107 results found
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Fixed Assets - Attach a file
Option to attach files to individual fixed assets
Purpose: Ease of reference, being able to attach files and documentation that related to an asset
681 votesHi community, we've now released the ability to attach a file to a Fixed Asset to all organisations using the new FA's experience. As mentioned in my last update, the 'Attach files' option is found at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.😊
We appreciate there are some Australian businesses using pools that are still on the older Fixed Assets experience and won't have access to the Attach files' feature atm. While we complete work to help move you all to the new experience I've created a new idea. Add your vote to stay updated.
If you'd like to stop using pools this is possible, however it requires you to turn off tax reporting - This does have impact on other aspects of your fixed…
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Reporting - Option to add account numbers & zero balances to financial statements
Ability to have to have a check box for "Include Account Numbers" and "Include or Omit Zero balances".
Purpose: Because it demonstrates completeness to show that the balance actually is zero
212 votesHi everyone, as of today the ability to show nil(zero) balance accounts in reports is live to all users!
To confirm, there are 2 ways to turn this on. Either through a blanket selection in the Report preferences, or via a toggle on and off option within the 'More' menu of the following reports;
- Balance Sheet
- Profit & Loss (Income Statement)
- Statement of Cash Flows - Direct Method
- Trial Balance
- Cash Summary
- Movements in Equity
- Blank report
- And, Report templates
As we close out this idea, we want to say a big thank you to everyone that's shared their interest in this with us overtime.
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New Manual Journals - Compact view
I’m honestly quite dismayed by the recent update to the Manual Journal interface for NZ clients in Xero.
I’m finding the new layout a little difficult to work with. In particular, there seems to be quite a lot of space allocated to the amounts section, while the Account Title and Description columns have less space. I think the interface would be more practical and easier to read if the layout could be made more compact, with more space allocated to the Account Title and Description fields.
Additionally, the date format appears to follow the US/American standard rather than the New…
127 votesHi team, we thoroughly appreciate all your feedback about how our new manual journals experience has been received. We understand comparatively to the older experience the new experience feels more spaced out and the benefits you find in being able to see this detail in a more compact view.
Taking on feedback, we've released a few changes to help including a Compact view toggle which is available both from the Manual Journal list and individual Journal detail view.
You'll now find from the Column option at the top of the list, or top right within an individual journal, you can select which columns appear and can re-order these on the screen, at the bottom of this section there is also the Compact view toggle which will condense the screen to show more of your data on one page. Thank you for all your feedback here, it's been valuable in understanding…
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Custom report - Add formula rows for % percentages (e.g Gross/Net profit)
Custom Reports: It would be great to be able to add a formula row in the custom reports that can display as a percentage. For example GP% and NP%
Or just have the ability to add a GP% and NP% row.98 votesHi everyone, pleased to share that an option to allow formula rows to be displayed as a percentage has now been added to the Layout Editor of all reports!
We know the meaning of this feature to our customers and appreciate your engagement with us through product ideas. Thanks 😊
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Trial Balance - Ability to run for a date range
The ability to run a date range in a Trial Balance report.
Purpose: Having more flexibility when running the report by having the date range function.
84 votesHi team, happy to come back to share that this is now live to all organisations!
You'll find this as a new report in your Reports Centre called 'Trial Balance by Date Range' under the Taxes and balances section 😊
Along with common date options, you'll be able to set and run the report for a custom date range to suit your needs.
Thanks again for all the engagement and interest we've received from you all in this through Xero Product Ideas.
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Reporting | Page Break - Preview in Xero Reports (without exporting)
Currently, when preparing financial statements or other reports in Xero, you have to export the report to PDF to work out if you will need to insert page breaks to keep all related content on one page, or to ensure that a heading doesn't end up on one page and the information on the next. This can sometimes mean exporting a report multiple times if there are multiple page breaks required.
It would be helpful if in the drafting stage, Xero reports showed some sort of indicator (i.e. a dotted line), so that you could identify where a page would…
69 votesHi everyone! Today we released the new preview panel to all users 🥳
Any report that you can edit the layout of now has a PDF preview on the right of the screen. You'll be able to instantly see how any changes you're making to your reports will be reflected (including page breaks).
We thoroughly appreciate the input and feedback we've received from customers which has helped refine this end result. Thank you
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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 votesHi everyone, thank you for sharing your feedback and voting on the idea for a UK Payroll report showing new starters and leaver dates.
We wanted to let you know that we have recently released an enhanced Contact Details report for UK Payroll. This is currently being rolled out to UK payroll customers.
As part of this enhancement, we have added 11 new columns to the report, including Start date and Termination date, so you can easily identify employees start and end dates.
Thank you again for helping us understand the need for this improvement and for continuing to shape Xero.
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Financial Accounts - Switch rules effect notes
Would like to see switch rules work in the notes to the financial accounts the same way they work on the balance sheet - allowing for reclassification of accounts with negative balances, for example negative current asset to current liability or negative non-current liability to move to non-current asset.
These issues are particularly acute when an account goes from positive to negative and vice-versa between current year and prior year.
On the basis the switch rule does not operate correctly in the notes to the financial accounts, means that in many cases the switch rule is rendered an unusable feature…
59 votesThanks again for all the engagement and sharing the impact this change would have for you.
We have now released our new synced notes experience to all regions.
As noted in my last update, this change will help keep notes aligned with the source report, including carrying through switch rule behaviour.
By allowing you to create synced notes from groups in a report that respect switch rules, means your related note figures now stay aligned.
We throughly appreciate your contributions that have helped us deliver change to solve for the needs here. 🙏🏻
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Financial Settings - Shorten financial year
Ability to shorten a financial year end on Xero without messing up reporting.
E.g. when a company's financial year end is shortened from 30 June to 31 December so there is a 6 month transition period needed.45 votesSorry we've not updated on this idea sooner.
We've now added the ability for you to create a short transition period (between 1 - 12 months long) when changing the Financial Year End date within your organisations Financial Settings.
To confirm the work in this space - Aligning with the UK basis period reforms we've made a change to Financial settings in Xero, so you can add start and end dates to different periods.
This change impacts multiple areas of Xero;
- Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.
- The same story will apply in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.
- In Xero Tax, you’ll…
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Report Codes - Add/Edit codes from Chart of Accounts
Can we please have the report codes shown & editable on the chart of accounts page, and also through the actual reports?
Reasons for the request:
1. It is a logical workflow to specify how an account is to be reported when setting it up
2. It saves having to view the report, realise a report code needs correction and then having to close the report to do this, if you can drill down straight from the report as displayed.
3. As the account balance is shown on the Chart of Accounts page, it makes it clearer which accounts actually…45 votesHi team, we hear you and appreciate the feedback to our last update. I'm pleased to share that now along with the previous update of the ‘Report code’ column to the Chart of Accounts page, we have also just added a button to the main Chart of Accounts screen 'Edit Report Code Mappings' which takes Xero practice users directly to the report code mapping screen.
Taking it that next step to make it easier for practice users to update report codes for new and amended accounts in the chart of accounts. Thanks for all your support in this.
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Reporting - Full List of Reports inc. descriptions for each region.
Provide a FULL list of ALL reports!
There are SOOOO many reports out there that I am not aware of, as they are all hidden! Unless you know the exact name of the report they are useless to search. I have just spent a wasted few days between facebook and support trying to pull a report similar to Supplier Statement. I did a search and of course there is nothing called that. I eventually contacted support to find out how I could get a Supplier Statement and was told to use a "Supplier Bill Activity". I would never have guessed…
39 votesTotally get the keywords our customers look for or search and the names of Xero's reports may not always match. We've making use of generative AI and have released this to search within the Xero help menu - Where possible Xero will auto generate a response based on your search, and otherwise you'll see the most relevant content from Xero Central.
Taking the example in the idea here, when searching 'supplier statement' the first relevant result helps a user understand what reports will help them get an understanding of supplier activity in Xero.
In terms of listing reports in the reports centre - Some of Xero's reports such as the Supplier Bill Activity are a drill down report. While it won't be listed on the reports centre as a default, you can click the 3 dot menu next to the Contact Transactions - Summary report to view sub reports. If…
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Reporting - Aged Receivables Reports - run as at one date, and view the amount still outstanding at another date
Within the debtors and creditors reports (either detailed or summary) the ability to show balances as of todays date when working on client's system up to 9 months later, would be handy to see which debtors and creditors are still outstanding.
I.e. client has £100k debtors as at their year end 31/3/22, but when we run report on say 31/7/22, how many of that £100k is still outstanding? To have a toggle to the balance at the report date (31/3/22) or the current date would help,35 votesHi everyone, thanks for showing your interest here. With the newer Aged Detail reports, you can achieve this by;
- Setting the date of the report to the date you want to include payments up to
- Click Filter
- Set an Invoice Date filter as 'any' - 'invoices raised up to date'
If this is something you'll commonly run you may want to save the report as custom so you can easily open the report anytime. You'll just want to remember to adjust the filter for the Invoice Date. 🙂
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GST | Increase backdating of GST returns
Why are we limited to backdating GST Returns in Blue Xero just 12 months.
It's crazy to limit the backdating of GST Returns to 12 months for Advisors. In an ideal world our clients are well behaved and we only need to deal with recent GST Returns. But we often get situations where we need to backdate GST Returns beyond 12 months: ie A client comes to us who has been trading for 2 or more years and not filed any Tax or GST returns - how do we deal with that? Or if we are doing a migration from…
34 votesHi everyone, with Xero's new GST returns can now be created back in time with no limit.
The one thing to note here is that returns do need to finalised and filed in order of the period of the return.
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Reporting - Option to include zero-balance accounts in the Trial Balance
The TB in Xero does not show lines that have a nil balance, however, you may need to drill down on a line that has a nil balance but may have have transactions (such as a control account). Could an option be added to the trial balance that would allow it to be displayed either with or without the nil balances?
33 votesHi community, we've just released the ability to show nil(zero) balance accounts in reports.
Along with the Trial Balance report, this selection is also available for the Balance Sheet, Profit & Loss (Income Statement), Statement of Cash Flows - Direct Method, Cash Summary, Movements in Equity, Blank report, and Report templates
You'll find you can turn this on as a toggle option from the More menu of the report itself, or there is a selection in Report preferences.
We appreciate you sharing your needs in this and joining in through Product Ideas.
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Reporting - Profit and Loss format to show EBITDA
Can we please have a few new GL Account categories so that the P&L can be printed in the standard format to show EBITDA, EBIT, Profit before Tax and Profit after Tax.
Should be a fairly simple addition to the available categories, to add Interest, Depreciation and Tax as categories would enable this.
This could also help with the enhancement of the Cashflow Reports.29 votesHi team, we've now introduced Xero Analytics in which you can achieve what you're after here.
With the Business Health scorecard you can create EBITDA and EBIT metrics.
In addition, you can exclude these accounts in your widgets on the Xero Analytics dashboard as well as in the visualisations.
We appreciate and thank you for your interest of this with us here in Product Ideas.
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Budget manager - Ability to extend periods by more than 12 months
Can we please extend the budget manager period from 12 months to more than 3 years or whatever is possible? The data in the budget manager does not go beyond 12 months and if the budget is to be changed after a year of upload it doesn't have such access.
When working for a movie/film-making company the budget runs for more than 12 months and it needs to be changed time and again. But Xero doesn't have such an option which makes it impossible to get an accurate variance.
It would be great help.25 votesHi community, thanks for explaining your needs in planning across multiple years. We've released Budgets with Xero Analytics which is currently in early access, and you'll find within the Reports Centre. This new tool lets you set a start and end date for each budget, with a maximum duration of 5 years. ✨
We appreciate your feedback and letting us know how we could improve this experience for you.
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Manual Journals - Ability to change column order
The new menu format does not make logical sense. You now have to scroll to see any details and in long journal postings scroll down the page due to unnecessary spacing and you cant resize the columns? In addition, why are the totals for the debit and credit columns not underneath the columns?
Logically, it would make sense to have the description first, followed by account, debit, credit to enable easy review. The new layout appears to be more confusing than anything else. If we can re arrange the rows, can we also re arrange the columns?
The previous format…
23 votesThanks for your efforts and support here, everyone. I'm pleased to share that we have shipped an update so you can now select what columns are shown, and from the 6 dots to the left have the ability to re-order these on the page. 😊
Once you've got things set as you like simply Save the view.
This is available both from the Manual Journals list and within individual journals.
We appreciate your feedback and hearing the impact this would have for you here.
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MTD for IT (Income Tax)
MTD for ITSA
Xero have been a bit quiet on the issue of MTD for ITSA. What is the suggested solution for ITSA? If the Xero plan is to charge the starter plan at £14/month (plus VAT) I think you will lose a lot of the market share. MTD for ITSA needs a simple £5/month solution for sole traders with ability to use expenses app for free. The costs of £14/month plus £2.50 for expenses is going to lose a lot of our clients to competitors like FreeAgent (which is free if you have an RBS/Natwest/Mettle account). Finding it hard…19 votesHi everyone, we want to assure you that Xero is fully committed to supporting you and your clients through the upcoming MTD changes. Making Tax Digital for Income Tax (MTD for IT) will be available across all Xero business plans, and as you may have seen we've also recently launched Xero Simple, a new plan built specifically to support non VAT registered sole traders and landlords, as they prepare for the next phase of Making Tax Digital.
With Xero Simple, you'll be able to manage finances, stay compliant, and adopt digital processes early. We appreciate the interest in how Xero will help you navigate MTD for IT and you can have confidence that Xero has you covered, whatever your needs.
More information on MTD for IT here and Xero Simple information for Xero partners here.
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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.18 votesHi team, sincere apologies we have not updated this idea sooner. Since our last interaction we have delivered a new Budget Summary report that replaces the older experience.
This newer report allows you to set the date range and the number of future periods, as well as provides a total for the periods selected.
We appreciate your input here.
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Report Templates - Allow "Current date" to be inserted in reports at the client level.
There is no options to insert automatic date formatting into the reports at the client level. When the "current date" insert field doesn't work you have to manually enter the date all the time. It would be easier to be able to insert "current date" field.
18 votesHi team, happy to return to confirm that this has now been completely rolled out.
Report field that have been added and run at the client level are no longer editable, so it'll stay connected and continue to automatically update.
We really appreciate your support and sharing with us about this need in the idea here. Thanks! 😁
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