1629 results found
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Reporting - Unrealised Gains and losses report for tracking category
Running Unrealised Gain and losses report for tracking categories
4 votes -
Files - PDF File Preview
In files, previewing a PDF that has been uploaded or sent to files will not work for many chrome users.
Upon opening in files, it gives the error "This file can't be previewed with this browser."
This occurs if the user has google chrome, and has google chrome set to "Download PDFs" instead of "Open PDFs in Chrome."
Many people have chrome set this way. Other sites have somehow managed to make their PDF preview still work...hopefully Xero can implement this. The current setup makes it very hard to review uploaded files when they are in PDF format, as they…
3 votesThanks for the detail in your last message, Carlo. We appreciate some users may expect this to work differently, however as you have noted the files preview for PDF's is driven by the browser settings.
If you're finding your PDF's download rather than being able to view them in your browser we would recommend looking at your browser settings to make sure the option to view in browser has been selected (as per the screenshot you shared).
Being upfront this is not behavior that we're looking to change in the near future.
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Account Transactions report - Tax Inclusive or Tax Exclusive
Add column/filter to include "Tax Inclusive or Tax Exclusive" invoice setting on Transaction Report.
6 votesThanks for confirming, Jeremy. It sounds like the Gross and Net columns that can be included in the Account Transactions report would provide what you're after. Let me know if there's something I'm missing.
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Tab headings - Remove the word Xero, leave title of tab
Is there a way that we could see the names of opened Tabs so that we could see the name of what we are working on such as Balance Sheet instead of seeing Xero | Balance Sheet. When we open HST/HST returns, it shows GST/HST Returns which is great.
We know we are with in Xero. If Xero has to show up, it could be added to the end of the Tab heading. This way, opened Tabs would be a breeze to drag in alphabetical order. This would also facilitate working with Workona resources to put Tabs in alphabetical order.1 vote -
Reports - GL Summary comparison periods to show net movement per period
Reinstate the 'Compare With' drop down.
The key benefit of the old General Ledger Summary report was it's ability to show the net movement for multiple periods.
Xero is now without a single report to perform this core function.
1 voteHi Phil, thank you for this important feedback on the General Ledger Summary report.
We understand your point about the previous version's functionality. Losing the ability to easily show the net movement for multiple periods in a single report is a significant change, and we recognise how valuable this core function was for analysis.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea to reinstate the "Compare With" feature to show net movement per period, and now it can gain support from other community members. Along with votes, others can now comment to share how they used this comparative reporting feature for their financial analysis.🙂
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Xero Account app - Frequently Invoiced Customer List
In the iOS app: Create an Invoice. When you are selecting the customer to invoice: Who is it for?
Once you tap this field, a search window appears and you start typing customer name to find.
Below the search field it would be nice to have a list of the top 5-10 customers you have create invoices for.
1 voteHi Todd, thanks for your idea about creating a 'Frequently Invoiced Customer List' for the Xero Accounting app. We really appreciate you taking the time to let us know the changes that matter to you.
We've reviewed your idea, and it's now open to gain support from other community members.
Along with votes, others can now comment to share additional detail about how having a list of top customers directly in the invoicing screen could improve their experience with Xero. 🙂
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Reconciliation - Change reporting date for reconciliation of checks
When I enter the month of the bank statement with the bank statement beginning and ending balances and want to make sure all of the transactions from that month's bank statement are accounted for, checks that were written in a previous month but not posted in the bank statement until another month aren't showing up in coded transactions in the month where the bank transaction occurred. The reconciliation with the check payment and the bank transaction can be made, but the transaction doesn't show up in coded transactions section of the bank reconciliation detail report for the month the bank…
2 votesThank you for sharing this detailed idea about how the reporting date is handled for reconciled checks.
We understand the issue you've described. When a check from a previous period clears the bank, the reconciliation report posts the transaction to the month the check was written, not the month it actually appeared on the bank statement. We can definitely see how this makes it challenging to use the report to verify a specific month's bank activity.
We're grateful for your engagement and letting us know the changes that matter to you. We've 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 changing the reporting date for reconciled transactions could improve their experience with Xero.
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Account Transactions Report - Group/summarise by Related account
Reporting - Account Transactions Report - Add Related Account to the options for Grouping/Summarising
2 votes -
Checks - Increase unique cheque/check number limit from 6 characters
When writing a cheque, I am limited to a 6-digit unique cheque number. With QUickBooks I used the date as the checknumber. For example May 31 2025 would be 20250531, then I append a letter to it as 20250531a. With making payment on web sites and then entering checks into Xero this still allows things to sort properly. Being limited to 6 numbers makes it harder to keep track of things.
1 voteHi Stanley, thanks for sharing your idea and explaining your specific workflow for tracking payments. It's really helpful to understand how you use cheque numbers to keep things organised.
We've reviewed your suggestion to increase the character limit for cheque numbers, and it’s now ready to gain support from other community members.
Along with votes, others can now comment to share additional detail about how a more flexible cheque number field could improve their own record-keeping with Xero.
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Hubdoc - Tags Should be Visible in Xero
We tag documents for organisation in Hubdoc, but have no visibility of these in Xero, which makes no sense. These don't need to be editable, but it would make sense that it showed what tags were on an invoice. Even if this was detailed in the history of the invoice. This would be a massive time-saver!
1 voteThanks for your idea on making Hubdoc tags visible in Xero, Natascha. We can definitely see how having that visibility on an invoice would be a massive time-saver.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've 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.🙂
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Xero Accounting app | Reconciliation - Show tax for suggestions
Hi, on the mobile app, it would be really helpful, if when reconciling bank entries, when xero comes uip with its "suggestion", that is also displays the VAT line. Saves having to go into the suggeestion edit and check VAT is applied correclty
1 vote -
Depreciation - ability to add when creating an invoice for a fixed asset.
When posting an invoice as a fixed asset, why not choose the depreciation rate at that point, when the invoice is posted?
1 vote -
Reconciliation - Overpayment Allocation Reminder
When reconciling bank accounts for money received a reminder of overpayments allocated to the clients account would be useful.
1 vote -
Applications and invoices for construction company
Have the ability to post a application before the invoice is received.
2 votesHi Danielle, when you say you'd like to post an application. Could quotes potentially be a fit for this purpose here? Otherwise could you share a bit more detail on what would be needed to record the application in Xero.
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Aged receivable summary - Include prepayments/deposits for future invoices.
For the Aged Receivables it would be helpful to know what customers owe us as well as what we owe them. We take deposits for future invoices and they don't show on the Aged REceivable Summary.
5 votesPerhaps the Receivable Invoice Summary or Detail reports would accommodate your needs here? Omitting the aging periods this report can be filtered to only show the Status and Source(Receivable Prepayment, Receivable Invoice etc.) of transactions you'd like to see.
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Short term cash flow include repeat quarterly transaction
Would love that within money out/in and repeating the transaction that 'quarterly option' was included.
example: BAS, Super & PAYGIt would be great if this was an option for those using the short-term cash flow regularly.
3 votes -
MTD VAT - Show MTD VAT reports after downgrade to Ledger plan
Historical MTD VAT reports can't be seen after subscription downgrade!
We have just realised that we have lost access to a client's MTD VAT reports after their Xero subscription was downgraded to ledger after de-registering for VAT and becoming dormant. We can see all their pre 2019 VAT reports under "Filed with HMRC" or "Published" but there is nowhere to view the subsequent MTD returns and the detail behind them. Not great when you are preparing a final set of accounts prior to dormancy.
These reports may well be needed in future in the case of a VAT inspection or…
3 votes -
Bank Reconciliation - Check box for 'Pay by check'
Right now, checks must be written by going to the top of the page, choosing "Spend Money," choosing the bank account, and then checking the "Pay By Check" box on the page. I regularly enter transactions right on the back account page through the "Spend Money" and "Receive Money" button. It would be great if the "Spend Money" area on the account page could just include the "Pay By Check" box so we could avoid the extra steps.
1 vote -
Navigation - Back to the top button at bottom of page
Please could you add a 'Back to the top' button, especially on the reconcile and report pages, but every page would be useful.
After scrolling down many line items, it would be far quicker to have this function implemented for ease.4 votesThanks for sharing, Katie. We don't have any plans for adding this within Xero atm, however if working on a desktop you can use Home button on a Windows, or on a Mac you can press the Command key + Left arrow. This should help when navigating a long list such as reports like you mentioned.
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Tracked Inventory - Add Sales invoice number of COGS journal
When COGS posts via tracked stock on a sales invoice, record the sales invoice number the COGS value relates to in the nominal ledger. There is already a field for this, but Xero does not populate it.
2 votes
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