Settings and activity
4 results found
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5 votes
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5 votes
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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/ .
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.