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1330 results found

  1. I would love more flexibility when creating reports.

    I am trying to run a report that pulls client data and job data but would like more flexibility so that clients without jobs can also show up on the report. The reporting functionality is currently quite rigid.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  2. These forums are not user friendly for searching/viewing ideas, voting or seeing what has actually been actioned. The number of Submitted Ideas far outweighs the number that are viewed or even actioned which is frustrating for users who take the time to make suggestions that are practical and would improve user experience

    Take a look at MYOB Community Forum for a better experience

    https://community.myob.com/category/accountright
    https://community.myob.com/discussions/myobconnect/ideas-exchange-july-summary/898902

    1 vote

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    0 comments  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  3. Can currently only see 5 transactions at a time and have to scroll multiple times to mark off all transactions for a payment of 20-30+ invoices. This is time consuming and it would be better to be able to extend the matching window to view say at least 20 transactions at once to reduce the amount of scrolling required

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  4. It would be lovely if a practice could acces every required platform from the Xero dashboard. Including where one can keep an eye on the practices status and points.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  5. Xero Tax should sync the client email address (from Xero Tax/XPM) to the Practice's Blue Xero Organisation.
    So simple.
    Why does it not?

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  6. Ability to have 'notes' as a column in Account Transaction Summary.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  7. Would be great to be able to add a tax return/BAS etc without adding a job - for firms that don’t use job management in XPM but use XPM for the workpapers.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  8. Can we please have a filter in the Subscription & Billing tab to show active trails. Currently you can only filter by Active or Cancelled.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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    Hi Megan, thanks for sharing your idea in the forums here.

    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.

  9. Currently, VAT amounts from different line items are often consolidated into a single journal entry line. While this offers a simplified view, it makes it difficult to trace the origin of each VAT component—particularly when multiple expense categories are involved in a single transaction.

    Although detailed VAT information can be sourced from the Sales Tax Report, Receivable Invoice Detail Report, and Payable Invoice Detail Report, it would be beneficial to have a report—or an optional view—within the General Ledger Detail that displays VAT on a line-by-line basis. This is especially relevant as VAT may also be recorded through manual journal…

    1 vote

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  10. It would be great if Xero Payroll could produce a Monthly P30 report which we can send to our clients with HMRC bank details and the Accounts reference, with the month reference on the end.
    Other payroll software do this and it is really helpful for our clients.

    1 vote

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  11. Hi
    You need to enable including 2 student loans on the tax return. I have clients with both plan 1 and plan 2 loans and I am unable to include both which means the return is incorrect

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  12. Allow minimum stock levels and show on report to assist with re-ordering

    4 votes

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  13. Be able to add the stock location on Inventory and include this when running a stock report for audit

    3 votes

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  14. I think to reduce the risk of associated companies not being included in the CT600 in error box 326 should be left blank by Xero but compulsory so that that the return can not be generated without it.

    The same warning you get if trying to complete without boxes 975.

    6 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks, Gemma, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.

  15. Enable a recurring function for task under Xero Project.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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    Hi Daphne, just to double check you're referring to tasks within the Xero Projects feature in blue Xero? I notice you've added your idea within the Xero HQ category so just wanted to check this wasn't related to Job Manager in Xero HQ instead? Reply to my update here to confirm. Thanks

  16. add more reports into report template, for example payroll report and tracking summary. Thank you.

    48 votes

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    6 comments  ·  Xero HQ  ·  Admin →
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    Hi team, this report has been split out from a previous one that requested the addition of both payroll and tracking summary reports to Report Templates. It's unlikely both these reports would be added at once, and it's good to track the interest in each.

    While we have just released a new Tracking Summary report in Xero this isn't something that's been added to Report Templates just yet, if there are any plans for this we'll let you know here. Thanks

  17. I’m reaching out to request assistance regarding a feature enhancement for Xero Practice Manager (XPM). Currently, XPM allows invoices to be pushed seamlessly to Xero Accounting (blue), which is incredibly helpful. However, I’ve noticed that proposals and estimates created in XPM cannot be pushed to Xero Accounting in the same way.

    I would like to request that XPM be enhanced to support the ability to push proposals and estimates directly to Xero Accounting. This functionality would allow clients to take advantage of Xero blue’s interactive features—particularly the ability for clients to simply click a button to mark a proposal as…

    2 votes

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    Appreciate you attaching a screenshot to demonstrate your flow here, Badi. Just wanted to check as this is a public forum there's nothing sensitive in this that you wouldn't want others to see?

    Can understand why you'd like to enhance the sync of information and save time in adding these manually in Xero blue.

    Not something we have immediate plans of but we'll start collecting community interest for this through your idea and update if there are any plans made.

  18. Ability to run an Aged Debtors Report of what debts clients owed us at a certain date in XPM. For example, we want to see what our clients owed us at 30/06/25, however the Standard Report (Aged Balance Report) can't be run to a certain date and if we create our own Report in Report Builder it removes clients from the report if they have paid since 01/07/25 and now owe nothing. We need these figures to do clients Financials and also for our own Practice reporting. We can run it in Xero Blue however we don't have the ability…

    1 vote

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    Thanks for sharing your feedback with us!

    We appreciate you taking the time to let us know what changes matter to you.

    Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.

  19. AU TAX - Default EFT account type to CLIENT

    Under Cover > Electronic Funds Transfer (EFT) > Account type there are 3 options - Manual, Client, and Agent.

    It would be helpful if there was a setting in Client Settings > Client Types to default the EFT Account type, so we don't have to manually change this on every return.

    4 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks,Daniel, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience

  20. Option for 'Other allowable expenses' in the tax comp to allow the depreciation on assets purchased as a finance lease as capital allowances are not reclaimable but depreciation can be deducted.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks,Charlotte, for sharing your idea!

    We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.

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