899 results found
-
Reporting - Donation tax receipts
Ability to get a single donation tax receipt for a year.
Purpose: Save time collecting Donation Tax Receipts for reporting
40 votes -
Reporting - Rounding to Thousands
Ability to round numbers in reports to the nearest thousand.
Purpose: To make the figures easily read by the client.
17 votes -
Manual Journal - Ability to set default for 'Show journal on cash basis reports'
Ability to set as default whether the "Show journal on cash basis reports" should be ticked or un-ticked on manual journals
Purpose: Because accountants that does the annual journals for clients who do their own GST we don't usually want these journals to show the late GST claims
286 votesHi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience, in which this idea has now been addressed.
From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.
Updated 24 Sep - This is currently available in US, AU and NZ only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.
-
Profit and Loss report - Detailed Profit and Loss to show all transactions
To show all expenses in the profit and loss report.
Purpose: To make it easier for a user to see all the expenses in the report rather than having to individually open each expense
105 votesHi everyone, thanks for sharing how a detailed Profit and Loss report could support your workflow.
Atm, the Account Transactions report can be run grouped and filtered by Account, which could then be exported to Excel for further sorting and analysis. While we appreciate it takes a few steps, it can give you the transaction-level detail you’re after.
Alternatively, clicking on any figure in the Profit and Loss report will take you directly to the corresponding Account Transactions report, showing the individual transactions that make up that total.
Our product team has moved this idea to Not in pipeline, meaning it isn't on the foreseeable roadmap. However, the idea will remain open for votes so we can continue to monitor community interest as we plan for the future.
-
Reporting: Statement of Cashflows - Exclude non-cash accounts
To exclude non-cash accounts in the statement of cash flows reporting.
Purpose: Users will be able to get cash flows figures that are non-cash basis easily.
28 votes -
Reporting - File Attachment Report
Ability to show attached documents in Reporting.
Purpose: To provide clients to see the list of transactions which also show the attachment for each transaction.
300 votesHey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.
We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.
Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.
Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here.
-
Reporting - Layout | Option to choose portrait or landscape
Ability to choose either portrait or landscape for aged payable/receivable report layout.
Purpose: To make the layout look more consistent between these two reports.
168 votesHi everyone, understand the confusion in some of the recent comments here. To explain how this works at present - A report will automatically default to portrait or landscape mode based on the width of the report. The more columns you add, Xero will automatically switch the layout from portrait to landscape mode.
The same report should not change from user to user, if you're finding this it may be worth checking your printer fit settings and if these differ.
We don't have plans for developing an option of whether a report prints in landscape or portrait mode atm, but our teams are across the interest of this, so if there's any change we'll share an update on this with you, here.
-
Reporting Inventory - Ability to show monthly and weekly Product Sales Report
The ability to report on items sold each month (by quantity) on a month by month basis
Purpose: Users can easily run a report to see how many items customer buy this month, then they can also easily print it
33 votes -
Fixed Assets - Dispose multiple assets at once
Ability to dispose of multiple fixed assets at once.
Purpose: To save users’ time, because the current process is users need to dispose assets one by one.
475 votesHey everyone, thanks for all your valuable feedback and support on this idea here.
It's nice to see tips being shared throughout this thread to help others managing multiple assets. The suggestion to group similar items (like office chairs or laptops) into a single asset with a quantity can be an efficient way to handle things. When you need to dispose of some, you can then perform a partial disposal by updating the quantity, which helps save a few steps.
Wanting to share an update for you all, although I appreciate it will not be the news hoped for - Developing the capability to bulk dispose assets isn't on our current roadmap. We will keep an active eye on the support this continue to build here and be sure to let you know if anything changes here.
-
Reporting - Customisable Contents & Cover pages in New Reports
To make contents and cover page customisable in the New Reports.
Purpose: To make the report look more professional when showing it to the clients.
89 votesHi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template.
Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers
We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports.
We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.
-
Fixed Assets - Bulk edit
To allow multiple Fixed Asset Changes to be made at once and also selecting multiple Assets to Register at once.
Purpose: To save users time. Especially when dealing with large Asset Registers and users have to edit it one by one.
123 votes -
Reporting - Show average Days to Pay by customer
Ability to show average days to pay by customer.
Purpose: User can sort into the customer that habitually pay late and take appropriate action.
225 votesThanks for everyone's feedback and the strong support for a report that shows average days to pay by customer. We know this visibility is important for businesses wanting to identify habitual late payers and make better credit and cash flow decisions.
Right now, we've begun work to develop reports that improve visibility of payment performance. Our immediate focus on the supplier side and a new Supplier days to pay detail report that'll show historical payment behaviour across suppliers.
Once that’s rolled out, we’ll begin work on additional reports for customer payment performance, which will solve the needs in this idea.
I'll be back to update you all here as work for customer reports gets underway. 🙂
-
Manual Journals - Include description when printing / exporting to PDF
Adding description when users export Manual Journals in PDF.
Purpose: Users’ can have better notes, as they can see the description in the PDF document.
31 votesHi team, we appreciate the conversation however we want to be open that we don't have any short term plans for changing the export of Manual Journals in the near term.
Not getting a lot of community support over time, this idea will soon be removed. If it something you feel very passionate about you are welcome to restart and see if there is renewed interest from the community.
-
Tax: Ireland Tax - Irish Vat Return & RTD Details
Ability to produce accurate Vat reports suitable for the Irish Revenue Commissioners.
Purpose: Irish users can file their VAT easily using Xero.
60 votesHi everyone, thanks for continuing to share your feedback on Irish VAT reporting, including VAT3 and RTD details. We’re pleased to let you know that this functionality is currently in development.
We’ll continue to share updates on the progress and status of this idea here as development continues.
Thanks for your patience and support. ✨
-
User Role - Allow users access to specific reports
Ability to only allow some users to access specific reports.
Purpose: Because in some organisation, only some people can only see the information for some reports.
348 votesHeya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
-
Reporting: Aged Payable/Receivables - Invoice description column
Adding description column for Aged Payable/Receivable report.
Purpose: To easily identify which invoices that need to be actioned.
61 votes -
VAT - Support VAT for EU
Ability to handle reverse charges for VAT EU in Xero Global edition.
Purpose: It’ll save users time instead of having to use third party API or creating a second line with a negative amount.
59 votes -
Reporting: Customer Payment Performance - payment date and number of days late
Ability to generate a report where users’ can view contact payment activity
Purpose: Users’ can easily see which customer has good and bad credit performance, and manage customer relationships & debt.
358 votesHi everyone, we appreciate the continued trend in support through this idea, and feedback to my last update. We recognise how valuable it is to have clear visibility of your customer payment performance, so you can quickly review payment dates and days late across customers without needing to check each contact individually.
We want to share that we’re currently working on reports to give businesses better visibility of payment performance, with our initial focus on the supplier side through a new 'Supplier days to pay detail' report showing historical payment behaviour across suppliers.
Once that’s rolled out, we’ll begin work on additional reports for the Sales side with customer payment performance.
I’ll return to share as work on customer reporting is picked up and progresses. Thanks
-
Fixed Assets - Revaluation
Ability to revalue an asset in Xero.
Purpose: Because some assets need to be re-evaluate. Especially for businesses that holds property with its value increasing
165 votesHi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
-
Manual Journals - Editing journal with auto-reversal to update related journal/s
To have an option to automatically update the reversing journal.
Purpose: To save time and help avoid errors in updating both entries.
64 votesHi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
- Don't see your idea?