207 results found
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Business Snapshot Report - Add Custom Date Range Option
Not sure if this feature is already coming but would be great to be able to use a custom date range in the Business Snapshot reporting. We have clients who run on a 4-4-5 basis so would be great to be able to produce the report for their accounting period.
5 votesHi all
To use custom date ranges, and get access to more advanced features, you can upgrade to Xero Analytics Plus.
You can do this either by upgrading your subscription to the Ultimate plan, or by selecting it as an add-on.
Here's more info about Xero Analytics Plus and our pricing plans.
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Reporting - Account Transactions need open close balances
When you change report settings on the Account Transactions (NEW) report to "Group By Account Code", you don't get the option to "Show Open and Closing Balances" or a "Running Balance" unlike the default option of "Group By Account". We use Account Codes more than Account for locating transactions and having the running balance and open / closing balances would make the report more useable.
1 voteGood news, everyone! Our Reporting team have been working hard behind the scenes to develop some great additions in the Account Transactions report recently.
We've released a new options to sort and summarise by 'Account Code & Name'.
Like you've asked - When sorting by this option, you'll still be able to view Open and Closing Balances! 🙂 -
Reporting: Aged Receivable Report - include customer credit limits and due dates of invoices
Ability to include customer credit limit and due dates of invoices in Aged Receivable report.
Purpose: To be able to get a better view of the customer’s ability to pay and the outstanding invoices.
29 votesHi community, rounding back from my last update - Credit Limits are now available to everyone within the Aged Receivables Summary report! 😊
💡You'll see a common format in the left side bar or can customise the general report to include Credit Limit and Available Credit as columns within your own layout - More detail on the report here
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Reporting: Profit and Loss report - Show all tracking categories in separate columns as default
Ability to show all tracking categories in separate columns in the P&L report.
Purpose: To get a better income figure when comparing different areas/divisions in Xero.
32 votesHi team, thanks again for all your feedback on the design and how you use tracking in your Profit & Loss.
As mentioned in my last post - we've just released a change to add the option to 'Compare tracking categories' from the main view in report settings, so you no longer have to jump into the layout editor. It's in the process of being rolled out to everyone, so if you don't quite have it yet it'll be with you in the next day or two. 😁
Once you've got the report set up as you like, if this is a view you'd like to use on the regular save as custom, and you could make this the default if you like, too!
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Account Transactions Report - even if no transactions in account
Please allow the account transactions report to show even if there are no transactions for the specified period. i.e. the report will simply show the opening and closing balance.
This is very important if you are reconciling/consolidating various accounts of which some have movement and some don't. Without the accounts balances for all accounts (inc those with no movement) it will not agree.
2 votesWe've had a lot of development across Xero's reports, and everyone will now find we've provided options of which accounts to Include when running the report - those with Only transactions, transactions or non-zero balances, or All including zero balances!
I know this has been in hot anticipation here, thanks for all your sharing in the community on this. 😊 -
Customer Activity Report - Ability to only show invoices and payments
Ability to only show invoices and payments in the report.
Purpose: To show simpler information when seeing customer activity reports.
7 votesHey community, 👋 thanks for all your support on this idea, and apologies for the late update here but I'm switching this idea across to delivered!
Our Customer Invoice Activity report can now be filtered to include only certain transactions types 🎉 To show just the invoices and payments, you can filter the Source by Receivable Invoices and Receivable Payments.
For more information check out our Customer Invoice Activity report.
Thanks again for your feedback, we appreciate your contributions.
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Reporting: Account Transactions Report - Description column pull from Transactions not Contact/Type
Ability to filter Account Transactions report by only Description. Currently description contains both the contact name and line description.
Purpose: Clarity of data when running the Account Transactions report, and ability to better filter and customise the Account Transactions report
1 voteDidn't take long to round back 🙂 - Invoice # and Contact fields are now live in the Account Transactions report.
When you next run the Account Transactions report, you'll find options to add either of these fields as \columns to the report, or group/summarise and filter by either of these fields.
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Cash Summary Report - Run for selected period
Hi,
When clients run the cash summary report - they often select Period - 1 month, then compare with - previous 11 periods.
This report can be run at any stage throughout the year showing the previous 12 months (showing each month on its own column to track trends etc) on a cash flow basis (P&L reports not relevant if there is equipment lines, drawings, tax payments etc).Most of my clients run this report regularly as it 100% focuses on the cash, showing cash movements during the period.
My issue with running this report is that it only gives…
1 voteWe wanted to let you know that we've released the improved Cash summary report, where you can now select more flexible date range by clicking the 'Date Range' field, then choose the comparison period from 'Compare with' column.
To get the full picture on how this new feature works, check out our video here!
Note that if you need to add a total column into this report, you can use the layout editor then add a formula that you're trying to get.
Lastly, we really appreciate your input here, so we'll mark this request as delivered. -
Profit and Loss - Show YTD Option on report as column without using report editor
Show YTD
Show Total
available for selection when running report
Can add them when customising the report, but if you do so, then you will not be able to change the number of comparison periods in the report when you run it each time. Think of a monthly profit and loss report where as each month passes, you would like to show an additional month in the report.
Trying to create a report pack for a client where there will be multiple versions of the profit and loss report each month based on the tracking categories.1 voteHello everyone, hope all is well with you!
We want to let you know that the Year to Date (YTD) option is now available within the Profit & Loss (P&L) report. You can find this feature by clicking the More button, then you can tick the ‘Year To Date’ check box.
If you want to know more about what you can expect in the Reporting feature space in the future, have a look at our blog here.
I’ll mark this request as ‘Done’, so the votes will be returned to you. Thank you for your great feedback that you’ve given here 😃. (Oct 21) -
Account Transactions Report - Display bank account on transactions
Please VOTE for this. I would like my detailed general ledger (and other) reports to show me which bank account the transaction is from.
1 voteHi everyone, we've recently released the related account column to the Account Transactions report, this shows both sides of the journal (so includes bank account) and can display up to 2 accounts, when there are more you can drill down to view these - Take a look over here for more information :)
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Reporting - Scheduled Payments Report
Ability to have a report that specifically shows all the scheduled payments in Xero.
Purpose: To save users’ time in preparing the report, and manage their cash flow better.
3 votesHi team, rounding back our Xero Analytics team have made an enhancement to sync planned and expected payments in Short term cash flow.
You'll be able to view upcoming 'scheduled' payments and can make adjustments if needed - More in our article here
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New Reports - Remove unused space on the new reports
Ability to remove unused space on the new report in Xero.
Purpose: So new reports don’t appear elongated and to save on printing
1 vote -
Account Transactions Report - Hide archived accounts
Archived accounts should have some method to prevent them from appearing in dropdown menus, such as the Account Transactions report. It gets ugly and cluttered. Xero is supposed to be beautiful.
1 voteThanks for all your input on this idea over time.
We've got through a lot of the meaty underwork and being able to concentrate some more attention to some your contributions in community.
With today's release for reports we're giving you a dropdown option to Include/Exclude Archived accounts in the Account Transactions report. 🙂 Give it a go today, and save as Custom to access with these settings anytime! -
Reports - Draft Watermark
When we have a draft report and we are printing it to PDF so a client can review it would be good if it automatically put a water mark of Draft on the document. Currently we print it and then stamp draft on to the report rescan and then email to client. This feature would also be usefull to ensure unpublished accounts are not printed as final copies in error.
3 votesThanks for sharing and supporting this idea, everyone. It's Oct 2021, and we've been making some big enhancements to reporting in Xero, with more in store for the coming months.
One of our most recent improvements enables Practice users to add a preset or custom watermark to published reports!
If you're not connected with a Xero Partner use Advisor Connect to help find one, right for you. -
Expenses by Contact Report - Filter by group
When breaking down the contacts into groups, such as 'subcontractors', it would be useful to run the 'expenses by contact' report, and to be able to limit that to just the groups I have created, to see how much I have spent on that group as a whole, as well as individuals. (Currently it just shows the full contact list)
1 vote -
Reporting: Receivable/Payable Invoice reports - Add Contact Account Number
Adding contact account number in Receivable/Payable Invoice report.
Purpose: To better sort and grouping accounts by filtering contact account number.
3 votesThank you for submitting your votes here!
I want to let you know that we've recently release the ability to add contact account number to Receivable Summary & Detail and Payable Summary & Detail Invoice report. This means you'll be able to sort, group/summarise, or filter your invoices/bills by your contact's account number.
That being said, I'll move this idea to 'delivered' 😄.
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Report Templates - Change font type and size
Ability to change font type and size in report templates.
Purpose: To make users’ can provide a report that is more readable, especially for older clients who want to see the report.
39 votesThank you for each sharing and adding your support to this idea, everyone.
We've made some steps around being able to adapt the font size of reports through the use of Report styles. Report styles are available to any Xero Partner, and lets you apply different publishing styles by allowing you to set the logo, colour of titles in reports, and font size of client reports and report templates.
If you're a small business customer, reach out to your Xero advisor to understand how this could help your business, or find one through Advisor Connect today.
We appreciate there are other ideas for improving the format of reports further with improvements such as font type, or text colouring & wrapping - We have an idea across here we'd encourage you add your support and votes to and will share any future improvements on.
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Management Report - Add more reports
To be able to add other reports to the standard Management Report packs? I need to report on two different styles of profit and loss monthly. There are other reports I would include if I had the option to select them. Thanks.
1 voteGood news everyone! I can confirm that the new management report pack has landed. With this new report, you’re now able to add, remove, and reorder the report pack flexibly.
I also want to remind you that you’re able to set up multiple packs for different purposes, by saving the report as a custom report. So you don’t need to redo your customisations each time. -
Reporting - Cash basis reporting by default
Enable cash basis reporting by default.
Purpose: Because most clients often select cash basis report when looking at comparative reports.
37 votesHi community, thanks again for your support and interest toward the idea here.
As mentioned in my last update - our Reporting team have now released Report Preferences to all organisations, which people with Adviser role can find within the Advanced settings.
With this feature there is a selection of defaults that can be set when running newer version of reports in Xero. Currently this includes whether to show account codes, decimals and (as asked here) ability to set the accounting basis the report is run in and if this is shown on the report. 😁
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Reporting: Account Transactions Report - Include Contact Name and Paid column
Ability to filter contact name, and add a paid field in account transaction report.
Purpose: Better visibility of contact activity and more customisation/filtering of data
4 votesAnd we're a go! Our Reporting team have released enhancements to the Account Transactions report. Adding Contact and Invoice # fields.
You can now add a Contact column, or format to group/summarise or filter by Contact or Invoice # 🙂
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