Reports & tax

586 results found

1. Inventory report - with comparative figures.

   An inventory report - similar to the inventory item summary, but that allows the user to compare figures to prior periods. This will allow retailers and even manufacturers, to easily track seasonal trends in sales.

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   submitted  ·  9 comments  ·  Reporting  ·  delete…  ·  Admin →
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2. Receivable Invoice Summary - Date range 'Any' option

   Previously, in old "Customer Invoice Report" there was a feature under "Dates" where we could select "ANY" which allowed Invoices created outside of your selected date range to be included in your report.
   This seems to be no longer available in the new "Receivable Invoice Report" and any invoices created outside of your selected date range (but paid within that date range) won't show up on the report.
   You can expand your date range but this has potential to re-list paid invoices from previous reports.
   Can "ANY' be added as an option to Dates as it was in previous version?

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3. Bank Reconciliation Report - Show 'Discuss' tab notes

   Include notes that have been left on transactions in the 'Discuss' tab on the Bank Reconciliation Summary Report.

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   9 comments  ·  Reporting  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.

4. Invoice Reporting (Payables) - Ability to include Planned Date as a separate column

   In the new reports you can run a report, by supplier, of invoices that are due and planned to be paid, which is great. There is a differentiation between due and planned in both screen detail and reporting. The schuduled/planning option enables users or managers to plan which invoices they wish to pay either by viewing on Xero or running in a report. However, the reporting option puts the two together by adding in an invoice wiht the same due date, if a planned date has not been entered. This means that invoices not scheduled/planned to be paid are included in the report. It is possible to filter to include a due date if you filter wihtout it, it is still included
   As a bookkeeping practice managing sizeable purchase ledgers,this defeats the whole ability given to scheudle paymetns and run a corresponding report to issue to clients to pay their suppliers. Directors dont look in Xero and rely on their accounts teams to produce reports for them. There are 'get-arounds', we've worked with them for over 10 years.
   
   This funtion is SO close, the only thing lacking is the report, run by planned, date, filtered by planned date, to please not include an invoice that happens to have the same due date unless the request to include that filter has been selected
   PLEASE can we have this report
   Many thanks, a broken record to the reporting team but still asking
   Sarah

   In the new reports you can run a report, by supplier, of invoices that are due and planned to be paid, which is great. There is a differentiation between due and planned in both screen detail and reporting. The schuduled/planning option enables users or managers to plan which invoices they wish to pay either by viewing on Xero or running in a report. However, the reporting option puts the two together by adding in an invoice wiht the same due date, if a planned date has not been entered. This means that invoices not scheduled/planned to be paid are included… more

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5. Reporting - Expenses by contact report option to filter i.e supplier addresses/location/postal code

   Broken down to location/ postal code with the total cost for a contact/supplier in any period is needed.
   I am aware 'the expenses by contact' gives you the total spend in a year but this doesn't filter down to location/ addresses or post code. At year end a key part of our process is reporting local suppliers for our social impact and purpose, we have to complete a time consuming exercise entering addresses/location manually line by line for key suppliers in excel. This information is reported to our Board of Directors, to our Group Board and as part of our Social impact reporting annually.

   Broken down to location/ postal code with the total cost for a contact/supplier in any period is needed.
   I am aware 'the expenses by contact' gives you the total spend in a year but this doesn't filter down to location/ addresses or post code. At year end a key part of our process is reporting local suppliers for our social impact and purpose, we have to complete a time consuming exercise entering addresses/location manually line by line for key suppliers in excel. This information is reported to our Board of Directors, to our Group Board and as part of our… more

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   submitted  ·  AdminEthan M (Admin, Xero) responded

6. Short term cashflow - Option to include payroll

   Very simply, short term cashflow does not include a range of items the biggest and most important of which is payroll. I think if you are selling this feature you should be very wary of the need for a disclaimer if the feature fails to be accurate, and decisions could be made on false information if for example the biggest expense item being wages is not included.

   Granted it should be something people take great care when making financial decisions and should note the issue, many don't have great financial literacy which is part of why xero was created in the first place, I just see this as a deal breaker in terms of actually using the feature at all. It needs to actually work.

   Very simply, short term cashflow does not include a range of items the biggest and most important of which is payroll. I think if you are selling this feature you should be very wary of the need for a disclaimer if the feature fails to be accurate, and decisions could be made on false information if for example the biggest expense item being wages is not included.

   Granted it should be something people take great care when making financial decisions and should note the issue, many don't have great financial literacy which is part of why xero was created in… more

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your feedback here, everyone. To confirm, if you're using Xero Analytics Plus the dashboard can predict payroll expenses if they’re reconciled as spend money transactions or bills, and are regular in amount and frequency. To manually include payroll expenses, add them as upcoming money out transactions.

   We don't have any planned changes for how these type of transactions are represented in Short term cashflows in the near term. If there are any updates made we'll share this with you here.

7. Multicurrency - Stop showing archived Tracking data in reports

   Please can you add the ability to stop archived tracking codes appearing on P&L reports just because they had a foreign currency item at some point.
   - Archived tracking codes, with no data in current FY or reporting period appear because years and years ago it had foreign currency trans.
   - The currency L or G are not relevant to the current reporting period. The FY is closed, in some cases years and years ago - there is no need for it to keep appearing.

   Please stop this happening.

   With the new 200 tracking code reports now released this problem with the currency not having a hard close is a big problem.

   Please can you add the ability to stop archived tracking codes appearing on P&L reports just because they had a foreign currency item at some point.
   - Archived tracking codes, with no data in current FY or reporting period appear because years and years ago it had foreign currency trans.
   - The currency L or G are not relevant to the current reporting period. The FY is closed, in some cases years and years ago - there is no need for it to keep appearing.

   Please stop this happening.

   With the new 200 tracking code reports now released this problem… more

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8. Assurance Dashboard - Add Reporting Functionality

   The assurance dashboard has been around for a while and it's great to have a number of checks accessible in the same place. However, there doesn't appear to have been much development in this area i.e. we are still not able to export out reports from the Assurance Dashboard.

   A client reached out today looking for an easy to run report showing bank account number changes. This is an important item to check on for businesses, particularly entities that have bank accounts loaded into Xero by multiple people, use batch payments etc. Accessing this information through the assurance dashboard is clunky, it shows that bank account numbers have been edited but takes a few clicks to get into the detail as to what was edited. I suggested the client use the 'history and notes' functionality, selecting contact as the item and searching for the keywords 'bank account number changed'. This pulled the detail on the bank account numbers changed ie. bank acct 03-1750 changed to 06-9250 (screenshot attached) but doesn't show the contact name, so further clicks are required to obtain this detail.

   Recommendations:
   1. Create reports for the assurance dashboard, particularly a standalone 'bank accounts that have been changed' report
   2. Both the Assurance Dashboard and the History and Notes Areas do not allow data to be exported, in either pdf or excel. It would be great if this functionality could be added, perhaps as an interim measure until reporting is able to be developed under these areas.
   3. Further development in both the Assurance Dashboard and History and Notes areas, to make these easier to use and to pull detailed data, without having to click through layers of summary data

   Thanks

   The assurance dashboard has been around for a while and it's great to have a number of checks accessible in the same place. However, there doesn't appear to have been much development in this area i.e. we are still not able to export out reports from the Assurance Dashboard.

   A client reached out today looking for an easy to run report showing bank account number changes. This is an important item to check on for businesses, particularly entities that have bank accounts loaded into Xero by multiple people, use batch payments etc. Accessing this information through the assurance dashboard is… more

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, appreciate the feedback on my last question. I've slightly amended the title of this idea. As a bit of an update from when I last posted we have actually made an update in History & Notes as I know some of you were interested in - You can now Export to PDF or Excel from this screen and you'll find there are filter options to help you zone into the items you're most interested in looking at. 

9. General ledger details - Add Posted date and Posted by columns

   I was requesting for "Account Type" and "Source" as options that can be added to "Journal" report.
   Staff replied these options are available in "General Ledger Details" report and "Journal ID" is also available in "General Ledger Details" report now.
   However, the "General Ledger Details" report does not have accounting entries posting date and who was it posted by.
   Please add (1) "Account Type" and "Source" to "Journal" report, or (2) "Posted Date" and "Posted By" to "General Ledger Details" report.

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10. Top Customers Report - Ability to show chart in Net figures

    To be able to run Top Customers report showing the net figures and not just gross.

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Aaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here. 

    In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂

11. Short-Term Cash Flow - Split payments on Bills

    Hi

    Client is wondering whether there is a way to split bills in the cash flow prediction to show half the bill being paid on this day and the remainder on another day. Currently you can tell it that we estimate to pay the bill in full on this day but can't see an option to split the bill.

    Look forward to hearing from you.

    Thanks

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    submitted  ·  AdminEthan M (Admin, Xero) responded

12. Account Transactions report - Add Transaction number

    I exported the Detailed Account Transaction Report. Additional column I need is the transaction number so I could group or filter the specific transaction/s that I want to conduct further analysis.

    Thank you.

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Just to check, when you say Transaction number would this be the journal ID or the transactions reference number, Archie? 

13. Reporting - Option for selective printing (similar to XPM)

    Only option is to export documents from Xero. Can the Print option, like in XPM (see attached pic) be added

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your engagement in this idea, everyone. Apolgies it's taken so long to update you here, and appreciate the confirmation of where you'd like to see this.

    We want to be honest that we don't have any planned work for developing print options at the organisation level atm. If there's any changes to share we'll let you know.

14. Reporting - Include Branding Theme on invoice reports

    I would like the field 'Branding Theme' added to invoice report as a column that can be selected.
    Any invoice report - aged debtors by detail would be great. I need to be able to analyse outstanding invoices by this field and cannot.

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15. User roles - Reports access with no payroll (including accounts)

    We want to give access to reporting to one of our managers however we don't want them to be able to view all payroll information. Therefore I am looking for a function that can give access to all of Xero except anything to do with payroll so all nominal codes to do with wages would need to be invisible etc. Journals would another thing that needs to be hidden.

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    This is really useful to know, thanks Josh - Though we don't have immediate plans for change around this, we really appreciate you sharing the detail of how you'd see this permissions working best for you. We'll keep an eye across this one here, and let you know if there are any updates.

16. Reports - Coloured text for variances on new reports

    Prior to the new reports we were able to select different colours for budget variances on our Xero reports. Green for on budget or better than budget and red for below budget.

    This was immensely useful when going through reports in monthly management meetings as it meant over or under performance in any line was easily recognisable.

    Please can you bring this simple feature back!

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17. Receivable Invoice Details Report - Add Contact Location

    It would be great if possible to run an invoice detail report which reflects customer location.

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18. Tracking Categories Report - Ability to print/download tracking categories

    Tracking Categories Report - Please add the ability to print/download the tracking categories

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category. 

    The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run. 

19. New Journal Report - View file attachments from source transaction

    Currently there is no definitive link between posted documents and the Journal Report. Having the Document reference will simplify examination of the audit trail.

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20. Xero Project reports - Click into transaction from report

    Xero Project feature idea

    • drill down transaction from Xero Project reporting
    • Report template Xero Project layout can not be saved to custom report template
    • assign project to Payroll
    • Inactive jobs, still showing in the list although its in the different section, in my opinion the inactive project should not show up at all, should make the same like employee list where there is a dongle to show inactive Projects.
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams. 

    I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.