25 results found
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Report Templates - Add Tracking summary report
add more reports into report template, for example payroll report and tracking summary. Thank you.
75 votesHi 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
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Report Templates - Trust tax rate 39% 2025 and 33% in comparatives in annual accounts tax note
The NZ tax rate for a trust's income tax has changed in the 2025 tax year from 33% to 39% when the taxable income in the trust is $10,000 or more.
At present we are not able to have a different formula in comparatives to the formula in current year, so a modification to the If( . . ) statement in the current annual accounts tax note cannot be made that would work for 2025 and comparatives.At the moment the only solution available per Xero Support is a custom line, with accounting staff manually entering the tax payable amount…
65 votesThanks for raising the idea with us here, community.
Currently, there's no functionality in Xero to have a single row have two different formulas for each column, or have two columns appear when grouped. (Example, the 2024 column cannot be calculated with 33% tax if the formula for the row is calculated with 39%)
Right now as Paul's noted 🙏, we'd recommend using a 'Custom' row in the Notes report and have the row heading be similar to 'Tax Payable (33% 2024, 39% 2025)'.
In doing so, you'll then be able to manually input the figures into this section of the notes report after you click 'Update layout'.
We don't have any immediate plans for developing this capability, but I want to assure you interest for this has been shared with our product team and we'll update you if there's any news.
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Report Templates - Tier 3 Report update
Very disappointed to hear that you haven't considered how the new reporting standards for Tier 3 entities is going to effect the reporting templates i.e. the requirement to split grants into multiple sub-categories, which is only one area of the new reporting standards that needs to be expanded.
Would you be able to make this a high priority for the product team and provide a reasonable timeframe as to when this will be considered for further development as obviously we need to meet our obligations and your reporting mapping is no longer going to make this easy for us given…37 votesHi community, thanks so much for the great feedback so far. The changes to Tier 3 reporting standards - especially around grant categorisation are clearly important, and it’s great to see this idea gaining momentum quickly.
This request is now in the Gaining Support stage, so it’s on our radar for further consideration. If you’re using Tier 3 reporting, we’d love to hear more about what specific features or improvements would help you most. Your input really helps guide the product team’s priorities.
Please keep the votes and comments coming. We’ll be sure to share updates here as we learn more. Thanks again for being part of the conversation!
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New Xero HQ Staff page - ability to filter to client groups when assigning clients to staff
On the old Xero HQ staff page, you could click on the staff member, add clients, and then filter to client groups.
With the new Xero HQ Staff page layout, this ability has been lost and it's vital for adding clients in bulk to particular office groups, particularly for our new starters.
26 votesWe're grateful for your engagement and letting us know the changes that matter to you.
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.
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Practice Manager - Export Client Insights to Excel
Client Insights - Exporting to excel for further analysis (e.g. by manager)
14 votesThanks for sharing this idea, I can understand how this might be useful.
Now it's up to the community to get behind your idea, and add their vote and comments to support it. You might like to share this idea with any colleagues that it could benefit, so they can join in too!
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Report Templates - Add GST reports
It would be good if any report you can already run in Xero could be added to a report template - this would include GST reports (activity statement and GST reconciliation), payroll reports etc. That way instead of having to manually extract each of these reports for each client we can just do it in bulk through one report template.
19 votesThanks for sharing your idea to include GST reports in report templates.
We can see how this would be a real time-saver, especially when you’re building out report packs for clients or internal teams. There’s clearly a strong appetite for this feature, and we understand why. Being able to add GST reports directly into templates would simplify the process of creating complete, consistent report packs for any purpose.
This idea is now in the Gaining Support stage. That means it's open for voting and comments, and we’ll continue to monitor interest from the community. Your input helps inform how we prioritise future updates to Xero. We’ll keep you posted here with any developments.
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Xero HQ | Insights - Ability to filter by client group
Please include in the Insights tab the ability to filter by client group.
10 votesHi everyone, thank you for contributing to this idea. We understand how useful it would be to filter the Insights dashboard by client groups in Xero HQ. Right now, you can filter the main Clients list by custom groups, but the Insights dashboard doesn’t support this filter just yet.
The exciting news is that we’re currently working on the Xero Partner Hub, which includes exploring ways to enhance reporting and insights tools. You can find out more about what’s coming on our Blog.
This idea is now in the Gaining Support stage. Your votes and comments play a big part in helping us understand how important this is to the broader Xero community and shape future product conversations. We’ll keep you posted here as more details come through!
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New staff Experience - Assign organisation user permissions within Practice tools
In the new staff experience, it's only possible to assign staff members the Advisor or None role for a Xero organisation. It would be good to have blue Xero organisation roles available to select so to give my staff the correct permission from within practice tools (HQ/XPM)
9 votesWe appreciate your contribution to the community
The status of this idea has been updated to Gaining Support. Being able to assign a wider range of user permissions within the practice tools interface could make managing staff roles more flexible and centralised.
This idea is gaining traction quickly, which shows it’s something many in the community would find valuable.
If you’d like to see this feature added, please vote or comment to help us understand its impact.
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Xero HQ | Insights - YTD comparatives
on the Insights tab, be able to also compare YTD vs prior YTD
7 votesHi Serena, thanks for your suggestion to add year-to-date comparatives in the Insights tab in Xero HQ.
We’ve reviewed the idea and it’s now been marked as Gaining Support. This is a useful request that could add more context to client performance and make the Insights tool more valuable for advisory work.
We’ll be keeping an eye on how much interest this generates. If this feature would be helpful in your practice, feel free to add your vote or share how you'd use it, that kind of input is always helpful.
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Xero HQ - Filter option in Xero HQ to get a list of clients who are paying wages.
Xero should add a filter option in Xero HQ to get a list of clients those who are paying wages.
3 votesHi Josheen, thanks for sharing your idea. We're grateful for your engagement and letting us know the changes that matter to you.
We've reviewed your idea for a filter in Xero HQ to get a list of clients who are paying wages, and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how this filter could improve their experience managing client payroll in Xero.🙂
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New staff Experience - Ability to view staff certification in Staff tab
In the new HQ experience it'd be good to see staff's certifications without having to click into each of them individually
4 votesWe’ve updated the status of this idea to Gaining Support.
Currently, you can hover over a certification to view the expiry date, with colour indicators showing when a certification is close to expiring (yellow) or already expired (red). This idea suggests extending that functionality by including the certification type directly within the Staff tab.
If this change would improve how you work, we encourage you to vote or comment to show your support. Your input helps inform areas of focus for future improvements.
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Reports - Aged Receivables - Filter by Account Code
To add to Receivable to search by account code so to know which clients have not paid e g membership invoices only
5 votesWe're grateful for your engagement and letting us know the changes that matter to you.
While there isn't a direct filter for account codes in Xero right now, you could potentially explore the option to use Contact groups or tracking categories to help sort clients in this report.
We'll keep an eye on the interest on this idea here, and let you know if there are any updates.
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Xero HQ - Client Insights - Ability to filter on GST registered / period
Client Insights - Ability to filter on GST registered / period please. This is so we identify the right clients to check if the bank account is reconciled and ready to review for GST filling.
2 votesThanks for sharing your idea to introduce GST filtering in Client Insights! We appreciate you telling us about the changes that would make a real difference to your work.
We've reviewed your suggestion and can see how filtering clients by their GST status and period would make it much easier to prepare for GST filing. Your idea is now open to the community to gain support.
Along with votes, others can now comment to share additional detail about how this feature could improve their experience with Xero. 🙂
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Xero HQ - Include full client data (UK)
Extend the information in Xero HQ to include full client data.
Information that would be good to see on each client information schedule would be;a. VAT registration date, this is required for security with HRMC so needs to be in one place when contacting them.
b. VAT quarters (We do have clients that don’t use xero and this information is important)
c. PAYE registration details (Not all clients use Xero payroll and equally flicking between various clients bookkeeping systems when on the phone to HMRC is a bit irritating!)
d. UTR details for companies
e. Tax district for Both…2 votesThanks for sharing your idea for additional fields to show on Xero HQ.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero HQ - Restrict Access to Specific Client Groups by User Role in HQ
It would be great to have a feature that allows users to group clients within their HQ (or the main dashboard) in a way that only selected users with specific permissions can access certain client groups. This would provide more granular control over who can see and manage specific clients, making it easier to manage access for teams working on different client accounts.
This would be especially helpful for firms with multiple teams handling different types of clients (e.g., accounting, payroll, etc.), ensuring that only relevant team members can view and work on certain client groups.
Potential Benefits:
Improved data…
1 voteHi Rumyana, this is a thoughtful idea, and we can see how having more control over who can access specific client groups in Xero HQ would be useful, especially for firms with different teams handling various services like payroll, BAS, or advisory work.
The idea has been reviewed and is now gaining support, which means it’s open for others to vote and share how this would help in their practice. As support builds, it helps give the product team a clearer view of the need across different types of firms.
If there are particular scenarios or workflows where restricted access would make a difference for your team, feel free to add those as a comment. The more context we can gather, the better positioned the team is to understand the real-world impact.
We’ll keep an eye on how the idea progresses from here.
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Document Pack - Schedule time to send document pack
Document Pack - Allow time delay.
For example I want to finish the work now but dont want it sent to the client for another 2 days so can set a time to be sent out.1 voteHi Alexandra, thanks for sharing your idea about being able to schedule the time to send a document pack.
We can see how having more control over when document packs are sent would be useful in managing your client communications more effectively. While this idea is still new, it’s been reviewed by our community team and is now marked as Gaining Support.
At this stage, we’re keeping the idea open to see how much interest it gathers—so if others would find this helpful too, please feel free to add your vote or leave a comment to share how it would benefit your workflow.
We’ll continue to monitor this idea and will post any updates here if things change.
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Xero HQ | Relationships - Improve Date selection
It would be good if you could scroll up past 2015 when adding a date on the relationships tab. Rather than having to press it, then reopen it to open up the next bit.
2 votesHi Francisca, thanks so much for submitting this idea — we really appreciate your feedback!
We understand how much smoother data entry would be with a more user-friendly date picker when entering historical dates in the Relationships tab in Xero HQ. Being able to quickly scroll or jump through years would save you time and make the process much easier.
Right now, the date picker requires multiple clicks to go back several years, which can slow things down. Your suggestion for an improved, intuitive date selector would make a big difference to your workflow.
This idea is currently in the Gaining Support stage. If this feature would help you, please consider voting and sharing your thoughts . Your support really helps us prioritise it with the product team.
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Xero HQ - Show totals for client list in Client Insights
Client Insights is fantastic for showing client by client stats.
How about providing a TOTAL for the entire client list or filtered list, so that you can see how each client compares to the selected "community" of clients2 votesHi Steven, thanks so much for the kind words about Client Insights – it's great to hear you're finding it fantastic!
We've reviewed your suggestion to enhance it further by showing a total for the client list or a filtered group. We can see how this would provide valuable context, allowing you to easily benchmark how an individual client compares to the rest of the community.
Your idea is now ready to gain support from other community members. Along with votes, others can now comment to share how they would use this summary data for analysis and advising their own clients.
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Subscription & billings - Show active Trials
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 voteHi 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.
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Xero HQ - allow toggle off Manage Users permissions for Admin or create another permission level
In Xero HQ, it would be helpful if the "Manage Users" permission were optional for Admin staff—or if there were an additional permission level between "Admin" and "Standard," similar to QBO's "Standard - All Access" role where you can toggle on and off several higher permissions.
We’d like certain staff members to have access to all Xero files and clients within our practice without the ability to add or remove users or administrators. In order to align with the Principle of Least Privilege, we follow a set process for granting access to client files in Xero, and we want to…
1 voteHi there, we're grateful for your engagement and letting us know the changes that matter to you.
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.
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