530 results found
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REPORTS - Ability to rename columns
I generate a custom report for Project Timesheets and I would like to be able to rename the columns as sometimes we use slightly different terminology or we use the tasks in a slightly different way to work around limitations.
e.g "Resource" instead of "Staff", "Role" instead of "Task".
For some projects we enter a week's worth of time entries at a time, so they are dated at the end of the week, so I would like to change the column to "Week ending" instead of "Date".
1 voteHi Emily, similar to your other idea if you can share detail of the Projects report you're running here it'll be useful when sharing with our team and may help others also interested in this associate to your idea here, too. Thanks
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Reporting - Undo option when deleting draft reports
The addition of an undo button when accidentally deleting a draft report
3 votes -
Reports - Inventory Item details report to include columns for Item code and tracking
Report - Inventory Item details to include columns for Item code and tracking, or Account transaction report to include Item code and quantity.
13 votes -
Xero Analytics Plus | Short term cashflow - Ability to set date range (e.g a year)
Xero Analytics Plus cashflow to show a year not just 90 days.
The current cashflow upgrade from Xero only shows up to 90 day which is weird as in reality you need to forecast for the year. Is this going to be extended to a year like all the other cashflow apps ?51 votes -
Reports - Add auto save for draft reports
Auto Save - Annual Financial Reports
For Xero to auto save when creating draft reports.4 votes -
Profit & Loss - Ability to hide lines
On the P & L reports, there quite often extra lines at the bottom which aren't required this yr, but may be next year. which we don't need ie: Net loss/ profit before beneficiary dist , nor do we need before tax etc as a loss, just need the bottom line ( net Profit /Loss). Companies also have the same issue. Is there a way to "hide" these lines? if not , can we add this as a suggestion please. Don't want to delete, just hide or disable as necessary
6 votes -
Receivable Invoice Summary Report - Group by Contact group
We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that sorts descending by gross invoice amount but groups the contacts within the contact group together. In Xero, I cannot figure out a way to accomplish this.
7 votes -
Reports - Ability to add Contact Account Numbers to Account Transaction Reports
I propose adding contact account numbers to account transaction reports in Xero. This enhancement will enable users to easily link and reconcile transactions with specific contacts, even when working with downloaded data in formats like Excel.
By incorporating contact account numbers in account transactions reports, users can streamline transaction reconciliation. This feature simplifies the process of cross-referencing transactions and contacts, particularly when utilising downloaded data outside of Xero.
For instance, users can streamline the process of running annual donation receipts by downloading the "Contacts" and "Account Transactions Report". By linking contact account number, contact names and addresses from the contacts…
32 votes -
Cash flow - add invoice or bill number to "What" description
Can the bill or invoice number be added to the description shown when Xero automatically adds it to the short term cash flow. See picture for item added manually where we add the bill number and then item added by Xero where none is shown. This will really help where we have multiple items for the same customer/supplier for the same amount.
3 votes -
GST Report - Select a specific entry to view from the report, back arrow should take you back to where you left the report
Currently when you are viewing the GST Audit Report , you can select an item to view in more detail. When you back arrow to return to the GST Audit Report, Xero takes you back to the first item on page 1, not at the position where you left the Audit Report . It would be beneficial to the user, and would save a lot of time scrolling, if Xero returned the user to the position where they left the report.
4 votes -
Intrastat Declaration reporting
Hi All, As we are based in Northern Ireland we have a lot of clients that purchase from both sides of the boarder, and are required to submit intrastat declarations on a monthly basis, however unlike Sage, this information can not be stored in Xero and then exported to submit to HMRC.
It would make reporting this information so much easier.
4 votes -
Reports - Add "does not contain" filter
Currently the report's filters only available to filter thing that " contain " in the respective categories. Can you please also include the option "do not contain" - so that we could produce report to omit things that we would not wish to include. Thank you
32 votes -
Reporting - Allow Memo Accounts for non-financial information
We would like to be able to capture non-financial (eg head count) and statistical numbers (eg Order Book) in Xero and add it into Xero reports alongside the existing financial information for management reporting
Currently it seems that accounts that are added automatically appear in the Chart Of Accounts.
Could another Account Type be created that allows memo accounts to be created outside the CoA?6 votes -
Reporting - Attach documents to published reports
To be able to attach documents (images / PDF ) to published reports.
For example Bank Statements to Bank Reconciliation reports. Signed copies of Debtors / Creditors ledgers etc20 votes -
Aged receivables - Add tax columns
Reports - Aged Receivables: I would like to be able to include the VAT rate/VAT rate name as a column in the aged receivables detailed report to avoid manually checking each invoice in the list
1 voteNot possible with the aged reports, but perhaps the Receivable Invoice Detail report could be just as useful, Luke?
You'll find you can add the tax columns you're after, and there's lots of flexibility to set this report up in the way you need to only view certain transactions (such as those awaiting payment)
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Short term cashflow - Ability to edit repeated transactions
Hi
I would like a feature in the short term cash flow where when a repeated manual entry transaction is made that you can edit only one instance like a repeated meeting in outlook.
An example is that i have made a regular Money In transaction yet i cannot remove a single instance when the actual invoice is created and i am overstating incoming revenue.
Thanks4 votes -
Reporting - Run Prepayments Monthly
Is there a option to run prepayments like depreciation on fixed assets like Sage does?
4 votesHi Tracey, not so familiar with how the reporting works in other accounting software, however there are a few reports you can run to view prepayments in Xero. If you find one of these quite useful, you could save the report as Custom so you can easily access it anytime.
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Account Transaction Report - Add additional custom columns
request for additional columns available in customised account transactions report
only standard columns available, would like to access other options such as unit quantity, unit cost, invoice status, etc.
20 votes -
Xero Tax - Reporting name vs Account name
Currently Xero pulls data from the connected ledger into Xero tax – it’s great! But its pulls the account name, when we’re often only changing the reporting name so as not to mess with a clients system.
Would be beneficial if Xero tax pulled the reporting name rather than the account name through for linked accounts. Would make things more consistent between financials & tax return.11 votes -
Management Report - Ability to save individual reports as custom
Management Report: Be able to save individual reports in the management report as custom reports. Currently only the pack can be saved as a custom report. If I have edited the profit and loss I cannot save this specific report to be used in other management packs.
3 votes
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