have an additional column/option to view the Customer or Suppliers contact name that the transaction has been reconciled to.
We have a lot of invoices for the same amount and depending on who is reconciling, they can be matched to the incorrect customer.
A report showing the contact would help pick up anomalies, rather then after sending statements wait for a disgruntled customer to notify us that a payment has been made when we have reconciled it to another customer.3 votesPerhaps the Account Transactions report would be of help to you here, Tracy? You can adjust the report to add related account and Contact columns so you could see which account a payment came from as well as the contact it was assigned too.
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Xero Analytics | Short-Term Cash Flow Projection - Enter Overdue Invoices
It would be helpful to have the ability to add overdue invoices into the Short-Term Cash Flow Projection report without having to change any details in accounts receivables.
6 votes -
Sales report - Monthly showing net amounts
We reconcile monthly sales with an internal ordering/salesprocessing system. This is good for checking to see if invoices have been missed and also to make sure that the net sales are the same in Xero too (another fail safe check). There needs to be a sales report that is easy to run off on a monthly basis showing net figures. Currently I have to run a couple of reports off - identify prepayments and delete them in the excel version, then add another column to work out net value. The latter is not always easy as some of our goods…
9 votes -
Fixed asset register - Include rules for tax treatment of amortization where different to accounting treatment
Most companies have different treatment of accounting depreciation and tax allowances on the same assets. Having these setup and maintained in Xero would be a game changer.
Also: make FAR export dates sync up with regional settings - it's enormously frustrating having a FAR download in MM/DD/YYYY when one works in example DD/MM/YYYY
22 votes -
Global Search - Ability to search Projects
Why can't you search for project number using the magnifying option top right main screen?
3 votes -
Reports: Include bank accounts in Cash Summary report
Hope the cash summary can select Bank Accounts so that I will know the cash movements within particular bank account.
8 votes -
Income & Expenditure Report - Add funds brought forward & carried forward rows
Adding "Funds Brought Forward" row for "Income & Expenditure Report", and a "Funds Carried Forward" at the bottom.
3 votes -
Fixed Asset Module - Automate Asset Type
When items get posted into fixed asset module from bills, why isn't the asset type automatically fed from the account it was posted to? This just creates unnecessary work having to assign them manually!
4 votes -
Supplier details report to include e-mail addresses, bank details, terms, e-mail addresses
Additional report: Supplier report to include e-mail addresses, supplier address, bank details, terms,
6 votesHi everyone, not seeing a lot of interest in this idea overtime and with no plans in the roadmap we will update this idea to Not in pipeline.
While we appreciate why users would like a report containing all these details, this isn't something we have plans to develop.
As previously suggested it's possible to export your list of suppliers from contacts that includes email and bank details.
In relation to spend within a period, you could run the Payable Invoice Details report which can be grouped by Contact and run for a period to view the items purchased and the accounts these were coded to.
It may also be worth noting that Email can be included as a column when running the Aged Payables Detail or Summary reports.
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Account Transactions report - View Tax registration number displayed
Adding Client's (Supplier) tax registration number column to Account Transactions report and Income/Expense by Contact report. Helpful with filing INTRASTAT, VIES & 46G.
7 votes -
Statement of cashflow - Multi currency
Be able to produce a cash flow report by currency. Also be helpful to do a cash P&L the same way. Used for forecasting expenses by currency
9 votesHi Dan, you can already run the new Profit & Loss in a foreign currency your org is using, as well as run on a cash basis. If you often find yourself wanting to run reports on a cash basis - we recently released Reporting preferences where you could set this as a default. 🙂
We'll keep tracking the interest around viewing the Statement of cashflow in a foreign currency and let you know if there's any plans made for this, here.
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Report Pack - Add Uncoded statement lines report
To add 'uncoded statement lines' to the new report packs in Xero.
12 votes
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