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  1. Reports - Add account name in Account Transactions report

    3 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Tom Duffy commented  · 

    Account Name as a field as well as Account Code. E.g. and then mutliple codes can be exported and filtered by name

  2. Xero Expenses | Labels - Enable filters and reports

    61 votes

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    26 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone - It's good to know how we can enhance Xero expenses for our customers. While we'll consider how we can develop labels in the long term, we don't have any plans for adding filters within expenses or reports for Expenses labels right now.

    If there's any updates to share around this I'll definitely share with you all through the idea.

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    Tom Duffy commented  · 

    Having the extra field of Label on reports would facilitate data upload into CRM. Currently having only the description field (reference is not available in Expenses) means that multiple data data need to be input into that one field and extracted using Excel into multiple fields for upload into CRM. Just adding the reference field into Expenses would also help.

  3. Reports - Adjust column width

    97 votes

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    50 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Middleton (Admin, Xero) responded

    Thank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.

    This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.


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    Tom Duffy commented  · 

    Also being able to format column headers (e.g. wrap text) similar to formatting in Excel would save a load of work having to download to excel and reformating there before distributing (as per Kimn's comment below).