461 results found
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Reporting | Copy custom report - Editing Shortcut
When selecting a published report to copy for the next period, it would be ideal if there was a copy and edit option in the shortcut options. This would allow users to create a copy of the report from the main menu instead of being required to open the report and then selecting the option.
7 votes -
Reports - Use UK specific reporting terms (i.e. Sales Ledger and Purchase Ledger)
Head ledgers with correct names for UK market. We use Sales Ledger and Purchase Ledger not receivables and payables, also we call it nominal ledger or sometimes general ledger. Why can't you allow us to change the headings or at least set up Xero like Sage does so you can have a more accountancy based set up for advanced users and not the layman even though the content would be the same for both to see
2 votes -
Reports - Add additional filters on WIP report
Additional WIP filter functions.
Extract a WIP report base on value i.e. > $1,000, 90 days etc.
1 vote -
Reports: Show report of customers by last statement sent
Develop report that lists customers with date,type and amount of last statement sent.
8 votes -
Report Templates - Allow "Current date" to be inserted in reports at the client level.
There is no options to insert automatic date formatting into the reports at the client level. When the "current date" insert field doesn't work you have to manually enter the date all the time. It would be easier to be able to insert "current date" field.
16 votesHeya team! We know it's been a while since this idea was initially started but we really appreciate your feedback on how dynamic dates for report templates would be useful.
Our reporting product team are currently doing some discovery that could possibly solve for the needs here and we'd love to get your input to help validate their research.
If you'd be keen to be involved please book a time with our team through the 👉 link here.
We really appreciate your engagement, and I'll be sure to share outcomes in our next update.
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Reports - Show months as rows
Currently, when we create a report, Months are always shown in Columns. Need to get the ability to get Months in rows
2 votes -
Reporting - Daily Sales entry option
For retail Shops Sales.
To put in Daily Sales. Of each stores. As there no function for that in Xero. Only can key in As Invoice2 votes -
Management report pack - Add Activity Statement
It would be great to be able to add to a Management Report pack the Bank Reconciliation and Activity Statement for the client.
13 votes -
Quote report - Filter by accepted date
Accepted Quote Report
Great to see that we can now look at a report for accepted quotes but the report is not filterable by the accepted date - please can this be added to the date search for quote reports within Quotes through Receivable Invoice Details and Summary reports.
At the moment the report isn't right as you can only search by due date and created date which is no good - the accepted date needs to be a searchable date or the quote filtered by accepted quotes is useless if you ant to see what quotes have been accepted…15 votes -
Invoices - Option to download invoices by VAT report
We have dealt with a few VAT inspections recently and HMRC request all invoices in relation to the VAT report. We have had to download each invoice individually and rename to match the references posted on Xero which has been extremely time consuming. It would be great if all invoices could be downloaded in bulk as per each VAT report and each invoice referenced to match the VAT report.
2 votes -
Aged Receivables Reports - Send Statements
It will be really great from the Aged Receivables Reports to be able to send Statements to Customers without having to leave the page and come back to it.
A flag, on the Aged Receivables Reports, of when last a statement was sent will also be very useful.
36 votes -
Reporting - Enable Report Title in custom reports
Enable quote "Title" field to be included in a custom report
1 vote -
Reporting - Ability to toggle GST on/off in a report
If you're searching transactions, it's time consuming to match against reports if they're gst exclusive. Could we have a button to toggle gst on or off in each report?
4 votesIs there a specific report or reports that you're comparing transactions with, Fiona?
With the Payable and Receivables Invoice Summary and Detail reports there are options to show (ex) and (inc) in different columns, we also provide options to show Net, GST and Gross amounts separately.
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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.
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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 -
Profit & Loss Reports - Change variance column for costs
The variance columns in the current P&L reports don't make sense - increased costs show as positive variances, despite the red arrow. The formula is fine for revenue and profit, but needs to be the other way round for costs. Is it possible to have this, or to add a column with different formulae for different sections?
10 votesHi team, to confirm how the Budget Variance report works currently it'll show;
- Green arrows for favourable amounts
- Red arrows for unfavourable amounts
- Increases in the amount from budget will have an upward arrow
- Decreases in amounts from budget will have a downward arrow
We appreciate your feedback here however being open, there are no plans to change the way this logic is applied in the report, or to extend the arrow colouring across the figures/amounts in the report.
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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
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