32 results found
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Report Templates - Add Tracking summary report
add more reports into report template, for example payroll report and tracking summary. Thank you.
87 votesHi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
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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.
1 voteHi 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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Report Templates - Codes for notes disclosure
Report codes for notes disclosure - I use chart of accounts for notes disclosures, rather than relying on remembing to manually edit numbers within notes. It would be helpful if there could be a category we could choose under Equity which was for Notes Disclosure or Non-Reporting. The entries always contra, so it would be helpful to not have to edit the report layout for each additional new code.
1 voteThanks Justine, for your suggestion and for explaining how you’re using report templates and codes for notes disclosures.
We’ve reviewed this idea with the product team and it’s not something we’re planning to develop right now, so we’ve marked it as Not in pipeline. While this won’t move ahead, we’re continuing work in related areas like Trusted Notes and code‑driven reporting, and we’ll keep monitoring interest in this space for future planning.
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Reports - Add quantity column to reports
It isn't possible to add a quantity column to a report, nor is it possible to pull through Qty data entered in Xero or create a cell the Qty can be manually typed into.
You can add a note column but this would be to link to a section of the report pack, not a quantity loaded into Xero or a box we could manually type the quantity into. Further the notes section functionality is unable to be renamed and can only be linked to other reports in the report pack. It does not work to bring through Qty data.
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248 votesHi everyone, thanks for your engagement and support for adding a quantity column to reports in Xero. We understand there are differing reasons around wanting to add quantity to a report, like being able to track fuel for tax credits, livestock numbers, or hours worked for carbon reporting.
There's a specific idea for Livestock reporting that we'd recommend anyone interested in this joins.
To highlight, quantity can be added within the following reports within Xero right now;
- Inventory Item Details - will allow you to view quantity on hand of tracked inventory items
- Inventory Item summary - lets you view quantities purchased and sold for all items, as well as opening closing and adjusted quantities for tracked items
- Sales by Item report - will show you quantities sold for inventory items
- Payable Invoice Details report - will give you quantities purchased for all line items
- Receivable Invoice Details report -…
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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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Report's - GST Audit report, option to print PDF version by Account number
When reviewing the GST Audit Report we are able to sort by account number, but when printing in PDF it reverts back to date sort order. Can we have an option to print to PDF in account code order.
107 votesHi everyone, as you may have seen in recent communications - We've rolled out a new and improved New Zealand GST experience.
While we've made many changes, we want to be open that transactions will only print in date order. This isn't something we have plans for changing in the near future and we'll move the idea to not planned. If our position of this changes at any point we'll be sure to update you of this here.
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Reporting - Consistency in the default naming convention for dates
I know this is not critical for the reporting accuracy of Xero within, but it would be a great help to those who extract many times a report from Xero and have multiple clients handling. I hope Xero Support can find ways to be consistent in their naming convention by default. And not overriding names thru Report layouts. Thanks!
6 votesAppreciate sharing your thoughts on date conventions used across reports in Xero, Danmark. While there's standardisation across the way dates are shown across Xero, there can be slight differences based on region, as well as the period being reflected.
For example all regions excepting US will show date format as Date Month Year, where-as US will be formatted as Month Day, Year.
When Xero reports for a general period like an entire month or year this is abbreviated to the shortest date format that represents that period e.g June 2025 or 2025 respectively, however when running a report for a singular 'as at' date the entire date is shown such as 13 June 2025.
While I appreciate it doesn't mean a change to the formatting that you're requesting here, hopefully this sheds light on where date formatting may differ and gives more assurance that there's a structured approach to how…
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power query trial balance
Is there a way to create a sql report for trial balance or some other form of report that can be downloaded by excel power query? Eg a website link that could be accessed privately by sending and excel query? It gets very tedious repeatedly downloading trial balances again and again.
3 votesHi team, I would recommend engaging our Developer community with you idea here where we have experts in the space of exporting and syncing data outside of Xero.
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Reporting - Add 'Add Page Break' on 'Insert Content' drop down
Please add the ability to be able to add a page break from the 'insert content' drop down in draft reports, rather than having to go into 'edit layout to do this.
Currently the only option on this 'insert content' drop down is to 'add text block'
2 votesAppreciate you raising this with us, Natascha. Being completely open, having checked in with our product team while it might be something we revisit further down the track, we don't have any plans for enabling adding of page breaks from the Insert Content drop down in the near term. We'll shift the status to Not planned so others seeing can also understand.
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Reinstate NZ Annual Report template avaiability to non-partner users
Reinstate access to NZ Annual Report template for non-partner small business users. The NZ Annual Report template has been available to non-partner users for at least the last six years but has now been removed from the reporting templates available to non-partner users. For small businesses that prepare their own accounts the Annual Report template was very useful and time saving. Making it unavailable only has the effect of making us spend a heap of time re-building it outside of Xero or forcing us to waste money paying an accountant to do something Xero has previously enabled us to easily…
3 votesAppreciate the use you found in the older Annual report pack, Antony. We want to be upfront that we don't have any plans in the near term for developing this same pack in the newer reports. However, right now you'll find you can use the Management report pack, where you'll be able to add reports as you need into this, alternatively you could create your own report pack from scratch(this is available from the Search in the reports centre).
Understand not everyone feels the need to have an advisor but for others coming across that would like a bit more help with this sort of reports preparation you can find an advisor through the Xero advisor directory.
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Account transactions report - Show description of transaction line
Account Transactions Report
It doesn't make sense that you can separately select the 'Contact' column and the 'Description' column, but that the 'Contact' details show in the 'Description' column.
It feels like the 'Description' column in the Account Transactions report is wrongly pointing to the 'Contact' data!
If the 'Description' detail is not available in the Account Transactions report, this column should be withdrawn from the options available for selection.
It would be great to get this issue fixed.
189 votesHi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
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Audit Trail Report
We desperately need an audit trail report available for advisors.
I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
1 - the ability to include an 'edited date' column
2 - the ability to include a 'notes' column
3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
4 - a unique un-editable transaction identifier for all transactions, not just bills/invoicesIt must be exportable to excel with…
574 votesHey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
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Reporting - Ability to create own report code structure
what about the possibility of practices creating their own report code structure? with infinite report codes capable of being added? to accommodate flexible reporting structures?
It is truly difficult to automate reporting where a practice does not control the chart structure. this is because clients often create new chart codes because their particular expense doesnt neatly fit the chart options available...so a new expense/revenue/etc account is added and then the report pack grows in size (with similar account types that really should be grouped for reporting) to the point where it is unusable...unless the practice manually maps into a "group"…
202 votesHi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.
We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.
As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting.
To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it.
We see the value in providing more customisation in reporting. Right now we have some more codes…
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Report Templates - Ability to add any report
I would like to be able to add any available report into a practice Report Pack. At the moment, the available reports are limited to those within the Financial Statement realm.
I would like to produce a report pack that had all the reports i need for my annual working papers:
- Employee wage summary
- Bank Rec
- Tax depreciation report
- GST rec reportsetc etc.
299 votesHi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
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Reporting - Report that shows Repeating Invoices
Users in Xero can see the figures of the repeating invoices.
Purpose: Users can easily see the figures and forecast their sales, especially those who are having many repeating invoices.
263 votesHi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
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Profit & Loss report - Filter by project
Project reports are very difficult to follow and understand. The ability to click a transaction and open the source is not possible unlike all standard Xero reports. A Profit and Loss by project is crucial. Project transactions need to be combined into the audit trail so that standard reports can be ran to include project information.
91 votesReally appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
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Reports: Bookmarkable link to reports
Currently when using the new reports, bookmarking a page in Xero will take us to the specific organisation that the bookmarked screen was in.
But when using the old reports, bookmarking a page in Xero for example Balance Sheet for the year ended 30/06/2022, when i click on the bookmark link it will bring me to the Balance Sheet for the year ended 30/06/2022 for whichever organisation i am working on. This makes it easy when i'm looking at multiple entities.
Since Xero is phasing out the old reports, can you please bring this feature into the new report?
55 votesHey community,
Thanks for all your feedback on this idea.
As you’ve found, users could bookmark reports and that bookmark would work across organisations. However, this caused some strange behaviour when navigating between organisations in bookmarked reports.
By including a unique Organisation ID in the the new report URLs, the data displayed is consistent with the organisation the report was bookmarked in. The result is that users can navigate away from a bookmarked report, without Xero updating the organisation.
To be transparent here, this was a deliberate change, and there are no plans to re-implement book-markable links to reports.
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Custom payroll reports
It would be good if payroll reports could be customised, i.e. after making a change to an existing report, such as Gross To Net report, the new template could be saved as a Custom Report.
At the moment, it isn't possible to save the updated format, so I have to make the same changes to the standard report every month.
120 votesHi everyone, we appreciate your patience & would like to thank everyone who’s shared their thoughts and supported this idea.
Xero's payroll reports do currently offer some options to adjust columns, filters & layout. However we hear & understand the need for having additional information & more flexibility with payroll reporting, including the ability to customise & save reports for future use.
Being open here, these improvements are not in our current pipeline. However we'll use this feedback to shape how we plan future improvements in Xero Payroll reports.
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General Ledger (detailed) - Quantity column
Hi there, would be awesome to be able to have a column in the detailed general ledger which has the quantities from what you entered in the quantity column when you reconcile the transactions. This is especially important when figured is used with Xero. As it takes a lot of time to go into each transaction and see what the stock quantities are to get the group total.
53 votesHi everyone, we hear your feedback about how viewing quantity within the General Ledger report could help when reviewing transactions. While not specifically within the General Ledger there are a few different reports that can currently be run and may help with this review;
- Inventory Item Details – view quantity on hand of tracked inventory items
- Inventory Item Summary – see quantities purchased and sold for all items, including opening, closing, and adjusted quantities for tracked items
- Sales by Item report – shows quantities sold for inventory items
- Payable Invoice Details report – shows quantities purchased for all line items
- Receivable Invoice Details report – shows quantities sold for all line items
We’ve reviewed this idea but want to be upfront that there aren’t plans in the near term to add quantity as a column to the General Ledger Detailed report.
We’ll keep an eye on the interest this idea…
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Report Templates | Copy - Client to practice, or client to client
There are a number of Report Templates available in the Client Reports which once adapted would be good to copy either from one client to another or better still from a Client to the Practice Reports, making them available for all clients and they could then be included in Monthly Management Reports.
Currently you can only copy reports within a client or within the Practice Reports and the facility is not available to copy across from one to another
66 votesBack with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!
As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.
While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.
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