568 results found
-
New Fixed Assets - save default sorting settings
In the upcoming new Fixed Assets layout/section, if you sort a heading (Asset name, asset number etc.) it only remains for that particular session, if you close out, it'll default back to sorting via the Purchase Date when you re-open.
Proposing this remembers what the user selected.
Also if you select "Items per page" it only displays that amount of items for that session, then defaults back to 10 after re-opening.
Please make it remember the user's chosen setting.
3 votes -
Reports - Option to hide "Tracking Transfers" from journals report
Get rid of (or just hide) "Tracking Transfers" when printing PDFs of manual journals. Seeing descriptions are more important than the background tracking.
30 votes -
API - Add a VAT201 Report endpoint to the Xero API
If the VAT201 report endpoint is added to the Xero API, it could save businesses doing the reconciliation for their clients and their tax returns. The report could then be saved directly to an excel document based on specific dates and this could lead to hours of time being saved for the people doing the recon.
1 vote -
VAT201 - Diesel refund and rebate
On the VAT201 report a option to capture the Diesel refund per month to pull through to the E-Filing VAT201.
49 votes -
Reporting - Better filtering in Reconciliation Reports
Where there is more than one bank account in an organization, it would be very useful to be able to filter out a particular Cat Code, separately , within each bank account. Currently one gets the entire Cat Code for the entire organization, showing all the bank accounts. Also, the column "Tax" remains blank when a bank account's reconciliations for the date selected are chosen. Please see my uploaded example of just one bank account's reconciliations, which contains every transaction, but no tax shown. The report shows "Gross" and "Net" to be equal, when in fact there are many with…
1 vote -
Report Templates - Default client advisor reports to alphabetical order in Xero HQ
Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.
3 votes -
Reports - More detailed bank transaction report.
Add a more detailed bank transaction report.
It would be nice to generate a bank report that allows you to see the accounts booked in details. For example, if one transaction has multiple accounts, I can see what accounts where used and what amount. this would make it a lot easier to look over and control if you made some mistakes or did not included bank fees in the transaction.4 votesHi Ester, have you tried he Account transactions report? There's a 'related account' column that may suit your needs and will show the GL account that the transactions is coded to.
-
Reporting - Monthly and Annually Recurring Payments to Suppliers
Please explore the possibility of generating a report that efficiently and clearly captures Recurring Payments made to any contact or supplier with either monthly or yearly frequency?
Currently, this is not achievable without significant manual effort to extract data from various reports in Xero. While I’m aware that the "Repeating Bill Payment" feature setup can also aid with producing a report of this nature, most clients do not use this setup, and the information isn't sufficient.
Payments have been processed in Xero through various methods, including bills, direct debits, and spend money transactions. The desired report should be able to…
2 votes -
Reporting - Distinguish between 0.00 and nil balance accounts
On balance sheets or profit and loss reports. It would be amazing if there was a distinction between accounts that have nothing in them (e.g. -) and accounts that have a nil balance (e.g. 0). They currently have the same icon (-). Having different icons would make it easier to distinguish without having to click into the account.
3 votes -
Reporting - Report on Paid expense claims
Be able to view a report of expense claim details of expenses that have already been paid
11 votes -
Reporting - Show Invoice Approved Date in the Current Nominal transactions Report for Turnover reconciliation
Turnover per XERO and VAT declared Net Sales should be ideally Equal ,however often may not match and therefore need reconciling-which is important to understand the difference from both the YE accounts and HMRC point of view .
There should be a report in XERO which can facilitate this reconciliation rather than use spreadsheets -which is time consuming when the information is already existing in XERO
One of difference arising is -"The Date" invoice created and approved -are different and will report in different periods of the VAT return and Xero Sales Nominal Account
Example -Invoice created and left as…
2 votes -
Contact report / export - Including credit limits and terms
Report listing all customers including contact details, credit terms and credit limits
119 votesThank you for the engagement on this idea. We’ve listened closely, and know that being able to export full customer credit information including credit limits and associated credit terms would be a highly beneficial feature for you all that've voted.
As mentioned in our previous update the Aged Receivables Summary report does provide some of the information requested, however we understand that this may not fully meet all your needs.
Our Product team has reviewed this idea and we're updating the status to ‘Accepted’. This is an idea we’d like to develop, but isn’t currently on the roadmap. Please continue to add your comments and votes and if anything changes, we’ll make sure to post an update here.
-
Reporting - Rename published report
Once a report is published, there's no way to edit the name. I like to add a reference in the publish-name of a report so that I can easily find the specific one that I'm looking for in the list of published reports - especially useful when you're publishing multiple bank account reconciliation reports. Sometimes I forget, and the only way to change the name of a published report is to delete the report and re-create it.
7 votes -
Account Transactions report - Include project column
Would it be possible to add Project Codes as a selectable column in the Account Transactions report? We would find this most useful as it would save time.
99 votes -
Reporting - Consistent terminology (e.g. Accounts Payable reports refer to Bills as Invoices)
There's an inconsistency between different parts Xero systems. For example:
New Invoicing has Autosave.
New Contacts require us to use the Save button.Reports:
Accounts receivable reports refer to Invoices.
Accounts Payable reports ALSO refer to Invoices ... Xero terminology for Payables is Bills.Is there a reason for these differences and lack of consistency across the Xero platforms?
4 votes -
Account transactions report - Show description of transaction line
Account Transactions Report
It doesn't make sense that you can separately select the 'Contact' column and the 'Description' column, but that the 'Contact' details show in the 'Description' column.
It feels like the 'Description' column in the Account Transactions report is wrongly pointing to the 'Contact' data!
If the 'Description' detail is not available in the Account Transactions report, this column should be withdrawn from the options available for selection.
It would be great to get this issue fixed.
181 votesHi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
-
Reporting - Add Update button to bottom of page
Add an additional Update button to the bottom of Account Transactions report page (or any screen with an update button). Right next to the Save As and Import buttons would be excellent.
3 votes -
Reporting - Report on the Quotes converted to Invoices
To have a report which shows the conversion date of a quote to sales invoice, i.e. showing the conversion date, quote number and sales invoice number.
2 votes -
Manual Journal Report with Details
A report for strictly manual journals that would show ID, Narration, accts, etc, or the ability to filter manual journals in the current journal report.
6 votesHi Brenda, there is the ability to filter by many of the column in the current Journal report. Or is it a different detail you'd like to be able to filter by in this?
-
Reporting - Cash Based Accounting Inventory Sales Reports
Xero offers users the ability to select between cash-based accounting and accrual-based accounting for financial reports. However, a major problem is that the inventory sales reports are based only on accrual-based accounting. This means the financial reports and inventory sales reports are never consistent. Please add the ability to run cash-based accounting reports for inventory sales (sales by item, etc.).
3 votes
- Don't see your idea?