7 results found
-
Auto add GST to Short-term Cashflow
Auto add GST payment/refund to Short-term cashflow report. Currently I have to review the GST return to get the payment/refund figure then add this manually to the cashflow.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Balance sheet report in reverse order
I thought it would be a good idea in the standard balance sheet (compare previous months)
If there was a tick / option to have this in reverse order
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
add additional columns to transaction reports
Would like to be able to have a column to show where the money was spent (bank statement info) as we find if clients choose a generic name in the Description, eg "Travel" when you are trying to review their coding, you have to click into each transaction to see where the money was spent.
We have clients that will often use a generic name in the "who" box and we cannot tell where the money was spent when reviewing without going into each one. We have suggested they use where the money was spent in the "who" box, but…2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Ability to add multiple rows
When editing a report, please make it easier to add multiple rows or columns at once - either by allowing continuous clicking on the "add row/column" button, or by providing more options beyond a 5 x 5 when creating a table.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Bank Reconciliation - With Separate Debit and Credit columns
Bank Reconciliation - With Separate Debit and Credit columns with their totals
Currently both DR and CR amounts show in one column. Would love to see them in their own columns when reporting.Also, a larger description/reference area would be great.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Advisor pack - regular Balance sheet (not summarised!)
Can we get a regular balance sheet in the Advisor (management) packs?
For some reason it provides a summarised version, with statutory lines only (eg Fixed Assets, Trade debtors etc) but not the TB account by account.
"More" even has an "Account codes" option, which doesn't work 😕
Come on Xero!
1 voteHi Yaakov, appreciate the feedback however still a bit of confusion of what you're actually after here as you initial screenshot showed the Management reports within Xero blue, whereas you're latest image shows the Report Templates in Xero HQ.
Is it possible that you're trying to add a Custom report that you've created in a client organisation to a Report Template? If so, we have a similar idea that was raised for this, but I want to be upfront that we don't have any plans for developing this.
-
Show all accounts in Financial statements
it is great to have all accounts appear in the financial statements. It is useful to monitor all accounts at once
1 voteHi Aisyah, sorry we've not responded to you here sooner. Could you share more detail to help in interpreting your idea here? Is there a specific report you're running where not all accounts are showing?
Earlier this year we release an enhancement to be able to show a nil balance in reports - I shared an update on this here. Does this achieve what you're in need of here?
- Don't see your idea?