339 results found
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Profit and Loss (new): Edit/remove the heading dates
The Profit and loss report: Compare tracking are amazing, but still needs the following:
1 - To be able to edit the heading/remove the dates from the heading (as this is all reading showing on the top of the report, and can be very cluttering if every heading is starting with 1 June - 7 June 2022 ....)
2 - in the old P&L: compare reports, the columns/tracking that was not applicable "disappeared", with the new reports, I'm seeing ALL my tracking that is available, and not only the ones applicable, please do the same for the new reports9 votes -
Detailed GST Reconciliation Report
Ability to dive into the total amounts on the GST Reconciliation Report.
14 votes -
Management report pack - locking in start dates
We run a P&L Forecast report each month, with 12 monthly columns across the financial year.
Start date = start of the financial year.
Reporting on Month 1, this report shows Actuals for month 1 + Budgets for months 2 to 12, to give forecast total for year.
Reporting on Month 2, this report shows Actuals for months 1 to 2 + Budgets for months 3 to 12, to give forecast total for year.
Reporting on Month 11, this report should show Actuals for months 1 to 11 + Budget for month 12, to give forecast total for year.I…
6 votes -
Xero Reporting for Philippines ( BIR compliance)
People here in PH are starting to use Xero and I think many more will use it too if you create reports that are required by our Tax Authority such as:
Sales Journal
Purchase Journal
Cash Receipts Journal
Cash Disbursements JournalMost of our clients are asking for this. I really hope you will be able to implement this.
8 votesHi everyone, just wanting to highlight that as Caroline has suggested, it is likely the Account Transactions reports in Xero could be used to create the reports required. However, this depends on what information you require each report to contain.
If anyone is able to reply with more specific details on whether any information is unable to be obtained via the account transaction report this will help our product team better understand what's needed.
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Reporting: Statement of Cash flow - Indirect Method Report to be made available as standard report
Having an Indirect Method report to be available as a standard report.
Purpose: Using this report is easier for users’ who don't have feeds activated in their Xero org.
139 votes -
Reporting: Account Transactions Report - Add annual budget field
Ability to add annual budget as one of the fields in the Account Transaction report.
Purpose: To get a better figure of how much an organisation has spent.
33 votes -
Reporting: Aged Payable/Receivable Reports - Add payment dates and details
Adding payment dates and details in the Aged Payable/Receivable report.
Purpose: It is useful to see any outstanding invoices.
61 votes -
Report templates - Report fields: Customising adviser reports at a client level
Ability to customise adviser reports at a client level.
Purpose: To make the accountant can easily provide the report that suits their client’s preference.
8 votesThanks for sharing your thoughts on how we can improve Xero for you. While our team are considering improvements to Report Templates, currently there are no direct plans for changing the way Report Template fields are updated. We'll continue to keep an eye on the interest of this here, and share if there's any change to this.
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Reporting - Layout | Option to choose portrait or landscape
Ability to choose either portrait or landscape for aged payable/receivable report layout.
Purpose: To make the layout look more consistent between these two reports.
165 votesHi everyone, understand the confusion in some of the recent comments here. To explain how this works at present - A report will automatically default to portrait or landscape mode based on the width of the report. The more columns you add, Xero will automatically switch the layout from portrait to landscape mode.
The same report should not change from user to user, if you're finding this it may be worth checking your printer fit settings and if these differ.
We don't have plans for developing an option of whether a report prints in landscape or portrait mode atm, but our teams are across the interest of this, so if there's any change we'll share an update on this with you, here.
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Reporting - Rounding to Thousands
Ability to round numbers in reports to the nearest thousand.
Purpose: To make the figures easily read by the client.
17 votes -
Reporting: Statement of Cashflows - Exclude non-cash accounts
To exclude non-cash accounts in the statement of cash flows reporting.
Purpose: Users will be able to get cash flows figures that are non-cash basis easily.
28 votes -
Reporting - Customisable Contents & Cover pages in New Reports
To make contents and cover page customisable in the New Reports.
Purpose: To make the report look more professional when showing it to the clients.
88 votesHi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template.
Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers
We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports.
We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.
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Reporting Inventory - Ability to show monthly and weekly Product Sales Report
The ability to report on items sold each month (by quantity) on a month by month basis
Purpose: Users can easily run a report to see how many items customer buy this month, then they can also easily print it
33 votes -
Reporting - Show average Days to Pay by customer
Ability to show average days to pay by customer.
Purpose: User can sort into the customer that habitually pay late and take appropriate action.
209 votesHi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
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Reporting: Aged Payable/Receivables - Invoice description column
Adding description column for Aged Payable/Receivable report.
Purpose: To easily identify which invoices that need to be actioned.
60 votes -
Reporting: Aged Payable Reports - Show invoice/contact record notes to report notes
Ability to show details on notes or comments from Invoices/Contact record to Aged Payable report.
Purpose: With notes and comments, users will have extra details with the debts that the suppliers/customers owned to users’ business
49 votes -
Reporting: Account Transactions Report - Show Files icon & number attached
Show files icon and number of documents attached within Account Transaction report.
Purpose: To easily search the attached document from the main account transaction report screen.
119 votes -
Reporting - Ability to input 13 four week periods / 13 month accounting
Ability to allow a 13 month accounting period.
Purpose: Because there are some industries that are benefited by getting 13 month/13 four weeks accounting period (e.g. restaurants that depends on running on a weekly sales basis).
47 votes -
Xero Analytics | Short term cash flows - Balance sheet modeling required
Ability to show future cash flow projection in Xero.
Purpose: To effectively plan and manage the upcoming fund needs of an organisation.
18 votesHello everyone, thanks for voting and commenting on this idea. Available right now is the short-term cash flow dashboard, which is a tool that visualises your future bank balance based on upcoming bills and invoices. The Analytics Plus version of this dashboard allows you to look 90 days into the future, and can make predictions for recurring cash transactions based on your spend and receive money history.
At this stage there are no plans to extend out the timeframe of this tool, or to account for balance sheet items but we’ll keep monitoring this idea, so please continue to add your feedback here on how this feature can improve your workflow.
If there’s any news to share, we’ll come back here and let you all now.
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