568 results found
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Fixed Asset - Drafts include purchase documents from when transaction is recorded
Would be fantastic if when a fixed asset purchase is recorded and a document is included with the transaction, this document is also recorded in the draft fixed asset window. This would help as reference when moving the asset from draft to registered.
10 votes -
Reporting: New P&L and Balance sheet - Add a link to go back to the report
With the old reports you were able to run the report and then click into one of the GL codes to look at the data. There was then a link "back to P&L / Balance sheet report" which took you back. This is missing in the new report which is very time consuming as it seems you have to start again with running and customising your report.
6 votesThank you for rounding back to confirm, Emily. I’ve changed the title of your idea, and we’ll keep an eye on the interest from the community here.
For now, you can try to use the right click to open a new tab on your browser when opening the transaction or code. We’ll come back here if there’s any news.
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Trial Balance report: More than 36 months historical comparison
Could we please have the functionality of running TB reports with more than 36 months historic comparative months, thanks
4 votesHI community, thanks for your support here. While this isn't something we have plans for extending comparatives beyond 36 periods atm, it'd be good to get more detail on the ideal # of comparatives you'd be looking to run the report for, and what this would help your business do - Please do comment to share your views.
Other options you'll see you have with the new report, is that you can change the comparative period between Day, Month, Quarter or Year.
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Payable Invoice Detail report - Total invoices payable per contact
Enable the Payable Invoice Detail report to total the invoices for each contact. At present the report totals the GST component of each contact's invoices, which I find not at all useful. It would be possible to export the report to Excel, and calculate the totals in that format, but this would be time-consuming.
I use the payable invoice detail report to get approvals for payment. It would be useful for the person doing the approving to see how much each contact's invoices add up to.
7 votesHi team, returning to the idea here I wanted to check if this is still an issue? With the Payable Invoice Details report you'll find you can 'Group by' Contact and there are options to include Balance, Gross Tax and Net columns within the report so you can get a full break down and totals for each.
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Sales Tax Report - Set a Default Date range
The ability to set a default date range for the tax report in Xero.
Would love the option to have default to previous month. It's an annoyance to have to set the beginning and ending time each time the report is run.
1 vote -
Filter Fixed Assets By Asset Type
It would be great to be able to filter the fixed asset list by the various categories but especially by asset type.
For example, I have 500 assets and am trying to pick out just the Office Equipment to dispose of 30 assets, but I am having to search for each individual asset rather than just look at a list of the Office Equipment.4 votesHi Laurinda, thanks for your idea here. Having a read this sounds quite similar to the idea across here asking for the ability to search by serial #.
Let me know here if you feel they're close enough - If so, I'll merge to gather this feedback together. 🙂
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Xero Reporting for Philippines ( BIR compliance)
People here in PH are starting to use Xero and I think many more will use it too if you create reports that are required by our Tax Authority such as:
Sales Journal
Purchase Journal
Cash Receipts Journal
Cash Disbursements JournalMost of our clients are asking for this. I really hope you will be able to implement this.
8 votesHi everyone, just wanting to highlight that as Caroline has suggested, it is likely the Account Transactions reports in Xero could be used to create the reports required. However, this depends on what information you require each report to contain.
If anyone is able to reply with more specific details on whether any information is unable to be obtained via the account transaction report this will help our product team better understand what's needed.
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Reporting - 'Select all' option on the Account Transactions Report when Search is used
It would be great if when you use the search field to search for a name/description, if there was an option to 'select all' of the searched items. I often search for a description and then have 10-15 account codes I want to view, but i have to tick them all individually. A select all button would be amazing!
There is already a select all / deselect all option but only when there is no description searched.11 votes -
Fixed Assets | Depreciation - Ability to round to the nearest dollar
Have a choice of rounding depreciation calculations up to the nearest dollar and reporting $ only in the depreciation schedule and other fixed asset reports.
Currently it rounds to the nearest cent.. This does not suit our requirements and so have to prepare our own depreciation schedules outside of Xero5 votes -
Reporting - Password Protect option for PDF downloads
SureIy this would be a no brainer??
I'd like an option to download PDFs with a password automatically added.
The password could be added in the company setting pages with the option to download "Protected PDF" when you print a report.
This feature seems so simple to create and i'm not sure why it hasn't been thought of.
This would also save us having to do this manually with every report sent to a client.
Please set this up at it would be a great option for bookkeepers and accountants.
8 votes -
Management report pack - locking in start dates
We run a P&L Forecast report each month, with 12 monthly columns across the financial year.
Start date = start of the financial year.
Reporting on Month 1, this report shows Actuals for month 1 + Budgets for months 2 to 12, to give forecast total for year.
Reporting on Month 2, this report shows Actuals for months 1 to 2 + Budgets for months 3 to 12, to give forecast total for year.
Reporting on Month 11, this report should show Actuals for months 1 to 11 + Budget for month 12, to give forecast total for year.I…
5 votes -
Sales Tax Report - View Invoice Number and Reference as separate columns
When setup tax basis: cash basis, the sales tax report could show invoice number and reference by separate column not replace reference instead of invoice number.
3 votes -
Hybrid or Modified Cash Basis Reporting
Most of our clients (and I imagine many small businesses in the U.S.) use a hybrid reporting basis. Basically, short term assets and liabilities are recorded using the cash basis while long term assets and liabilities are recorded using the accrual basis.
Therefore, for example, this will result in sales being recorded when cash received but depreciation and amortization expense are recorded monthly. This method of reporting also results in the accounting basis being more similar to tax basis.Xero actually has a webpage describing this (https://www.xero.com/us/guides/cash-vs-accrual-accounting) but states "And if you run a hybrid accounting system, smart…
7 votes -
Reporting | Favourite report from Search
While the new search function in Reports is excellent, especially as there are so many in the overflow button of each listed report, it is not possible to mark the report shown in the search results as a favourite.
It would be great if there could be the option to either go to the report directly, or go to the report in the list so it can be marked as a favourite - or better still have the option to mark it as a favourite from within the search results list.
Alternatively, if the search results provided details of where…
2 votesThanks for your interaction in Xero Product Ideas, and sharing with us here. Being transparent, we don't have intentions of adding the ability to favourite from the Search menu in Xero.
We understand wanting to swiftly locate and favourite your reports. Right now, perhaps using Ctrl+F (Control Find) to search the name of the report and quickly navigate to this on any webpage.
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Reporting - Show fixed asset depreciation on the Account Transactions report
In the Account Transaction Listing there should be Source indicated for Fixed Asset Depreciation run through the Register
3 votes -
Reporting: Executive Summary - Option to exclude accounts
In the executive summary report, could there be an option to exclude certain accounts similar to the business snapshot report. For example I would like to exclude the distribution of profit accounts in partnerships as this shows a false profit of $0.
Also can the variance also be expressed in a $ value in audition to the percentage value.
Apart from that Loving the reports
4 votes -
Reporting: Account transaction report - Filter to pick up Payroll & Super transactions
In the account transaction report I would like to use the source filter to pick up Payroll & Super transactions only, however there seems to be no option, it would be great if there was one
3 votes -
Reporting - Custom reports to appear on side bar
Currently if you've created a custom report & then select (for eg) the Budget Variance report from the side-bar, all the customisations you've created disappear. We create these customisations for good reason & rarely do we only want to see the one report in that format, so customisation should carry through to the side-bar reports.
3 votes -
Reporting - Option to default include GST in Debtors & Creditors reports
Can you add a option in the standard reports to include GST in debtor & creditors without having to create a custom report
2 votesThanks for sharing, Paul.
Appreciate it's a few steps to set up and add the columns, however once formatted as you like, if you save as Custom you can then set this as the default so it's a onetime effort.
Understand this may be more cumbersome if working with many organisations. Being open this isn't something we have plans for currently. We'll watch the interest in this, here.
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Executive summary report - Filter to show information for different tracking
Executive Summary Filtering.
Being able to filter the executive summary to show information for different tracking categories
3 votes
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