890 results found
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New General Ledger Summary report - Reorder columns (Account Code before Account Name)
New General Ledger - It would be good if you can have the option to have the code number first before the account name
This will make looking for items easier
7 votesAppreciate the feedback for the General Ledger Summary report, Kala.
I wanted to confirm it is possible to reorder columns within the General Ledger Details report (like my image below). Is there a specific reason you'd like this in the summary too, or does this possibly meet the needs you're after?
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General ledger details - Add Posted date and Posted by columns
I was requesting for "Account Type" and "Source" as options that can be added to "Journal" report.
Staff replied these options are available in "General Ledger Details" report and "Journal ID" is also available in "General Ledger Details" report now.
However, the "General Ledger Details" report does not have accounting entries posting date and who was it posted by.
Please add (1) "Account Type" and "Source" to "Journal" report, or (2) "Posted Date" and "Posted By" to "General Ledger Details" report.8 votes -
Reporting - Include Branding Theme on invoice reports
I would like the field 'Branding Theme' added to invoice report as a column that can be selected.
Any invoice report - aged debtors by detail would be great. I need to be able to analyse outstanding invoices by this field and cannot.16 votes -
Fixed Asset - Ability to register multiple draft assets as one
On Drafts there would be say 10 lines which is actually all for the same asset.
Say I am building a product store. Using 10 different suppliers. Store, Erection, Floor, Building inside etc. I want to map all those together and register as 1 asset when done. This way the auditors see the whole store as one asset. Not 10 lines that I must show them. For instance "Thats the floor in that storage building"
22 votes -
Business Snapshot - Ability to show monthly and quarterly comparatives
In the Business Snapshot all of the comparatives are to previous year. In a startup this isn't meaningful as prior year balances are nil, but month-to-month or quarter-to-quarter comparatives would be super useful. In established businesses also, monthly and quarterly comparatives can be very useful.
20 votes -
Bank Reconciliation Report - Show 'Discuss' tab notes
Include notes that have been left on transactions in the 'Discuss' tab on the Bank Reconciliation Summary Report.
39 votesThanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.
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Short term cashflow - Option to include payroll
Very simply, short term cashflow does not include a range of items the biggest and most important of which is payroll. I think if you are selling this feature you should be very wary of the need for a disclaimer if the feature fails to be accurate, and decisions could be made on false information if for example the biggest expense item being wages is not included.
Granted it should be something people take great care when making financial decisions and should note the issue, many don't have great financial literacy which is part of why xero was created in…
18 votesThanks for your feedback here, everyone. To confirm, if you're using Xero Analytics Plus the dashboard can predict payroll expenses if they’re reconciled as spend money transactions or bills, and are regular in amount and frequency. To manually include payroll expenses, add them as upcoming money out transactions.
We don't have any planned changes for how these type of transactions are represented in Short term cashflows in the near term. If there are any updates made we'll share this with you here.
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VAT - Automatically calculate VAT using the Marginal Scheme
Ability to automatically calculate VAT using the marginal scheme.
Purpose: To easily show correct VAT amounts when VAT is only charged on the Margin between Purchase price and Selling Price.
81 votesHi team, thanks for the support and interest this idea has gained. Though we appreciate the value auto calculating VAT using the marginal scheme would be for those that need it, we want to be transparent here that this isn't in our roadmap.
Currently, it's possible to adjust VAT on invoices and credit notes - If you set the transaction to Amounts are 'Tax exclusive' and make sure the Tax Amount column is shown you'll be able to click into this field and edit the amount as needed for each line of your invoice - we have more detail on this in Xero Central.
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CIS - Ability to add CIS Codes
Have the option to create nominal codes and assign them to CIS returns to allow for more granular review of costs. E.g. Bricklayer expense, Plumber expense etc.
65 votesHi everyone, thanks for your feedback on this idea. We appreciate you sharing how important more granular CIS tracking is for your businesses. Some of you have mentioned that you currently use tracking categories to achieve the breakdown required, we understand however this may be suitable for everyone.
After review, we're updating this idea to Not in the pipeline, meaning our product team has considered it but it's not on our foreseeable roadmap. We know this isn't the update you were hoping for, and the idea will remain open for votes so we can continue to gauge community interest.
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Manual journals - Search for a journal by description or reference
Sorting Manual Journal Entries with a specific description or reference for easy search and find
10 votesHi team, thanks for your feedback here. While we are in the process of releasing a new Manual Journals experience, I want to be open that searching by description has not been incorporated into this work.
We are continuing to keep a track of interest for this here and if any plans are made we'll update you here.
An alternative option would be to run the Journal report, where you can include Description as a column and also filter the report to search text that the description you're looking for contains.
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Assurance Dashboard - Add Reporting Functionality
The assurance dashboard has been around for a while and it's great to have a number of checks accessible in the same place. However, there doesn't appear to have been much development in this area i.e. we are still not able to export out reports from the Assurance Dashboard.
A client reached out today looking for an easy to run report showing bank account number changes. This is an important item to check on for businesses, particularly entities that have bank accounts loaded into Xero by multiple people, use batch payments etc. Accessing this information through the assurance dashboard is…
16 votesHi everyone, appreciate the feedback on my last question. I've slightly amended the title of this idea. As a bit of an update from when I last posted we have actually made an update in History & Notes as I know some of you were interested in - You can now Export to PDF or Excel from this screen and you'll find there are filter options to help you zone into the items you're most interested in looking at.
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Top Customers Report - Ability to show chart in Net figures
To be able to run Top Customers report showing the net figures and not just gross.
18 votesAaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here.
In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂
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Fixed Assets - Search by Serial Number
It should be possible to search Fixed Assets by serial number using the existing search box.
Otherwise the Fixed Assets registration feature is not that useful, because if you have i.e. 50 of the same asset you have to manually open all 50 assets to find out which one actually matches the SN of the asset you are disposing.
If you can't search based on the serial number, what is even the point of entering it?
27 votesHi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.
At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.
We'll keep watching the support for ideas closely and share any updates with you all.
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Account Transactions report - Add Transaction number
I exported the Detailed Account Transaction Report. Additional column I need is the transaction number so I could group or filter the specific transaction/s that I want to conduct further analysis.
Thank you.
7 votesJust to check, when you say Transaction number would this be the journal ID or the transactions reference number, Archie?
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Reporting - Option for selective printing (similar to XPM)
Only option is to export documents from Xero. Can the Print option, like in XPM (see attached pic) be added
7 votesThanks for your engagement in this idea, everyone. Apolgies it's taken so long to update you here, and appreciate the confirmation of where you'd like to see this.
We want to be honest that we don't have any planned work for developing print options at the organisation level atm. If there's any changes to share we'll let you know.
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Journal Import - Add field for tax basis
Journal Accrual or Cash Basis default setting and journal import column.
Default journal setting in is Xero is to post on a cash basis - apply a settings to select which basis is the default method (Cash or Accrual)
Import journals on accrual basis - add an extra column to the import template to state if the journal is accrual or cash basis or a default setting if blank.
7 votes -
Allow the Why entry from reconciliations to be displayed in reports
When I reconcile a transaction in my bank account I can enter a "Why". I.e. Gas for Youth Hostel. So when I have multiple transactions to the same customer, under the same Chart of Account I can differentiate them.
However, this data entry can not be pulled into a report. This is really hampering my ability to differentiate my transactions.
7 votesHi Stephen, is there a specific report you've been running to try include this data?
When creating a transaction during bank rec, the 'why' is saved as the description of the transaction. You should be able to run the Account Transactions report to view this detail in the Account you've coded payment too. Let me know how you get on. 🙂
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Fixed Assets - Negative fixed asset
Fixed Assets - ability to have a negative fixed asset for when an asset has devalued and the revaluation is therefore negative.
32 votes -
CIS - Breakdown on CIS Suffered Report
It would be a massive help if you could click on the figures on the CIS suffered report to see which customer invoices make up the report figures. Clients often ask me which invoices are included and I have to manually work out where the figures come from
30 votesHi all, wanted to share a workaround here for those who aren't already aware.
You can run the Account Transactions report on a cash basis and if you filter it by the CIS Labour Income or CIS Asset account, you can see the invoices which have been included in the CIS Suffered report.
We don’t have any plans in the near term to expand functionality on the CIS Suffered report. If anything changes in this space, we’ll update you on this idea!
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Tracking Categories Report - Ability to print/download tracking categories
Tracking Categories Report - Please add the ability to print/download the tracking categories
49 votesHi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
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