945 results found
-
Trial balance - Compare Tracking
Trial Balance new report: Be able to run a report by tracking category. At the moment there is only an option to filter but if you have many tracking units you end up running a multiple reports and need to combine them all. Really time consuming.
My proposal attached - with such report you could do any analysis you want!
Option to run it by month "compare with" option a dream!13 votes -
GST Audit (Singapore) - Show the tax code in each row
Suggestions to improve the reporting of GST Audit Beta
Allow us to select which Tax Codes to display in report (default All)
Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes
I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref no or…
7 votes -
NZ GST - Late claims report for previous financial year
A GST report that showed the late claims that relate to the prior financial year.
1 vote -
Profit & Loss report | Custom - Ability to format formulas
When using a custom Profit & Loss report in a set of Financial Statements, you are unable to format formulas to be in bold or underlined. It would be beneficial from a visibility perspective to have these in bold, so they stand out as formulas.
Can this be updated so to enable formatting at this level.
95 votes -
date selection in Account transactions
There should be an arrow on the Date Selection box to load next equal period. If the original period was one month, there should be an arrow to load next month in just one click - and a back arrow. Same for a year selected, or a quarter.
1 voteHi Tavia, just to check when you say the Account Transactions would this be the report or the tab within the bank account?
-
Fixed Assets - Delete wrongly created General Pool in Xero Blue
Looking for deleting wrongly created General Pool, which were created during the conversion of file to Xero Blue. Currently we can record an end date to the pool, but it doesn't stop the previous pools to stop appearing on the 'Run Depreciation' screen. No balances recorded, no movement at all.
5 votes -
VAT Return - Transaction Visible VAT Rate identifier
Reviewing VAT Returns
I don't know if it is just me, but when I am reviewing VAT returns and looking at the transactions, as I scroll down the screen I can lose track of what VAT rate I am looking at if there are lots of transactions.
Would it be possible to add a column or a header that states the VAT rate on the transaction schedule that remains visible on the screen as you scroll?
Scrolling up and down to check or locate specific VAT Rates wastes a lot of time.
Thanks
Sarah
2 votes -
Reporting - Add report fields
Customising and adding Employee Details Fields so that Employee Details Reports can be produced providing all required information and important information regarding the employee can be kept. For example, licence numbers, certifications etc.
1 vote -
US Integrate Invoicing with Invoice Processing Platform ipp.gov
Integrate invoicing with the US Govvernment Invoice Processing Platform, which covers nearly all invoicing of US Government Contracts, other than DoD and Intelligence Community. Right now, there’s only a manual entry process from a Xero generated invoice. https://www.ipp.gov/
1 voteAppreciate wanting a streamlined process for this. We'll track the interest in this through the idea here, and share if there are any plans made.
-
Reporting | Add multiple FY'S as common date selections
Report dates
On financial reports. Instead of last financial year of this financial year wouldn’t it be better to have the years as the selection ie 2024/25 2023/24 2022/23. it will be much quicker to select the year especially is going back further than the current year.3 votesThanks for sharing here, Kerri. Understand why you'd find this helpful and we'll start to get a sense from others that'd like to see this here, too.
I know it's a little different to what you're directly asking here, but perhaps comparison columns and saving as custom could help where you can run the report for multiple date ranges at once and view the comparison across each?
-
Reports - Quotes track invoicing
Have a Report that shows all Quotes that have been accepted, but not invoiced. That shows any part invoices that have been raised. We frequently invoice a % upfront, % mid project and then % at the end.
4 votes -
Reports - Ability to add Sales Inventory Items to P&L Report
We would love the ability to include/add Sales Items to the P&L Report under Cost of Goods Sold - in order to track specific items(products/services).
1 vote -
Reports - Voided invoices have a currency value on the Receivable Invoice Summary
It could be a glitch or just how the reports work, but Voided Invoices that were voided with a currency value in them, appear on the Receivable Invoice Summary with that value. So Invoice INV-45831 was for £123.00 but was voided. You can now no longer edit that invoice and in this report it eternally has the value of £123.00.
This is an issue as the data is downloaded to extrapolate many different analysis for sales data.
A bad fix after the data has been downloaded is to try filter and take out the ££ and change the data after…
1 vote -
Reporting - Print pdf shortcut
To be able to have a short cut to be able to print pdf straight from report screen without having to click multiple times to get there
1 voteThanks for your feedback, Sadie. We don't have any direct plans for a PDF / Print shortcut atm but we'll feel out the interest from your idea here and let you know if there's any progress.
-
Project Reports - Ability to edit Detailed Time Report
It would be great to be able to edit the detailed time report similar to how we can edit the P&L and balance sheet reports.
We simply want to add a timesheet sign off area at the bottom of the report, which would be easy to add if that feature was available.
1 vote -
Singapore Tax - Rework the Deemed Supplies tax code
In Singapore, deemed supplies include free samples given to customers at no charge. If input tax was claimed on the purchase of these sample items, businesses are required to account for output tax when giving out the samples. Currently, Xero does not allow sales invoices to be issued at a zero value. As a result, if a sample is given at no charge, the sales invoice does not register any tax code. The workaround is to input a sales value and create a negative line item to ensure the invoice registers the tax code.
The second issue arises when using…
1 vote -
Short term cash flow - Expected payment date based on history
It would help if the expected settlement dates for invoices (and bills) were based on past history rather than due dates
7 votes -
Reports - Option for All time / All dates to view all transactions
We need to be able to select "All Dates" on a report. ex. I want to see a report for a certain account from the start of my business to the current date. now I need to select beginning date and then todays date and the update.
13 votesThanks for sharing this great idea for improving efficiency in reports.
For anyone looking to achieve this now, you can view transactions across all time by selecting a custom date range in your reports. By setting the start date to your organisation's first transaction date and the end date to today, you can get a full historical view of your data.
We see the value in your suggestion to add a preset 'All Time' or 'All Dates' option, which would make this process a faster, one-click action.
To align with our new statuses for Xero Product ideas, we've updated the status of this idea here. We encourage everyone who would find this feature useful to keep voting and sharing comments. Learning more about the specific reports you'd use this for and how it would help your business helps our product team understand the potential impact.
-
Reports - Add planned payment date direct from reports
It would be really helpful if there was the option to add a planned payment date for all invoices listed on a particular aged creditors report. Having customised reports so that only invoices on particular job sites are listed, it then seems very inefficient to have to access 'bills to be paid' and manually, individually search each of the invoices listed on the report to schedule a payment date for them. Could this not be a function, whereby you can schedule them all for payment directly from the aged creditors report?
3 votes -
Manual Journals - Assign to a customer as a Bilable Expense/Credit
It would be good if the "Manual Journal" can be linked to Customer and view at "Billable Expenses - Outstanding".
3 votesThanks for submitting your idea on our Xero Product Ideas site. As you mentioned, it isn't currently possible to assign a manual journal to a contact like this.
We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
- Don't see your idea?