7 results found
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Reporting - Publishing Financial Statements automatically select the Organisations Legal Name
When publishing Financial Statements, the selection defaults to the Xero Organization name as first option and not the organizations legal trading name. Sometimes their trading name or the name they have for their Xero file is not the Legal Name (for example a company might have their Xero ledger name as My Company, but their legal trading name is My Company Limited, so when you publish the reports, if you forget to switch it it prints as My Company, not adding the Limited on the end). The default should be to the actual legal name of the organisation, not its…
3 votesHey team just to follow on from my last update, I want to confirm this is actually is something that is not working as expected. While it has been raised with our Product team, the best way to be kept up to date with this issue is through our Xero Support team. Please get in contact the team through Xero Central.
Thank again.
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Reporting - AI to map custom reports
Use AI to Map customised reports
2 votesWe'll need some more detail for your post to be considered as an idea here, David. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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Reporting bug: 1 invalid formula. Please fix before switching or saving.
When editing reports we'll sometimes break formulas.
In some cases, after fixing the formulas by:
- Replacing broken elements so none are highlighted as red, or
- Literally replacing every single formula
We are still prevented from saving with the message "1 invalid formula. Please fix before switching or saving."This isn't a new idea but a request for the dev team to revisit the validation. It's pretty inconvenient to start over.
1 voteHi Flynn, thanks for flagging this behaviour. Sorry to hear you’re running into this error. If you’re seeing unexpected behaviour or something isn’t working as expected with report validation, it’s best reviewed more closely with your specific setup.
In these cases, we recommend raising a case with our Xero Support team via Xero Central. Our specialists can take a closer look with you and investigate what’s happening in your organisation.
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Custom Reports - Set dates for reports with custom periods
PLEASE DO NOT CLOSE THIS ONE JUST BECAUSE YOU MISUNDERSTAND
Reports with custom periods currently have their dates 'shifted' every month or quarter (yes, they do, no matter what 'Xero support' say - unless that has been fixed, of course). This shouldn't happen, as they do not use relative dates (they should be fixed, at least by default). This is either a bug or bad design.1 voteThanks for raising this and for taking the time to share what you’re seeing 💫.
We appreciate that you’ve asked for this idea not to be closed off. In this case though, based on our testing this isn’t expected behaviour, and Xero Product Ideas isn’t the right place for us to investigate issues that may be specific to an organisation or report setup.
Because of that, we’ve moved this idea to Feedback. The best next step is to raise a case with Xero Support so they can take a closer look at what’s happening in your organisation and troubleshoot this with you directly.
If you can include examples of the report, the date settings you’ve used, and what changes when you reopen it, that’ll help the team investigate further.
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Reporting - Make report codes available to non-partners
Iou'd like to see report codes made available to non-partner users.
1 voteThanks for sharing the idea. To properly consider it, we’d need a bit more detail on the specific problem it’s solving, who it’s for, and what outcome you’d expect. If you can share an example of the current pain point and what good would look like, that would help us assess it properly.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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Reporting - Compare date range in tracking summary
There's currently no option to "Compare with" or use compare periods within the Tracking Summary report. A basic need when a business needs to compare sales from each trading division on a monthly basis, comparing with previous month's trading
1 voteThanks for sharing your feedback on this.
We understand the need to compare tracking categories side by side, especially when reviewing sales or expenses across different areas of your business.
The Tracking Summary report isn’t built as a comparison report. It’s designed to show the activity, balances, and movement for selected account types by tracking option.
If you’re looking to compare tracking categories, the best option is to use the Profit and Loss report and the Compare tracking categories feature. This allows you to view tracking options side by side for income and expense accounts.
We appreciate you taking the time to call this out and share how this would help your reporting workflows.
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Xero Projects when exporting timesheet data. Although there is an option to export time entries in decimal format, the export still outputs
When exporting time entry data from Xero Projects, there is an option to export time entries in decimal format. However, the export still outputs time in hours and minutes (hh:mm) rather than in decimal hours. This makes it difficult to perform calculations in Excel, as SUM formulas do not work correctly with the exported data. And the SUM functions that appear in the Excel and Google Sheets exports do not work.
I would expect that selecting the decimal export option would provide time entries in decimal format (e.g., 1.5 hours instead of 1:30), but this is not happening. It should…
1 voteHi Christopher, appreciate you posting in Xero Product Ideas. I see you've also raised this with our Xero Support team who confirmed this has been raised with our product team. Being more something not working as it should, Our Xero Support team will be best to keep you informed of any updates surrounding this.
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