528 results found
-
Profit & Loss - Ability to hide lines
On the P & L reports, there quite often extra lines at the bottom which aren't required this yr, but may be next year. which we don't need ie: Net loss/ profit before beneficiary dist , nor do we need before tax etc as a loss, just need the bottom line ( net Profit /Loss). Companies also have the same issue. Is there a way to "hide" these lines? if not , can we add this as a suggestion please. Don't want to delete, just hide or disable as necessary
7 votesHi everyone, thanks for sharing this suggestion. We understand you’re looking for a cleaner and more flexible way to format Profit & Loss reports, including the ability to hide specific accounts.
This could help improve report readability and make it easier to present tailored financial statements to stakeholders.
We’ll continue to collect feedback and interest from the community.
-
Account Transactions report - Include project column
Would it be possible to add Project Codes as a selectable column in the Account Transactions report? We would find this most useful as it would save time.
114 votes -
Reporting - Rename published report
Once a report is published, there's no way to edit the name. I like to add a reference in the publish-name of a report so that I can easily find the specific one that I'm looking for in the list of published reports - especially useful when you're publishing multiple bank account reconciliation reports. Sometimes I forget, and the only way to change the name of a published report is to delete the report and re-create it.
9 votes -
Reporting - Include declined reason for quotes
It would be very useful if the declined reason could be included in a report/export to enable further investigation as to why quotes where declined.
This would highlight any patterns, e.g. price to high, delivery to long etc.3 votes -
Contact report / export - Including credit limits and terms
Report listing all customers including contact details, credit terms and credit limits
131 votesThank you for the engagement on this idea. We’ve listened closely, and know that being able to export full customer credit information including credit limits and associated credit terms would be a highly beneficial feature for you all that've voted.
As mentioned in our previous update the Aged Receivables Summary report does provide some of the information requested, however we understand that this may not fully meet all your needs.
Our Product team has reviewed this idea and we're updating the status to ‘Accepted’. This is an idea we’d like to develop, but isn’t currently on the roadmap. Please continue to add your comments and votes and if anything changes, we’ll make sure to post an update here.
-
Reports - More detailed bank transaction report.
Add a more detailed bank transaction report.
It would be nice to generate a bank report that allows you to see the accounts booked in details. For example, if one transaction has multiple accounts, I can see what accounts where used and what amount. this would make it a lot easier to look over and control if you made some mistakes or did not included bank fees in the transaction.4 votesHi everyone, thanks for the idea. It has been awhile since this idea was raised, so we just want to update the status of it. We understand you’d like more detail visible in the bank transaction report, such as contact names, descriptions, and reference information.
Having this in one view could help make reviewing and checking transactions a lot quicker.
We’ll continue to keep track of the feedback and interest from the community.
-
Reporting - Option to extract transaction details without subtotals and formatting to support pivot analysis
Most often when I extract XERO finance reports I have to strip out all of the headings and totals in order to get to the raw transaction data for further pivot analysis and data refinement. Having a raw data dump (i.e., excel or csv format) as an option to the formatted files would save considerable time for users doing pivot analysis, multi period or year comparisons, adding calculations and additional columns, preparing charts, and just trying to summarize the data in a different way.
10 votes -
Reporting - Monthly and Annually Recurring Payments to Suppliers
Please explore the possibility of generating a report that efficiently and clearly captures Recurring Payments made to any contact or supplier with either monthly or yearly frequency?
Currently, this is not achievable without significant manual effort to extract data from various reports in Xero. While I’m aware that the "Repeating Bill Payment" feature setup can also aid with producing a report of this nature, most clients do not use this setup, and the information isn't sufficient.
Payments have been processed in Xero through various methods, including bills, direct debits, and spend money transactions. The desired report should be able to…
2 votes -
Reporting - Distinguish between 0.00 and nil balance accounts
On balance sheets or profit and loss reports. It would be amazing if there was a distinction between accounts that have nothing in them (e.g. -) and accounts that have a nil balance (e.g. 0). They currently have the same icon (-). Having different icons would make it easier to distinguish without having to click into the account.
3 votes -
Reporting - Attach documents to published reports
To be able to attach documents (images / PDF ) to published reports.
For example Bank Statements to Bank Reconciliation reports. Signed copies of Debtors / Creditors ledgers etc25 votes -
Short term cashflow - Ability to edit repeated transactions
Hi
I would like a feature in the short term cash flow where when a repeated manual entry transaction is made that you can edit only one instance like a repeated meeting in outlook.
An example is that i have made a regular Money In transaction yet i cannot remove a single instance when the actual invoice is created and i am overstating incoming revenue.
Thanks6 votes -
Foreign currency budget report
It would be useful to be able to have a foreign currency budget and then be able to report against the P&L in the same foreign currency.
8 votes -
Journal Report - Showing user creating/editing journal
I understand the new journal report can add a column of "Posted by". it would be great if we can also add the "created by" and "edited by" in the report. We want to see a list of creator, editor and poster for each journal (with Journal details).
14 votes -
Reports - Inventory Item details report to include columns for Item code and tracking
Report - Inventory Item details to include columns for Item code and tracking, or Account transaction report to include Item code and quantity.
15 votes -
Profit and Loss - Option to show opening and closing stock
Ability to show opening stock & closing stock closing amounts in the P&L on a monthly, quarterly etc basis.
A function to allow to pick a Balance Sheet code or P&L code for stock and specify what balance to report in the P&L or trading account. ie. when running May 2023 monthly reports, the ability to specify that the opening stock is the stock on hand balance at 30 April 2023 and the closing stock is the stock on hand balance at 31 May 2023.
44 votes -
Xero Analytics Plus | Short term cashflow - Ability to set date range (e.g a year)
Xero Analytics Plus cashflow to show a year not just 90 days.
The current cashflow upgrade from Xero only shows up to 90 day which is weird as in reality you need to forecast for the year. Is this going to be extended to a year like all the other cashflow apps ?56 votesHi team, thanks so much for your engagement and for sharing your needs on this idea over time.
While we don’t plan to build this into the Short-term Cashflow feature, we did want to highlight that similar functionality is available through Cash Flow Manager in the new Xero Analytics.
With Cash Flow Manager, you can extend your forecast out to 180 days.
We understand the original request was for a full 12-month forecast and the ability to set a custom date range. We've focused on a short-term forecasting tool in Xero that projects up to 180 days, and whilst we do not have plans to have extended projections longer term that now, there are other solutions - such as Syft that offer advanced forecasting tools as well for long-term projections.
-
Reports - Add "does not contain" filter
Currently the report's filters only available to filter thing that " contain " in the respective categories. Can you please also include the option "do not contain" - so that we could produce report to omit things that we would not wish to include. Thank you
36 votes -
Reports - Ability to add Contact Account Numbers to Account Transaction Reports
I propose adding contact account numbers to account transaction reports in Xero. This enhancement will enable users to easily link and reconcile transactions with specific contacts, even when working with downloaded data in formats like Excel.
By incorporating contact account numbers in account transactions reports, users can streamline transaction reconciliation. This feature simplifies the process of cross-referencing transactions and contacts, particularly when utilising downloaded data outside of Xero.
For instance, users can streamline the process of running annual donation receipts by downloading the "Contacts" and "Account Transactions Report". By linking contact account number, contact names and addresses from the contacts…
34 votes -
Account Transaction Report - Add additional custom columns
request for additional columns available in customised account transactions report
only standard columns available, would like to access other options such as unit quantity, unit cost, invoice status, etc.
23 votes -
Receivable Invoice Summary Report - Group by Contact group
We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that sorts descending by gross invoice amount but groups the contacts within the contact group together. In Xero, I cannot figure out a way to accomplish this.
7 votes
- Don't see your idea?