679 results found
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Reports - Add original currency in the Aged Payables and Summary Payables reports
Kindly would like to suggest adding Original Currency in the Aged Payables and Aged Payable Summary. Would make our reporting preparation easier. Thank you!
80 votesThanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.
To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.
With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.
It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.
I know this doesn't accomplish all that's being asked in this idea and…
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Report - Option to remove account codes when publishing
Remove all account codes check box upon financial statement publishing
We need this check box added when we publish our EOFY financial statements - a similar box already exists to remove all decimal places yet we have to manually go to the trading statement, income statement, balance sheet and equity accounts and manually turn off account codes on each page.
A simple box to remove all account codes when publishing just like the decimal place box would be fantastic
Please fix this
16 votes -
Account Transactions Report - Show all categories when grouped by tracking
Reports eg Transaction reports, should be able to be summarised by tracking category. Currently if a bank transaction is spread across a number of tracking categories, the transaction report will report this as 'multiple categories'. This is very unhelpful.
1 voteAppreciate what you're asking here, Simon. However when grouped or summarised by tracking and a bank transaction has multiple lines that are coded to different categories its not possible to show these all on the report.
On the flip side of this, if you run the report on a Grouped by basis you'll be able to see the transactions related to the multiple categories and can drill into the transaction to view the detail.
Alternatively, adding a Related account column to the report you'll be able to see the account the transaction is coded to. Then, running the report for the related accounts e.g Sales would give you the line by line breakdown so you can view each tracking option the transaction has been allocated to.
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Blank Report - Ability to change layout of rows and columns (e.g Tracking Options and Dates in rows, and Account Codes in columns)
The Blank Report only allows Account Codes in rows. It would be good to have the option to Tracking Options for a particular Tracking Category, and Dates in the rows, and Account Codes in the columns. This would be particularly useful as the current Tracking Summary report is quite inflexible (you can't filter for a particular Account Code, nor edit report titles and labels).
1 voteHi Lee, we appreciate your engagement and letting us know how we could improve the Blank report for you.
We've reviewed your idea and now it can gain support from other community members.
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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Account transactions report - Option to Group by year
In the Account Transactions report, the Grouping / Summarising box should allow you to group/summarise by Financial Year.
For example so you can look at multiple years in a row, but you still get subheadings/ breaks for each financial year. This would be really helpful when looking at recurring expenses like finance / insurance payments.
Thanks
2 votesThanks for your engagement and sharing your idea here, Phil.
We've reviewed your idea and will now watch as it gains support from other community members.
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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Tracking Summary Report - Add quantity Column
Hi there, would be awesome to be able to have a column in the Xero Tracking Summary Report which would sum up the quantities from what you entered in the quantity column in the Receive Money/Spend Money when you reconcile the transactions. This is especially important when organisations are measuring the quantities (eg. number of trips taken; number of food parcels handed out) are used with Xero. As it takes a lot of time to go into each transaction and see what the quantities are to get the group total, this feature would save people a lot of time.
*Screenshot…
7 votesWe're grateful for your engagement and letting us know the changes that matter to you.
We're continuing to track the interest for adding quantity as a column to the Tracking Summary report. This isn't something we have any plans for at present. If there are any updates we'll share with you here.
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Business Snapshot - Remove loan bank account from current ratio
I would like to request that the parameters around the business snapshot ratio's (specifically current ratio) exclude long term loans that are connected to a bank feed.
Currently if a long term loan is connected to a bank feed it must be allocated as "Bank" this then over rides any account type or account mapping settings otherwise designating the account as a long term liability in regard to ratio's. Xero simply assumes if it is "bank" it must be an overdraft or credit card and therefore is a current liability. This deems any ratio's within the business snapshot relying on…
9 votes -
Practice Manager - Add documents to Management Reports from outside Xero
Management Reports: I would like to add reports created outside of Xero in my published Management Report packet that I send to clients. There should be a way to upload a PDF or excel document to the Management Report Packet from outside Xero
5 votes -
Reports - Edit spend money transactions from the Transaction Report
Would like a pop out screen to view and edit transactions from the transaction report without having to arrow back to the report after each view/edit. Currently it is extremely time consuming with appx 7 back clicks to return to the report after each individual view/edit.
1 voteThanks for your engagement and for sharing this idea about editing Spend Money transactions directly from the Transaction Report.
We've reviewed your suggestion, and it's now open to gain support from other community members. We can definitely see how having to click back and forth to the report after each edit is a time-consuming process.
Along with votes, others can now comment to share additional detail about how your idea for a more direct editing workflow could improve their experience with Xero. 🙂
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Aged receivable summary - Include prepayments/deposits for future invoices.
For the Aged Receivables it would be helpful to know what customers owe us as well as what we owe them. We take deposits for future invoices and they don't show on the Aged REceivable Summary.
6 votesPerhaps the Receivable Invoice Summary or Detail reports would accommodate your needs here? Omitting the aging periods this report can be filtered to only show the Status and Source(Receivable Prepayment, Receivable Invoice etc.) of transactions you'd like to see.
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Reports - Add planned payment date direct from reports
It would be really helpful if there was the option to add a planned payment date for all invoices listed on a particular aged creditors report. Having customised reports so that only invoices on particular job sites are listed, it then seems very inefficient to have to access 'bills to be paid' and manually, individually search each of the invoices listed on the report to schedule a payment date for them. Could this not be a function, whereby you can schedule them all for payment directly from the aged creditors report?
3 votes -
Reporting - Output PLS Report in TrustEasy Format
PLS Report (EFT Reconciliation Report): Currently it merges first two fields of client name and surname and if that could be fixed with ability to export in .csv / excel please. It would be great if it PLS report could be exported in TrustEasy format to manage fee from refund (attached).
11 votes -
Account Transactions report - Tax Inclusive or Tax Exclusive
Add column/filter to include "Tax Inclusive or Tax Exclusive" invoice setting on Transaction Report.
6 votesThanks for confirming, Jeremy. It sounds like the Gross and Net columns that can be included in the Account Transactions report would provide what you're after. Let me know if there's something I'm missing.
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Reports - GL Summary comparison periods to show net movement per period
Reinstate the 'Compare With' drop down.
The key benefit of the old General Ledger Summary report was it's ability to show the net movement for multiple periods.
Xero is now without a single report to perform this core function.
1 voteHi Phil, thank you for this important feedback on the General Ledger Summary report.
We understand your point about the previous version's functionality. Losing the ability to easily show the net movement for multiple periods in a single report is a significant change, and we recognise how valuable this core function was for analysis.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea to reinstate the "Compare With" feature to show net movement per period, and now it can gain support from other community members. Along with votes, others can now comment to share how they used this comparative reporting feature for their financial analysis.🙂
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Account Transactions Report - Group/summarise by Related account
Reporting - Account Transactions Report - Add Related Account to the options for Grouping/Summarising
2 votes -
Receivable Invoice Detail report - Add the Project Name
Add the Project Name to the Receivable Invoice Detail report
5 votesThanks for sharing your idea in the community here, Trevor. We don't have plans for adding Projects to other reports in Xero at present but we'll start to get a sense of the interest for this in your idea here and share if there are any changes.
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Profit & Loss - Show dividends/distribution/Income tax after net profit
Standard layout, which is the one that clients generate and use to check their profits, shows dividends paid, Income tax expense or distributions. This makes the client very confused as these are not part of the operating expenses. Clients do not need to know how to edit or prepare a new layout to take these expenses out. Also, we as accountants can't customize P&L for each of our clients.
This needs to be address urgently.
81 votes -
Reporting | Publishing - option to include cover & contents by default
Small request: Include the cover & contents page by default, please.
The following is info from a Support webpage... Publish a report from the Drafts tab. In the Accounting menu, select Reports. Select the Drafts tab. Click the menu icon kebab style menu icon to the right of the report you want to publish, then select Publish.
(Optional) You can apply different publishing style options depending on the type of report:
[Include a cover and contents page] < Can this be marked to include by default instead of having to check mark them to be included every time that I…
1 voteThanks again for your idea, John. Appreciate I reviewed this a few months ago, and while we still don't have any plans at this stage it'll be good to get a sense of interest from others here.
Make sure to share with any colleagues that may also find this helpful, so they can vote too!
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Report - Contact created date
Report to see when a customer account was opened/set up. When conducting customer credit account reviews it would be handy if there was a report to see what date a customer account was set up. So you are only reviews accounts that have been opened for a year. At the moment the only way to see when an account was set up is to look at the notes/history on each individual account.
7 votes -
Report - Staff member monthly billing
A report to see how much each staff member is billing out per month. There are similar reports like the write on/off report but it doesn't seem entirely accurate.
5 votesHi Eilish, is there are particular way your staff are recording how they bill customers through your Xero organisation atm? - e.g are you using Projects, or Tracking?
As you noted there maybe a report that we an suggest that'll fully serve your needs in this here.
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