530 results found
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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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Reporting - Expand & collapse groups in report (rather than Layout editor)
After grouping accounts using the 'edit layout' function it would be great to be able to either expand or collapse each group while viewing the report, rather than having to go back into the 'edit layout' section to change the way the group appears.
32 votes -
GST Audit report - Include narration from bank statement
DEAR XERO. CAN YOU PLEASE CHANGE THE GST AUDIT REPORTS SO THAT THEY SHOW THE ACTUAL NARRATION THAT IS ON THE BANK STATEMENT INSTEAD OF THE PAYEE NAME. WHEN RECONCILING TRANSACTIONS XERO ADDS IN A SUGGESTED PAYEE NAME WHICH OFTEN GETS ACCEPTED, OFTEN ITS INCORRECT. THIS IS THE DETAIL WHICH SHOWS ON THE GST AUDIT REPORT. IF I AM CHECKING THE REPORT I NEED TO SEE WHERE THE ACTUAL PAYMENT WENT, FROM THE BANK STATEMENT - NOT WHERE SOMEONE HAS INADVERTENTLY SAID IT WENT WHICH MAY OR MAY NOT BE CORRECT. THERE IS A LOT MORE INFORMATION ON THE BANK…
22 votes -
Reports - GST late filing adjustments
would be so much easier if the only amounts that show on the GST late file reports are amounts where the GST treatment has ACTUALLY changed. doing something as simple as changing a code in a filed period can create hundreds of pages of "late claim" adjustments but they are just in and out entries..... this also makes it harder to determine which entries have actually changed.
9 votes -
Xero Analytics | Short-Term Cash Flow - Change payment dates from within Short-Term Cashflow Screen
While reviewing the short-term cash flow report, a client may realise that there is a bottleneck and spread out some bill payments by changing the payment dates. It would be great to be able to do this from within the Short-Term Cashflow (on the same screen that the issue is identified) to see the results immediately and the improvement in cash flow.
8 votes -
Expenses Report - Ability to view unapproved expense claims
Xero Expenses - Currently there is no report to get information on expense claims needs approving. (by staff member, period etc) It would be useful to have a report which can be filtered rather then logging in to screen and view all. Thanks!
22 votes -
Reporting - Bank Reconciliation report with line details
Report to display how one (of several) bank accounts was reconciled by another user. Items to include Who (Contact) What (Account Selected and Description) Division and Tax Rate.
This is to ensure the items were reconciled correctly, particularly overseas payments where NO GST must be selected. To check work of admin.
8 votes -
Reports - display currency symbol
Why doesn't Xero display the currency symbol (like a $) in any of the financial reports like Balance Sheet, Income Statement, etc.? We get only the plain numbers without knowing they are in U.S. dollars (in my case) and make these basic financial reports harder than necessary to read.
20 votes -
Reporting | Groups - Option to sort in alphabetical order
In the old reports, once the account was added to a subgroup, the account code would automatically be in alphabetical order. However, this is manual for the new reporting.
A good function would be to automate this in the new reports as well (per the old reports) rather than dragging and dropping manually.
24 votes -
Project Summary report - "Project to Date" time period option
We often need to generate Project reports for the time period 'Project to Date'.
This isn't an option in the Project Summary report. Can this be built-in as a further standard option?
14 votes -
Reports - Summary breakdown on VAT report
I would like to see on the front sheet of the VAT report a Summary break-down by VAT code showing Total, Net and VAT by each VAT category.
Is this something you are currently working on and if so when would it be available to us.5 votes -
Reports - Add Product Code field to Transactions Report
Please add the Product Code as a reportable field to the Transactions Report (and any report that looks at 'Descriptions'). Any transaction description that is genrated from a 'Prodcut' needs to include the Product code to give an essentail higher layer of analysis - i really dont know how anyone can drill down into their Sales data without it? It must be a tick box to add as it will be in the same table that the description comes from. Please just add it or offer a custom report building service.
7 votes -
Reporting - Filter out Archived Contacts in Account Transactions Report
Hi all,
I want to run an accounting transactions report... if I filter the contact, it comes up with the whole list (I have loads archived!). Would it be possible to be able to filter out the archived contacts or at the very least, be able to type in the one I want?
My predecessor saved all PayPal transactions by their individual addresses so have had to archive them all to make my actual contacts list manageable!4 votes -
Reporting- Contact Cash Activity Report to show all contacts
Contact Cash Activity Report that shows all contacts and can show both individual transactions or a summary (total).
It would be more efficient than having to select each contact individually
3 votes -
Account transactions report - Include item code as a column
Add item code as a column option in the account transactions report
20 votes -
Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF
Would like a report showing a list of bank account number changes. This would show original bank account number, new bank account number, contact's name, date the bank account number was amended and who amended the bank account number and to be able to print this as a pdf. This would be of great benefit because of fraud and also our Auditor has asked if we can produce a list of bank account number changes for a selected period.
184 votesHi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
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Manual Journals - Search by ID
Manual Journals - Search by ID
To enable the search function on manual journals to include the journal ID31 votes -
Reports - Supplier/customer ledgers showing exact credit/debits
I find it unacceptable that Xero cannot give a report with the exact debits and credits on the supplier / customer account without showing how the allocation was done. If there are 2 invoices of a 1000 and 1 payment was made of 2000 - I want to see it exactly like that on the report and not 1000 allocated to the first invoice and 1000 allocated to the second invoice. This is standard in Pastel.
7 votes -
Profit & Loss Detail Report - Option to expand account sections without having to rerun report.
A default "Profit & Loss Detail" report is a standard option in pretty much every other bookkeeping system I've worked in and necessary for many companies.
An additional option of running a standard P&L Report, but also being able to expand account sections to see the detail without opening a new report would be very useful for researching issues. It is tedious to continually run the report I need, only to click on one line item and then have to go back and run the original report again to continue researching.
13 votes -
VAT Report - Separate late claims by tracking category
VAT - late claims. As i use tracking categories - everything runs back through the late claims part of the VAT report but, this means there a mass of data to check through for the actual late claims that i do want in there. Very time consuming to check through all this. It would be great if you could separate out - say that the things come through from the bills from the tracking categories.
3 votes
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