92 results found
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Reports - "Find a Report" search (from 'Home' tab) returns results from all tabs
Quality of Life suggestion:
At present, typing in a report name into the "Find a Report" search-box will only give you a return if you're in the correct tab (eg. searching from the 'Home' tab will not return any 'Custom' or 'Drafts' reports).
I suggest that reports from other tabs be included, at least when searching from the 'Home' tab, with an icon/heading to distinguish the tab-origin of the report.
(I appreciate 'Published' and 'Archived' returns could run into the hundreds, so perhaps a toggle/filter would suffice to omit/include those returns as desired)
1 voteHi Jonathan, thanks for this fantastic 'quality of life' suggestion. We really appreciate you taking the time to detail not just the idea, but also how it could work in practice.
We've reviewed your proposal to enhance the "Find a Report" search box so it returns results from all tabs – like 'Custom' and 'Drafts' – not just the one you're currently viewing. We can see how this would make finding the right report much faster.
Your idea is now open for other members of the community to support and add their thoughts to. Along with votes, others can now comment on how a global search for reports, perhaps with the filters you suggested, would improve their own day-to-day workflow.
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Reports - Change the position of group totals in custom layouts
At present we are able to edit the layout of reports by rearranging, creating formulas, and grouping accounts. It would be INCREDIBLE to be able to customize the following.
1) Group font (size and boldness only)- right now it defaults to a much larger BOLD font than the underlying accounts. It would be nice to choose these sizes and weights
2) Customize the Group Total's Location - at present it shows only as an additional labeled row with the corresponding total. It would be a neater presentation to just have the group total show right in line with its main…
2 votesHi Michael we're grateful for your engagement here, however we ask that each post is contained to a single idea for a feature.
We've identified that there are existing Xero Product Ideas relating to customising fonts and styles in reporting, and collapsing and expanding account groups. We've gone ahead and added your vote to these ideas, so that we can gather support and gauge interest for these ideas separately.
We've also adjusted the title of this idea to reflect your suggestion to change the position of group totals in custom layouts. This idea can now gather support through votes and comments from others in the community.
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AU Tax - Schedule EFT reconciliation reports
Provide the ability to schedule requesting on a daily basis the EFT Reconciliation reports in XPM, currently being a manual request locked behind Business settings permissions.
Provide also the resulting reports in either a Custom Reports area or standard reports so admin staff without the Business Settings permissions can view the ATO EFT reconciliation reports, filtered by date and Tax Agent Number. Possibly add a permission to view these reports as a separate permission.11 votesThanks for supporting and sharing with us how scheduling of reports could enhance your workflow. While we don't have immediate plans for this feature, we have a pulse on the ideas for this in community here and will be sure to update if there's any change to automate these for you.
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Balance Sheet - Bank Account assignment with tracking categories
When using Tracking Categories on the balance sheet, we should be able to assign specific bank accounts to specific columns (or tracking categories). it would just be a feature where the balance "as of date" just displays in the column, regardless of all the prior transactions.
Additionally, when paying loans, if a tracking category is assigned for balance sheet tracking purposes using columns, the Bank Balance that is transferred to the note becomes a Liability on the balance sheet. This is crazy. You're essentially reducing the Note liability balance & then increasing it by the same amount as a negative…
1 voteIt does sound like you've set up the Balance sheet in a bit of a niche way to track what you're after here, Sal. Appreciate you wanting more flexibility on how you filter tracking and being able to add a secondary filter for bank account.
I want to be open that this isn't something that we have plans for. We'll continue to track interest from your idea here, but would need to see quite a bit of community support to look at making a change for this in the report.
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Reports - Generate a report for transactions without receipts attached
Users should be able to generate a report of transactions without receipts attached. This allows small business administrators to identify which transactions don't yet have receipts attached.
38 votesHi community, thank you for engaging with us about your needs in a report to view where attachments have not been uploaded to a transaction.
We get how this is a need for some businesses to validify expenses and process payments.
Right now, this isn't in the teams roadmap, however we'd like to keep tracking the interest around this and will share if it is picked up in any future planning with you all here.
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Reports - Customisable layout for PDF reports
Have the ability to create more than one report style (colour and logo) so when you export to a 'Styled PDF' there are choices beyond 'no styling' and your default.
19 votesHi team, we appreciate interest in being able to create more customised layouts when it comes to the styling of the PDF's of your reports.
Being upfront this isn't a feature we have immediate plans around but we'd like to keep tracking the interest from community around, through this idea.
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Practice Manager - Beneficiary Accounts Report
Can we have a stand alone report for Beneficiary Accounts, which could then be a favorite report rather than having to dig it out of the reporting bundle.
3 votesWe appreciate the request in this idea, and would like to keep tracking the interest from practices that'd also find a report of this nature useful.
We will share if there are any updates planned.
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Analytics plus - Include bills with future dated payments in STCF projection
Short term cash flow projection, please can you update it to show bills with future dated payments?
Once our suppliers bills are in for the month, we often set bank payments up for them for their due date so that we don't' have to keep remembering to make payments. If we mark them up with a future payment date, they are removed from the cashflow forecast. It would make much more sense if they appeared in the cashflow on the date they have been set to pay.7 votesHi everyone, thanks for your feedback on this idea. We appreciate you explaining how important accurate cash flow forecasting is for your planning. We’ve reviewed this suggestion and we’re updating the status to Gaining Support. This means it’s now open for community support through votes and comments. Please keep voting and sharing your experiences to help demonstrate the value of this enhancement. Your input helps our product team understand how features like this could benefit users who schedule payments in advance. Thanks again for contributing and keeping the conversation going! ✨
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Aged Receivables / Payables Reports - Add 'Current' column
Case CX0013378184 - Aged Receivables / Payables Reports have changed - Please re-insert "0.00" balance Current Column
We urgently request that the “0.00” balance “Current" column be put back into the Aged Receivables / Payables Reports
XERO has just changed the format of the Aged Receivables / Payables Report to NOT show the "Current" column on the Reports if there is a "0.00" balance.
This is a huge Problem to us as a company with the way in which we do our reporting as we need that column to show. I cannot see the benefit of why this was changed…
13 votesHey team, appreciate the support in this idea. We understand that you'd like to have a current column to to be able to view customers with a nil balance.
Being transparent, this isn't in our plans for the immediate future, but we'll continue to keep our eyes on the support for this idea here. Thanks
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Bank Reconciliation Report - Show 'Discuss' tab notes
Include notes that have been left on transactions in the 'Discuss' tab on the Bank Reconciliation Summary Report.
35 votesThanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.
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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 - Add Client's logo
Ability to add client’s logo into Reporting.
Purpose: To make the look of the reporting belong to the client’s business.
145 votesAppreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.
Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.
We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks
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