339 results found
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Report Templates include a Signature
Having the option to include a digital signature in the report templates, the ability to paste an image into the text section would suffice for this. Useful for the statement of disclaimer where the firm needs to sign off every report. Currently the only way to do this is by exporting the report to a PDF manager and pasting the signature in.
54 votes -
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
6 votes -
Budget Variance Report - Remove arrows
It would be nice to have the ability to add/remove the arrows from Variance Reports. Some clients don't like them and only want to see the dollar value.
17 votes -
Reports - showing receipts (credits), which matches bankings/receipts & can be filtered by date.
Report similar to Approved_sentand_paid which shows receipts (Payments & credit) for a specified week and not including previous part payments in the Payment and credits collum. The report should match our banking / receipts for that specific week including part payments.
2 votes -
Reports - Group account transactions by month
I would be good to be able to carry out data analysis of each nominal code and therefore group the account transactions by month with totals rather than by week which will ultimately tie back to the P&L. This would make it useful when carrying out data analysis from the P&L.
14 votes -
Reports: Show net profit or loss on Trial Balance report
Showing profit of Loss on Trial Balance (at both Client XERO Blue and advisor) Reports
At present the trial balance report does not show profit or loss, can or will XERO recode the report in client reports(XERO Blue) and in the advisor templates. This is something I believe all accountants and bookkeepers will welcome the change, as the would improve workflow.
Please refer to trial balance from competitors software (has printed that way for over 30 years)35 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 -
Profit & Loss | Groups - Display in order of account code (not alphabetical account name order)
In reports - allow accounts to be be shown in number code order rather than in alphabetical account name order when grouped using codes in the edit layout area.
9 votesGotcha, thanks for rounding back, Kieran. Get where you're coming from especially if you often update or add accounts.
We don't have any immediate plans around this but we'll keep an eye out and let you know if there's any plans to change, here.
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Reports | Custom table - Reformat text
Xero Reporting - Please add functionality to Right Align text in custom tables in notes.
Also, Lots of white space on Depreciaiton schedules making text very small. Add functionality to drag column lines much like excel.
35 votes -
Reports | Statement of Cashflows - add budget column
Can we please add a budget column to the statement of cash flows report. I find this report (once customised to reveal all account codes) very useful for showcasing cash received vs spend on taxes, assets, liabilities and business expenses. To be able to set a budget in the budget manager for cash flow will save hours preparing manual cash flow forecasts outside of xero.
32 votes -
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.
51 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 -
Reporting - Billable Expense report for paid invoices
It would be really useful to have a report the same as the "Billable Expense Report - Outstanding" that shows the same info but for paid invoices, preferably with the ability to filter by invoice number or bill number
47 votesThank you for sharing your feedback and voting on the idea here, community. While we've reviewed this idea and appreciate the needs in what you're wanting here, we want to be open that we don't have any plans for developing a billable expenses report of this nature in the near term.
We will continue to track the interest here, and share if anything changes.
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Reporting - Set default date columns from oldest to most recent
A button you can click to reverse the order of the columns in Reporting
Typically the reports show the month in question closest to the account descriptions and then the prior months in columns to the right but we'd like to look at our current year starting with the earliest month in the column next to the account descriptions and the remainder of the year in columns to the right. This is particularly useful when building out projected cashflows.32 votesYou can re-order the columns of your report with the layout editor, Robbie. 🙂
Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout.
If you're like to make this the default layout there is also an option for this - see our help here & here
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Account Transactions report - Filter Description by multiple terms
I need to search Invoice descriptions to find Invoices that have certain quote references.
I've found a workaround for this using an Account Transaction report and filtering on description. However I can't find a way to use an OR operator.
For example I can create a report that finds all quote references with "A0", and I can modify that to display a report that finds all quotes with a reference that contains "L0".
However, I can't find a way to create a single report that contains all quote references with "A0" OR "L0" (or "A0" OR "A1" OR "A2")
12 votesThanks for the detail in your idea here, Paul. I had a bit of a test of this myself and have checked in with our reporting team.
It doesn't quite appear in the modal once the report's run - this is something that we'll look to improve.
However, it's possible to enter multiple terms which will each be searched and return results for (like OR as an operator) - All you need to do is enter a comma(,) and space between each condition.
For example A0, L0 or A0, A1, A2, 🙂
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Report templates - Support General Purpose Financial Report (GPFR) templates
Financial Statements-General Purpose Financial Statements template published will be much appreciated so the accountants have more options
33 votes -
Custom Report - Ability to Hide/Unhide Columns
Currently we create a budget for each tracking category (department).
I have created a custom report which includes the budget for each category. I then use the formula function to sum the budgets together.
I only want to see the formula column in the report outputted. (I realise that columns can be hidden when data is exported to Excel)
I understand that there is not a way to show a formula column without all the individual budget columns.
Enhancement suggestion: include a radio button for each column to hide/reveal that column in the report
20 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.
49 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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Business Snapshot - Ability to show monthly and quarterly comparatives
In the Business Snapshot all of the comparatives are to previous year. In a startup this isn't meaningful as prior year balances are nil, but month-to-month or quarter-to-quarter comparatives would be super useful. In established businesses also, monthly and quarterly comparatives can be very useful.
20 votes -
Inventory report - with comparative figures.
An inventory report - similar to the inventory item summary, but that allows the user to compare figures to prior periods. This will allow retailers and even manufacturers, to easily track seasonal trends in sales.
17 votes
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