706 results found
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An invoice detail report that also incorporates the Billing and Delivery addresses
An invoice report that also incorporates the Billing and Delivery addresses. This is essential if you do consignments such as in freight forwarding and you want to report on a group of customers per the consignment or you want to create a delivery list. The work arround at the moment is to export all invoices and clean the spreadsheet out to exclude what you dont want
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Short-term cash flow - Automatically include loan payments or bank transfers
It would be helpful if loan payments and bank account transfers were added automatically.
Adding these manually is time-consuming.
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We've moved this idea to Gaining support so other users who want this feature can also add their vote to it. We'll keep an eye on this for more traction.
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Payroll AU - Add running totals to Transaction Listing Details Report
Can a total be added under the amount on this report.
If a total was available, I wouldn't need to export to excel simply to add a total before sharing the report.Ideally, the total would also apply to groups on the report, ie, total by employee and total for all employees.
1 voteThanks for letting us know you'd like the Transaction Listing Details Report to have a total per Employee and or Group when you filter the report by Group.
As you've found, the report will only show itemised values. One work around would be to export the report to Excel or Google sheets and add a summary total manually. We'd also suggest taking a look at the Transaction Listing Summary Report.
We've reviewed your idea and it's now open to the community to get behind and support your idea. 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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Compare date range in tracking summary
There's currently no option to "Compare with" or use compare periods within the Tracking Summary report. A basic need when a business needs to compare sales from each trading division on a monthly basis, comparing with previous month's trading
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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I would like to be able to view monthly profit and loss figures over a period of time, say 12 months, and compare it to the previous 12 mont
I would like to be able to view monthly profit and loss figures over a period of time, say 12 months, and compare it to the previous 12 months. Currently it seems like I can only view one month at a time.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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employment verification
Employment verification letter would be helpful for employers to provide to employees upon request.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Reports - Add Tracking Category Column/Breakdown to Trial Balance
Trial balance with a column for Tracking Category. Currently I need to download each TB individually if I want it by tracking category, which is very time consuming and inefficient.
2 votesThanks for sharing your idea, 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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Reporting - Make the Edit Report layout more seamless
Is there a plan in place to update the Edit Report layout to be more user friendly!
In particular, it is clunky inserting tables and being able to edit like a simple word doc (bold, italic, line spacing etc.)
Also being able to print off the reports in the 'edit' mode so you can see the expanded breakdown of the accordian would be very helpful to ensure that Notes match Statements of Financial Performance and Position (especially useful for our juniors who often can't work out where their subcodes are if there have been reporting changes)2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and split it to ensure the community can get behind and support both. You can view the other idea here. 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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add NZBN number to Ages Receivables Report
I would like to produce an Aged Receivable custom report that includes the NZBN number which is held in a contact file. While I can manually pull two reports and manipulate them in Excel, there is always room for error doing it this way.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Reporting - Manual Journal Report
Report that extracts manual journal entries (only) with user details - for audit purpose.
2 votesThanks for sharing this idea. We've reviewed this and now other users can add their votes and comments to support it.
For now, there's a way you can get a report on the manual journals, but without listing the user details.
To do this:
1) Run the Account Transactions Report for the relevant date range.
2) Click the Accounts dropdown and click Select All.
3) Use the Filter option to select Source = Manual Journal.
4) Click Update to generate the report.
Although this report won't list the users, you can click into journals to view their details, the History & Notes will show who entered it.
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Reports - Add reports for eInvoices
Hi Xero Support,
We've been generating individual e-invoice from Xero/Invoici for months, however, we could not find any report on e-invoice generated through Xero/Invoici.
This report could help us in ensuring accuracy of the data exported to MyInvois portal. We would require a specific report on the generated individual e-invoices to make sure that they tally with the sales invoices report from Xero.
Thanks!
8 votesThanks for sharing this valuable feedback about your experience with e-invoicing.
We've reviewed your idea for a dedicated report on generated e-invoices. We understand how this would be crucial for ensuring the accuracy of data you export to the MyInvois portal and for tallying with your Xero sales reports.
Your suggestion is now open to gain support from the wider community. Along with votes, others can now comment to share how an e-invoicing report could improve their own reconciliation and data validation processes. 🙂
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income target graph
Hi, i think for a team who have targets each week, it would be good to have a report that is a bar graph with the income so far that day, week, month with a line across the bars coming up with a line for average and one for target. The only report that comes cross i could find gave to much info as this is for our admin/coordinators and they dont have access to all the financials they only need the income for the day/week and see if they have met the target.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Rolling 30-day Profit & Loss view
Having a rolling last-30/60/90 day P&L option.
This is present on Quickbooks and is frankly surprising that Xero doesn't have it.
I want to be able to check the dashboard mid month and see how the last 30 days have been. This isn't possible without manually inputting the dates.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Manual comments on Aged Receivables report
Ability to add manual notes to Aged Receivables report. Currently we have to export the aged receivables report to excel to keep a log of the latest feedback/updates regarding overdue debtors. By adding manual comments directly on Xero, all users will have access to the latest feedback/follow up comments on overdue debtors. This will increase efficiency and ensure better control of our bad debts.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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do not shift dates for reports with custom periods
Reports with custom periods currently have their dates 'shifted' every month, which shouldn't happen, as they do not use relative dates (they should be fixed, at least by default). This is either a bug or bad design.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Xero Projects when exporting timesheet data. Although there is an option to export time entries in decimal format, the export still outputs
When exporting time entry data from Xero Projects, there is an option to export time entries in decimal format. However, the export still outputs time in hours and minutes (hh:mm) rather than in decimal hours. This makes it difficult to perform calculations in Excel, as SUM formulas do not work correctly with the exported data. And the SUM functions that appear in the Excel and Google Sheets exports do not work.
I would expect that selecting the decimal export option would provide time entries in decimal format (e.g., 1.5 hours instead of 1:30), but this is not happening. It should…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Resize report column width on display to scale with window size
I'm currently doing superannuation for a client, having finalised their last payrun for the month. I've got the superannuation accruals report up on screen, so I can match that to what I'm paying, and to the bill in which I allocate each employee and direct contractor's super to the project they're working on.
Because I need to have multiple windows active with pieces of information being cross-referenced, I've got the superannuation accruals report open in a half-screen window. I noticed that the width of the report is wider than the window, so I removed some of the columns. As I…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Include description for bank accounts
For bank accounts - it would be good to have the contact and description concatenated as for other accounts. This way account lines could easily be matched.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Journal Report - show GST rate
I feel like I'm taking crazy pills.
With the old style and the new style, there doesn't appear to be a way to show the journal with GST rate - it only shows the total GST as an extra line at the bottom of the journal.
And while I'm requesting features that'll never be implemented, why not offer the ability to show journals Gross of GST (as well as the GST rate).
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Multi-currency Profit and Loss report based on original transaction values without exchange rate being applied
Can we have the ability to run a P&L report using the original transaction values rather than calculated values based on the exchange rate that's been set. For example, my base currency is GBP but we need to report the P&L for a division in Spain in Euros based on actual cash figures. The multi-currency P&L report in Xero allows me to select to produce the report in Euros but for some reason it calculates all the figures based on the fixed exchange rate that has been entered rather than using the original / actual Euro transaction figures entered. So…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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