706 results found
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Reports - Highlight previously viewed transaction on list/report
Restore function where the previously viewed transaction is highlighted in a darker or different colour so you know where you are on a list of transactions. It used to be there but it has now gone :(
1 vote -
Reporting | Copy custom report - Editing Shortcut
When selecting a published report to copy for the next period, it would be ideal if there was a copy and edit option in the shortcut options. This would allow users to create a copy of the report from the main menu instead of being required to open the report and then selecting the option.
8 votes -
Reports - NANE not available on balance sheet
Currently you can itemise NANE income on the P&L, however when doing annual accounts this NANE is not tranferred to the balance sheet. This shows an incorrect current year earnings.
1 vote -
New Account Transaction report - Show closing balance on first page
Please restore the display of the closing balance on the first page of this report.
The report is used each month to check control accounts which may go to many pages.
The closing balance used to show on the first page which was extremely helpful not you have to scroll to the bottom (and you have removed the option for less transactions to show) and then we have to scroll through to the last page in order to see the balance.
Please bring back the functionality of the old report before you stop access to it-
Screenshot 2023-06-02 16.49.23.png 457 KB -
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Screenshot 2023-06-02 16.49.45.png 412 KB -
Screenshot 2023-06-02 16.49.23.png 457 KB -
Screenshot 2023-06-02 16.49.45.png 412 KB -
Screenshot 2023-06-02 16.50.26.png 427 KB -
Screenshot 2023-06-02 16.49.23.png 457 KB -
Screenshot 2023-06-02 16.50.26.png 427 KB -
Screenshot 2023-06-02 16.49.45.png 412 KB
1 vote -
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Balance Sheet - Link credit card accounts to show one line
Xero imports separate feeds for cardholders of the same credit card account. The payments will show on only one of the feeds, resulting in the balance reflecting as an asset and the rest of the accounts as liabilities.
There should be a way to link the accounts together so the merged balance shows on the Balance Sheet as one liability.
3 votes -
Aged payables reports: Show list of paid bills and credits listed month by month
In the Aged Payable detail reports: Show a column of paid bills and Credits listed by month by month. This is the functionality form the old aged payables report that I want added to the new reports.
2 votes -
Xero New Reports from 31/7/23 - fixes to the Trial Balance report compared to the Old Reports
The mandatory update to using the new Reports in Xero from 31st July 2023 means the old version of reports will cease. This includes the much used Trial Balance report as accountants like myself tend to start from there when reviewing quarterly and annual work.
I notice the following list of issues with the New Report for Trial Balance:
1 - You can bookmark the old TB report and use this bookmark across clients. Also bookmark can be changed to show a particular date too i.e. 31st March. Bookmarking the new report always takes you to same client you initially…
4 votes -
Reports - Profit and Loss: Show deviations between accounts from period to period
We're only a small business with a lot of recurring revenue and expenses. We use the The P&L to track changes in activity from month to month. It would be really useful to be indicate any changes from the previous month that with an up (^) or down (v) indication, or maybe a color indication.
To remove distractions, it would be useful to associate a tolerance (+/-% or value) to each account code. Changes below that tolerance would be ignored.
I'm not an accountant, but having talked to a few, they seem to use a similar technique when looking for…
2 votes -
Reports - Projects: Show bills/expenses in a Report on a Cash Basis
The option to show bills/expense in a Report on a Cash Basis. So show paid bills only not all bills,
as per the Detailed Transaction Report if Xero. We need this option to show current expenses per project. The Detailed Transaction Report only shows this if you assign a Project through Tracking.1 vote -
Report - Net Functional Column should add up on Account transaction report
The Net functional (for us GBP) column in the Account Transaction Report does not function correctly if we are considering the full GL.
Whether it shows a Debit or Credit as plus or minus depends on the type of account.
For example, an accrual Jnl posts Debit Expense/Credit Liabilities but both show as Positive in the Net column.We run the full GL to conduct our analysis and we re-calculate this column every time.
Then we can confirm that the list balances as the total of the double-entries should be nil.Is the current presentation of any use to anyone?…
4 votes -
Reporting - Switch layout between left-right and right-left
When you download a P&L / BS report (whether old or new templates), and include comparative periods, there should be an option to choose left to right, or right to left. If i have downloading for Jul-22, with 12 months of comparatives, i want the oldest month to be on the left, and Jul-22 to be all the way to the right. That is typically how all excel financial models are built, and the basis of these models is historical financials.
20 votes -
General Ledger Detailed report - Include vat rate instead of %
It would be very useful to include on the General Ledger Detailed Report the VAT Rate instead of or as well as the VAT %. Then it would be possible to identify items that should be included in box 6 of the VAT return that have been entered with a No VAT code.
4 votes -
Reporting - Set order of the accounts when using the Switch Rule
Currently when you use the Switch rule the order that the accounts are displayed when they are transferred by the rule is not the same as the order that they show in the existing group. This can be frustrating when you have say a Provision for tax group of accounts which could be a refund or tax to pay and you have accounts displaying as Opening balance then tax provision and RWT etc as you want the Opening Balance account to always display first.
1 vote -
Reporting - Show all entries to an account, and then allow the user to Filter
When I look at transactions posted to a N/L code, I just want to see everything and then decide how to filter it there or in Excel etc.
We don't need the extra steps of breaking down the data into 000's as that is annoying and takes a little more time for the extra clicks.
1 vote -
Reporting - Export reconciliation report pack as separate spreadsheets
The report pack is a great feature to save time in downloading multiple reports at the same time. Is there the ability to export these reports to excel as separate spreadsheets rather than as multiple tabs on the same sheet? If not can this feature be added as accountants generally review these work papers separately and it saves time if we don't have to convert the multiple sheets into separate spreadsheets.
1 vote -
Reports - Add column for 'Last year to date'
It would be great for Reports and Custom Reports to have the ability to include a "Last year to Date" Colum. This would improve the ability to compare how the client is progressing Year on Year.
4 votes -
Reporting - By Contact Group
Cost analysis by group type, e.g. we have a group for DD suppliers. It would be useful to analyse how much we spend by group over a set period. We are looking at setting up other groups soon so this would be very helpful.
12 votesThanks for your idea here, Kerry. Can I ask if there's a speciufic report you'd like to be able to run by Contact group?
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Projects - Custom date filters for Project Summary reports
It would be really helpful if you can add more filters in the Project Summary reports, e.g.. a date range for "Closed Date" so we can report on Projects completed in a specific month. At the moment the date range is based on time entries only.
5 votes -
Report Templates - Report codes for general reports (Non financials)
Make Xero report codes for use in generic Xero reports (instead of just bookkeepers reports only) - e.g. P&L, Balance Sheet, etc.
3 votes -
Reports - Use UK specific reporting terms (i.e. Sales Ledger and Purchase Ledger)
Head ledgers with correct names for UK market. We use Sales Ledger and Purchase Ledger not receivables and payables, also we call it nominal ledger or sometimes general ledger. Why can't you allow us to change the headings or at least set up Xero like Sage does so you can have a more accountancy based set up for advanced users and not the layman even though the content would be the same for both to see
2 votes
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