Settings and activity
10 results found
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1 vote
Hi! Thank you for sharing your idea here. This is an existing feature in Xero. When editing the report layout, you can use the PDF option on the top menu bar to generate a preview of the report. If you require further elaboration or are unable to find this option, please raise a case with our support team for personalised assistance. With regards to the remaining portion of making the user interface better, we have moved this idea to gaining support to gain more support from users who would like this feature implemented.
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Xero SOSA
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22 votesXero SOSA
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126 votesXero SOSA
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8 votesXero SOSA
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202 votes
Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.
We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.
As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting.
To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it.
We see the value in providing more customisation in reporting. Right now we have some more codes…
Xero SOSA
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43 votes
Hi community, thanks so much for the great feedback so far. The changes to Tier 3 reporting standards - especially around grant categorisation are clearly important, and it’s great to see this idea gaining momentum quickly.
This request is now in the Gaining Support stage, so it’s on our radar for further consideration. If you’re using Tier 3 reporting, we’d love to hear more about what specific features or improvements would help you most. Your input really helps guide the product team’s priorities.
Please keep the votes and comments coming. We’ll be sure to share updates here as we learn more. Thanks again for being part of the conversation!
Xero SOSA
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247 votes
Hi everyone, thanks for your engagement and support for adding a quantity column to reports in Xero. We understand there are differing reasons around wanting to add quantity to a report, like being able to track fuel for tax credits, livestock numbers, or hours worked for carbon reporting.
There's a specific idea for Livestock reporting that we'd recommend anyone interested in this joins.
To highlight, quantity can be added within the following reports within Xero right now;
- Inventory Item Details - will allow you to view quantity on hand of tracked inventory items
- Inventory Item summary - lets you view quantities purchased and sold for all items, as well as opening closing and adjusted quantities for tracked items
- Sales by Item report - will show you quantities sold for inventory items
- Payable Invoice Details report - will give you quantities purchased for all line items
- Receivable Invoice Details report -…
Xero SOSA
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1 voteXero SOSA
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15 votes
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
Xero SOSA
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An error occurred while saving the comment Xero SOSA
commented
It would be great for us as Accountants to be able to help reset MFA for our clients when we are the subscriber of the Xero file! So many clients have issues with getting a new device etc. and often come to us first to get help with their Xero file so WHY can't accountants be given the ability to reset this for users!
Very frustrating having to refer them onto Xero help - especially when they show up in the office wanting help and we have to send them away. -
181 votesXero SOSA
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Hi Sonal, the Print to PDF doesn't give me the information that I want.
I want to be able to print off and see the nested layers of mapping within the accordian the way it appears in the "edit layout" screen like in the screenshots attached, not just the client information . I am trying to use this to identify codes that are not mapped correctly both in our Master Reports and in reports where the client has used a code previously but has no current data and therefore is unable to be found by using the print to PDF function.