532 results found
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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.
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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.
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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. 🙂
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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.
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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.
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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.
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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.
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Reporting - Receivable and Payable Credit Note reports
Create a Receivable and/or Payable Credit Note Report which lists all credit notes issued/received, and the corresponding invoice they are linked to. This will help as when a credit note is issued the status is 'paid', however if I want to do a review of invoices and days until invoice is paid, I want to be able to exclude items that have been credit noted.
4 votesThanks for sharing your idea.
For now, the closest thing we have is to use the Receivable/Payable Invoice Detail (or Summary) reports.
You can use the Filter option on Source, to only show credit notes. However, the existing reports don't show the invoices/bills they're allocated to.
It's now 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 Invoice Reference column to the Inventory Item Details report
Inventory Item Details Report - Add Column "Tax Invoice Reference" separately from "Tax Invoice Number" which is givin in the Reference of Inventory Item Details Report
3 votesThanks for letting us know how this report could be improved 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 votes and comments too!
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Report Templates - Ability to edit report codes from Chart of Accounts, not separate area.
Report Codes ability to edit from Chart of Accounts, not separate area. I see that you have marked previous suggestions as completed, because you've added a button. It isn't a button we are seeking, it is the ability to edit directly within COA, rather than having to go elsewhere. The elsewhere is still a useful tool to help identify when clients have added their own codes, but from a click minimisation perspective why not have COA and Report Codes integrated, and provide us with a field to add our nominated report code.
2 votesHi Justine, thanks for sharing this idea. We appreciate you explaining how integrating report code editing directly into the Chart of Accounts could streamline your workflow. After reviewing this with our product team, we're updating the status to 'Not in pipeline', which means it isn't on the foreseeable roadmap. The idea will remain open for votes so we can continue to gauge community interest. We value your feedback and encourage you to keep sharing your thoughts with us.
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Income by Contact report - Extend chart
Would be great to run this report but be able to show Top 20 or 30 clients rather than just Top 10.
1 voteHi Brenda, just to confirm is it within the graph that you're wanting to increase the # of top customers?
Currently, if you run the Income by Contact report with Chart & table the chart will only show the top 10 but the table will give you an ordered list for all contacts that you received income from in the period.
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Profit & Loss - Change heading default to 'Net Profit / (Loss)'
I WOULD LIKE TO RECOMMEND A PRODUCT UPDATE ON THE PROFIT & LOSS REPORT.
THE REPORTS 'Net Profit' ON ALL REPORTS, EVEN IF SOME PERIODS HAVE A LOSS. CAN IT INCLUDE 'Net Profit/(Loss)' AS PEOPLE, ESPECIALLY THOSE NOT IN THE ACCOUNTING FIELD TO KNOW THAT BRACKETS MEANS A LOSS, MAY INTERPRET (LOSS) AS A PROFIT
2 votesHi Ntando, it'll be good to gauge interest from others in the community that'd like this terminology to be used as a default on the Profit & Loss report.
Want to be open this isn't anything we have any plans for atm with the customisation that's available.
As you may already be across, currently you can edit the heading of the row through the Edit layout, and then Save as Custom where you have the option to make the report the default for the organisation.
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Reports & Invoices - Display ampersand (&) correctly
Many of my clients are partnerships and trade using the partners initials e.g. J & J Doe but on their reports it displays as %26 and on emails that they are sending with sales invoices, it displays as "& amp;" meaning that when I save reports or they send their invoices, this has to be changed. Having worked in a software house previously, I know that this is a programming issue and one that should have a relatively simple fix so can you please look at this.
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Reporting - Percentages with decimals when expenses shown without
Xero allows us to choose whether or not we show decimals in an Income Statement. We believe showing 2-decimal places on revenue and expenses to be unnecessary, but feel it is VERY important to show 2-decimals on the % of revenue. It is better to show .04% than .00% and .05% than 1%. We would like to see Xero separate the option of decimals between numbers verses percentages so our clients can have a clear grasp on their performance.
10 votes -
Reports - Common date for next month
When reviewing reports (e.g., Profit & Loss, Balance Sheet), we often need to view monthly data from the start of the fiscal year up to the current month. Right now, we have to manually select the first and last day of each month every time, which is time-consuming and repetitive. This makes simple tasks like flicking through months to verify data more cumbersome than necessary.
- Add “Previous Month” / “Next Month” buttons These buttons would auto-update the report’s date range to the previous or next full month.
Example: From May 1 – May 31, clicking "Next" moves the report to…
5 votesThanks for submitting your idea on Xero Product Idea's, Jessica. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have any plans for adding more common date options in reports atm, but we'll begin to get a feel of the interest in this from your idea.
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Reporting | Account Transactions - Show Opening Balance in source column instead of date column.
When you run an account transaction report, for a balance sheet item, the opening balance always appears in the date column. It would be helpful if Xero could recode this so that the date column is balance date + 1, and the words "opening balance" appear in the source column. The advantage of this is that when you go to use the data, and put in a filter, you don't have to edit this.
1 voteHi Justine, thanks for sharing your feedback here regarding the Account transactions report. Appreciate the suggestion to improve the layout. We will move this idea to gain more support from the community so that other users who would also like to see this change can add their vote onto it. In the meantime, we'll monitor this space for traction.
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Reporting - Page Navigation buttons at the bottom of Financial Statements pages as well as the top.
Page Navigation buttons at the bottom of Financial Statements pages as well as the top.
2 votesHi
Thanks for sharing this idea about how you'd like to see the page navigation updated.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share this with any colleagues that this could also benefit, so they can add their votes and comments too!
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Reporting - Add a 'Today' filter option to reports
We would like to automatically transfer daily sales data (excluding GST) from Xero into our custom system. However, the current sales reporting options in Xero do not allow us to select a “Today” filter.
At present, we have to manually set the date each day to get the daily sales amount, which makes automation difficult and time-consuming.
Idea / Request:
Please add a “Today” filter option (similar to existing options like “This Month” or “Last Month”) so that businesses can easily pull daily sales data without manual date entry.This would:
Enable easier automation with integrations and custom systems
Save…
2 votesThank you for your valuable contribution and for providing a clear, detailed explanation of your need for a "Today" filter in sales reporting. We appreciate you highlighting how this feature would significantly improve the automation of daily sales data transfers to your custom system.
We have completed our initial review of your idea, and it is now open for community feedback and voting. We understand that enabling more efficient, real-time data access is crucial for many businesses.
To help your suggestion gain traction, we encourage you to share it with colleagues and other professionals who would also benefit from this change. Their votes and comments will provide essential insight into how this improvement could enhance the Xero experience for everyone.
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Reporting - Show invoice number by default on Aged Receivables/Payables Summary report
Aged Receivables/Payables Summary report to include invoice numbers by default, which is commonly available in other accounting softwares. It is crucial to know the number of invoices and unique invoice reference number for ease of reference when reviewing ageing.
1 voteHi!
Thanks for sharing your idea about the change you'd like to see on 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 - New section for Bank Reconciliation reports
There are a number of things bugging me regarding the essential task of reconciling bank accounts. The Bank Reconciliation Reports are easy enough to create, but after that it all goes wrong. Nobody seems to have thought about what happens to them after the 'Publish' button is pressed! Here's what I think - and please please please vote for this or nothing will change.
1) I would like to see bank reconciliation reports having their own dedicated space. They are currently hidden away in Reports>Published, mixed up with all the other published reports. Please create a new Bank Reconciliation Reports…
1 voteThanks for sharing your idea about the improvements you'd like to see for bank reconciliation 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 votes and comments too!
- Don't see your idea?