679 results found
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Reports | Trial Balance - Combined 'Account Code' and 'Description' columns in .CSV
Can you get the new TB to download with the account code and description in the same column as was possible in the old TB. (see attached)
It's a great column to upload into tax software as a description, instead of having to mess about with 2 separate code and description columns.1 vote -
Foreign currency gain loss report - Show contact from invoice
Foreign currency gain loss report to show the invoice contact too
1 vote -
Account transaction report - GST control account to also show the related account and amount
Another product idea to suggest is to have Account transactions report account code GST control account to also show the related account
For example invoice number and invoice amount on how the tax amount derives from.1 vote -
Aged reports - Ability to add SUM formula to Total Column when exported to Excel (like old reports had)
Aged Receivables + Payables reports - Ability to add SUM formula to Total Column when exported to Excel (like old reports had)
1 voteAppreciate your feedback on the change from older reports to new. While we don't have any direct plans for making updates to the formatting of formulas when exporting to excel we have just made some updates to excel export of reports I wanted to highlight for you here, where we've;
- Adjusted the default zoom from 150% to 100%, and slightly change the size of title and currency fonts to make the report easier to read
- Made small changes to the formatting of cells in rows to create more consistency across the report
We'll stay tuned into the support for other changes coming through the site here an let you know if there's any news on this, here.
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Receivable Invoice Summary - Add 'Due' based on date range of report
Add a "DUE" Column to The new "Customer Invoice Summary" report if it is to replace the "Customer Invoice Report". At the moment the proposed change will remove functionality. We rely on the current Customer Invoice Report to update our cashflow. The proposed "BALANCE" column is not the same as the "DUE" data. "BALANCE" only gives Invoices not paid at end of filtered period rather than what is left to be paid period.
Alternatively..... DO NOT RETIRE THE CUSTOMER INVOICE REPORT!!!!3 votes -
Financial Statements - move copy and edit button
Move "copy and edit" button to top of page for quicker access
14 votesThanks for sharing the idea here, however, we're going to move this idea to not planned as we don't have any plans of moving the placement of the 'Copy and edit' button within a report.
You'll find within all Xero's reports the bottom options bar is frozen, so you can find this option permanently on the page.
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Reporting - Ability to show/hide accounts based on balance
I have voted for the idea "Switch Rules - Notes to Financial Accounts" but would like to also propose an idea that may be of benefit if that one is too complex to implement.
Enable a rule that allows an account to be shown/hidden depending on the balance.
For example - if Accounts Receivable is a credit balance then it will display, if it has a negative balance it is hidden.
That means that the Accounts Receivable account could be added to two schedules in the report, but will only show in one, which should align with switch rules in…6 votesAppreciate you thinking of other ways to solve something, Jessica. With a lot of the reporting teams concentration on elements to redevelop the most vying features from older reports in the new before their removal later this year I want to be open that we don't have this in pour plans at this stage.
We'll start to get a sense of the interest for this here, and let you know if there are any changes.
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General ledgers - Increase capacity to download
can you please increase the capacity for downloading general ledgers because at the moment it seems very limited. Often we have to send large files and the capacity at the moment is insufficient
1 vote -
New Account Summary Report - Search by Account Code
The new Account Summary Report needs the Account Code in the drop down list. Currently it only has the names of the accounts. There is no option to show or hide the Account Code. Sometimes I work with the account codes and not names. I need the ability to type the code in as well.
8 votes -
Reports - Chart of Accounts lines that make up the figures in the year-end accounts.
atm if a client asks what is included in a figure in the accounts, I can only manually deduce that, or generate a spreadsheet analysing all the Trial Balance into the headings (the tagging screen is quick reference for generating this) but surely it should be possible to run a report.
1 voteHi Malcolm, returning to your idea here it would be good to get more understanding if there are specific figures or reports your customers are asking about or you'd want to track the make up of?
Atm it's possible to edit the layout of the Profit & Loss of Balance sheet reports to either show a total of grouped accounts or have these all listed amounts that show the individual accounts within each section.
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Reporting - Show one line per invoice on the Aged Receivables Detail
desarrollar el informe de Aged Receivables Detail para que por linea por factura.
adjunto encabezado deseado.
1 vote -
Account Transactions report - Ability to see uploaded document in for bills assigned to a Tracking Category
We regularly use Tracking Categories to allocate bills to Projects. The Account Transactions report is great for showing bills and payments by Project. However, each line has to be individually accessed to see the underlying uploaded document.
Accountants regularly ask for these receipts which need to be individually downloaded and we have to manually create a spreadsheet linking each receipt.
This would be hugely easier if the Excel export of the report allowed a field for a URL linking to the uploaded document, like all good receipt tracking apps allow.
1 vote -
Reports - Cashflow reports being able to handle larger figures
Were clients have figures in the New Xero Cashflow report of $1,000,000 and $10,000,000. The cashflow can only handles this by reducing the months on the report. An Idea to get arround this would be to do what larger company's do in a prospectus. State in a subtitled that all figures are in millions and omit the last 3 zeros.
1 vote -
Published report | Copy & edit - Date not refreshing in Compilation Report
When I prepare Financial Statements, I copy and edit a published set of Financial Statements from the previous year. But it is annoying that in the now draft Financial Statements, the date in the Compilation Report does not refresh to current date. So I either manually edit the date or add a Comp Report from My Xero. Either way is a pain. Any better ideas?
5 votes -
Reporting- Customize Columns (Add/ Remove any column from Company fields or Contact fields)
Allow any field from the company or contact field to be added to report columns. e.g. Company account ID so once a report is downloaded we can use Vlookup and consolidate data from several different reports, Company City, or State so we can evaluate sales based on geography. The currently available columns in the Reporting are very restrictive and do not allow a business to make smart decisions as data is scattered or not available easily.
1 voteHi Lynx, appreciate raising your idea in community. While we don't intend to make every field of a contacts record visible in every report appreciate your detail around the Location and Contact Account Number that you'd like to be able to view. Are there any specific reports you'd find this most useful in?
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Payable invoice reports - Ability to filter individual lines or sections rather than whole report
The ability to customise a bills report so that each line (or different sections) can be filtered for description, account code, contact etc, rather than the whole report
1 voteHi Paul, can you share a bit of detail of why you'd find it useful to filter only particular sections of the report, and perhaps an example of the way you see yourself being able to use this sort of function in the report?
We don't have any plans at this stage for multi-tiered filtering but it'd be good to better understand your needs behind it?
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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 - Refresh page to load report in new organisation
At the moment on the old P&L and Balance Sheet reports if you change the company on another tab and have the P&L and B/S open in another tab if you press F5 on your keyboard it will update to the new company you have changed to. This feature is not available on the new P&L & B/S which will be the only source from July. I really need this F5 function on the new reports as I have 20 ledgers to run and if I have to keep re-running the P&L & B/S at month end it will significantly…
1 vote -
Expense and Income By Contact report - Ability to view contacts business number
one of the ATO requirement is to submit the Expense from other companies with ABN into it. if you can implement by adding ABN to the report, it will be really helpful for us.
Thanks1 vote -
TPAR report for Subcontractors
Produce a Tpar printable Tpar report per subcontractor so we have something to give them when they request details of the amount reported to the ATO
12 votes
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