169 results found
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Bridging letter SOC2
We require a bridging letter to the SOC Type 2 report to cover the period 1 November 2023 to 30 June 2024 for audit purposes. When querying Support I was referred back to the generic link to download the above report. How do I obtain a bridging letter for the remaining period?
2 votesSorry we've not updated you here sooner, Alison. Since you initially started the idea here we've published an updated SOC2 report that supersedes the period you mentioned. If you need any further help with this, I'd recommend coming back into our Xero Support team they should be able to help you further. 😊
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Reporting | Page Break - Preview in Xero Reports (without exporting)
Currently, when preparing financial statements or other reports in Xero, you have to export the report to PDF to work out if you will need to insert page breaks to keep all related content on one page, or to ensure that a heading doesn't end up on one page and the information on the next. This can sometimes mean exporting a report multiple times if there are multiple page breaks required.
It would be helpful if in the drafting stage, Xero reports showed some sort of indicator (i.e. a dotted line), so that you could identify where a page would…
69 votesHi everyone! Today we released the new preview panel to all users 🥳
Any report that you can edit the layout of now has a PDF preview on the right of the screen. You'll be able to instantly see how any changes you're making to your reports will be reflected (including page breaks).
We thoroughly appreciate the input and feedback we've received from customers which has helped refine this end result. Thank you
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Reporting - Bank Reconciliation by Date Report
It would be great to have the ability to run a report to show any bank transactions reconciled on a given date i.e any bank transactions that were reconciled on 7 August 2024, rather than clicking into individual transactions to see the audit trail
2 votesHi Beth, appreciate it's been a little while since you first raised your idea here. This is actually already possible with the History & notes report.
If you set the date as you need, then in the Search bar type 'Reconciled'. This will quickly group and show you a list of the transactions that have been reconciled for that period, along with a few details of the reconciliation.
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Aged history report for suppliers
Transaction/summary report for suppliers but showing history in aged format, to be able to report on what we;ve spent with a supplier for the last 12 months - Each month!
Xero really need to look at producing a report generator like sage had, so we can create any report we need.
2 votesHi Les, the Aged Payable Summary or Detail reports will produce what you're asking here. In terms of setting this up for a 12 month on month view you can change the Ageing Periods option to '12' periods of '1 Month'.
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General Ledger Exceptions report
General Ledger Exception Report
Getting new updates and new reports is fine but can you please keep this GL Exception report (old version) or else make arrangements to create the same report in the updated versions of General Ledger Reports.
This report is very useful and crucial for setting up work papers.
50 votesHey community, thanks for your interest in this idea, and for sharing your feedback on the new reporting experience.
We’ll be rolling out a new version of the General Ledger exceptions report, and you should see start to see it pop up in your reporting centre from today 🎉
Unlike the older exceptions report, this is a dedicated report. So you'll no longer need to navigate to the GL Summary to find it - saving you a couple of clicks!
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Advisor Reports (financials) - hide empty notes in report templates
You heartily pat yourself on the back for a job well done in the latest blog post re: product updates, while missing the point completely.
Cool, you now hide empty notes in the financials automatically, but you DON'T recast the numbering of the notes, so I still have to go through and click '...' -> 'Hide' anyway.
Looking at the Balance Sheet before doing this the numbering goes:
- 2
- 3
- 5
- 15Not very professional now, is it.
2 votesThanks for feeding back on this with us here, Paul. We appreciate that you'd like Xero to auto renumber notes on screen where they are automatically hidden in report templates. While there is a bit of complexity in being able to do this, our team have ensured Xero will automatically renumber notes on any published or exported documents, keeping your reports consistent and professional.
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Bank Report
In the old reports there was a bank report, (Detailed Account Transaction Report) that you could pull up the bank account and it would show the bank entries and where they had been coded. This is not longer available. Alternatively, could the code be added to the Bank reconciliation page where it shows the entries.
1 voteHi Penny, this is available within the Account Transactions report and you'll find a common option of Bank transactions by date which includes the account the transactions have been coded to. I believe this is the report you're looking for here.
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Account Transactions Report - Increase Volume Limit
Current volume limit is too low. I can't even run the account transaction report including all the account codes for the whole financial year. It's not ideal to run a few report and add together. Strongly recommend Xero increasing the volume limit for the report.
2 votesHI all, just looping back on my earlier update - Our product team made a recent recent change that has resolved an issue that was causing some users issues when trying to run and export the Account Transactions report. If you have any more trouble around this topic please do raise a case with our team of specialists and they can investigate to determine what's causing the trouble 🙂
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Create an invoice from the Billable expense report
It would be great if there was a way to create a new invoice from the Billable Expenses report.
2 votesHi Sharlene, you can use the '+' icon or enter /i in the search at the top of the screen to create a new invoice from any page. 😁
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Reporting - Account transactions export format
The account transactions report when exported no longer has bold headings and is difficult to read - please change back ASAP!
2 votesHi team, we'll move this idea across to delivered. As noted in my last update exporting the Account transactions report to PDF contains bolding for all headings.
If you are having any issues with this I'd recommend raising a case with our Xero Support team through Xero central so we can take a closer look into what you're getting. Thanks
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Reporting - Preview current page only
When editing a report in the financial statements, it would be great if there was an option to preview just that page and not the whole document. Ie if editing balance sheet , have the option to open a pdf of just that page ( but keep the whole doc on a sept PDF- so two options)
Would just be so much faster to preview the actual page I'm working on, and not having to wait for the whole document to open, than scroll/find the bal sheet2 votesThanks for all your contributions and feeding back to the team on your needs in this space. I'm pleased to share that we have now released our new preview panel to all users.
When you open the layout editor of a report you'll see PDF preview of your report on the right hand side, so you can see how changes you're making to your report impact it 'on the fly'. 🥳
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Report Templates - Set specific notes as hidden by default
Hi there,
Absolutely loving the new 'hide' note function in the financial statement templates. This is a much appreciated update! Could we look into adding an option for certain notes to be hidden by default in the adviser report templates? The reason being, that our firm uses a standardised template that includes a number of accounting policy notes that may not be applicable for all entity types. Our current process was to delete the notes that were not relevant and there are a number of notes that are irrelevant more often than not. If we had the ability to hide…5 votesHi team, this is now available to everyone! 🎉 You'll now find you can manually hide a note (text block or schedule) in the master practice report templates.
Thanks for contributing here in Product ideas and letting us know the changes that matter to you 😊
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Close periods for period reporting
Ability to close and lock a period for accounting and reporting purposes to ensure that, once figures are reported and published, those figures do not change. Any necessary changes (VAT rates, corrections etc) to source documents could be made but the impact should fall in the current, open period.
17 votesHi team, returning to the idea here there are a few separate asks being raised. As mentioned in my last update on the idea here - currently for reporting purposes you can Publish report to keep a record of accounts at an as at date in the system. Alternatively to stop transactions being raised in past periods there are the existing lock date options.
We have separate ideas for the recording a posting versus invoice date and another for setting separate tax and accounting period lock dates that I'd recommend adding your votes for if this is more what you're after.
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Reporting - Show date and time stamp report was run
Ability to show date and time stamps, to see when the report was run.
Purpose: This will help users to do their Audit Trail.
241 votesHey community, thanks for your continued interest in this idea. Earlier this year we delivered some updates to reports, so that they’ll now show page numbers and date stamps when exported to PDF.
This is an idea that was seeded by the community team when we launched Product Ideas back in 2022.
The Product team has done some great work to address the original request but reading the commentary here, the scope of the idea has grown a bit since then!
We’re confident that this release solves the original request so I’ll be marking this as delivered.
There are additional improvements that have picked up some momentum in the comments: to make the date stamp toggle-able, and to extend the field to include time as well. To be open we don't have plans to progress these specific asks.
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Financial Statements - Delete a bulk of empty notes in Notes to the Financial Statements
Good morning,
I am preparing a set of financials in Xero Reports for a client. One thing I find that takes up time is when the financials have limited account items, and I still need to use the Notes to the Financial Statements.
To save time it would be great if we could delete multiple empty notes at once instead of using the time-consuming process of pressing the three dots and deleting or hiding them individually.
Many thanks.
1 voteThanks for your interactions with the team, Tim. I wanted to round back to confirm for everyone here that we've now added some automation to Report Templates, so now any 'empty' schedules will automatically be hidden when publishing or exporting the reports from Xero Blue. 😊
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Reporting - Add ageing for Customers and Suppliers
Add the following to reports:
Supplier Activity Statement to compare with the statement received from your suppliers.
Alternatively - enable a Customer and Supplier DETAILED LEDGER as per usual accounting practice. This should be standard within Xero.10 votesHi all, with no response from my last update we are going to shift this to delivered with the ability to run the Aged Payable or Receivable Detail reports where you can set the Ageing periods to be Day, Week or Month based on your choosing. If needed you can also filter these reports by Contact.
For ageing periods on a customer's statement - we have an idea for this that we've shared on and to be upfront we don't have any plans in the foreseeable future.
Supplier statements have been discussed on a different idea. However, we want to be upfront this isn't planned.
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Reports - Add a total column to Budget Summary
Please can we have a total column
12 votesHi team, appreciate your feedback of improvements we could make to the Budget Summary to help you here. We've recently released a new Budget Summary report, and you'll find within the new report there's a Total column!
If this doesn't automatically appear for you, just click the More option to select 'Total' and re run the report. 🙂
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Reports - Use custom report layout across all organisations
This is so customers can use the same custom made report layout for multiple entities.
22 votesHi everyone, appreciate your interest and sharing on the idea here. Right now Report Templates offer the ability to create a custom report layout that can be used in multiple organisations.
To access Report Templates you must be a Xero Partner, if you don't have one you can find one through the Xero advisor directory.
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Reporting - Report that shows bank entries with the same value
It would be great to have a report that would highlight any payments paid from the bank account with the same value.
2 votesHi team, you could use the Account Transactions Report here. When you run this report, select the bank account, then sort the results by the relevant amount column, this will group any items for the same amount together.
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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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