5 results found
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Allow custom P&L to be selected in Analytics
Allow custom P&L to be selected in Analytics
2 votesHi Jane, we'll need some more detail for your post to be considered as an idea here. 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.
Could you confirm which part of analytics are you referring to? Would this be for Syft Analytics powered by Xero?
Feel free to include additional information that may help us understand your idea better (you can also attach screenshots with extra information of what you'd like to expect)
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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Account transaction report - Include where money was spent
Add column to Account Transactions Report to show where the money was spent, based on the Bank statement info. We find if clients choose a generic name in the Description when reconciling, eg "Travel" when you are trying to review their coding, you have to click into each transaction to see where the money was spent.
1 voteHi Tracey, just a heads-up that this is a public forum, so you might not want to share confidential info on screenshots here.
From your screenshot it looks like you've created a supplier Contact called Travel Expenses, where you'd probably want to use the name of the hospitality business you're buying from in the 'Who' field instead.
If you need more help with this, please raise a case with our Support team, who'll be happy to investigate.
You can find details on how to raise, view and update support cases here: Get help from Xero Support and here: My cases in Xero Central.
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See more of the reference column
stretch the reference column to see more information, without having to go look for the remainder of what we can view easily
2 votesHi Louise, thanks for your suggestion.
We'll need some more detail for your post to be considered here. Is this the Reference column in the Account Transactions tab of your bank accounts, or are you looking at a different screen?
This detail will help others in the community know what they're voting for, and ensure we can get your idea to the right people in the Product team 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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Bug found
Dear Xero,
I have found in the 'Payable invoice Detail' (and I believe it would occur in all applicable reports) that the 'Unit Price inc. GST' is rounded off to 2d.p. and is used to calculate the Invoice 'Gross' amount.
This means that analysing data using the 'Unit Price ex. GST' gives incorrect results.
Hence, if it is possible, please show allow Xero to calculate the 'Unit Price Inc. GST' amount up to 4 or even 6 d.p. so significant differences are not shown when volumes are high eg. >100.
I understand this might be unneccessary for display purposes in…
1 voteHi Callum, thanks for sharing your feedback with us. We appreciate you highlighting this calculation behaviour in your Payable Invoice Detail report.
If you believe this might be a bug or unexpected behaviour, we recommend raising a case with our support team. They’ll be able to investigate the rounding you’ve described and work with you to determine if there’s an underlying issue and the best next steps for your organisation.
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General Updates - Reporting, Audit and Risk compliance
- Manual Journal Report (ability to extract manual journal entries with user details - for audit purpose)
- Adding company logo/image in Management Reports (reporting and presentation requirements)
- Payment Batch checker (to verify batch summary that was loaded in the bank. Reduce the risk of file being replaced by staff)
- 'Comma' to be displayed in 'Qty' column when generating invoices (better view of invoices to the reader)
1 voteWe appreciate your feedback about The manual journal report (this is already in existence in Xero with the details you set out) Adding a Logo to Management reports, and Payment Batch checker. However, we don't accept ideas that have multiple request in one post. Can you please split these ideas for each feature and/or area of Xero you'd like to see this developed for, so we can gauge support and keep users updated.
You can see the qualities of an idea on Xero Central.
You can create a new post, and respond directly to my update if you'd like us to re-review. Thanks
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