1012 results found
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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
5 votes -
Profit & Loss Detail Report - Option to expand account sections without having to rerun report.
A default "Profit & Loss Detail" report is a standard option in pretty much every other bookkeeping system I've worked in and necessary for many companies.
An additional option of running a standard P&L Report, but also being able to expand account sections to see the detail without opening a new report would be very useful for researching issues. It is tedious to continually run the report I need, only to click on one line item and then have to go back and run the original report again to continue researching.
13 votes -
Profit & Loss - Separate Expenses
Separate the INCOME TAX EXPENSE from the normal operating expenses in the Profit & Loss Statement. for example:
- Net Profit Before Tax
- INCOME TAX EXPENSE
- Net Profit After Tax
This is the basics of accounting apps.121 votes -
Short-Term Cash Flow - Split payments on Bills
Hi
Client is wondering whether there is a way to split bills in the cash flow prediction to show half the bill being paid on this day and the remainder on another day. Currently you can tell it that we estimate to pay the bill in full on this day but can't see an option to split the bill.
Look forward to hearing from you.
Thanks
3 votes -
Reports - New Group Row to appear in the location you are at.
It would be really useful that when you are selecting to add a new Group under Row's that it adds the new group option in the location you are currently at, rather than adding it in at the top of the report and having to move it down to where you want it to go.
Also having the ability with the when adding a new formula to be able to select how you want the formula result to appear (ie %, $, rounded $ to the nearest $ etc).
1 vote -
Reports - New Aged Payables Report V's Previous Report filtering options by due date
Previously in the old format Aged Payable Summary and Detail reports you could run the report at the end of the month and change the Ageing by option to be by Due date and the report would then exclude any invoices with a due date later than the month end it was being run by. However when doing the same in the new format report this does not work and the Current column shows invoices for the month as being due even if they have a due date of later than the month end date being selected i.e. the report…
4 votes -
Reporting - COInvest report that captures all info required.
Report that brings together all Subcontractors for end of year TPR
11 votes -
Cash summary - Show working capital items as tax inclusive
New Cash Summary report vs Old: In the new report when you customise the new report to adopt the "Working Capital with other cash movements" format & report Gross, i.e. with VAT figures, the "Other Cash Movements" in the new version are STILL reported Ex VAT. IN the equivalent Old version, they were termed as "Non operating Movements" and would correctly apper as Gross, i.e. VAT included figures. In the new report instead, VAT on these items is reported as a consolidated item seperately below as "VAT movements". There needs to be a feature to report the above as Gross…
18 votes -
Inventory - Report to see variances in cost price
I need to run a report in Xero that sees the variance in purchaser cost price on a month by month basis for a product group not based on sales/bills
Otherwise the only way is by an Excel spreadsheet1 vote -
Reports - When running the GL detail report on a Cash Basis, show the description of invoices & bills
As payments are applied to invoices or bills, you can't see the description detail on a cash basis report (no problem with an accrual detailed general ledger though).
The old general ledger (export function) enabled you to see the description on both accrual & cash.
Seems illogical?!
28 votes -
Fixed Assets - Estimated Depreciation calculator
Ability to enter a date and run an estimated depreciation cost up to that date. Very useful when creating budgets and forecasts.
25 votes -
Fixed Assets - Export with dates in dd/mm/yyyy format
Currently if you export your fixed asset register, the dates are exported in mm/dd/yyyy format. If you use the dd/mm/yyyy format, then the figures are wrong in excel. e.g. 06 April is read as 04 June (and the figure eg 44088 is the wrong one). Other dates come as text e.g. 2/28/2022 and are not read at all. It should be possible to export them as number eg. 44080, which can be formatted as required.
2 votes -
New Account Transaction report - Show closing balance on first page
Please restore the display of the closing balance on the first page of this report.
The report is used each month to check control accounts which may go to many pages.
The closing balance used to show on the first page which was extremely helpful not you have to scroll to the bottom (and you have removed the option for less transactions to show) and then we have to scroll through to the last page in order to see the balance.
Please bring back the functionality of the old report before you stop access to it-
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Screenshot 2023-06-02 16.49.23.png 457 KB -
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Screenshot 2023-06-02 16.50.26.png 427 KB -
Screenshot 2023-06-02 16.49.23.png 457 KB -
Screenshot 2023-06-02 16.50.26.png 427 KB -
Screenshot 2023-06-02 16.49.45.png 412 KB
1 vote -
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Reports - Automatically save CIS reports submitted to HMRC
Would it be possible to up date the CIS feature to have the reports that are filed through Xero to HMRC be automatically saved into the filed with HMRC section so that you can see the original return that was submitted if you have had to update it. Returns are not saved on HMRC if they are submitted through Xero.
6 votes -
Reports - Open assets in new tab on Fixed Assets report
Hi, sometimes I need to open several assets on the asset register at once, side by side and in separate tabs. In the old style report this is really easy as each asset line has a blue clickable link.
In the new report the only way I can see to open an individual asset is by clicking on the whole line which then navigates away from the main listing. You then have to navigate back to the listing to open the next one. This makes things slow and tedious and I lose my place.
Can we have the blue links…
2 votes -
Reporting - Allow Tracking Reports to be Edited
It would be useful if we were able to edit the layout of the tracking reports so that these can then be included in management accounts and other custom reports.
1 vote -
Reports | Trial Balance - Combined 'Account Code' and 'Description' columns in .CSV
Can you get the new TB to download with the account code and description in the same column as was possible in the old TB. (see attached)
It's a great column to upload into tax software as a description, instead of having to mess about with 2 separate code and description columns.1 vote -
Inventory | Reports - Report that lists item sales and customer name and email address
We need to be able to create a report that lists inventory item sales and includes the customer name AND other customer contact information such as email address or phone number.
There have been occasions where I've needed to contact a large group of customers that have purchased a product from me due to a misprint in a book or an update to a title. At present, the only way I can do this is to export my inventory report and add the contacts manually. Xero Support Specialist - Daniel has confirmed this.
6 votes -
Foreign currency gain loss report - Show contact from invoice
Foreign currency gain loss report to show the invoice contact too
1 vote -
Account transaction report - GST control account to also show the related account and amount
Another product idea to suggest is to have Account transactions report account code GST control account to also show the related account
For example invoice number and invoice amount on how the tax amount derives from.1 vote
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