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  1. 84 votes

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    Judy Watson commented  · 

    Being able to see what documents are attached to a transaction in the Transaction/General Ledger report would enable these reports to be used as workpapers and can then easily access the supporting documentation.
    Will also know when there is supporting documentation for a transaction, without having to go into each transaction separately.
    Even better would be to access the document direct from the files icon, as is possible from the Bills to pay and Invoices tabs.

    Judy Watson supported this idea  · 
  2. 19 votes

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    Judy Watson supported this idea  · 
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    Judy Watson commented  · 

    This feature be especially helpful in the General Ledger/Transactions reports, so could exclude accounts that have significant number of transactions eg Sales Accounts, Bank Account, GST.
    By only being able to select to include, if add a new account have to remember to update all reports to then include the account, rather than it automatically being included in using the exclude option.

  3. 18 votes

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    Judy Watson commented  · 

    Agree - have just moved to the Single Client Record and would like report so can see which Xero Organisation is connected to which Client in Xero Practice Manager (especially as had few mis-connections on the move to the single client record, so want to ensure all connections are correct for the respective Clients).

    Judy Watson supported this idea  · 
  4. 20 votes

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    Judy Watson supported this idea  · 
  5. 72 votes

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    Judy Watson supported this idea  · 
  6. 19 votes

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    Judy Watson commented  · 

    Would like this so can have the option for Opening and Closing balances when Grouping/Summarising by Source also - so can report as a control account.
    The Opening and Closing balances on all grouping/summarising options is a must. At present seems to work on Account Name only, even Account Code grouping does not have the opening/closing balance.

    Judy Watson supported this idea  · 
  7. 51 votes

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    Judy Watson supported this idea  · 
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    Judy Watson commented  · 

    Need the ability to resize Columns in reports. For example, the Depreciation Schedule the Method has a large blank space after it, whilst the Name (of the asset) is short so most are over two lines. Being able to decrease the size of the Method column (which will only have DV, CP, Full in it) and increasing the size of the Name column will make the schedule shorter and easier to read.
    Also, in the Account Transactions/General Ledger Detail report, being able to increase the size of the Description column will make more readable as especially where the description has downloaded from an imported Invoice can be multiple lines long.
    While can download to Excel and change the column widths, is a waste of time when could be done in Xero itself - and can then be permanent for when print the reports monthly.

  8. 116 votes

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    Judy Watson commented  · 

    This is necessary for all reports, as Xero presently decides whether Portrait or Landscape rather than us as the user, which makes difficult for setting up in files, sharing with clients, etc. For example if printing two Ledger Accounts using the Transaction Report, one may print in Portrait and one in Landscape, which when presenting to Client looks unprofessional.

    Judy Watson supported this idea  · 
  9. 6 votes

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    Judy Watson shared this idea  · 
  10. 3 votes

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    Judy Watson shared this idea  · 
  11. 109 votes

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    Judy Watson commented  · 

    As able to enter quantities when entering a Spend or Receive money transaction, would like to be able to report on these Quantities in the Account Transactions report.
    Also, be able to report on the Quantities entered in the Invoices / Bills in the Account Transactions report - only currently able to report on these Quantities through the Receivable/Payable Invoice Detail reports.

    Judy Watson supported this idea  · 
  12. 83 votes

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    Judy Watson commented  · 

    Agree - need this feature as need be able confirm what has been said to a customer for following up outstanding debts.

    Judy Watson supported this idea  · 
  13. 9 votes

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    Judy Watson shared this idea  · 
  14. 88 votes

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  15. 84 votes

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  16. 3 votes

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    Judy Watson shared this idea  · 
  17. 17 votes

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    Judy Watson shared this idea  ·