At Xero, we all know you want detailed, correct and easy-to-understand reviews to assist your online business or follow thrive. That’s why we’re persevering with to boost our new reviews, with options that offer you a trusted and insightful view of your online business efficiency. Listed here are three of our newest enhancements — together with one among our hottest function requests.
Tailor your Account Transactions report
The Account Transactions report is one among our high three most-used reviews. Not solely does it present you precisely what’s coming out and in of your accounts, however it may additionally present how transactions have been recorded in Xero. You should use the Account Transactions report to seek out coding errors and validate figures in each the Revenue and Loss and Steadiness Sheet reviews.
This week, we’ll begin rolling out adjustments to offer you extra flexibility in how you employ Account Transactions reviews. These adjustments will aid you save time, by permitting you to tailor the report back to your wants, with out the necessity to pull knowledge from various completely different sources and spend time organising it the best way you want. You’ll be capable of:
- exclude accounts which were archived from the Accounts dropdown menu
- present opening balances on Revenue and Loss (Income and Bills) accounts
- kind by account code with out shedding your opening balances
- present accounts with no transactions within the interval (accounts with a gap stability, these with a zero stability, or each)
https://www.youtube.com/watch?v=76kvMUeo0JA
Add Whole and YTD columns in your Revenue and Loss report
Within the month forward, you’ll be capable of add ‘Whole’ and ‘Yr to Date’ columns from the ‘Extra’ button in your Revenue and Loss report. These will present you an summary of those intervals in your report, with out the necessity to construct the system manually within the format editor. As soon as checked, they’ll keep in your comparability column and can be up to date to replicate any future adjustments to the report.
Enhancements to report styling for follow customers
For those who’re a follow consumer, you’ll quickly be capable of use our new report types function to alter the format of your PDF reviews in Xero HQ. This function provides you with the power to extend the font measurement of textual content blocks, tables, grids, schedules and report rows. You’ll additionally be capable of add a watermark to exported draft and printed reviews — we’re providing preset watermarks to start out, with customized choices to observe.
These new releases replicate our ongoing funding in new reviews, to offer you higher visibility of your online business or follow and aid you make extra knowledgeable choices. We’ll be sharing much more enhancements within the months forward, so in the event you haven’t tried utilizing our new reviews, we encourage you to have a go and tell us what you suppose.