162 results found
-
Giving Statements for Year End
It is crucial to be able to print or email statements to multiple or all contacts with received money transactions at once showing each received money transaction for the contact in a time period on individual/separate pages by contact. This is really needed functionality because any nonprofit entity needs to send giving/donation statements at year end. I have tried multiple reports and statements. I can create an Account Transactions report showing all the clients and the received money entries, but it doesn't allow me to separate contact on their own page. The functionality under Business and sending statements would be…
8 votesHi Justin, thanks for sharing your idea again, I understand the challenge of creating a statement for a contact who only have receive money transactions. We've reviewed your idea agree its something others have asked for, so 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.
-
Xero Analytics - Cash flow forecasting customisation
More flexibility for cash flow forecasting - categorisation by account code, manual upload to edit upcoming items rather than one by one, customising summaries (like month end balances).
1 voteAppreciate you sharing how we could improve Cash flow manager, Vanisha. I've just split your idea into 2 so we can track the customisation and bulk update portions separately.
You'll find the idea for bulk updates across here.
If there are any updates planned for either of these we'll let you know on the respective idea. In the meantime share your idea with other colleagues that'd also find this useful to help build up the support in this. 🙂
-
Reports - Option for All time / All dates to view all transactions
We need to be able to select "All Dates" on a report. ex. I want to see a report for a certain account from the start of my business to the current date. now I need to select beginning date and then todays date and the update.
15 votesThanks for sharing this great idea for improving efficiency in reports.
For anyone looking to achieve this now, you can view transactions across all time by selecting a custom date range in your reports. By setting the start date to your organisation's first transaction date and the end date to today, you can get a full historical view of your data.
We see the value in your suggestion to add a preset 'All Time' or 'All Dates' option, which would make this process a faster, one-click action.
To align with our new statuses for Xero Product ideas, we've updated the status of this idea here. We encourage everyone who would find this feature useful to keep voting and sharing comments. Learning more about the specific reports you'd use this for and how it would help your business helps our product team understand the potential impact.
-
Xero Tax (UK) - Manually enter figures in a Partnership Tax Return
Ability to be able to override and enter manual figures in a partnership tax return. This is currently causing me a lot of issues as i now have to upload via other software.
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.
-
UK Payroll - Matrix format for pay run reports
Provide reports (for both draft pay runs and posted pay runs) in a matrix format like other Xero reports, rather than listed under each employee. The current format makes it impossible to carry out checks or to create further reports for management.
Given the latest update that improving payroll reports is not a priority for Xero, we are very close to leaving Xero and moving to another payroll provider for the next financial year, as all other softwares we have used during our careers have provided far more useful reporting than what Xero offers.
Xero's financial accounting reports are great…
3 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.
-
Profit & Loss - Use Average currency value when reporting in an alternative currency
When presenting the Profit & Loss in a different currency from the file currency the exchange rate is as the last date of the Profit & Loss Statement (P&L). While this is appropriate for the Balance Sheet it is not so for the P&L. I would like to be able to extract a P&L report knowing the figures are based on an average exchange rate for the period as opposed to a single date rate.
5 votesAppreciate you sharing your idea here, Michelle.
In the way Xero works at present the exchange rate is based on the end date of a report or the set exchange rate that was used.
It's now up to the community to get behind and support your idea here. Make sure you share this with any colleagues that this could benefit so they can add their vote too!
-
Reporting - Add an option to include the Report Code column on the Trial Balance and GL Summary reports
Have the ability to include the Report Code on the General Ledger Summary or Trial Balance report. At present, can only report on what Report Code an account has by printing the Chart of Accounts.
With the new workpapers working on the Report Code, would be good to be able to see which Report Code an item has when working with the General Ledger Summary or Trial Balance.1 voteHi Judy, thanks for bringing this idea to our attention. We understand how having Report Codes visible directly within reports like the Trial Balance and General Ledger Summary could make it easier to review mappings and cross-reference accounts without switching between multiple screens.
Including Report Codes as an optional column could also help streamline reporting reviews and external tax or compliance workflows.
We’ll continue tracking the feedback and interest shared here.
-
Reporting - Allow the "Income and Expenses by Contact" report to be run on a Cash Basis
Please allow the option to show the Income and Expense by Client Report in CASH BASIS, so that we can see this report by the amounts PAID by the client this month, not just INVOICED to the client this month.
Thank you!!
1 voteHi Emily, we understand that for businesses using cash accounting, it’s helpful to see income and expenses based on when money is actually received or paid.
We hear the request to run the “Income and Expenses by Contact” report on a cash basis so you can more easily review what’s been paid and collected per contact in a given period.
We’ve moved this to Gaining Support so we can track interest and help our product teams consider adding a cash basis option to this report.
-
Reporting - An invoice detail report to show 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 voteHi Edward, thanks 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.
-
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.
-
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.
-
Profit & Loss - Ability to show percentages with Tracking Categories
On the Profit and Loss report there is no ability to show percentages, if tracking categories are used as a filter. We want to see COGS as a percentage of trading income, and Net Profit as a percentage of trading income.
8 votesHi Karen, thanks for submitting this idea. Showing percentages in the Profit & Loss report when using Tracking Categories would make it easier to see how different projects, departments, or locations are performing at a glance.
This feature would give you clearer insights and save time by reducing the need to export data and crunch numbers in spreadsheets.
This idea is now in the Gaining Support stage. If this would help your reporting, please add your vote or share your thoughts, it really helps the product team understand the impact.
We’ll keep this thread updated with any news.
-
Payroll NZ - Generate employment verification letter
Employment verification letter would be helpful for employers to provide to employees upon request.
1 voteThanks 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.
-
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.
-
BAS - Include unfiled amounts when producing custom date reports for BAS audit purposes.
I currently can't export the quarterly activitiy statement due to too many transactions so produce monthly reports via custom date reports, however there is no option here to include unfiled amounts and therefore the reports are not matching the quarterly statement amount.
1 voteAppreciate your idea about BAS reporting, Michelle! It’s great to hear how including unfiled amounts in custom date reports could help with your audit workflow.
We’ve moved your idea to Gaining support, so it’s now open for the community to vote on and discuss. The more you can tell us about how this would fit into your workflow, the easier it is for others to see why it matters and for the product team to understand the impact.
Thanks again for getting the conversation started.
-
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. 🙂
-
Reporting - Matrix view for Invoice and Bill activity by contact per month
Hi Xero Product Team,
I’d like to share a reporting idea that I think would add a lot of value for finance teams who need a quick, complete ledger-style view of activity—beyond what Aged Debtors/Creditors currently provides.
The gap today
Aged Debtors and Aged Creditors are very useful, but they focus on what is still outstanding (unpaid/part-paid). There isn’t an easy way to see all invoices or bills (paid, unpaid, and partially paid) in a single monthly overview, broken down by customer/supplier.
Proposed report (Invoices)
A new report / analytics view that displays a matrix:
Rows: Customers (one under the…
1 voteThanks for sharing your idea. We appreciate you outlining how a matrix view for invoice and bill activity could help finance teams get a more complete picture of customer and supplier transactions across different months.
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.
-
Reporting - Show daily/monthly 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 voteHi Keith, thanks for sharing your idea here. We've moved this idea to gain more support from the community team. Now other users can also vote and add their comments on this idea. We'll monitor this space for traction.
-
Reporting - User experience | Resize report column width 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 Freya thanks for your feedback on this UI. I can see that the report(s) does not automatically scale it to the size of the window. We've moved this idea to gain more support and will monitor this for more traction.
-
Profit & Loss - Multicurrency report to use original transaction values
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 voteThanks for sharing your idea. We appreciate you explaining the changes you would like to see to how Xero handles multi-currency reporting.
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.
- Don't see your idea?