895 results found
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Reports - Option for 'Start of Fiscal Year to End of Last month' date range
Reports - Date Option - Start of Fiscal Year to End of Last month
17 votes -
Trial Balance - Run in Foreign Currency
Do you have the currency option on Trial Balance as you do the profit and Loss and Balance Sheet?
17 votesCurrently, you can include an Exchange rate note in the Trial Balance report, however it's not possible to run this report in another currency.
We don't have any plans for extending the reports that can be run in a foreign currency atm, but it'll be good to get an idea of the interest for this here and we can share if there is any change.
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Repeating journals - Option to auto-reverse
I need the option to auto reverse repeating journals to be available. This is neccessary for accruals.
Auto reverse is available on regular journals but not repeating.17 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 -
Quotes - Ability to send delivery note upon quote acceptance
A way of converting quotes accepted into order acknowledgements and / or delivery notes before creating the Invoice would be helpful. I use a work around with templates, but it shows prices which you don't really need or want on delivery notes and the attachment PDF is still labelled as a quote.
16 votesHi Rob thanks for sharing this here. We can see how having an order acknowledgment or delivery note upon quote acceptance could be useful to have. We will open this idea up to get more support from the community. Just to add on to your last two points, you can edit the way the PDF attachment shows. You can also create DOCX templates, so that the price does not show. If you require further support with this, please do not hesitate to raise a case with our support team.
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Budget Manager - Compare actuals for 9 months
Budget manager currently only allows you to include actuals for 3m, 6m and 12m. Most businesses do quarterly forecasts and hence also need 9m....why isn't this included as a default option ?? It should be...please !
16 votesWe’ve seen your feedback on Budget Manager—thanks for sharing it. A 9-month actuals option could support quarterly forecasting.
This idea has been moved to Gaining support, so the community can vote and comment. If this would help your team too, sharing how you’d use it can give the product team more context and help the idea gain traction.
We’ll let you know when this progressed.
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Report - Option to remove account codes when publishing
Remove all account codes check box upon financial statement publishing
We need this check box added when we publish our EOFY financial statements - a similar box already exists to remove all decimal places yet we have to manually go to the trading statement, income statement, balance sheet and equity accounts and manually turn off account codes on each page.
A simple box to remove all account codes when publishing just like the decimal place box would be fantastic
Please fix this
16 votes -
Overall budget report - add annual (and quarterly) total column
In the overall budget report, add column for annual total.
Add additional option to include quarterly or triannual sub-total columns.16 votesHi team, to get a better understanding of exactly where you're wanting to see these columns can I confirm - would it be the Budget Summary report you're wanting to see this?
If so, right you could adjust the period option to 12 months for an annual view or 3 months for a quarterly view.
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US Sales tax - 1099s: W9 submissions should create an actual document
So we send a W9 request and a vendor completes it, great. But this doesn't create a digital W9 form, it just modifies the information in the vendor's 1099 contact page. So if an auditor requests a copy of a vendor's W9, we have nothing to give them. And it's possible to override the changes made by the W9 submission, so there's no way to verify - say a year later - that the information on their contact page aligns with the W9 information they submitted. The lack of static documentation makes this feature almost useless for us as most…
16 votesHi there
While we don’t create an exact replica of the form we’ve worked closely with our compliance team to make sure that if you are audited we can supply the information needed. We also cater for the event of W-9 information being overridden and needing W-9’s from previous years.
In terms of getting the information for an audit - while we don’t offer a self service option at the moment - if you need it you can submit a request to our support team and we’ll provide what you need for an audit 😊
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Fixed Assets - Allow for variable depreciation for Software Development Pool
Currently the custom Pool creation option does not allow for the specific depreciation requirements of a software development pool - First year to be Nil, the second , third and forth years at 30% and the final fifth year of 10%. Without this function the depreciation for these assets needs to be calculated manually.
16 votes -
Project Financial Report - include Account Code
Include account code as a field on all Project Reports to filter/summarise/group by.
Currently, all 'expenses' are clumped together under one project item type.
To manage a project properly, it is important to see the costs for individual elements such as 'labour' 'materials' 'travel expenses' sub-contractor costs' etc (or however account codes are set for the business'
In the Construction Industry especially we always refer to other projects when pricing up for similar ones, and in Xero there is no way to see this breakdown. This was possible in Sage
All reports should include an Account code seeing as every…
16 votes -
Manual Journal - Add item codes
The ability to use item codes when completing a manual journal.
16 votes -
Reporting - Balance sheet b/f line for charity accounts where funds span multiple years
Where funds span multiple financial years it would be good to be able to add a brought forward fund balance (balance sheet item) the the P&L fund report (income & expenditure for charities where tracking categories are used for the funds) so that the charity has full visibility of the fund available - last FY brought forward + net amount for this FY = total fund till available
16 votes -
Manual Journal - Copy line above
Manual Journal - Copy details from line above- this is a tool in Sage so please could you consider it? :) it's a nifty action & allows a one click solution to repeat account & tracking categories and is especially useful for large entries such as payroll journals.
16 votesAppreciate you raising your idea here, Anne. We'll begin to track the interest.
For now, if you have large journals you need to enter you may want to explore importing journals.
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Assurance Dashboard - Add Reporting Functionality
The assurance dashboard has been around for a while and it's great to have a number of checks accessible in the same place. However, there doesn't appear to have been much development in this area i.e. we are still not able to export out reports from the Assurance Dashboard.
A client reached out today looking for an easy to run report showing bank account number changes. This is an important item to check on for businesses, particularly entities that have bank accounts loaded into Xero by multiple people, use batch payments etc. Accessing this information through the assurance dashboard is…
16 votesHi everyone, appreciate the feedback on my last question. I've slightly amended the title of this idea. As a bit of an update from when I last posted we have actually made an update in History & Notes as I know some of you were interested in - You can now Export to PDF or Excel from this screen and you'll find there are filter options to help you zone into the items you're most interested in looking at.
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Reporting - Include Branding Theme on invoice reports
I would like the field 'Branding Theme' added to invoice report as a column that can be selected.
Any invoice report - aged debtors by detail would be great. I need to be able to analyse outstanding invoices by this field and cannot.16 votes -
Xero Project reports - Click into transaction from report
Xero Project feature idea
- drill down transaction from Xero Project reporting
- Report template Xero Project layout can not be saved to custom report template
- assign project to Payroll
- Inactive jobs, still showing in the list although its in the different section, in my opinion the inactive project should not show up at all, should make the same like employee list where there is a dongle to show inactive Projects.
16 votesAppreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams.
I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.
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Reporting - Ability to view transactions including date of transactions & date created
Transactions posted after a period end affecting prior periods
Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
How can I locate these entries?I have tried a transaction report, but there are no parameters that I could enter.
Ideally.Example -
Our year end is 31st August.
I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)In other accounting systems, you could take a unique reference number (URN) at…
16 votesHi Kellie, you might find History & notes useful for getting the insight you're after here.
Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in.
Keen to hear if this helps.
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Reporting - Show/hide option for future-dated payments in Aged Payables/Receivables
A aged report that will show the year end balance but can also update this to remove for payments that have been made/received post year end (something that can be done on Sage and is a very useful tool)
16 votes -
Fixed Assets - Change behaviour to recognise new asset when account type updated on existing transaction
An Information message to advise implications of editing the "Account Type" when posting a bill for a Fixed Asset.
"If an approved bill or spend money transaction is edited, and the account code is changed to one with a Fixed Asset account type - a draft asset won't be created". ie- it does not automatically update the transaction to include the item on the fixed asset schedule. Unless the item is manually added to the fixed asset register, it will not be included in subsequent depreciation runs.Ideally the system should be designed to fully complete the edit or should…
16 votes
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