530 results found
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Account Transaction report - Preview attached files without having to drill into transaction
It would be great if we could add a "files" column to account transactions to view attached files without the need to drill into each separate transaction. This feature is already available in VAT returns.
6 votesJust to check, would this be from the Account transactions tab of a bank account or from the Account Transactions report?
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Aged Turnover report for both Suppliers and Customers
The delivered response to my previous idea was no correct. The aged summary/detail reports only show what is outstanding.
The report I am requesting is to show the turnover, monthly across 12 months so that we can see what we have spent with a supplier each month for that year, but also what a customer has spent with us.9 votesAppreciate you creating a new idea to confirm what was missing within Xero's reports that you'd like to see, Les. Being open this isn't something we have any plans for right now, but we'll continue to track the interest through your idea here and we'll share if there are any updates planned.
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Account Transaction Report: Filter by Customer Account Number
Please can you consider offering a accounts transaction report that allows you to see transaction by unique customer account number - otherwise what is the point of having a unique customer account number?
5 votes -
Short term cash flow - Expected payment date based on history
It would help if the expected settlement dates for invoices (and bills) were based on past history rather than due dates
7 votes -
SB Pool Detail Report - Ability to move & delete columns
Currently the SB Pool Detail report contains a large number of columns and the report appears cramped and difficult to read due to the smaller font size.
It would be helpful to have the ability to change the column order and remove excess or un-needed columns, as is possible for the other tax and accounting depreciation schedules.
30 votes -
History and Notes report - Contact details
It would be really useful to see the contact name on the History and Notes report.
We use this report to track bank account changes but we also check newly added supplier bank account details. Seeing which contact each line relates to would help us group them and know if an 'Edited - Bank.....' relates to the same contact as a 'Created' so we don't need to go into each line8 votes -
Reporting - Allow Standard users to publish reports
Provide an option to allow standard users to publish bank reconciliation reports, but not all reports.
As a Xero Advisor, I don't always perform all of the accounting functions for my clients. For some clients we mutually prefer to have them perform the bank reconciliation process each month. This is a standard internal control that isn't always outsourced. Requiring publishing bank reconciliation reports at the Advisor level user seems overkill and limits how advisors can manage levels of service assumed by the advisor and their clients.
8 votes -
Xero Accounting app - Sales report table by month and year
I would like to be able to see sales totals on a simple table on the Xero app. I simply wish to see monthly sales totals as well as year totals per selected year. This helps me to get a quick snapshot of how my sales are increasing or decreasing, and also to view sales trends by month.
8 votesThanks for submitting your idea on Xero Product Idea's, Domenico. As you may have seen there is the Total Cash In and Out graph on the dashboard of the app. The dark blue bars show the total amount of cash that’s come into your bank account per month, and the light blue bars show the cash that’s gone out.
Appreciate there's no way to show this only based on invoices, or for a year view atm.
We'll monitor and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
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Reporting | Add multiple FY'S as common date selections
Report dates
On financial reports. Instead of last financial year of this financial year wouldn’t it be better to have the years as the selection ie 2024/25 2023/24 2022/23. it will be much quicker to select the year especially is going back further than the current year.3 votesThanks for sharing here, Kerri. Understand why you'd find this helpful and we'll start to get a sense from others that'd like to see this here, too.
I know it's a little different to what you're directly asking here, but perhaps comparison columns and saving as custom could help where you can run the report for multiple date ranges at once and view the comparison across each?
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Short term cash flow include repeat quarterly transaction
Would love that within money out/in and repeating the transaction that 'quarterly option' was included.
example: BAS, Super & PAYGIt would be great if this was an option for those using the short-term cash flow regularly.
6 votes -
Business snapshot - Link to default custom Profit & Loss Report
Business snapshot - link to default custom Profit & Loss Report
We use a custom Profit & Loss Report which is default.
Unfortunately the Business snapshot links to the standard xero Profit & Loss Report not the custom default Profit & Loss report.
Can the Business snapshot be changed to link to the custom default reports?5 votes -
Short term cashflow - Option to include draft invoices
Option to include draft invoices in the short term cash flow
11 votes -
Custom Reports - Include Balance sheet accounts to report movements
Hey - when making a custom report it would be really useful to be able to show the movement in balance sheet codes. For example, when preparing our month end summary we can't bring in the capitalised wages cost automatically because it brings in the cumulative balance, rather than the balance for the period. To be honest it's crazy to me that this doesn't exist, but would be great if it could!
3 votesThanks for submitting your idea on Xero Product Idea's, Ryan. We appreciate you taking your time to share changes that would be most meaningful to you.
Being open, we don't have any current plans for changing the Custom report behaviour but we'll continue to track the interest through your idea here and will update if there is any changes to share.
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Reports - Add original currency in the Aged Payables and Summary Payables reports
Kindly would like to suggest adding Original Currency in the Aged Payables and Aged Payable Summary. Would make our reporting preparation easier. Thank you!
83 votesThanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.
To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.
With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.
It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.
I know this doesn't accomplish all that's being asked in this idea and…
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Reporting - Unrealised Gains and losses report for tracking category
Running Unrealised Gain and losses report for tracking categories
6 votes -
Reports - Quotes track invoicing
Have a Report that shows all Quotes that have been accepted, but not invoiced. That shows any part invoices that have been raised. We frequently invoice a % upfront, % mid project and then % at the end.
4 votes -
Report - Option to remove account codes when publishing
Remove all account codes check box upon financial statement publishing
We need this check box added when we publish our EOFY financial statements - a similar box already exists to remove all decimal places yet we have to manually go to the trading statement, income statement, balance sheet and equity accounts and manually turn off account codes on each page.
A simple box to remove all account codes when publishing just like the decimal place box would be fantastic
Please fix this
16 votes -
Business Snapshot - Remove loan bank account from current ratio
I would like to request that the parameters around the business snapshot ratio's (specifically current ratio) exclude long term loans that are connected to a bank feed.
Currently if a long term loan is connected to a bank feed it must be allocated as "Bank" this then over rides any account type or account mapping settings otherwise designating the account as a long term liability in regard to ratio's. Xero simply assumes if it is "bank" it must be an overdraft or credit card and therefore is a current liability. This deems any ratio's within the business snapshot relying on…
9 votes -
Practice Manager - Add documents to Management Reports from outside Xero
Management Reports: I would like to add reports created outside of Xero in my published Management Report packet that I send to clients. There should be a way to upload a PDF or excel document to the Management Report Packet from outside Xero
5 votes -
Aged receivable summary - Include prepayments/deposits for future invoices.
For the Aged Receivables it would be helpful to know what customers owe us as well as what we owe them. We take deposits for future invoices and they don't show on the Aged REceivable Summary.
6 votesPerhaps the Receivable Invoice Summary or Detail reports would accommodate your needs here? Omitting the aging periods this report can be filtered to only show the Status and Source(Receivable Prepayment, Receivable Invoice etc.) of transactions you'd like to see.
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