568 results found
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Reporting - Show fixed asset depreciation on the Account Transactions report
In the Account Transaction Listing there should be Source indicated for Fixed Asset Depreciation run through the Register
3 votes -
Reporting - Accept 2 decimal places in Budget Manager
Modify the Budget Manager so that it accepts 2 decimal places and does not round to the nearest full dollar.
Rounding all figures means that the Net Profit amount is incorrect which means the budgets are incorrect.
46 votesThanks for your interest and input on this idea, everyone. Being upfront this isn't something we have planned at this time but we'll continue to monitor the votes and feedback coming through and will be sure to let you know if there's any change to this, here.
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Reporting - Import report template
The ability to import report templates for financial reports
9 votes -
Payable Invoice Detail report - Total invoices payable per contact
Enable the Payable Invoice Detail report to total the invoices for each contact. At present the report totals the GST component of each contact's invoices, which I find not at all useful. It would be possible to export the report to Excel, and calculate the totals in that format, but this would be time-consuming.
I use the payable invoice detail report to get approvals for payment. It would be useful for the person doing the approving to see how much each contact's invoices add up to.
7 votesHi team, returning to the idea here I wanted to check if this is still an issue? With the Payable Invoice Details report you'll find you can 'Group by' Contact and there are options to include Balance, Gross Tax and Net columns within the report so you can get a full break down and totals for each.
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Reporting: New P&L and Balance sheet - Add a link to go back to the report
With the old reports you were able to run the report and then click into one of the GL codes to look at the data. There was then a link "back to P&L / Balance sheet report" which took you back. This is missing in the new report which is very time consuming as it seems you have to start again with running and customising your report.
6 votesThank you for rounding back to confirm, Emily. I’ve changed the title of your idea, and we’ll keep an eye on the interest from the community here.
For now, you can try to use the right click to open a new tab on your browser when opening the transaction or code. We’ll come back here if there’s any news.
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South Africa Tax - Domestic Reverse Charge Vat SA
Domestic Reverse Charge vat has been introduced in South Africa for precious metal supplies and allied products. Please could this feature be added to the SA Xero?
29 votes -
Reporting - Custom reports to appear on side bar
Currently if you've created a custom report & then select (for eg) the Budget Variance report from the side-bar, all the customisations you've created disappear. We create these customisations for good reason & rarely do we only want to see the one report in that format, so customisation should carry through to the side-bar reports.
3 votes -
Reporting: Executive Summary - Option to exclude accounts
In the executive summary report, could there be an option to exclude certain accounts similar to the business snapshot report. For example I would like to exclude the distribution of profit accounts in partnerships as this shows a false profit of $0.
Also can the variance also be expressed in a $ value in audition to the percentage value.
Apart from that Loving the reports
4 votes -
Management report pack - locking in start dates
We run a P&L Forecast report each month, with 12 monthly columns across the financial year.
Start date = start of the financial year.
Reporting on Month 1, this report shows Actuals for month 1 + Budgets for months 2 to 12, to give forecast total for year.
Reporting on Month 2, this report shows Actuals for months 1 to 2 + Budgets for months 3 to 12, to give forecast total for year.
Reporting on Month 11, this report should show Actuals for months 1 to 11 + Budget for month 12, to give forecast total for year.I…
5 votes -
Report Templates - Ability to add any report
I would like to be able to add any available report into a practice Report Pack. At the moment, the available reports are limited to those within the Financial Statement realm.
I would like to produce a report pack that had all the reports i need for my annual working papers:
- Employee wage summary
- Bank Rec
- Tax depreciation report
- GST rec reportsetc etc.
299 votesHi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
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Executive summary report - Filter to show information for different tracking
Executive Summary Filtering.
Being able to filter the executive summary to show information for different tracking categories
3 votes -
Reporting - Hiding archived accounts from chart of accounts list when customising report layouts
Hiding archived accounts from chart of accounts list when customising report layouts, perhaps with a tick box to show or hide the archived accounts. It makes the job of customising layouts so tedious when the old messy chart of accounts come up every time and you can’t hide the archived accounts!
57 votes -
Fixed Asset - Drafts include purchase documents from when transaction is recorded
Would be fantastic if when a fixed asset purchase is recorded and a document is included with the transaction, this document is also recorded in the draft fixed asset window. This would help as reference when moving the asset from draft to registered.
10 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.
45 votes -
Custom payroll reports
It would be good if payroll reports could be customised, i.e. after making a change to an existing report, such as Gross To Net report, the new template could be saved as a Custom Report.
At the moment, it isn't possible to save the updated format, so I have to make the same changes to the standard report every month.
113 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.14 votes -
Reporting - View payment reference and date paid
Reporting - to run a report that can show payment information (eg. paid date) and reference/item information.
A report under cash basis does not show the reference that I put on the invoice reference or the item information chosen in the invoice, it is really hard to search receivable payment based on the information I need (PFA).
A xero support specialist explained that because there is no reference on the payment, I can only search by Contact name or invoice number. But, when we do reconciliations to match the bank received with the invoice, there is nowhere to add an…18 votes -
Tracking Categories Report - Ability to print/download tracking categories
Tracking Categories Report - Please add the ability to print/download the tracking categories
46 votesHi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
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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
42 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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Fixed Assets - Prevent posting > 100% depreciation rate
Occasionally when doing data entry in Fixed Assets we have typed a depreciation rate of more than 100%. It would be good if there was an error message preventing this.
Thanks
3 votes
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