189 results found
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Custom Reports - Allow richer layouts and formula outputs
Custom Reports Formatting & Formulas
1 - more options like spacers (not just page breaks), lines, section dividers
2 - text box more flexible = between lines, not just at the beggining and end of the whole reports
3 - allow formulas to display text results (if statements), not just numbers5 votesHi everyone, thanks for sharing your feedback here. We understand why having more flexibility in custom report layouts and formulas could help create more tailored reporting outputs.
The idea is to provide additional formatting options and expanded formula capabilities, allowing users to build reports that better align with their reporting needs.
We’ll continue tracking engagement and feedback from the community here.
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Reporting - Profit and loss report to show transactions including and excluding GST
Can you raise an enhancement request for the P&L report to give 2 options- Includes GST and Excludes GST to give an option to the user(similar to the current option of Cash or Accrual)?
If a user selects "Includes GST ", a new line item gets added showing the GST account, else default option is "Excludes GST " meaning no change to the current report.7 votesThanks for sharing your idea, and letting us know the changes that matter most for you Nelson!
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Transition period for non UK organisations - managed financial year end
Can the transition period for change in financial year date be added to companies that are non UK organisations as well. we have a group of companies that all extended their financial year but i have only been able to use the transition period in UK organisations. Why is this not an option in non UK organisations?
18 votesHi Claire, thanks for raising this. We appreciate you sharing the want of having the transition period feature across all the regions while it is only currently available for UK organisations. Your idea is now in Gaining support status, meaning our community team have reviewed it and it's open for community support through votes and comments. We encourage others who would benefit from this to add their votes and share their use cases to help us understand the broader need.
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Reports - Allow filtering out customers with zero balances or no activity on customer activity reports
A report is needed that lists the customer activity with the ability to filter out customers with a zero balance. It takes 20 minutes to run an activity report (which is transactions in AR) then filter out all of the customers with a zero balance. This needs to be done monthly and it is ridiculous to not have that ability.
4 votesThanks for bringing this idea to the community.
Being able to exclude customers with zero balances or no activity directly within accounts receivable reports could make it easier to review outstanding balances without needing to manually filter the results.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this feature would help your workflow, add your vote and share which reports you'd like this filter to be included.
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Reporting - Excel export change behaviour of total row value where column formula used
If I have a report and a column is a formula.
When I export that report to excel, the column has the underlying formula in each cell.
The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.
A total row with an amount should always be the total of the cells above it. Never any other formula.
Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells…
2 votesHi Sam, really appreciate you coming into our Xero Support team about this so we could get a closer look into the behaviour that you've mentioned.
I've re-opened this and slightly adjusted the title of your idea now that we have a clearer picture. Just to highlight for others coming across - currently when you export a report to Excel the formula in the column takes precedence over the total calculation.
There are no plans for changing this at this time, however we'd like to get a wider sense of thew interest through the idea here so that our product teams can consider this in future planning. Thank you
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Export documents - Standardise export button location across all screens
Why is the export function in all different locations across many screens?
Standardize where functions are for easier user experience.
2 votesAppreciate you bringing this to the community. Having the Export button in the same place across Xero could make navigation more intuitive.
I’ve updated the status to Gaining Support so we can continue tracking interest. If this would help your day-to-day work, add your vote and let us know which location you’d prefer best.
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Reports | Payroll - Monthly breakdown option in reports
It would be great to have the option to present all reports in month-by-month format. It is possible with P&L and cash summary reports using the compare to function, but impossible for payroll reports. Thinking this could be really useful for STP finalisations and payroll reconciliations.
4 votesHi Jess, thanks for highlighting this improvement.
We can see how a monthly breakdown (or comparison) within payroll reports could make it easier to review trends, compare payroll costs across reporting periods, and support management reporting.
I've updated the status of this idea to Gaining Support. If this is a feature you'd like to see, please keep voting and share how a monthly breakdown would support your reporting workflow.
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Navigation - Restore ability to favourite "report codes" in the reporting menu
One of the key steps in preparing client financials is to ensure accounts, especially newly added ones, are assigned to the correct report code. I had the favourited on every client in the old navigation for quick access as it's something I need almost every time. It'd like that back.
17 votesGreat to get your feedback here, Chris. It'll be good for us to get a sense of interest from others in community that also found this Favouriting of Advanced Account settings useful.
We're keeping a close eye on the interest and will share if there are any updates for you here.
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Tracking Report (new) - Add a summary option
New Tracking Report has no summary option - the existing summary option will be retired in November meaning more work will be involved in manually working out the summary balance for each tracked item. Please give a summary option similar to "old" report that is being retired.
20 votesHi everyone, thanks for your feedback on the new Tracking Report. We appreciate you sharing how important summary and grouping functionality is for your workflows.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Company Accounts - Pulling resignation dates from Companies House
For Company Accounts - the directors feed from Companies House and include the resignation date in the Company Information section of the accounts. However, the final report doesn't include the resignation date against the director. Whilst, there is obviously a work around to include the date as if it's part of the directors name, it relies on manual intervention and given the information is already there, it seems odd that it isn't automatic.
3 votesThanks for taking the time to share this idea — we can see why this would be helpful.
We've now moved this idea to Gaining Support 🌟. This means we've recognised it as a valid feature request and we're now gathering feedback from customers to help us understand the level of demand and the impact it’s having.
We agree it would make sense for the resignation date to flow through automatically into the final report when that information is already available in the Company Information section.
At the moment, this isn’t done automatically, so the current workaround is to manually include the resignation date in the director details where needed for presentation in the final accounts.
If this is something you'd like to see improved, please add your vote and any extra detail about how it affects your workflow. That helps our product team better understand the demand and the use case.
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Reports - Ability to separate Account number and Account Name in different columns on Exported Reports
When exporting P&L or BS Reports into excel can the GL account number & description be separated into 2 separate columns - currently it exports as one field/column and needs a formula to separate the 2. This should be a standard feature ...surely
13 votesHi Lisa thanks for sharing your idea, and letting us know the changes that matter most for you. We've reviewed your idea and now it is up to the community to get behind it and support it. You can share this idea with your colleagues and peers who may also find this functionality useful. In the meantime, we'll monitor this idea for traction.
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Reporting - Option to exclude Section 444 (5A) Companies Act 2006 statement from full accounts Balance Sheet.
The Section 444 (5A) Companies Act 2006 statement ("the directors have chosen to not file a copy of the company’s profit and loss account under section 444 (5A) Companies Act 2006")appears on the Balance Sheet in the full accounts. This statement should only be in the abridged accounts for Companies House, The only workaround is to manually edit the pdf, which requires pdf software and takes time. This needs to be amended.
2 votesThanks for sharing your feedback, Keith. We appreciate how having the Section 444(5A) statement appear only where it's applicable could make reporting more accurate and reduce the need for manual adjustments.
We've updated this idea to Gaining Support so we can continue tracking community support and sharing your feedback with the team.
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Account transactions report - Add a Reconciled column
When running the account transactions report, it would be nice to add a "reconciled" column when looking at bank accounts. This would make it much easier to identify which transaction is a duplicate or an error that has not already been matched. I know I could run the "Bank reconciliation" to view the unreconciled transactions, but with a client with high volume with integrations creating multiple invoices that are outstanding for a later deposit, this can be messy to review, and I would prefer just seeing everything in the account transaction report.
5 votesThanks for your feedback here, Amanda. Being open this isn't something we have plans for at present but will begin to track interest from your idea.
Good to hear you're aware of the current option available. If there are any plans around expanding the Account Transactions report to surface this information we'll be sure to let you know here.
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Reporting - Ability to hide Formula Rows in reports if the result is zero
It would be great to be able to hide formula rows in reports where the result is a nil balance. Currently we get multiple repetitive total lines on reports when there is no activity cluttering up the reports unnecessarily.
7 votesHi Kerrin, thanks for raising this. It’s easy to see how automatically hiding custom formula rows with no activity would make reports cleaner and easier to read.
Without this option, reports can feel cluttered. That often means sharing something that looks busier than it needs to be, or exporting the report just to remove empty rows manually—extra work that defeats the purpose of using the report builder.
I’ve moved this idea to Gaining Support so we can better understand interest in more report-level formatting options. If you’re able to comment with the specific reports where this would be most useful, it’ll help other users understand the use case and help the idea gain traction.
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Tracking Summary Report - Allow editing of report layout (e.g. filtering by account code)
The current Tracking Summary Report is quite inflexible. I'm unable to filter by Account Code, edit the report layout, nor save as a custom report. It would be good if this report design could be refreshed to include these features, and to bring the report inline with the newer style reports.
22 votesWe're grateful for your engagement and for letting us know the changes that you would like to see to the Tracking Summary report.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Reporting - Profit and Loss Report with Budget Specific Comparison Drop Down box
Allow the selection of the budget from a drop down box at the client level when this report is created as part of a template. Currently you have to go into the report, add a column and select the specific budget. A drop down box will allow you to run this report using different budget models.
1 voteThanks for coming to us with this idea and for explaining the experience you’d like to see added to the reporting process. We understand how having a drop-down option to select the required budget column would make it easier to run reports using different budget models, without needing to edit the report layout each time. This idea is now open to votes and comments. We’ll keep a pulse on the interest it receives and share any updates from the product team here. 🙂
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Reporting - Add auto-focus search bar to Reporting menu dropdown
One thing I really like in the new Organisation menu is the search bar. When you click the organisation name, the cursor automatically lands in the search field, so you can start typing straight away. It makes switching between orgs quick and seamless.
It’d be great to see this same experience in the new Reporting menu. Favouriting reports is useful, but it doesn’t cover every scenario. For power users, being able to click into the Reporting menu and have the cursor automatically placed in a search field - just like in the Organisation menu - would make it much faster…
15 votesThanks for sharing your idea of extending the search bar to Reporting Menu, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Report templates - Annual Financial Statements, include statutory Tax Computation Schedule
For the report templates, would it be possible to include a tax computation as part of the Annual Financial Statements? This schedule would show the income tax calculation for the year as well as the resulting tax asset or liability at year-end.
17 votesThanks for sharing the changes you want to see!
We've given it a look, and now it's time for the community to rally behind it! The more support it gets, the better. Make sure you pass this along to anyone you think would benefit so they can add their vote and share their thoughts on how this would improve their use of Xero.
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Report - Optimized Excel export layout for Account Transactions report to support Excel tables and pivot analysis
Adjust layout of a downloaded Account Transaction report from Xero to an excel format for a period of to enable 'Insert a Table' analysis
Attached please find a file which shows an existing tab Purchases Transactions for JA26 / second tab New layout for Excel and third tab shows final 'Insert a table to produce a report for simpler presentation and analysis
1 voteThanks for sharing this idea. A table-ready Excel export of the Account Transactions report could make it easier to use filters, create pivot tables and analyse data without manual formatting.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and share how you’d use this export.
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Cash Flow Manager - Filter Projected Cash In/Out and subtotals
In the Cash Flow Manager overview, include the option to filter based on the AI projection for 'cash in' including the overdue receivables. The AI projection is available on the 'cash in' tab, however, that tab doesn't include subtotals (like the overview tab does and this is very helpful) and also doesn't include the ability to filter by the AI projection. Both would be very helpful.
2 votesThanks for raising this idea and explaining how the Cash In view could be more useful.
Some of what you’ve suggested is already available. You can use the Type column to filter the Cash In transactions and deselect Predicted items. Overdue invoices are also shown in the invoice section, separately from predicted recurring cash in.
The part we’ll move forward to Gathering Support is the request for clearer subtotals in the Cash In view, particularly a breakdown that makes it easier to distinguish predicted cash in from invoice-based cash in, including overdue invoices.
To help us assess this further, it would be useful to understand exactly which subtotals you’d find most helpful and where you’d like them displayed. 🌟
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