528 results found
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Reporting - Switch between detail/summary Aged Payables/Receivables report
Instead of having 2 separate reports for Aged Payables and Receivables, there should just be one report for each, and a drop down/toggle to switch between the detailed report and the summary report. Not the biggest deal, but would make things a lot more fluid and easier. Could be replicated across other reports too to simplify the process, and make the "reports" section much tidier and easier to navigate.
6 votesThanks for sharing your idea for a dropdown to switch between the detailed and summary versions of the Aged reports.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
In the meantime, did you know that you will find the detail/summary version of the report listed in the Related reports section of the left hand panel when running a report?
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Reporting - Suggestion for matching/filtering Balance Sheet items to show 'open' amounts
Only show 'open items' on Balance sheet
Have an ability to match items in a balance sheet account, so only the 'open amounts' (which make up the total) are visible eg for accruals - don't have to see all the old accruals, and the invoices that have cleared these out. Would be able to see summary of just the 'open amounts'
4 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 - Add ABN/Tax Number as an optional column on Aged Payables and Receivables reports
It would be great to have the ability to display the Customer/Supplier ABN on reports with the contact's name.
3 votesThanks for sharing this idea. We appreciate you explaining how including ABN numbers in the Aged Receivables report could streamline your workflow.
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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Journal Report - Show Tax 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).
3 votesThanks for sharing your idea, we appreciate you explaining how important it is to see tax rates at the line level.
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 - Allow the "Bank Reconciliation Period" report to be run on open/draft periods
I'm looking to get more information from this report. Essentially, I'd like to combine "Bank Reconciliation Summary" with "Bank Summary" or "Reconcile Period" where there is an opening balance, add deposits, less withdrawals to get the bank statement balance, then add outstanding deposits and less outstanding withdrawals to get the book balance (balance on trial balance). It should display the source (account) currency and local (reporting) currency (as the "Bank Reconciliation Summary" already does).
2 votesHi Rodd, thanks for your suggestion. We understand how being able to run the Bank Reconciliation Period report before a period is locked could help with reviewing balances and identifying issues ahead of finalising the period. We’ll monitor the feedback and interest shared here.
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Reporting - Include Invoice numbers for payable and receivable payments
Include Invoice numbers for payable payments and receivable payments in reports.
The information is available for payable invoices and receivable invoices but is missing for the payable payments and receivable payments. Reference information is carried through but not invoice number information.
7 votesHi!
Thanks for sharing your idea about the change you'd like to see or this element of reports.
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 votes and comments too!
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Reporting - Allow file import or upload to the Published Reports for record-keeping
Import a completed year end file into Xero. Store in Custom report, can't be amended, as this represents the final published accounts. Would be great to keep a permanent copy here, like all of our previous Published reports, that we can no longer use due to a change in reporting standards (NZ changes to incorporated societies reporting requirements under XRB).
1 voteThanks for sharing more detail around your suggestion. We understand the request to upload prepared year-end reports into Xero's Published Reports so all final financial records can be stored in one place. Having the ability to keep these documents alongside reports created in Xero could make record keeping and year-end reporting easier.
In the meantime, you can upload completed reports to Files to keep them stored within your Xero organisation.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd like to use it.
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Reporting - Trial balance split by category
"Please provide or enable a template that allows the generation of a Trial Balance report with account groupings categorized under the same headings like Profit and Loss statement and Balance sheet."
10 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show the Trial Balance by category and now it's up to the community to get behind and support it.
In the meantime, did you know that you can group the Trial Balance by 'Account Class' or 'Account Type'? Whilst not the exact functionality requested, these options allow you to split the accounts up within the report.
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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Reports - Ability to create custom Budget report and send via email
The ability to create multiple custom budget reports which show budgets and transactions which can easily be emailed out to colleagues at the same time. This is useful if a Xero user has multiple budget holders to report to. This should be able to be emailed as both PDF and Excel.
Thanks6 votesHi Kishon 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!
We will continue monitoring this space in the meantime.
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Navigation - Practice Setting to set default for Favourite reports
Can the list of favourite reports be set to default to always include the Trial balance (at least with Advisor rights). As an accountant I always run a Trial balance report and have to manually set this as a favourite on every client I log into. I also regularly use the accountant transaction report and Aged payables and receivables which are already default favourites.
11 votesThanks for sharing on the new navigation with us here, Shirley. We'd like to get a sense of the interest in this from the community here and will keep a close eye on the traction.
If there are any updates we'll share with you here.
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Reporting: Aged Receivables - Add NZBN number
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.
3 votesThanks for sharing this idea. We appreciate you explaining how including NZBN numbers in the Aged Receivables report could streamline your workflow.
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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Reports - Trial Balance with OPENING / CLOSING balance and and Movement from GL Summary Report
Team Xero
currently TB report shows ending balances for current year in db/cr two columns AND in single column Clubbed up remaining balances +/- in when COMPANRED to previous periods.I propose/request IT to make TB more classic by
- showing ALL remaining balances in two columns DB/CR when comparing previous years
- OPENING and CLOSING balances columns to be available (year selected from starting of fiscal year Jan20xx)
- TB report to ALLOW us to SELECT RANGE of dates (Range based TB)
- MOVEMENT (total Debits Total Credits) for the selected DATE and/OR RANGE should be available. CURRENTLY this is available in GL…
23 votesHi Yaseen, thank you for this incredibly detailed and well-thought-out suggestion for the Trial Balance report.
We can see how much manual work you're doing, combining exports from the GL Summary Report, just to create a "classic" comparative Trial Balance for your auditors. That's exactly the kind of difficult workflow we want to help improve.
Your proposal to enhance the report with separate debit/credit columns for comparatives, clear opening/closing balances, and a movement column for a selected date range is very clear.
We're grateful for your engagement and for letting us know the changes that matter to 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 these reporting improvements would help them during audits and financial analysis.
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Reports - Add a dedicated QBCC Annual Financial Reporting package for Queensland construction licensees
A specific App or button for trades and construction businesses to use to produce the reports needed by the QBCC annually to be compliant and maintain their trade licenses. Annual compliance and reporting to QBCC for construction businesses is a complex procedure, but I am sure everything they ask us to produce is available in Xero. If Xero could create an easy method to provide this information at the click of a button, it would save a lot of time and money at the accountant's office. When you are not a numbers person but a tradie, the compulsory annual reporting…
1 voteHi Skubi, thanks for your feedback on this idea. We understand that having a dedicated QBCC Annual Financial Reporting package could make it easier for Queensland construction businesses to prepare the reports needed to meet their compliance requirements.
I've shifted this idea to Gaining Support so we can continue tracking interest. If this is something you'd like to see, please keep voting and share how a dedicated QBCC reporting package would support your reporting workflow.
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Account Transaction report - Preview attached files without having to drill into transaction
It would be great if we could add a "files" column to account transactions to view attached files without the need to drill into each separate transaction. This feature is already available in VAT returns.
15 votesJust to check, would this be from the Account transactions tab of a bank account or from the Account Transactions report?
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Profit & Loss - Option to use monthly average exchange rates for multi-currency reporting
When looking at the profit for the current year in a multi currency situation, Xero just uses the conversion date of the report for the lump sum of the year, rather than the exchange rate from each month and then adding them together. This means anyone who has been entering the info into a larger group on a month by month basis has to consistently make forex adjustments, even though they have used the Xero rates of exchange in all the prior months P&L's.
1 voteHi everyone, thanks for sharing this suggestion. The idea is to have the report reflect the historical monthly exchange rates already used in prior period reporting, helping reduce the need for manual foreign exchange adjustments when consolidating financial information.
Thanks again for sharing this feedback. We appreciate the examples from the community around how this could make multi-currency reporting more consistent.
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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!!
2 votesHi 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.
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Reports - Sort alphabetically
please for my sanity give us the ability to sort alphabetically in reports
2 votesHi Zara, just to confirm what part of a report would you find useful to sort alphabetically?
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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.
4 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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Reports - Link Notes Back to Statements
Can you please add a link the note that takes us back to the statement it relates to? i.e. when we click on the note number in the statement, it takes us to the note. Can we get the reverse done too? Then we can more easily check that the note reconciles with the statement figure.
1 voteHi Philippa, thanks for sharing this suggestion.
We understand you’re looking for a way to link report notes directly back to the related transactions or source statements, making it easier to review the details behind key insights.
Having connected notes and transaction references could help make management reporting easier to follow and support more efficient reviews.
We’ll continue to monitor the conversation and gather feedback from the community as this idea gains support.
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Reporting - Account Transactions report 'Showing Items' list is miscounting
From the P&L report when opening a specific income/expense account, the list of transactions under that account shows at the bottom "Showing items" number, this number includes the first line (title) and last two totals, which can be misleading if one wants to count the number of transactions.
I'd suggest the "showing items" number to only indicate number of transactions.2 votesHi Tamer, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and can appreciate that the items list can be misleading. We're opening up this idea to gain more support from the community. We'll monitor this space for more traction in the meantime.
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