913 results found
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Fixed Asset Schedule - Edit Layout
Fixed Asset Schedule report you cannot edit the layout, we would like to be able to edit the layout mostly to insert page breaks.
12 votes -
Projects - Add 'actual hours' and 'estimated hours' to Summary Report
Project Summary Report always had actual hours and estimated hours on and since it has been updated this option is no longer available and that is 2 of the most important columns for us. Also the wording of the headings have changed and no longer match the Project Details report which is ridiculous. This report needs to be converted back to how they used to be.
12 votes -
Reporting - By Contact Group
Cost analysis by group type, e.g. we have a group for DD suppliers. It would be useful to analyse how much we spend by group over a set period. We are looking at setting up other groups soon so this would be very helpful.
12 votesThanks for your idea here, Kerry. Can I ask if there's a speciufic report you'd like to be able to run by Contact group?
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Management reports - Ability to include VAT return reports
The new custom report pack looks great but it would be good to be able to export the VAT return within the same pack. Can the VAT reports be added to this functionality? I think it would be helpful for many people.
I regularly look at a profit and loss, balance sheet, aged receivables detail, aged payables detail and the VAT return reports monthly for all clients and it would be great to export these together, and would save a lot of time.
12 votesThanks for sharing this idea — we can see how useful it would be to include VAT return reports within Management Reports/custom report packs so they can be exported together with other reporting.
We’re moving this idea to Gaining Support so we can better understand how much demand there is for this capability. That will help us give the Reporting team clearer visibility of customer interest, especially as VAT returns are built on a different platform.
If this is something you’d like to see, please continue to vote and add any extra detail about your use case — that context helps our teams assess the need and impact.
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AU Tax: Pay the ATO directly from the Activity Statement page
The ability to pay the ATO automatically from Xero would be a really handy feature. Similar to the automatic super payment, this would be a huge time saver.
12 votes -
Reports - Ability to include any reports into the Management Report pack
Flexibility to select what reports are included in a report pack, e.g., Payroll Employee summary
Hi Team.
I’m struggling to understand why Xero hasn’t resolved this issue. What technical limitation prevents certain reports from being included in a custom report pack, especially when other reports in the same reporting window are available for selection? The process doesn’t seem particularly complex, so it’s unclear why this remains a problem.Since the reports are generated individually and not merged, it should be possible to allow users to include whichever reports they need in a custom report pack.
Given the substantial subscription cost,…
11 votesHi Pieter, thanks for starting the conversation around this. Being able to include additional reports, such as the Payroll Employee Summary, in Management report packs could make it easier to create complete management and client reporting packs without needing to combine documents manually.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If there are other reports you'd like to include in the report packs, let us know which ones would be most valuable for your reporting workflows.
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Profit and Loss - Present accounts in order of value
Our board have frequently asked that our management accounts/Profit and loss etc is displayed not in alphabetical order but in order of value. Currently, I manually change the order but this takes far too long.
11 votesHi Liz, thanks for your suggestion. We understand that being able to sort Profit and Loss lines by value could make it easier to highlight key income and expense areas when reviewing reports.
For now, you can use Edit Layout in the Profit and Loss report to manually reorder accounts and customise the report layout.
We’ve moved this idea to Gaining Support so we can continue tracking interest and share your feedback with our teams.
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Reporting - Ability to change the presentation or base currency at a report level
Ability to run detailed transaction and other reports translated to another currency.
When you are running a multinational business, the ability to convert all data back to 1 currency for reporting is invaluable. Though the entity may trade in one currency, being able to report in another is also important.
Also, looking at the detailed transactions for analytics is important but difficult when it's in a foreign currency. Having a multicurrency TB for export/import and reconciliations would also be handy.
11 votesHi team, we appreciate all the engagement so far. We understand that when you’re working with multiple currencies, being able to view and present reports in a different currency can make it easier to communicate results.
At the moment, report currency is tied to your organisation’s base currency, which means you can’t switch the presentation currency directly within a report.
For now, these reports and spreadsheet exports can help bridge the gap when you need converted views for reporting. We’re continuing to track interest here and share it with the team.
We’ve moved this to Gaining Support so others can add their use cases and help us better understand how this feature could add values.
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Navigation - Practice Setting to set default for Favourite reports
Can the list of favourite reports be set to default to always include the Trial balance (at least with Advisor rights). As an accountant I always run a Trial balance report and have to manually set this as a favourite on every client I log into. I also regularly use the accountant transaction report and Aged payables and receivables which are already default favourites.
11 votesThanks for sharing on the new navigation with us here, Shirley. We'd like to get a sense of the interest in this from the community here and will keep a close eye on the traction.
If there are any updates we'll share with you here.
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Profit & Loss - Ability to show percentages with Tracking Categories
On the Profit and Loss report there is no ability to show percentages, if tracking categories are used as a filter. We want to see COGS as a percentage of trading income, and Net Profit as a percentage of trading income.
11 votesHi Karen, thanks for submitting this idea. Showing percentages in the Profit & Loss report when using Tracking Categories would make it easier to see how different projects, departments, or locations are performing at a glance.
This feature would give you clearer insights and save time by reducing the need to export data and crunch numbers in spreadsheets.
This idea is now in the Gaining Support stage. If this would help your reporting, please add your vote or share your thoughts, it really helps the product team understand the impact.
We’ll keep this thread updated with any news.
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Reporting - Percentages with decimals when expenses shown without
Xero allows us to choose whether or not we show decimals in an Income Statement. We believe showing 2-decimal places on revenue and expenses to be unnecessary, but feel it is VERY important to show 2-decimals on the % of revenue. It is better to show .04% than .00% and .05% than 1%. We would like to see Xero separate the option of decimals between numbers verses percentages so our clients can have a clear grasp on their performance.
11 votes -
Reporting - Report on the Quotes converted to Invoices
To have a report which shows the conversion date of a quote to sales invoice, i.e. showing the conversion date, quote number and sales invoice number.
11 votesHi team, we appreciate interest in being able to report on invoices related to quotes and vice versa. This isn't something we have immediate plans of but are continuing to keep a close eye on the feedback and support here.
We'll share if there are any updates.
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Reporting - Output PLS Report in TrustEasy Format
PLS Report (EFT Reconciliation Report): Currently it merges first two fields of client name and surname and if that could be fixed with ability to export in .csv / excel please. It would be great if it PLS report could be exported in TrustEasy format to manage fee from refund (attached).
11 votes -
Income and expenses by contact - Filter using tracking category
We run multiple branches out of one Xero ledger. We find the income and expenses by contact report very handy to track sales data, however it would be much more useful if we were able to filter by tracking catagory (for our instance we track branch locaiton).
11 votes -
Trial Balance - Monthly movement report
Would be great to be able to run a report showing the monthly net movement on the trial balance for a year (ie. 12 columns)
11 votesAaah yes I get what you mean, thanks for coming back to clarify for me, Kevin. We'll leave the idea here to gather interest.
While this isn't something we have plans for atm, I'll update if there is any change around this to share.
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Fixed Asset report - Include add asset serial number and warranty
Ability to include serial number and warranty on Fixed Asset reports
11 votes -
Reports - Add report to identify lapsed customers (include last invoice date column)
We need a report that will give us a list of lapsed customers. We as a small business need to be in touch with customers who haven't had any transactions with us for 6 months or a year. It would be great to have a feature or report where we can easily find these customers. On our old accounting system, all of our customers had a " last invoice date" column so we could easily pull a report for any of these customers who hadn't been invoiced for 6 months or more.
11 votes -
Reports | VAT201 report - View total per transaction
I am looking for a way to view a value for the supplier or customer transaction as a total value not as individual lines in the vat201 report. For example. I have 3 line transactions in 1 customer invoice, so it shows these three separately. I dont want to view it like that, I want to view it as a complete value, so we can double check the whole invoice as opposed to going to the invoice and looking line through line, which is extremely time consuming
11 votes -
UK Reports - Add Net column to account transactions report
Being able to group the account transaction report by contact is brilliant but unfortunately the report has default columns for Debit, Credit, Gross and VAT and not running balance or net.
If the client is VAT registered the total showed by contact is VAT inclusive so please can the report also have the Net column turned on by default.
11 votes -
Reporting - COInvest report that captures all info required.
Report that brings together all Subcontractors for end of year TPR
11 votes
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