568 results found
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Account Transactions report - Ability to change default columns when drilling into report
Although you can save a custom Account Transactions report as the new default report, Xero still displays the original default Account Transactions columns if you drill down to account activity from Balance Sheet or Income Statement.
This currently requires re-adjusting the column settings every time.73 votesThanks for signalling your interest and sharing with us through this idea, team.
We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.
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Report Templates | Copy - Client to practice, or client to client
There are a number of Report Templates available in the Client Reports which once adapted would be good to copy either from one client to another or better still from a Client to the Practice Reports, making them available for all clients and they could then be included in Monthly Management Reports.
Currently you can only copy reports within a client or within the Practice Reports and the facility is not available to copy across from one to another
66 votesBack with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!
As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.
While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.
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UK Payroll - New Starters and Leavers payroll report
Joiner and leaver payroll report
A report to show who has joined and left within a certain period
63 votes -
Aged Payable/Receivable Report - Option to include CIS Deduction Value
Add CIS Deduction value to the Aged Receivables and Aged Payables reports. In the same way Outstanding VAT value is an option to include in the reports, also include CIS Deduction.
60 votes -
Reporting - Filter the Profit and Loss by Contact
When exporting the profit and loss transactions it would be amazing for one of the columns to show the Contact in isolation rather than merging the contact and description into one field. This would allow much easier spreadsheet analysis by contact.
59 votes -
Reporting - Hiding archived accounts from chart of accounts list when customising report layouts
Hiding archived accounts from chart of accounts list when customising report layouts, perhaps with a tick box to show or hide the archived accounts. It makes the job of customising layouts so tedious when the old messy chart of accounts come up every time and you can’t hide the archived accounts!
57 votes -
Reports: Bookmarkable link to reports
Currently when using the new reports, bookmarking a page in Xero will take us to the specific organisation that the bookmarked screen was in.
But when using the old reports, bookmarking a page in Xero for example Balance Sheet for the year ended 30/06/2022, when i click on the bookmark link it will bring me to the Balance Sheet for the year ended 30/06/2022 for whichever organisation i am working on. This makes it easy when i'm looking at multiple entities.
Since Xero is phasing out the old reports, can you please bring this feature into the new report?
55 votesHey community,
Thanks for all your feedback on this idea.
As you’ve found, users could bookmark reports and that bookmark would work across organisations. However, this caused some strange behaviour when navigating between organisations in bookmarked reports.
By including a unique Organisation ID in the the new report URLs, the data displayed is consistent with the organisation the report was bookmarked in. The result is that users can navigate away from a bookmarked report, without Xero updating the organisation.
To be transparent here, this was a deliberate change, and there are no plans to re-implement book-markable links to reports.
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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.
55 votes -
Account Transactions report | Batch deposits - Use Payment Reference
In the account transactions report, the reference for batch deposits (of invoices) should be the payment reference.
Currently, the individual invoice numbers are presented for batch deposits when you run account transactions.
53 votes -
Reports - Add customer and supplier journals
CUSTOMER AND SUPPLIER Journals needs to be added to the system????? And a proper detailed CUSTOMER AND SUPPLIER DETAILED LEDGER - Without the allocation of payments AND credit note splits with THE ACTUAL DETAIL on the bank and jnls so that one can see what is going on. WITH opening and CLOSING Balances? i have seen HUNDEREDS op people complain about this??? come on XERO? YOU CAN DO THIS/? EVERYTHING else is top notch but your cust and supp ledgers needs to be fixed and one needs to be able to do a proper cust and supp journal entry. especially…
51 votes -
Invoices - Add invoice notes to age receivable report
Receivable invoice summary- add notes column - if notes are made on why invoice are not yet paid. can we run an age receivables report, that also includes the notes on an invoice please
49 votes -
VAT201 - Diesel refund and rebate
On the VAT201 report a option to capture the Diesel refund per month to pull through to the E-Filing VAT201.
49 votes -
Payable Invoice Details report - Option to display bank details
Need option to display supplier bank details when running the supplier payments bank report. Key for bank approvers to easily verify bank details for supplier payments.
49 votesSee where you're coming from and thanks for the confirmation, Malcolm (I've just slightly adjusted the title here 🙂)
This isn't something we have planned at present but will get a sense of the appetite here and let you know if there's any change.
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Profit & Loss Report - Compare > 200 tracking categories, and bulk select
Thanks for adding the new "compare tracking categories" in the new Profit & Loss Report.
However, even with this additional development the new version of Profit & Loss Report requires you to manually add each tracking category one by one. Having the feature of "select all" reinstated as the old version did would be really helpful.
Having limited tracking categories to 200 isn’t helpful, previously Xero was able to search across an unlimited number of tracking categories, but only report on the active ones.
I’m sure there are many users that have more than 200 tracking categories (not always active…
48 votes -
Reporting: Aged Payable Reports - Show invoice/contact record notes to report notes
Ability to show details on notes or comments from Invoices/Contact record to Aged Payable report.
Purpose: With notes and comments, users will have extra details with the debts that the suppliers/customers owned to users’ business
48 votes -
Reporting - Accept 2 decimal places in Budget Manager
Modify the Budget Manager so that it accepts 2 decimal places and does not round to the nearest full dollar.
Rounding all figures means that the Net Profit amount is incorrect which means the budgets are incorrect.
46 votesThanks for your interest and input on this idea, everyone. Being upfront this isn't something we have planned at this time but we'll continue to monitor the votes and feedback coming through and will be sure to let you know if there's any change to this, here.
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Tracking Categories Report - Ability to print/download tracking categories
Tracking Categories Report - Please add the ability to print/download the tracking categories
46 votesHi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
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Reporting - Show Billable Expenses in Account transactions report
When running an account transactions report, the ability to add a column to show line items that are marked as billable expenses or, a filter option to filter for billable expenses.
45 votes -
Account Transactions Report - Show date transaction was raised
For the account transactions report please can you add more column options to include the contact/supplier name and entered date. This is helpful in analysing the transaction data further.
44 votes -
Bank Accounts - Ability to add a 'Reporting name'
There isn’t the ability to have a ‘reporting name’ for a bank account name on the Chart of accounts
(. e.g. you either have to update the name in the system (problematic for live files where the client names accounts based upon their use and not in out reporting name format) or manually create a group with the correct name when drafting the financials to replace the account name.43 votesThanks for your images showing what you're meaning here, Zoe. Makes it super clear for others and our product teams.
Appreciate it's not the ideal solution but good to hear you're aware of how you can group and rename an account through the Financial reports at present. We'll keep an eye on the interest in this, here.
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