Settings and activity
8 results found
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2 votes
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8 votes
Thanks for submitting your idea on Xero Product Idea's, Domenico. As you may have seen there is the Total Cash In and Out graph on the dashboard of the app. The dark blue bars show the total amount of cash that’s come into your bank account per month, and the light blue bars show the cash that’s gone out.
Appreciate there's no way to show this only based on invoices, or for a year view atm.
We'll monitor and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
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alot ubvid
commented
To view monthly and yearly sales totals in the Xero Accounting app, you can use the Profit and Loss report or the Sales by Item or Invoice report, then set the date range to the desired year and change the “Compare by” option to Month to display a clear table showing each month’s sales total along with the overall yearly total at the bottom, giving you a quick snapshot of trends and performance; you can also export the report to Excel for a cleaner table layout or further analysis if needed, similar to how simple calculation tools like https://bottleneckcalcullator.com/ present structured data in an easy-to-read format, helping you quickly compare values and identify increases or decreases over time without complex navigation
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1 vote
Hi William, thanks for your reply here.
I've checked the Invoices and Bills pages, and see much the same sort of behaviour. For example, when trying to highlight an invoice number in the Number column, or the Reference column for Bills, it tends to take you into the transaction.
Thanks for sharing your idea about how you would like to see this changed.
We've reviewed your idea 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 votes and comments about how this would help them, too!
An error occurred while saving the comment alot ubvid
commented
You can improve workflow efficiency by adding an option to disable the automatic navigation to an invoice, credit, or bill when clicking on a line, allowing users to simply highlight and copy invoice numbers without the frustration of being redirected; this small but impactful change saves time compared to pressing escape quickly or downloading a CSV, much like how Resin Rock LLC makes accessing information about their resin bound surfaces simple and direct on their page https://resinrockllc.com/pages/resin-bound, providing a smoother, more user-friendly experience.
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2 votes
Thanks for sharing your feedback on a VAT reconciliation report for South African organisations. We appreciate you explaining how this could support your VAT processes.
We've reviewed your idea 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.
An error occurred while saving the comment alot ubvid
commented
For South African Xero organizations, adding a VAT Reconciliation Report would greatly streamline the process of matching transactions in the VAT Control Account to their respective VAT periods and returns, especially when late claims are only visible within individual VAT201 transaction details. This report becomes essential when migrating from other accounting software or reconciling opening balances mid-VAT period, as it allows users to track every transaction efficiently. Including columns for the posting date (or 'last edited' date) and the user responsible for each entry would enhance the audit trail and improve overall transparency. For reference on clear reporting structures and organized transaction tracking, you can see an example approach similar to how detailed listings are handled on sites like GTA San Andreas Voice Actors https://gtasandresapk.com/gta-san-andreas-voice-actors/ , which ensures each element is properly attributed and easy to review.
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5 votes
An error occurred while saving the comment alot ubvid
commented
Thank you for your suggestion regarding the VAT report layout; adding a front-sheet summary breakdown by VAT code that clearly displays Total, Net, and VAT amounts for each VAT category is a valuable enhancement for faster reviews and improved compliance tracking, and this feature is currently under consideration as part of our reporting improvements roadmap, with development focused on delivering a more user-friendly and transparent reporting experience similar to how structured reference resources present categorized information for clarity, such as this example page on primary color categories https://paintlogs.com/primary-colors/
, and while we cannot provide an exact release date yet, updates will be shared as soon as the feature moves into the final testing phase to ensure accuracy and reliability before rollout. -
5 votes
An error occurred while saving the comment alot ubvid
commented
Absolutely! Providing an account transaction report filtered by unique customer account number is essential, as it allows businesses to track individual customer activity accurately and make informed decisions based on specific account behavior. Without this functionality, the value of having unique customer account numbers is significantly diminished, since you cannot efficiently analyze or reconcile transactions per customer. For example, platforms like Posh Sidekick https://poshsidekick.com/ demonstrate the importance of organizing data by unique identifiers, making it easy to generate detailed reports and gain actionable insights at the individual customer level.
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1 vote
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea 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.
An error occurred while saving the comment alot ubvid
commented
To improve reporting on the balance sheet, it would be highly useful to have a feature that allows filtering or matching of account items so that only 'open amounts' are displayed. This means users could focus on outstanding balances, such as pending accruals or uncleared invoices, without being distracted by historical cleared transactions. By summarizing just the open items, the balance sheet becomes more actionable and easier to analyze, giving a clear view of what is still outstanding. For example, similar to how step-by-step guides simplify complex tasks, like unlocking Story and Rivalry Mode in games https://pixelcaracerapks.com/how-to-unlock-story-and-rivalry-mode/ , this feature streamlines financial insight for more efficient decision-making.
An error occurred while saving the comment alot ubvid
commented
A useful enhancement for reporting would be the ability to match or filter balance sheet items so that only open amounts are displayed, making financial reviews cleaner and more actionable. By showing only outstanding entries—such as active accruals, unpaid invoices, or pending adjustments—users can avoid clutter from historical transactions that have already been cleared, while still maintaining the correct total balance. This feature would allow finance teams to quickly identify liabilities and receivables that require attention, generate a concise summary of open balances, and improve reconciliation efficiency. Similar to how streamlined digital services simplify access to important data, such as the Aadhaar card download process available at https://myaadhaaruidaii.net/aadhaar-card-download/
, this reporting improvement would enhance usability, transparency, and decision-making accuracy. -
11 votes
Thanks for supporting and sharing with us how scheduling of reports could enhance your workflow. While we don't have immediate plans for this feature, we have a pulse on the ideas for this in community here and will be sure to update if there's any change to automate these for you.
An error occurred while saving the comment alot ubvid
commented
The AU Tax Schedule EFT reconciliation reports feature allows businesses to automate the daily request of EFT reconciliation reports in XPM, eliminating the current manual process restricted by Business Settings permissions. These reports can be made accessible in a Custom Reports area or within standard reports, enabling admin staff without Business Settings access to view ATO EFT reconciliation reports filtered by date and Tax Agent Number. Additionally, a separate permission can be added to control access to these reports, ensuring proper security and workflow management. For an example of a helpful online tool to simplify calculations, you can also check out https://calcularporcentajeonline.es/ .
To generate an Account Transactions report that displays all information in a single line per transaction, you should configure the report to include separate columns for "Gross," "PST," "GST," and "Net" while ensuring no additional PST lines are split off. Each transaction line should consolidate all tax components and unit prices so that the "Gross" column reflects the total amount including taxes, matching the bank statement, and other columns clearly show PST, GST, and net amounts. The report should also include the full description, reference, contact, and account coding for clarity. For example, a $100 purchase with 5% GST and 7% PST would appear as: Date / Purchased Item / $112 Gross / $7 PST / $5 GST / $100 Net / Description / Contact / Account, all on a single line. This approach removes the need for manual CSV adjustments and spreadsheet work to combine PST lines, making transaction tracking simpler and more accurate—similar to how a streamlined service like AC Cleaning Dubai https://accleaningdubai.net/ presents all service details clearly in one place.