133 results found
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Profit & Loss - Filter Tracking Report by second tracking category
Filter Compare Tracking Report by second tracking category - run the compare P&L report with the P&L down the left and the categories across the columns but then be able to filter the transactions within this report by the second tracking category.
136 votesHot anticipation for this idea - We're pleased to share that this change is going live! (If you don't quite have it yet it'll be with you in the next 2 days)
If you use Tracking in your org we've added a new 'Compare tracking categories' option on the front page of the newer Profit & Loss.
While the older version had a limitation of selecting 100 options at a time, the team have doubled this, so now you can select up to 200 tracking categories to view at once.
In terms of activity
- Archived tracking options won't be shown by default but there is a switch to view and select these if you choose.
- When run, the report is designed to only show columns for tracking options that have had activity within the date range the reports run which should help you zone-in, and get a better view of…
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Management report - Ability to change dates of individual reports
Can you please amend the MANAGEMENT REPORT to have the ability to CHANGE DATES for an individual report in the Report Pack.
Does it have to have the same date for every report page in the report pack? Almost every single month I need some accounts for the CURRENT MONTH, and others for the YEAR TO DATE, or for a DIFFERENT PERIOD, but every time i change ONE DATE, , EVERY SINGLE REPORT CHANGES. It';s just AWFUL.61 votesHi community!
Thanks to everyone who shared their feedback on this idea, and took the time to connect with our design and product teams for interviews 😊
Based on this feedback, we’ve rolled out a change to the Management Report pack.
By default, the dates for individual reports will still align with the date range of the pack. However, you can now click ‘Manage dates’ to set the dates for individual reports in the pack.
See the attached GIF for an example, or get started with the feature yourself, by following the steps in our Management Reports article.
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Inventory - Highest selling product and most profitable item reporting
I want a report that will tell me the most popular products and that will tell me what products are the most profitable
3 votesHi team, rounding back to the idea here the Inventory Item Details report should be able to provide what you're asking. This report will provide line-by-line sales and purchase details of your inventory items.
If not shown already you can select to include Profit and Margin columns and Group by Item name.
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Reports: Remove merge cells when exporting to excel
Please don't merge any cells in the Excel export of reports 🙂
34 votesHey community! Thanks to everyone who added their votes and comments to this idea, and took the time to respond to our survey earlier in the year.
Based on this community's feedback, we've gone ahead and implemented Option A: Unmerge all cells today.
Now when you export to an excel file, you'll find that there are no merged cells.
Heads up! As a result of this change, if your business has an especially long legal name (more than 60 characters), you may need to manually merge and wrap cells for better printability 🖨️
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Reports - Aged Creditor & Debtor reporting format
Could we please create an Aged Creditor & Debtor reporting format for the Ageing Period Title to show "Current. 31-60 Days. 61-90 Days. 90+ Days. Total" . Clients doing Tenders are required to do use this format on reports.
1 voteHi Judy, this is already possible with Aged Receivables Detail and Summary reports. You'll find within the Ageing section that you can adjust to choose the number of periods then you'd want to enter 30 and Days.
If this is your preferred view, you can save as custom to make this easily accessible.
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OLD P&L report - compare tracking options to be brought into new P & L reports
In the old P&L reports there was an option to compare jobs(tracking options) for a selected period. There was an option to filter the exact period (eg 1 month or 6 months) and it also displayed the line items relevant to the job for that month (eg individual COGS lines) It was used to compare Job COGS to a Project Management program used by the business.The new P&L has very limited features particularly relating to filtering. The only option we see now is hours of opening each job, line by line (as it shows all the jobs with no way…
5 votesHi team, returning to the idea here I believe what you're after is now available in the new Profit & Loss report. You can edit the report layout to add individual tracking columns and once all set up and saved as you like save the report as custom so you can easily access this anytime you need.
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Payables report
Create a payables report in Xero accounting software that shows all future committments due within a date range that includes supplier credit notes
1 voteHi Lea, this is already possible with the Payables Invoice Details or Summary reports. It's based on the date range set for the report. So if you set a date in the future you'll be able to see all activity that has been entered with a date in that period.
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Reconciliation Report Pack - Automate process similar to older version
The Reconciliation Report pack is a critical part of our working papers and gives us multiple reports in one pack with one click. This report is being retired in July with no replacement in sight. Creating our own seems like a step backwards and from what I understand about creating report packs (which admittedly is not great), it will be difficult to add multiple bank account rec reports to a customised pack, not to mention that each business has a different number of bank accounts. This move makes no sense. Please do not remove the old one until we have…
8 votesJust following up from our last update - this is now live!
As you might've seen on this similar idea, we've rolled out a new Bank Reconciliation report pack. As part of this release, the Reconciliation Report will automatically add a Bank Reconciliation Summary for each bank account, fulfilling this request 🎉
Thanks again for sharing all your feedback on this one, community 😊
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Reports - Formatting Notes over many pages
When notes run over two pages - fix formatting so that if a note runs over two pages, it automatically creates a page break so that it appears together.
I understand there are already page breaks, but it is diffcult to know as each client is different what notes are requried and and such you need to export to PDF many, many times, before the formatting is correct.
9 votesThanks for engaging and sharing details of where things could be more efficient for you when working with Xero, everyone. We believe a recent change we've released in reports should solve the pain in formatting for you, here. We've released a new in product PDF Preview, so when you're editing the layout of your reports you'll be able to update the preview and see any changes you've made to your report as it will appear when printed.
While not completely automated, this means you no longer have to export to PDF time and time again. 😊
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Custom Report - Update-able date column
When building custom reports, currently there is no way to add a Date column that updates to match the date range specified when viewing the report.
This is available on all pre-defined reports, but can not be added as part of a custom report.
There are many cases where it is desirable to build a report template that can be run for different, user-specified, date ranges, without having to edit the report each time.
21 votesHi community, rounding back on the idea here this is now possible. When editing layout to add columns you'll see there's an option to 'Follow report date range' so your custom date columns will automatically update based on the date you run the report for. Thanks
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Direct Bill Payment - Report showing the payment charges
Xero to create a function that allows you to see a total of Direct Bill Payment charges through a specified time period (similar to running a report on a specific account type). It is a direct cost and therefore it should be very simple to obtain the information. At the moment there is no real visualization, you can only obtain the information by multiplying the amount of payments made in a certain period by £0.24. When handling client money, this means a report needs to be created separately outside of Xero to show in a transparent manner what has been…
1 voteHey Theresa, thank you for raising this suggestion. Whilst there isn't a report dedicated to showing the Direct Bill payment fees, you can use the Account Transactions report to see the fees for a specified time period.
The payment fees are recorded as spend money transactions to the 'Payment Fee' account. Running the Account Transactions report on this account will show you the fees paid.
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Aged Receivables report - Include credit control notes
we would like a one line aged receivables report which shows the notes in a column next to each client, eg so we can see at a glance where credit control is up to at a glance looking at all the clients rather than having to go into each one.
If not possible can we tailor a report e.g how would we show the credit limit on the aged receivable report in another column?36 votesHey Kate,
Thanks for sharing this suggestion! I can confirm it’s already possible in Xero to see, at a glance, credit control information in the Aged Receivables report.
You’ll need to either add the ‘Credit Limit’ and ‘Available Credit’ columns to your Aged Receivables report, or use the ‘Customer credit limits’ Common Format, to surface this information.
I’ve attached a screenshot as an example, and you can read more about this in our 'Show customer credit limits' article on Xero Central.
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Reporting - Aged Payables with foreign currencies
Thank you for listening regarding the changes that you implemented in July 2023. Bringing back a simple icon that signifies a foreign currency is a big help in Aged payables and Receivables
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Reports - Add FX rates to reports
FX rates to be added back to new reports like they used to be in the old reports. Otherwise how do we know what exchange rate is used for conversion at any given time?
Thanks
3 votesHi everyone, along with earlier reports I mentioned, our team have now expanded disclosures for foreign currency to the following reports;
- Receivable Invoice Detail/Summary (And all common formats)
- Payable Invoice Detail/Summary (and all common formats)
- Contact Transactions Summary
- Supplier Bill Activity
- Customer Invoice Activity
- Bank Reconciliation Summary
- Executive Summary
With this release we'll shift this across to delivered. If there's another report you'd really like to see this on, do start a new idea and we can begin to get a sense of the interest for that as well. Thanks!
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Reporting | Excel Export - Remove formatting
Please remove font size formatting and merged cells from excel exporting and open the exported spreadsheet at 100%.
18 votesHi team, rounding back to confirm that the changes shared last week have now been rolled out and you'll find the next time you export a report from Xero to Excel that the formatting will be a little different. To recap the updates we've made;
- The report will now default to 100% zoom (rather than 150%),
- we've adjusted the size of title and currency fonts for ease of reading, and
- made slight changes to the formatting of cells in rows for consistency across the report
Thanks again for your feedback on the site, and if you'd like to support and follow any updates on merged cells, join in the idea here 🙂
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Reporting - Aged Receivables Reports - run as at one date, and view the amount still outstanding at another date
Within the debtors and creditors reports (either detailed or summary) the ability to show balances as of todays date when working on client's system up to 9 months later, would be handy to see which debtors and creditors are still outstanding.
I.e. client has £100k debtors as at their year end 31/3/22, but when we run report on say 31/7/22, how many of that £100k is still outstanding? To have a toggle to the balance at the report date (31/3/22) or the current date would help,35 votesHi everyone, thanks for showing your interest here. With the newer Aged Detail reports, you can achieve this by;
- Setting the date of the report to the date you want to include payments up to
- Click Filter
- Set an Invoice Date filter as 'any' - 'invoices raised up to date'
If this is something you'll commonly run you may want to save the report as custom so you can easily open the report anytime. You'll just want to remember to adjust the filter for the Invoice Date. 🙂
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Account Transactions Report | Paid or Unpaid Bills / Invoices
I wish to see if invoices are paid on unpaid when pulling account transaction reports.
Accounting - Account Transaction Report - Columns - (add if we can see if bill/invoice paid or unpaid)
There is no way currently when pulling this report to see if the bills are paid or not.
7 votesApologies for not seeing your response here sooner, Jayden. Thanks for sharing that image. I do hope you've got your answer already but to confirm for anyone viewing here - That screenshot appears to be the Account Transactions report.
To view paid or unpaid invoices or bills you'll want to run the Receivable or Payable Invoice Detail reports. This is a slightly different report to what you're looking at and can be found in the Payables and Receivables section of the reports centre.
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Bank Reconciliation report - Default to show decimal places
Can we please have the bank reconciliation reports default to show decimal places. I've never seen a bank rec that rounds off the decimals until Xero introduced it.
3 votesHey Barbara, thanks for sharing your idea!
Earlier this year we rolled out a change to the Bank Reconciliation report, it now defaults to including decimal places. This can be changed by deselecting 'Decimals' from the 'More' menu. I've attached a screenshot as an example 😊
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Reporting - Trial balance as favourite
Trial balance should be included as Favourite in reports.
1 voteHey Syed, you can mark any report as a 'Favourite' by selecting the star icon next to the Report name in your Accounting > Reports screen.
I've attached a screenshot as an example 😊
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Balance sheet - dollar value variance on reports
Ability to show a variance column as a dollar value on a balance sheet report to show changes over the year and make it easier when inputting this data into another system for preparation of financial reports.
1 voteHi everyone, as noted in my previous update you can currently include a variance column on the Balance sheet in Xero using the Layout Editor to add a Variance column.
We'll shift the idea to delivered. 😊
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