1081 results found
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Reports - Remove underscores between words on downloaded PDF reports
Hi team
It would be great if you could replace the underscores with spaces when downloading PDF reports from Xero - currently we have to tidy this up before sending reports to clients which takes unnecessary time.5 votes -
Reporting - Text justification options
It would be great if we could adjust the justification of text in financial statements. Yes, each to his own is accepted but some like the left indent and some like the evenly justified (which just looks neater). Here's to hoping it can happen.
5 votes -
Reports - Improve speed when launching reports
The new reports are significantly slower than the old reports. I was wondering if this has been experienced/ shared by other users? And if Xero were working on improving this?
Appears Xero has gone backwards in terms of efficiency...
5 votes -
Reports - Add Account Code column in GST audit report
Please add the account code column?
I also wish to have the exported documents sorted by account code or account name.5 votes -
Manual journals - Export in a format that can be reimported inc. GST
Currently, I can export manual journals from a Xero organization for record saving. However, I cannot use the exported manual journals in Excel format to be imported to another organization directly. Because the exported manual journals show the GST amount in a separate line (GST account). Can you please add a new function to export manual journals for Xero importation? It means I can directly import the exported manual journals from one organization to another without editing.
5 votes -
Account Transactions report - 'File name' column that shows attachments from transaction line source document
By adding a 'Related Files Name' column option in Account Transactions reports people can then see which file is related to which transaction when exporting the report
5 votesThanks Lorenzo, appreciate the clarity. I've slightly updated the name of your idea here. No plans at present but we'll continue to track the interest through this thread.
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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 -
Account Transactions Report - Running Balance calculation
Currently the Account Transactions Report calculates Debits minus Credits which means a positive Running Balance shows in brackets and a negative Running Balance shows without brackets. This is totally contradictory to the usual accepted Accounting Rules. Can this be changed so that the Running Balance is calculated as CREDITS MINUS DEBITS please ?
5 votes -
Multicurrency - Stop showing archived Tracking data in reports
Please can you add the ability to stop archived tracking codes appearing on P&L reports just because they had a foreign currency item at some point.
- Archived tracking codes, with no data in current FY or reporting period appear because years and years ago it had foreign currency trans.
- The currency L or G are not relevant to the current reporting period. The FY is closed, in some cases years and years ago - there is no need for it to keep appearing.Please stop this happening.
With the new 200 tracking code reports now released this problem…
5 votes -
Fixed Assets - Enable account codes to be edited / updated
Currently, apart from rolling back depreciation prior to the first asset being allocated to an Asset Type, it isn't possible to update the accounts code without a lot of hassle.
For example, a general depreciation code may have been assigned to an Asset Type. If you would like to update this to a specific code, e.g. "Depreciation - Plant & Equipment", it is a difficult process with the potential for unintended changes to prior years.
As a result, a common workaround is having to do a journal to reallocate the depreciation amount for each period. However, if you could simply…
5 votes -
VAT returns - Filter 'Transaction by VAT' and 'Transactions by tax rate' pages
I would really like to see something similar to the sorting function on the Account Transactions report applied to the Transaction by VAT box and Transactions by tax rate pages on the VAT returns. This would make them so much easier to review, rather than exporting them to excel.
5 votes -
Reports - Keep negative accounts under the same category on balance sheet
I've noticed when an account gets a negative balance (such as an asset) that the balance sheet moves it to liabilities. I also noticed that, although I put "Other Income" at the end of the account list (with a account number of 7000) it still shows up in the income section. Proper accounting reports show "Other Income" and "Other Expense" at the bottom of the balance sheet. Additionally, if an asset account gets a negative balance for some reason it should NOT be moved to liabilities. Please fix this.
Thank you
5 votes -
Reports - Voided and Deleted Invoices deselected by default
I deleted and voided invoices for a reason. I don't want to see them again, yet they show up by default on a number of reports. This is in addition to making the invoice number unusable when invoices are voided. None of this makes sense to me and I shouldn't need to make a custom version of every report that seems to included voided/deleted data by default.
5 votes -
Journal Import - Add field for tax basis
Journal Accrual or Cash Basis default setting and journal import column.
Default journal setting in is Xero is to post on a cash basis - apply a settings to select which basis is the default method (Cash or Accrual)
Import journals on accrual basis - add an extra column to the import template to state if the journal is accrual or cash basis or a default setting if blank.
5 votes -
Receivable Invoice Summary - Date range 'Any' option
Previously, in old "Customer Invoice Report" there was a feature under "Dates" where we could select "ANY" which allowed Invoices created outside of your selected date range to be included in your report.
This seems to be no longer available in the new "Receivable Invoice Report" and any invoices created outside of your selected date range (but paid within that date range) won't show up on the report.
You can expand your date range but this has potential to re-list paid invoices from previous reports.
Can "ANY' be added as an option to Dates as it was in previous version?5 votes -
Profit & Loss | Common date range formats - Add date range 7, 30, 90 days
Generate Reports with Trailing Time Periods
I want to have a report that tracks how my business is doing on a trailing X-day time period. Standard windows I view are 7 days, 30 days, and 90 days.
I would love it if I could create a custom P&L report that looks at the financial health of my business over the last 30 days whenever I open it up.
The current work around is to manually specify dates by calculating what was 30 days or 90 days into the past which works, but is annoying.
I am expecting this to be…
5 votes -
General Ledger - View foreign exchange revaluations
Post foreign exchange revaluations in general ledger as opposed to income stmt and balance sheet only and does not print in transaction report
5 votesCan you explain how viewing this detail in the general Ledger as opposed to the Income Statement or Balance Sheet would be useful to you, Bill?
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Projects - Custom date filters for Project Summary reports
It would be really helpful if you can add more filters in the Project Summary reports, e.g.. a date range for "Closed Date" so we can report on Projects completed in a specific month. At the moment the date range is based on time entries only.
5 votes -
VAT return -Side navigation or contents pages
VAT Return - transactions by VAT Box
Hi our company VAT return is currently over 400 pages long. Reviewing it is not easy when you have the box 1 figure on page one. I then scroll to about page 65 to get to the box 4 numbers after scrolling past it 2 or 3 times.
It would be amazing if there was a navigation panel to one side that I could click and it would take me to the page of the vat return relevant to the box number I want to review.5 votes -
Director Declaration - Auto adjust terminology (single vs multi)
In the Director's Declaration, it would be great if the report could recognise if there is a single Director or multiple, and then update the wording accordingly. (eg "The Directors have determined" or "The Director has determined".)
5 votes
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