679 results found
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Reporting - Running scenario analysis with draft transactions
Dave Andrews asked a question.
Edited Tuesday, 15 August 2023 12:36 PMCan one create a report based on DRAFT information eg Draft invoice not approved
Can one create a report based on DRAFT information eg Draft invoice or draft bill (not approved and therefore not posted into the books of account).For example I would like to see what impact certain entries would have on a balance sheet or income statement but dont want to approve them only to see the impact and then subsequently void or reverse them if I am, say unhappy with the outcome ? I…
2 votes -
Account Transactions report - Move selected date range a period forward or back
When in account transactions (or any report where you can select a date range) have a button to move that date range one month forwards or one month back.
For example if you have the date range selected as 01.08.2022-31.08.2022 have a backwards button that would change this automatically to 01.07.2022- 31.07.2022 or a forwards button that would change this to 01.09.2022-30.09.2022 without having to go in and manually change the date to every month.
This would be very helpful when doing detailed reconciliations on a monthly basis so you can move between the months much quicker. I know you…
23 votesHi everyone, we appreciate interest in a setting within the Account transactions report that would allow you to move forward a period or back a period from what's currently set.
In openness, this isn't something we have any plans for developing in the near term but we will continue to track the community interest of here.
While not exactly what's being asked in this idea I did want to highlight the Common date selections that are available within the report atm with the ability to easily select 'This month' or 'Last month'.
If there is any news of improvements for dates that'd accommodate what you're after here, we'll update you all.
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Reporting - Sort account transactions by Date, not just by Status
Sort account transactions by date not just by status.
I think this is how the old reports were.1 vote -
Profit and Loss - Exported CSV to contain Account Transaction breakdown
Within the old Xero profit and loss report, there used to be a feature where you could add account transactions to a excel export of the profit and loss. The account transactions for a specific account would appear as a separate tab in the excel profit and loss export. Unfortunately, this feature seems to have been removed with in the new profit and loss. It would be great to see this feature reimplemented, as losing functionality of a report due to an upgrade is a shame.
2 votes -
Practice Report - Add Bank Statements
Report Packs had the facility to add Bank Statements to it, but the new Reporting Templates does not support this. It would be really handy to have this as a template, as we roll it out across many of our clients
3 votes -
Reporting - Combine Bank Reconciliation & Uncoded Statement Line Report
It would be useful if Bank uncoded statement line report could also show outstanding payments & receipts. 9 times out of 10 an 'orange' transaction is a client error, duplicate transaction etc. Effectively this would be a complete list of bank items to be reconciled / fixed ( Ideally with the last month, quarter, financial year filter)
3 votes -
Reporting - Include invoices due today as Current in the Aged Receivables, not Overdue
In the aged receivable reports (summary and detail) Xero currently assigns any invoice that is due today to the "< 1 Month" column. But an invoice that is due today isn't yet overdue, so it should still be in the "Current" column.
1 vote -
Reports - Group account transactions report by bank account
Reports - would love to be able to run an account transactions report that is able to be grouped by bank account as well, so we can see how each bank transaction has been coded, GST status etc from each bank account
4 votes -
Simpler BAS - GST Reconciliation Report
GST Reconciliation report to work using the Simpler BAS option. It doesn't seem to pull anything that's already been filed/finalised through using this report
39 votes -
Practice Manager | Client Report - Include Client Verification notes as a reportable field.
Practice Manager - Client Report - Include Client Verification notes as a reportable field.
Wanting to create a report that enables us to view the notes added to the Client Verification section. Currently it looks like you can only build reports with the Date Verified, Verified by and Verified fields. Would be good to be able to also view the notes. Particularly for non-individual clients who also need to have the relevant individuals also verified which does not always happen at the same time.
Current workaround is to create a new custom field to record the same information as recorded…2 votes -
Account Transactions Report - Show date transaction was raised
For the account transactions report please can you add more column options to include the contact/supplier name and entered date. This is helpful in analysing the transaction data further.
47 votes -
Reports - a comparison of the quarter to date actuals to the quarterly budget
We would like the ability to prepare budgets based on quarterly reporting, but enable a comparison of the quarter to date actuals to the quarterly budget
2 votes -
Reporting - Customer Profit & Loss and Budget Variance
Please provide a report by Customer for Profit and Loss and allow us to upload a budget for each customer so we can include the forecast in XERO. QBO has much better and flexible reporting than XERO. Please see attached QBO Report of P&L by Customer. Please mimic this report in XERO.
6 votes -
Aged Payable/Receivable Report - Option to include CIS Deduction Value
Add CIS Deduction value to the Aged Receivables and Aged Payables reports. In the same way Outstanding VAT value is an option to include in the reports, also include CIS Deduction.
60 votes -
Cash Flow Projection - Ability to edit or amend cash flow prediction analytics function
Ability to update and amend or assist as a user the cash flow prediction analytics function. Currently the cashflow analysis prediction function doesn't pick up a number of our regularly occurring expense invoices and sales invoices (also sometimes it has them coded as monthly rather than fortnightly etc). Result is that for us the cashflow analytics is very inaccurate and then not usable and as user we are unable to amend or update. But think it could be a good tool if we could work with it somehow to update the AI and predictions
3 votes -
Reporting | Draft - Warning or prompt to Save
Could you please implement a warning sign when closing a report in draft especially if changes have been made anywhere in the report or within the layout (example: Do you wish to save draft").
Reason: I often forget to click on 'save draft' or accidentally navigate away and end up losing all changes.
6 votes -
Reporting - Add Graphs and Pie Charts in Management Accounts for KPI
Add Graphs and Pie Charts of KPI's to the Management Accounts report as some client prefer picture diagrams.
28 votesAppreciate your feedback around how more visuals in reporting would aid when presenting business information to stakeholders.
Though not direct within the Management report - Xero Analytics provides visual tools to assess and get insight into your business with Short term cash flows and Business Snapshot.
Alongside this, our reporting team have also started release of a graph in the 'Expenses by Contact report' - It's available if you're running a US organisation atm, and will be with other regions soon
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Projects - Add 'actual hours' and 'estimated hours' to Summary Report
Project Summary Report always had actual hours and estimated hours on and since it has been updated this option is no longer available and that is 2 of the most important columns for us. Also the wording of the headings have changed and no longer match the Project Details report which is ridiculous. This report needs to be converted back to how they used to be.
12 votes -
Profit & Loss | Common date range formats - Add date range 7, 30, 90 days
Generate Reports with Trailing Time Periods
I want to have a report that tracks how my business is doing on a trailing X-day time period. Standard windows I view are 7 days, 30 days, and 90 days.
I would love it if I could create a custom P&L report that looks at the financial health of my business over the last 30 days whenever I open it up.
The current work around is to manually specify dates by calculating what was 30 days or 90 days into the past which works, but is annoying.
I am expecting this to be…
5 votes -
General Ledger - View foreign exchange revaluations
Post foreign exchange revaluations in general ledger as opposed to income stmt and balance sheet only and does not print in transaction report
5 votesCan you explain how viewing this detail in the general Ledger as opposed to the Income Statement or Balance Sheet would be useful to you, Bill?
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