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4 results found
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62 votes
Thanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.
To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.
With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.
It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.
I know this doesn't accomplish all that's being asked in this idea and…
Camille Joie Calip-Miranda
supported this idea
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85 votes
Hi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template.
Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers
We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports.
We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.
Camille Joie Calip-Miranda
supported this idea
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3 votes
Hi Dorothy, is there a particular reason you'd like to see this information in the General Ledger reports? Right now, you could run the Account Transactions report which will give you options to include a range of FX columns if the business is using multi-currency in Xero.
Camille Joie Calip-Miranda
supported this idea
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37 votesCamille Joie Calip-Miranda
supported this idea
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There is no indication of the original transaction currency per row, reducing transparency and accuracy for businesses dealing in multiple currencies.
Purpose:
1. Better Decision-Making
Understanding ageing in both base and original currencies helps businesses evaluate true exposure and prioritize collections/payments more accurately.
2. Audit and Compliance:
For audit trails and compliance, showing both currencies makes it easier to justify reported amounts and FX differences.