375 results found
-
Payable Invoice report - Auto update results when transactions listed in date range report is run
When viewing reports ( e.g. transactions reports) if you change the date range of the report after you have looked at the transactions for a particular date range , the report comes up with "nothing to show" so you have to close it and reopen the report with the different dates - it's annoying and time consuming.
3 votesHi Shelley, is this something you've approached our Support team about ? It'd be good to have them dive deeper into this if not already to confirm behaviours.
If you have transactions entered in your org for the dates the report is being run this should be reflected in your report results.
-
Reporting - Add a Budget column to the Cash Summary
The profit and loss report has an option to put in the budgeted figures when you edit the layout. Can this option also be introduced to the Cash summary report please. Some of my fruit farmers love to see that figures as well compared to the actual figures.
28 votes -
Customer Transaction Report - including payments or credits against invoice.
A report is needed that shows invoices with the payment or credit against the invoice. zThis is needed so an analysis report of the customer is available. Please note the attached file.
1 vote -
Inventory - Report to see variances in cost price
I need to run a report in Xero that sees the variance in purchaser cost price on a month by month basis for a product group not based on sales/bills
Otherwise the only way is by an Excel spreadsheet1 vote -
Reports - Show payee in GST Audit report
I think it would be useful, in the GST Audit Report, to show the Payee, rather than the reference. The reference is often not very informative.
3 votes -
Recent Bill Report - ability to set custom date range
Issue - When accessing the Recent Bill Report from the contact screen the automatic date range is the most current month. If you require anything longer this requires multiple steps to rectify.
Purpose - To show relevant recent bills depending on the contact/entity, not just the bills in the current month.
Solution - Have an option to set a custom date range that automatically loads when clicking this report. This custom date range could vary from entity to entity.
1 vote -
Aged Receivables report: Include reporting on 'time-to-pay'
To be able to view at a glance the 'period taken from a customer to pay invoices' from the Due Date to when the funds have reached the supplier's bank account. This is instead of exporting the Xero report in an excel sheet and then adding a formula to calculate the difference between the two dates. Surely with all the information already stored in the Xero account, this option shouldn't be too difficult to add. Thank you.
8 votes -
Projects - Report based on employee projects
Projects - Would be terrific if we could produce a report based on employee projects, for example to be able to see what staff currently have on, the $$ they have quoted for a period of time etc.
21 votes -
Projects - Custom date filters for Project Summary reports
It would be really helpful if you can add more filters in the Project Summary reports, e.g.. a date range for "Closed Date" so we can report on Projects completed in a specific month. At the moment the date range is based on time entries only.
4 votes -
Reporting - View payment reference and date paid
Reporting - to run a report that can show payment information (eg. paid date) and reference/item information.
A report under cash basis does not show the reference that I put on the invoice reference or the item information chosen in the invoice, it is really hard to search receivable payment based on the information I need (PFA).
A xero support specialist explained that because there is no reference on the payment, I can only search by Contact name or invoice number. But, when we do reconciliations to match the bank received with the invoice, there is nowhere to add an…18 votes -
Reports - YTD drop-down in "Compare With" field
Looking out our month-on-month Income Statement is cumbersome. Adding "YTD" in the "compare with" field would be an upgrade to fairly standard accounting.
thanks.1 vote -
Management report | Cashflow - Ability to run on accrual basis
Is there the ability to make the cashflow report into an accrual report also so we have one report that can show p&l and capital expenditure with an area for adjusted accounts payable/receivable still outstanding and then projecting the bank balance.
Currently we use a 12-month P&L and then have to do a separate balance sheet and it doesn't quite hit the mark.
8 votes -
Published Reports - Save with custom filters
So annoying that my published reports remove decimals points every time. PLEASE MAKE THIS CHANGE. Published reports should be saved as is!!! Do not modify my published report XERO! We produce hundreds of these reports every month and have to keep adding the decimal back. This is driving our firm insane!!!
30 votes -
Reporting: Sales Tax Report - Run in different currencies
Sales Tax Audit report is produced only on the organization's base currency.
To be able to produce the Sales Tax Audit report in other currencies as well.
Reason: to be able to extract the report for organisations registered in countries of which currency is other than the Company's base (if also required for the authorities.)
8 votes -
Reporting - Run Income and Expenses by Customer report by Due Date
I need to be able to run the "Income and Expenses by Contact" by Due Date rather than by Invoice Date, i.e. I would like to be able to select a date range and then there could be a drop down selection indicating whether these dates are Invoice Dates or Due Dates.
We are a SaaS company with monthly subscription invoices, and what I am trying to achieve by running the report by Due Date is to report by the usage month which the invoice relates to.
E.g. an invoice for August's usage would be auto generated on 25 July,…
1 vote -
New reports - stop default jumping to top of the reporting page on refresh
The new reports are, as default, jumping to the top of the page on refresh. This is impractical and time consuming having to scroll down back to where you were. Can this be looked at and stopped
1 vote -
Reports - Show Net column in Debtor reports
It would be really helpful to be able to able to pull off a debtor report showing the NET figures, not gross. As i am continually being requested by IF to reproduce debtors report as net as they don't fund the VAT !
1 vote -
Reports - Support for 1099 report for Canadian businesses
Enable 1099 report to Canadian businesses
2 votes -
Reporting - Include report filters in report links/URLs
New reports - enable data capture in links
Currently - if you select a specific date range or filter and then link to this report, that data is lost and upon clicking the link you get the default report and have to reselect the data.
It would be useful and time saving to enable the link to capture that data - the same as the old versions of the reports
9 votes -
Reports: Include bank accounts in Cash Summary report
Hope the cash summary can select Bank Accounts so that I will know the cash movements within particular bank account.
8 votes
- Don't see your idea?