895 results found
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Reporting - Automatically update footer page range based on report page numbers
Can we get the report pack to automatically update both the footer and compilation report, based on the page range for the statement of accounting policies and notes to the financial statements. We're currently doing this manually and it leaves room for error.
10 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
10 votes -
Repeating journals - Date placeholder that uses a number-format for month
I attended the 2023 Q2 QPU and I like that for placeholders you can add a number in the square brackets to modify the month placeholder (this was in repeating journals - is it the same in other repeating features, like Invoices/Bills?). I also wonder if you can modify the year placeholder in the same way.
But I'd like also to be able to post repeating journals with a placeholder that uses a number-format for month (eg, 04 instead of April). Alternatively or additionally, it would be nice to be able to abbreviate the month to just the first 3…
10 votes -
Bank reconciliation report to show contact reconciled to
Bank reconciliation - A report that will show each bank transaction and then which invoice it has been reconciled against, as a way of having a quick way to check something has been reconciled incorrectly. Currently, the only way is to view each transaction through the account transaction report.
10 votesGood to hear you're aware of how you can run the Account Transactions report to view this information, Catherine - Is there a reason or something missing from this report that would help you when reviewing transactions?
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Report templates - Option to include report fields for Net Profit before & after tax
Report Fields
Would be nice to be able to auto populate the net profit into new reports as older report packs did.The older report packs had a net profit before tax / net profit after tax field option how has an "upgrade" to new report lost this feature?
10 votes -
Reports - Make formulas for individual rows
In reports - Be able to make formulas from individual rows / accounts not just "columns, group totals or formula rows". I have attached an example of the work around required to get Gross Profits for hospitality split into Wet (Booze) and Dry (Food). It adds 8 lines and makes the report unwieldy. I would love to to more interesting formula. And not have to export to Excel or other programs.
10 votes -
Receivable Invoice Summary report - Filter based on Payment Date
Can we please have a function where we can filter the data based on the last payment date to show only invoices paid within the date range in the filter?
10 votes -
Aged reports - View Credit note allocations
Just looked at the new Aged Payable report > Aged Payables Detail - it doesn't show credit notes which been allocated to invoices. This is very confusing as we can't reconcile against the statement. Please review the report and add in credit notes, even if they have been allocated to the Invoices, or advise which report I need to use when reconciling the account.
10 votes -
Account Transactions Report - Hide Archived Accounts
The attached post indicates that Xero has delivered the ability to hide archived files by unticking the "Show Archived" box in the account transactions report and then saving it as a custom report. I have tried this, but it doesn't work. Every time I go into my custom report which should have the Show Archived box unticked it is always ticked and the archived accounts are showing. Could you please look at this again.
10 votesHi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use?
If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks
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Manual journals - Search for a journal by description or reference
Sorting Manual Journal Entries with a specific description or reference for easy search and find
10 votesHi team, thanks for your feedback here. While we are in the process of releasing a new Manual Journals experience, I want to be open that searching by description has not been incorporated into this work.
We are continuing to keep a track of interest for this here and if any plans are made we'll update you here.
An alternative option would be to run the Journal report, where you can include Description as a column and also filter the report to search text that the description you're looking for contains.
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VAT - Show Unreconciled Statement Lines for a VAT period when completing a VAT return
A note of outstanding, unreconciled statement lines before completing a VAT return.
Currently you click review and can see the VAT return; however, it would be useful to have a box that would flag if there any unreconciled transactions within the VAT period.
This would help to ensure no transactions are missed when completing a VAT return.
10 votesThanks to you all for sharing and supporting this idea. We understand how helpful it'd be to identify unreconciled statement lines within the VAT period before completing a return, reducing the risk of missed transactions.
This is being considered as part of a wider piece of work to help identify and resolve outstanding items at the right point in the tax-filing process. While it's not in development as yet, we'll keep you updated as work gets picked up.
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Custom Report - Ability to create formula with any column
Custom Reports
The formula feature only appears to work for columns that are located to the left of the formula column.
Each column has a name, surely the name is the important element and not the position of the column on the report.
Can the formula feature be amended so that columns from anywhere in the report can be included10 votes -
Xero Accounting app - File CIS returns from app
To be able to use CIS on the mobile app and on an IPAD.
When you are not able to use a laptop and you need to work with CIS.10 votes -
Reporting - Include report filters in report links/URLs
New reports - enable data capture in links
Currently - if you select a specific date range or filter and then link to this report, that data is lost and upon clicking the link you get the default report and have to reselect the data.
It would be useful and time saving to enable the link to capture that data - the same as the old versions of the reports
10 votes -
New Account Summary Report - Search by Account Code
The new Account Summary Report needs the Account Code in the drop down list. Currently it only has the names of the accounts. There is no option to show or hide the Account Code. Sometimes I work with the account codes and not names. I need the ability to type the code in as well.
10 votes -
Reporting - Opening and Closing balances and movement for multiple contacts
Supplier and customer ledger - to be able to pull a supplier/ customer ledger, instead of pulling reports per contact. This would be ideal if it can be pulled for a certain period, to see all suppliers'/ customers' opening balances, movements and closing balances per supplier/ customer, all on one document.
10 votes -
Reporting - Password Protect option for PDF downloads
SureIy this would be a no brainer??
I'd like an option to download PDFs with a password automatically added.
The password could be added in the company setting pages with the option to download "Protected PDF" when you print a report.
This feature seems so simple to create and i'm not sure why it hasn't been thought of.
This would also save us having to do this manually with every report sent to a client.
Please set this up at it would be a great option for bookkeepers and accountants.
10 votes -
AU Tax - Report Builder filter by sign status
Create a report that includes Sign Status. However, when I try to set it up, the only option available in the dropdown is Client Status.
I would like Sign Status to be added as a selectable field in the report filters to make the report more useful and easier to manage.
9 votesThanks for sharing this idea, Anjellyn. We understand the request to filter reports by e-signature status. Having these statuses available as report filters could make it easier to track outstanding signatures across client tax returns without checking each return individually.
We've updated the status to Gaining Support so we can continue tracking community interest. If this would help your workflow, add your vote and let us know how you'd use it.
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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.
9 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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Manual Journals - Ability to archive repeating journal
Archiving repeating journals
We have had a number of repeating journals over the years. We have gotten to the point where when we want to update these journals, we have to trawl through these. It would be nice to archive the ones we don't need any more so we can just see the ones we need.9 votesHi team, appreciate raising this idea with us. As noted by others right now it is possible to delete a repeating journal.
If you need to repeat the journal again in the future you could turn one of the previously posted journals into a Repeat journal to start this up again.
We don't have any plans for adding an archive option in the short term but will continue to watch the interest for this here.
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