586 results found
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Management reports - Ability to include VAT return reports
The new custom report pack looks great but it would be good to be able to export the VAT return within the same pack. Can the VAT reports be added to this functionality? I think it would be helpful for many people.
I regularly look at a profit and loss, balance sheet, aged receivables detail, aged payables detail and the VAT return reports monthly for all clients and it would be great to export these together, and would save a lot of time.
9 votes -
Reports - Add non-financial data into Xero for use in calculations
Now that we can add equations, I'd like to see Xero add non-financial data for use in calculations. Specifically, I'd like to add a number that changes each month (number of clients). This will allow me to calculate the revenue per client. I would also like to add the number of clients lost and clients gained so I can calculate the churn rate and customer lifetime value (important to use in making decisions on marketing spend).
10 votes -
Reporting - Import report template
The ability to import report templates for financial reports
9 votes -
Reporting: New P&L Report - Include archived Tracking Category used in date range
"Compare Tracking Category" in the Old Format P&L Report includes columns for all Tracking Category Values USED in the date range; irrespective of whether the value is ACTIVE or ARCHIVED.
"Compare Tracking Category" in the New Format P&L Report is different: it includes columns for ACTIVE Tracking Category Values. This represents an incomplete view because ARCHIVED Tracking Category Values USED in the date range are not included.
Please can you enable reporting of USED Tracking Category Values in the New Format P&L Report before you remove Old Format Reports in July 2023.
Custom reports don't provide a viable solution due…
7 votes -
Reporting - Reconciliating Profit & Loss and Statement of Cash Flows
The existing 'Statement of Cash Flows' could be enhanced to be the bridge between the P&L and the balance sheet.
1. Term debt and cash are netted to give the movement in cash equivalents. If the statement differentiated between 'term' funding (in our case, reduction of term debt) and the 'cash at bank' balance it would better describe cash flows.Make repayment of loans a 'financing' activity. Currently it is wrapped in 'cash equivalent'.
The flows in Operating Activities would be more meaningful if it highlighted where to see changes. For example, working capital changes in the period under review…
5 votes -
Profit & Loss - Ability to add variance columns for YTD Actuals & budget
Added features to P&L report design to be able to add variance between YTD Actuals and YTD budget on the P&L report
8 votes -
Be able to see all transactions within a P&L report
I would like to send departmental P&L/spend reports to my managers. For eg, send all marketing spend to that team showing the act v bud figures AND all the transactions making up the actual fig
I reckon it would be best to add the Act and Bud figs at the top of the account transactions report for a particular chart of accounts10 votes -
Reporting - Field to show which user created a Quote
Report Design - Option to add the Field of who created the quotation
This will allow better use in data review/manipulation
5 votes -
Xero Adviser Financials - Farming | have multiple P & L's for different farms/orchards in group
For large farms/orchards or multiple businesses in the group, needing a P & L each for each Farm and Orchard. Then a combined statement P & L bringing all the totals together with the group overhead expenses. Currently have to do separate custom reports in Xero then paste in, would be good to have it all formated in one spot not doing multiple reports and copying and pasting. Currently using another accounting software provider to do the financials and only using Xero to collect the date, would be good to have it all in one spot
1 voteHi Tracey, appreciate it's been sometime since you initially raised your idea here. Not getting any community support this will soon be removed from the forums. However, taking a read through it may be worth looking into Tracking to see if this feature could be useful to track expenses for each orchard/farm. The P&L could then be set up to provide columns of the expenses and revenue for each orchard comparably. Thanks
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Inventory Item Summary report - Select all in a filter
In the Inventory Item Summary report I can customise the report by adding a filter & then searching for a stock item eg a spigot - but there are 100 different types of spigots, & each of them need to be selected individually!!! can we please have a "select all" button???
4 votes -
Reporting - Password Protect option for PDF downloads
SureIy this would be a no brainer??
I'd like an option to download PDFs with a password automatically added.
The password could be added in the company setting pages with the option to download "Protected PDF" when you print a report.
This feature seems so simple to create and i'm not sure why it hasn't been thought of.
This would also save us having to do this manually with every report sent to a client.
Please set this up at it would be a great option for bookkeepers and accountants.
10 votes -
Reporting: New P&L and Balance sheet - Add a link to go back to the report
With the old reports you were able to run the report and then click into one of the GL codes to look at the data. There was then a link "back to P&L / Balance sheet report" which took you back. This is missing in the new report which is very time consuming as it seems you have to start again with running and customising your report.
6 votesThank you for rounding back to confirm, Emily. I’ve changed the title of your idea, and we’ll keep an eye on the interest from the community here.
For now, you can try to use the right click to open a new tab on your browser when opening the transaction or code. We’ll come back here if there’s any news.
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Reporting - 'Select all' option on the Account Transactions Report when Search is used
It would be great if when you use the search field to search for a name/description, if there was an option to 'select all' of the searched items. I often search for a description and then have 10-15 account codes I want to view, but i have to tick them all individually. A select all button would be amazing!
There is already a select all / deselect all option but only when there is no description searched.13 votes -
Profit and Loss (new): Edit/remove the heading dates
The Profit and loss report: Compare tracking are amazing, but still needs the following:
1 - To be able to edit the heading/remove the dates from the heading (as this is all reading showing on the top of the report, and can be very cluttering if every heading is starting with 1 June - 7 June 2022 ....)
2 - in the old P&L: compare reports, the columns/tracking that was not applicable "disappeared", with the new reports, I'm seeing ALL my tracking that is available, and not only the ones applicable, please do the same for the new reports9 votes -
Detailed GST Reconciliation Report
Ability to dive into the total amounts on the GST Reconciliation Report.
14 votes -
Trial Balance report: More than 36 months historical comparison
Could we please have the functionality of running TB reports with more than 36 months historic comparative months, thanks
4 votesHI community, thanks for your support here. While this isn't something we have plans for extending comparatives beyond 36 periods atm, it'd be good to get more detail on the ideal # of comparatives you'd be looking to run the report for, and what this would help your business do - Please do comment to share your views.
Other options you'll see you have with the new report, is that you can change the comparative period between Day, Month, Quarter or Year.
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Payable Invoice Detail report - Total invoices payable per contact
Enable the Payable Invoice Detail report to total the invoices for each contact. At present the report totals the GST component of each contact's invoices, which I find not at all useful. It would be possible to export the report to Excel, and calculate the totals in that format, but this would be time-consuming.
I use the payable invoice detail report to get approvals for payment. It would be useful for the person doing the approving to see how much each contact's invoices add up to.
7 votesHi team, returning to the idea here I wanted to check if this is still an issue? With the Payable Invoice Details report you'll find you can 'Group by' Contact and there are options to include Balance, Gross Tax and Net columns within the report so you can get a full break down and totals for each.
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VAT Reconciliation report - Ability to drill down in the unfiled VAT section
Not sure this is really part of Xero HQ - but it would be really useful to be able to drill down into the unfiled VAT section on the VAT reconciliation report.
13 votes -
Management report pack - locking in start dates
We run a P&L Forecast report each month, with 12 monthly columns across the financial year.
Start date = start of the financial year.
Reporting on Month 1, this report shows Actuals for month 1 + Budgets for months 2 to 12, to give forecast total for year.
Reporting on Month 2, this report shows Actuals for months 1 to 2 + Budgets for months 3 to 12, to give forecast total for year.
Reporting on Month 11, this report should show Actuals for months 1 to 11 + Budget for month 12, to give forecast total for year.I…
6 votes -
Xero Reporting for Philippines ( BIR compliance)
People here in PH are starting to use Xero and I think many more will use it too if you create reports that are required by our Tax Authority such as:
Sales Journal
Purchase Journal
Cash Receipts Journal
Cash Disbursements JournalMost of our clients are asking for this. I really hope you will be able to implement this.
8 votesHi everyone, just wanting to highlight that as Caroline has suggested, it is likely the Account Transactions reports in Xero could be used to create the reports required. However, this depends on what information you require each report to contain.
If anyone is able to reply with more specific details on whether any information is unable to be obtained via the account transaction report this will help our product team better understand what's needed.
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