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  1. Reporting - Report that shows Repeating Invoices

    270 votes

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

    Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

    We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

    As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

    For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store. 

    While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…

    Fiona Beech supported this idea  · 

  2. Reporting | Budget Manager - Customise report layout

    230 votes

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    117 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the strong support for making budgets work like your existing reports. Our new Budgets experience introduces a modern, spreadsheet-style layout with filters. We're currently working on an enhancement to reorder account lines, however we recognise this still doesn't mirror custom Profit & Loss layouts end to end. We’ll continue to share progress as the experience develops.

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    Fiona Beech commented  · 

    Can the position of Corporation Tax in UK be moved from within the overheads section to after Profit before Tax? We can do this by customising the layout of P&L reports but it would be useful to be able to customise the Budget Manager and Budget Reports too.

  3. Reporting: Statement of Cashflows - Exclude non-cash accounts

    29 votes

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    submitted  ·  12 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Fiona Beech commented  · 

    Why can't non-cash items/accounts be excluded from the Statement of Cashflows report?

    I 've run a Statement of Cashflows report and it includes not cash item accounts.

    I've had to go through every manual journal and untick the box 'Show journal on cash basis report' to remove the journals from the Cashflow Statement.
    How can the Automatic Xero Payroll journals be removed form the Cashflow Statement Report?
    The Wages Payable, NI Payable, Pension Payable and Student Loan Payable are all appearing under the financing activities section.

    Fiona Beech supported this idea  ·