461 results found
-
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.
16 votes -
P&L Report - Ability to customise report formulas based on account categories
When customising profit and loss reports would like to be able to choose the formula to use depending on whether the account is an expense or income. (eg. negative or positive variances)
3 votes -
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.
33 votes -
Reporting - Filter Inventory reports by Tracking
Please add ability to filter inventory reports by tracking codes, so you can see quality purchased and sold by tracking code.
35 votesHi team, while not available in the Inventory reports directly you could run the Receivable or Payable Invoice Detail reports where you'll find your can group and filter by Item and Tracking which should help you get a picture of quantities purchased and sold by category 🙂
-
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
5 votes -
Account Transactions Report - Running Balance calculation
Currently the Account Transactions Report calculates Debits minus Credits which means a positive Running Balance shows in brackets and a negative Running Balance shows without brackets. This is totally contradictory to the usual accepted Accounting Rules. Can this be changed so that the Running Balance is calculated as CREDITS MINUS DEBITS please ?
5 votes -
Reporting - Alert if the Balance Sheet is unbalanced
Show an alert if the Balance Sheet is out of balance
1 vote -
Reports - Add more filters to the General Ledger
General ledger,
- (same goes to account transaction report )
Once generated report, pls Enable view and filter, sort the transaction by clicking specific column, enable filter in every each column drop down instead of allowing only one box to search for different categories.]- description 2
Sales
- pls enable receipt list as well in sales platform (enable filter feature for every column) It's such a hassle for me to click in every bank to view transaction. Spend money too!
2 votes -
Reports - View history of changes to published reports
Currently, Xero offers an excellent feature enabling us to view notes and actions related to invoices and transactions. However, I think it would be highly beneficial if we could also access a detailed history of changes made to reports, such as budget manager reports and GST. Recently, I've encountered instances where my final GST reports were inexplicably reverted back to draft status. This unexpected behavior has resulted in confusion and inefficiencies within our financial management process. Regrettably, I have been unable to identify the responsible party behind these changes, leaving me puzzled and concerned about the security of our data.
…
3 votes -
Reports - Add average for the account in General Exceptions report
Can there be a date period added to calculate the averages on this report?
We do not find "The average in the account is calculated based on all transaction lines in the account for the life of the organisation" to be of use unfortunately.2 votes -
Job WIP Balances Report - Criteria Search
I would like to be able to have a selection of criteria for the standard Job WIP Balances Report that allows me to produce that report by certain fields in the report ie Name, State. Also by adding the following criteria would also save me a lot of time exporting and trying to sort by:
1. Client Group; or
2. Manager.4 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.
45 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.
28 votes -
Reports - Reduce empty spaces
Custom reports- why there such a large gap of blank wasted space between the account names and the first column!! We create month x month reports ie 12 months of columns wide, so it is very frustrating when you create a PDF with all those columns on it and there is that great wasted space before the first column!!!
4 votes -
Reports - Add account name in Account Transactions report
Would it be possible when pulling account transaction reports from Xero to add the account name, instead of having it say Account Transactions?
3 votes -
Reports - Remittance report
I would like to produce a remittance report that details which invoices the credits have been allocated to
2 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
19 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)29 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.
46 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.
-
Reporting - Report on number of hours billed
We are wanting a report to show the labour hours billed for a given period also the average hourly rate billed for the same period.
1 vote
- Don't see your idea?