Settings and activity
34 results found
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73 votes
Karen Sparkes
supported this idea
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281 votes
Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.
While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.
We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.
Karen Sparkes
supported this idea
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83 votes
An error occurred while saving the comment Karen Sparkes
supported this idea
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227 votesKaren Sparkes
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An error occurred while saving the comment Karen Sparkes
commented
Every tiny accounting software I have ever used has the ability to add payment methods to supplier details and consequently filter them out of manual payment runs. How is it possible that Xero, such a well used platform, can't handle what tin pot software companies can? I'm beginning to seriously regret moving to Xero.
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219 votes
Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.
Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.
We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.
Karen Sparkes
supported this idea
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16 votes
An error occurred while saving the comment Karen Sparkes
commented
A slight modification, which I think would be more helpful, would be not to remove future reconciled transactions, but to have a column showing the balance of future transactions. That way you can see, for instance, that a creditor/debtor had a period end balance of X, and a future balance of -X, meaning the balance is settled post-period end.
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104 votes
Hi everyone, thanks for sharing how a detailed Profit and Loss report could support your workflow.
Atm, the Account Transactions report can be run grouped and filtered by Account, which could then be exported to Excel for further sorting and analysis. While we appreciate it takes a few steps, it can give you the transaction-level detail you’re after.
Alternatively, clicking on any figure in the Profit and Loss report will take you directly to the corresponding Account Transactions report, showing the individual transactions that make up that total.
Our product team has moved this idea to Not in pipeline, meaning it isn't on the foreseeable roadmap. However, the idea will remain open for votes so we can continue to monitor community interest as we plan for the future.
An error occurred while saving the comment Karen Sparkes
commented
Thanks for your response. I am looking to be able to download all of the transactions at report level, rather than at account level, as we have far too many accounts to make that action practicable.
I was thinking for any report, but being able to do it for the profit and loss and balance sheet would be a considerable start.
I hated the report layouts in Sage, because they were illegible, so for each different report I exported the data behind it and worked my own report off that data. I have attached a copy of my old aged debt report so you can see what I mean.
An error occurred while saving the comment Karen Sparkes
commented
If each report had the option to export the transactions used in the report, with the transactions showing all the data that was input, including tracking categories, the limitations of just about every report available would have a workaround.
As it wouldn't be a report, but a data dump, it wouldn't need any formatting.
This capability was just about the only thing that redeemed Sage 200 reporting.
Karen Sparkes
supported this idea
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6 votes
Hi Wilianti, thanks for taking the time to share this idea. Your notes on reversal filtering and visual indicators help clarify how these enhancements could support your workflow.
We’ve moved your post into Gaining Support, which opens it up for community votes and comments. It is now up to the community to show their interest, and this gives us a clearer picture of how many users might benefit from changes like these.
We’ll update this thread when the idea gains traction and is reviewed further by the product team.
Karen Sparkes
supported this idea
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9 votes
Thanks for sharing this suggestion — we can see how adding “as at time of publish” to the DATE / PERIOD would make it much easier to tell which published spreadsheet is the most up to date when reports look otherwise identical.
We’re moving this idea to Gaining Support so we can keep tracking interest and feedback from our community. While we can’t make any promises about if or when this might be added, the support and examples shared here help our product team better understand the impact and usefulness of this change 💥
If there are any updates to share, we’ll post them here.
Karen Sparkes
supported this idea
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21 votes
We're grateful for your engagement and for letting us know the changes that you would like to see to the Tracking Summary report.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Karen Sparkes
supported this idea
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58 votes
Thanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, 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.
Karen Sparkes
supported this idea
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109 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
Karen Sparkes
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17 votesKaren Sparkes
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11 votesKaren Sparkes
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115 votesKaren Sparkes
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7 votesKaren Sparkes
supported this idea
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30 votesKaren Sparkes
supported this idea
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7 votes
Hi Peter, thanks for sharing this idea about having the option for setting tracking categories in bank feed rules. This idea is now in Gaining Support status, which means it's open for the community to show their support through votes and comments. We encourage others who would find this useful to add their votes and share how they'd use this functionality. We'll keep an eye on the feedback and engagement this receives.
Karen Sparkes
supported this idea
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78 votes
Hi, thanks for sharing this idea. This might be useful for situations such as suspense accounts, where entries are intended to net each other off.
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 Karen Sparkes
commented
I am so surprised that one of the most commonly used accounting software packages doesn't have this capability.
I think it is most helpful for the accruals and prepayments account codes, but it would make every account tidier and easier to read. Any account with a reversal and correction would benefit from it. I can't be the only person who makes mistakes!
I would add, though, that it would be helpful to be able to do partial matches. For instance, the prepayments journal credit would need to be matched against multiple partial credits.
Karen Sparkes
supported this idea
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24 votes
Hi everyone, just a quick update from our team. To align with the changes made to Xero Product Ideas, we've updated the status of this idea here.
We encourage everyone who would find this feature useful to please keep voting and sharing your comments below. Learning more about what you would use this for and how it would help your business helps our product team understand the potential impact. Your detailed feedback is a crucial part of our evaluation process.
Thanks for your continued support and for sharing your thoughts with us!
Karen Sparkes
supported this idea
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I have only recently started using Xero, and I'm already regretting it. This is totally unintuitive.
Xero leaves you with 3 choices, of which none are good.
1. Leave all your dates open so invoices can be entered with their correct dates (bad idea as your month end reports will lose their integrity the moment a late invoice is entered).
2. Lock the balances and unlock them every time a late invoice comes in (even worse idea with all the cons of 1 and the added hassle of constant locking and unlocking of balances)
3. Lock the balances and change the date on late invoices (bad idea because you lose the audit trail).
All of these options are shoddy accountancy. Xero really needs to get on board with best practice.