169 results found
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Reporting some expenses only
I'd like to create some customised reports for particular costs and wondered if there's any option to just report on some costs of the business without having to lump all the other ones somewhere
1 voteYou should find the Blank report can be used to create what you're after here, Mary-Ann.
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New Reporting - Automatically include cents
On the new reports the cents are always off and when you are reconciling the bank to me as a bookkeeper you want to cents to be included and not having to tick an extra button to say please include. I have noticed the reports have been geared towards accountants and not bookkeepers as all my reports have cents on them however the bank reconciliation report it's just doesn't make sense to me. Or if you could set in your set ups to always include cents and then this stays that way in the entire Xero file that would be…
1 voteHi Anja 👋 we just released Report preferences to everyone from today!
If you have the Adviser or Standard role you can access this from Advanced settings - see more on this here 🙂
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Journal report - Include account Type and Source
Showing Account Type and Source
1 voteHi Joanne, you can include both Account Type and Source as columns by running the General Ledger Details report which also allows you to view Journal ID 😁
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Journal report - Export with Narration / description
Could we please have an update on Manual Journals, so if you extract the Journal report it would so the narration/ description we add the each line of the journal report.
Also if we can print PDF a specific journal so it flows well with the above information1 voteHi Navisha, our team have been making lots of development with Xero's new reports.
Yesterday we released the new Journal report where you'll find you can add both Narration & Description as separate columns in this report.
Once set up, you can export the report to PDF, Excel or Google Sheets 😁
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Journal Report - Filter by posted date
It would be really useful if the journal report could be filtered on posted date as well as transaction date, currently they can just be filtered by posting date.
That way you could quickly highlight transactions that were posted in a period, after a certain point like a VAT return submitted or trial balance exported for accounts preparation.
1 voteThanks for your idea here, Adam. Our reporting team have just release a new version of the Journal report where you'll find this is now possible!
Along with more detail, you'll find there's the ability to Filter by any column added, including Posted Date 😁
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Reporting - Display currency report is run
Hi,
When we export the management accounts of the companies, the currency is never mentioned which is not convenient.
It would be great to add the currency on these documents as we have a lot of currencies.
Thank you.3 votesHi all, coming back in to confirm that as of today you'll find you can now run the Profit & Loss, Balance Sheet and Budget Variance reports in currencies the org has been using, and you'll be able to select and see the currency the report is run in at the top in the report settings. 😁
If there are other specific reports you'd like to see this developed in please do start a new idea in the site here and we can get a feel for the interest in each of these, too. Thanks!
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Reporting - Aged payables report: default to today's date
Aged Payables Report
This new report defaults to todays date, and you cannot create a template that defaults to the end of the current month. I need this report to show the actual invoices owing, as if I use today's date it shows invoices owing that I have already sent to my bank for payment at the end of the month. The old report worked great and defaulted to the month, but it would be great if this was an option for the new report.5 votesHey everyone - Just a quick update to let you know we’ve tweaked the default date picker on this report 😊
Now, if you open the Aged Payables, the date will default to the end of the month, and not today’s date - replicating the behaviour of the old version.
Thanks again for all your feedback on this!
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Groups in Reports - alphabetical ordering (accounts within the group)
Can you please sort accounts within a "group" on the P&L / Balance sheet as alphabetical? Currently they are random it and looks unprofessional
1 voteHi Tara, to offer flexibility users can drag & drop accounts to change the order of where they appear in Financial reports (including within a group) through the Layout editor.
Being open we don't intend to create an auto ordering feature with this option available.
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Journal Report - Option to include the description or reference.
Journal Report - Layout
Ability to edit the layout of the report to include the description or reference.
6 votesHi team, not long since my last update we have now gone live with our new Journal report in Xero. 😁
Thanks again for your engagement in community, here.
As noted earlier, with the new version of this report along with more detail and abilities to sort and filter you'll find 'Description is now a column that can be included and filtered by in this report!
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Report which shows which Bank Account something came from
I have multiple bank accounts in Xero in which I reconcile payments to the same Chart of Account. I would like to be able to run a report which shows me how much logged against a particular Chart of Account came from each bank account. While at the moment it will show you this in the report it will not total it meaning I have to export to excel and add another step.
1 voteHi Stephen, with the Account Transactions report you can include 'Related account' as a column.
If you then select the Bank Account you're wanting to look at and Summarise by Account this will allow you to view all transactions through your banks and see the chart of account it was coded too.
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Account transaction reports - View description and account coded to
It would be very useful to be able to create Account Transaction reports for individual or grouped bank accounts that show detailed descriptions and split transactions and which account (chart of accounts) each item in the split transaction is allocated to.
1 voteYou can already do this in the Account Transactions report, Ann.
You can select to add Description and Related account as columns so you can see the detail and account each line was coded too.
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Aged report - By contact group
We have created contact groups (Accountants Names) and have allocated all of our contacts to their accountant. We want to print a list of the overdue debtor amounts for each accountant so we can follow them up but there is no report that does this.
1 voteHi Kylie, you can achieve this with the Aged Receivables summary report where you can either group by or filter to a particular contact group 😊
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AU Report templates - Add Tax Depreciation Schedules
Add tax depreciation schedules in report packs.
Currently, only have the option of accounting depreciation but can't change it to tax depreciation.10 votesHi community, thanks for contributing your support and interest for adding Tax Depreciation Schedules to report packs. With a recent update we've made it possible for Partners to include Tax Depreciation schedule as a report in Report templates.
You'll find the Depreciation Schedule, Disposal Schedule, Pooling Summary and Pooling detail all options when adding reports to a template from your practice. 🙂
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Balance Sheet Report - Title showing as "CASH BASIS"
Balance Sheet Report Title is always "CASH BASIS"
At the top left of the report it always says "Balance Sheet - Cash Basis" even when you choose Accrual. And when the file is downloaded, it always says Cash even if the report is Accrual. Note that in the actual report, it DOES indicate correctly whether it is accrual or cash.
1 voteGreat to hear, and thanks for returning to confirm resolved for you, Ann 😁
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Account Transactions Report - Show Reference for Transfer transactions
The new Account Transaction report doesn't show the reference from Transfers which the old report did. There is a reference column in the new reports but it is blank for transfers - can it be updated to show this?
3 votesHi everyone, returning to the idea here we're going to move this to delivered. When using Transfer and you've included a reference this'll appear when running the Account Transactions report in Xero. Check out our earlier status update for an image of what this looks like.
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Reports - Show headers on each page of report
It would be great if when you download a report into PDF that the headings for each column are on each page like the sticky headings. If you have a multiple page report and you only get the headers on the first page you have to keep scrolling back to the top to remember which column is which.
4 votesHi Ann, as you may have found with Xero's new reports, now when you export a report to PDF if you have multiple pages column headers will be shown at the top of each page.
Sorry it's taken a little to round back on this here and thanks for sharing your idea in community here.
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Purchase Orders: Generate a report on PO by item code
I would like to request that a report be designed where you can determine which purchase orders contain the "quantity on order" on a specific code. At the moment the only report you can pull is one where it shows which bills and invoices contain that code.
We work with thousands of products, and we need to find a way to determine which purchase orders have certain codes. There should be an option to pull a report based on the item code, showing what is on order (including the PO number) as well as the bills and invoices.
This will…
2 votesHi community, since this idea was raised we have developed Xero reports - You'll now find a common format option to the left side panel within the Payable Invoice Detail report to view All purchase order details'
The report includes the Item Code column by default, and you can also set Grouping/Summarising to Group by Item Code to group items together.
Additionally you could Filter the report, for example by Status, to only view Current orders.
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Dashboard - Ability to add quick access to reports
It would be great to be able to add custom reports, such as Profit & Loss and Balance Sheet, to the Tax and reporting tab on the Dashboard
2 votesHi Beth, it is already possible to favourite custom reports in Xero.
This'll make the selection of the report available from the 'Accounting' tab in the blue navigation - see more here and in my image below.
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Reporting - Ability to freeze header rows
The ability to freeze header rows when generating reports to screen (so that the header remains at the top of screen when scrolling through data)
7 votesHi everyone, we appreciate the interest in sticky headers and rows in the financial reports and this feature has now been rolled out to all newer versions of Xero reports! 😊
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Contacts - Add smart link for suppliers in the report
Contacts-Smart link for Suppliers
Purpose: the ability to run a report of all suppliers bills activity summary within a date range
3 votesHi team, this is available through the Payable Invoice Detail or Summary reports at present which can be filtered for a specific supplier. Alternatively, you could run the Supplier Invoice Bills Activity report (found in the Contact Transactions Summary)
If you're interested in seeing this connected and auto filtered from a contacts record in Xero, we have an idea for this across here that you're welcome to support & follow for update. Thanks
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