7 results found
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provide a report showing who reconciled transactions to make it easy to review "helpful" clients reconciliations
A report identifying transactions reconciled per user to assist with those "helpful" clients who love to reconcile ( when they shouldn't be )
2 votesGreat to hear this meets your needs - Thanks for the confirmation Sara! 😊
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Dashboard – Monthly & Yearly Sales Overview
Sales report is necessary in dashboard. (Monthly and yearly wise report)
1 voteHi Jose, a Monthly & Yearly Sales Overview is already supported in Xero.
You can add your sales accounts to the Chart of Accounts watchlist widget on the dashboard. These widgets display both the current month and year-to-date figures for the selected accounts, giving you a quick snapshot of sales performance without needing to run a separate report.
If you’re looking for additional breakdowns or different ways to visualise this information, feel free to share more details with us.
Thanks for contributing to the Xero Product Ideas community
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Reporting - Add "Same period last year" date range shortcut
Profit and loss report from "from this time last year" as opposed to the current "from last year". I think it would be really handy to see how the business is going compared to the same time last year.
the app has display dates of:
-this month
-this quarter
-this financial year
-last month
-last quater
-Last financial year
-month to date
-quater to quater
-year to dateIf you guys could add
-From same time last year1 voteHi Mark, thanks for sharing your feedback on adding a “Same period last year” shortcut! We completely understand—when analysing business performance, quickly seeing how you’re tracking compared to the same time last year is key for spotting trends and seasonal changes.
You can already do this using the “Compare with” feature in the new Profit and Loss report. Select Previous Year, and Xero will show the corresponding data from the same period one year earlier. This works for standard periods like This Month or custom date ranges, and you can save it as a custom report for one-click access next time. We hope this will help you to analyse your reports!
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Reporting - Show actuals vs expenses
Add Budget amount to expenditure reporting and show balance amount. To add Budget amount as well as spending expenses so budget holder can see their budget amount and spending and how much is left.
1 voteHi Diana, thanks for raising this here! We appreciate the need to see a proper view of your budgets. Did you know that The Budget Variance report lets you compare your actual revenue and expenses with budgeted amounts? Use the settings and filters at the top of the report to customise it.
If you require further assistance with this, we recommend raising a case with our support team.
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Fixed asset Register - Book value total detailed to cross reference with Balance sheet
Current net book value total within Fixed assets to easily cross reference with Balance sheet - to ensure all assets have been assigned to Fixed asset register
1 voteHi Nathan 👋🏽
The functionality you are requesting—the ability to easily cross-reference the total Net Book Value from the Fixed Asset Register with the corresponding Balance Sheet accounts—is already available in Xero.
You can achieve this using the dedicated Fixed Asset Reconciliation Report (New).
This report is specifically designed to compare the balances recorded in your Balance Sheet for fixed asset accounts against the values in your Fixed Asset Register, allowing you to easily identify and investigate any differences (such as assets not yet registered or manual journals posted incorrectly).
You can search Xero Central for "Fixed Asset Reconciliation Report" for steps on how to run this report.
Please feel free to raise an idea with us again ☺️
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Report - Contact created date
Report to see when a customer account was opened/set up. When conducting customer credit account reviews it would be handy if there was a report to see what date a customer account was set up. So you are only reviews accounts that have been opened for a year. At the moment the only way to see when an account was set up is to look at the notes/history on each individual account.
7 votesHi Kristin, sorry no one's got back on your post here sooner. You can actually run the History & Notes in Xero to view all Contacts that have been created within a period.
To zone into to just the Contact created entries, adjust the 'Type filter to 'Contact', Apply.
Once you see the results you can also do a search where I'd recommend entering 'Created' which will weddle out other entries so you can just zone into the contacts that were created in the period. 🙂
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Reports - Reinstate Combined Departmental report in new P&L
The old version of profit & loss will retire in 31 July. However, the departmental combination report is really helpful. As per attachment, it compares the performance of each department on one page. It is much easier to use and review the performance. Currently, no other report has the same function.
The new version of p&l also has the function to filter the p&l for each department. However, there is no combination report as the old version.
It would be really helpful to have a combined departmental report as the old version of p&l.
4 votesHi team, apologies we haven't rounded back on this idea before now. Since the new Profit & Loss report was initially released and this idea raised we have made improvements to how you can run and compare tracking (departmental) within the Profit & Loss report that will solve for the needs here.
You can read more on tracking within the report in our Xero central article. Thanks
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