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6 results found

  1. Reporting - Custom Complex Formulas

    12 votes

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    submitted  ·  6 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Richard Collett supported this idea  · 

  2. Reporting - Budgets by tracking category to integrate with master overall budget

    175 votes

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    69 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey team, thanks for the continued support in this idea. We recognise the manual effort involved in consolidating tracking-category budgets, and while this remains outside our current roadmap we would like to share an update now that we have released new Budgets - Our new Analytics Budgets supports tracking category filters, but it doesn’t currently have the ability to roll separate tracking budgets into one master overall budget.

    We understand the appetite here and will continue to review this idea in future planning.

    If there are any changes we'll let you know here.

    For now, some community members have kindly referenced third-party options that could be explored and may fulfil needs in this space.

    Richard Collett supported this idea  · 

  3. Profit and Loss - Tracking categories in rows and annualised per periods (in columns)

    53 votes

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    submitted  ·  19 comments  ·  Practice tools  ·  Admin →
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    Richard Collett supported this idea  · 

  4. Custom payroll reports

    129 votes

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    41 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your patience & would like to thank everyone who’s shared their thoughts and supported this idea.

    Xero's payroll reports do currently offer some options to adjust columns, filters & layout. However we hear & understand the need for having additional information & more flexibility with payroll reporting, including the ability to customise & save reports for future use.

    Being open here, these improvements are not in our current pipeline. However we'll use this feedback to shape how we plan future improvements in Xero Payroll reports.

    Richard Collett supported this idea  · 

  5. Reports - Option for 'Start of Fiscal Year to End of Last month' date range

    18 votes

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    submitted  ·  10 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Richard Collett commented  · 

    Every month I have to change the date range in all the a management reports, we need an option to run year to the reporting month

    Richard Collett supported this idea  · 

  6. Custom Report - Ability to Hide/Unhide Columns

    20 votes

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    submitted  ·  4 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Richard Collett commented  · 

    This would be really useful, I currently create a full year forecast v original budget column which is:
    Full year re forecast budget
    - YTD re forecast budget
    + YTD actual
    = FYF

    which I then compare to original budget with a variance I currently export to excel and hide the 'calculation' columns, but it would be much better to hide the columns in Xero and out put the report directly to pdf and not have to use Excel as an intermediary step.

    Richard Collett supported this idea  ·