Settings and activity
4 results found
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6 votes
Hi Polina, thanks for highlighting this idea. We can see how having Xero Projects data available within standard reports could make it easier to analyse financial performance without needing to switch between different reports.
While Projects data isn't currently available as a reporting filter in standard financial reports, using Tracking Categories alongside your projects can help if you need project-based reporting within reports like the Profit & Loss.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular reports or project metrics you'd like to see supported, let us know so we can capture those use cases too.
An error occurred while saving the comment 
Craig Blackman
supported this idea
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41 votes
Hi Dominik, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to add a tracking category option on the transfer when reconciling your bank accounts, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Craig Blackman
supported this idea
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30 votes
Hi everyone, thanks for engaging us on the idea here.
As previously shared - right now, the transactions report on the VAT return can be exported, fro which you can sort, search or filter transactions.
However we appreciate the improvements this could have if available in Xero.
This is something our product team have picked up and are working through. For now, we'll move to In development and I'll keep you updated on it's delivery here. 🙂
An error occurred while saving the comment Craig Blackman
commented
Sort "Transactions by VAT box" by the sub headings i.e the Account and not just by Date. It would make it a lot easier when revieweing the VAT return. If I could sort by the Account I could go scroll through and easily see if anything has been posted to an account that doesn't attract VAT such as Entertainment or Insurance and ensure there are no transactions posted there.
Craig Blackman
supported this idea
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5 votes
An error occurred while saving the comment Craig Blackman
commented
add column for date paid under account transactions detailed report so that you can see when each sales invoice was paid at a report level so you don't need to click in to each invoice to see the date it was paid. I believe you can do this in Sage but not Xero.
Craig Blackman
supported this idea
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Allow Projects to be a column or filter in all other reports. It would be useful to be able to filter all reports per Project but in particularly the Account Transactions.
2 things I am trying to acheive at the moment are:
Show me the Nominal Ledger where I can identify costs posted that haven't been allocated to a Project
Get a list of all the costs posted against a certain Project shoing me the Supplier, Net, VAT etc list the Account Transaction report.
I think it would be useful to be be able to filter Aged Payable/Receivable reports by Project as well.