936 results found
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Reports - Add reports for eInvoices
Hi Xero Support,
We've been generating individual e-invoice from Xero/Invoici for months, however, we could not find any report on e-invoice generated through Xero/Invoici.
This report could help us in ensuring accuracy of the data exported to MyInvois portal. We would require a specific report on the generated individual e-invoices to make sure that they tally with the sales invoices report from Xero.
Thanks!
8 votesThanks for sharing this valuable feedback about your experience with e-invoicing.
We've reviewed your idea for a dedicated report on generated e-invoices. We understand how this would be crucial for ensuring the accuracy of data you export to the MyInvois portal and for tallying with your Xero sales reports.
Your suggestion is now open to gain support from the wider community. Along with votes, others can now comment to share how an e-invoicing report could improve their own reconciliation and data validation processes. 🙂
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Reporting - Matrix view for Invoice and Bill activity by contact per month
Hi Xero Product Team,
I’d like to share a reporting idea that I think would add a lot of value for finance teams who need a quick, complete ledger-style view of activity—beyond what Aged Debtors/Creditors currently provides.
The gap today
Aged Debtors and Aged Creditors are very useful, but they focus on what is still outstanding (unpaid/part-paid). There isn’t an easy way to see all invoices or bills (paid, unpaid, and partially paid) in a single monthly overview, broken down by customer/supplier.
Proposed report (Invoices)
A new report / analytics view that displays a matrix:
Rows: Customers (one under the…
1 voteThanks for sharing your idea. We appreciate you outlining how a matrix view for invoice and bill activity could help finance teams get a more complete picture of customer and supplier transactions across different months.
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.
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Reporting - Show daily/monthly Income target graph
Hi, i think for a team who have targets each week, it would be good to have a report that is a bar graph with the income so far that day, week, month with a line across the bars coming up with a line for average and one for target. The only report that comes cross i could find gave to much info as this is for our admin/coordinators and they dont have access to all the financials they only need the income for the day/week and see if they have met the target.
1 voteHi Keith, thanks for sharing your idea here. We've moved this idea to gain more support from the community team. Now other users can also vote and add their comments on this idea. We'll monitor this space for traction.
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AU Tax - Confirmation for lodging tax return
On the 'to file' tab when you click into a client's tax return there's a blue button that says 'File' right next to the three dots that you would click to suspend a return. I believe this is too easy to accidently click and can lead to tax returns being lodged on accident. If there was a pop up that says something like 'Would you like to lodge now' that would be a good safeguard.
1 voteAppreciate how this could be done by mistake, Amber. Thanks for sharing your idea in the forums here. While this isn't something we have plans around at present we'l keep an eye on the interest your idea grows and be sure to share if there are any updates.
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Reporting - User experience | Resize report column width to scale with window size
I'm currently doing superannuation for a client, having finalised their last payrun for the month. I've got the superannuation accruals report up on screen, so I can match that to what I'm paying, and to the bill in which I allocate each employee and direct contractor's super to the project they're working on.
Because I need to have multiple windows active with pieces of information being cross-referenced, I've got the superannuation accruals report open in a half-screen window. I noticed that the width of the report is wider than the window, so I removed some of the columns. As I…
1 voteHi Freya thanks for your feedback on this UI. I can see that the report(s) does not automatically scale it to the size of the window. We've moved this idea to gain more support and will monitor this for more traction.
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Dividends and distributions - Automated transaction type to Equity and Assets
It would save time and avoid accounting errors if a new document type existed (akin to Bills) that can be sent to recipients (contacts) generating the accounting transactions appropriate for distributions such as dividends and appointments from trusts. Those transactions would be on equity and assets accounts (not expense accounts and accounts payable as is the case for Bills).
It would be great if such processing could be applied to contacts in bulk (e.g. a shareholders register) but the possibility of accounting for distributions singly would be a good start.
I am a trustee and the usual distributions are cash…
2 votesHi Adrian, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Feel free to 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.
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Profit & Loss - Multicurrency report to use original transaction values
Can we have the ability to run a P&L report using the original transaction values rather than calculated values based on the exchange rate that's been set. For example, my base currency is GBP but we need to report the P&L for a division in Spain in Euros based on actual cash figures. The multi-currency P&L report in Xero allows me to select to produce the report in Euros but for some reason it calculates all the figures based on the fixed exchange rate that has been entered rather than using the original / actual Euro transaction figures entered. So…
1 voteThanks for sharing your idea. We appreciate you explaining the changes you would like to see to how Xero handles multi-currency reporting.
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.
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Reporting - Receivable and Payable Credit Note reports
Create a Receivable and/or Payable Credit Note Report which lists all credit notes issued/received, and the corresponding invoice they are linked to. This will help as when a credit note is issued the status is 'paid', however if I want to do a review of invoices and days until invoice is paid, I want to be able to exclude items that have been credit noted.
4 votesThanks for sharing your idea.
For now, the closest thing we have is to use the Receivable/Payable Invoice Detail (or Summary) reports.
You can use the Filter option on Source, to only show credit notes. However, the existing reports don't show the invoices/bills they're allocated to.
It's now 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.
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Reporting - Add Invoice Reference column to the Inventory Item Details report
Inventory Item Details Report - Add Column "Tax Invoice Reference" separately from "Tax Invoice Number" which is givin in the Reference of Inventory Item Details Report
3 votesThanks for letting us know how this report could be improved for you.
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 votes and comments too!
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BAS - Taxable payments annual report - GST registered or not
It would be good if on the taxable payments annual report, when it shows that the ABN has been 'provided' that this is also linked whether the ABN status is GST registered or not. This would be an easy checking tool that the GST charges has been properly done so and would make the person lodging the form to easily identify whether or not GST should be charged or not. MYOB has the function is client to check this whether its GST registered or not. Would be great for some more improvement on this making it quicker to lodge the…
5 votesThanks for sharing your feedback with us, Melissa.
We've reviewed your idea, and it's now live on the Community page where others can vote on it and share their thoughts.
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Manual Journal Entries - Add detailed history
Hi Team,
We would like to highlight that in India, it is a regulatory requirement to maintain an edit log (Audit Trail) based on the Triple ‘W’ Approach – When, Who, and What.
For example, if a journal entry is edited, the system should capture and display:
Previous values (amount, GL code, date, narration, etc.)
Since this is a regulatory requirement, could you please confirm if an enhancement can be made to comply with this, and share an estimated timeline?
Looking forward to your confirmation.
4 votesThanks for submitting your idea, Dilip.
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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BAS - Automatically attach BAS report to draft Bill
When you lodge BAS using Xero automation, it creates a draft Bill. My idea is that the BAS report the bill is based on, is also uploaded to the draft Bill as an attachment.
5 votesThanks for submitting your idea, Marius.
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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AU Tax | ITR - Substituted Accounting Period , ability to edit dates
We need to be able to edit the start and end dates on an ITR to accommodate clients with a substituted accounting period. For companies and trusts, this is manageable because Xero allows the period start and end dates to be edited to reflect the SAP, but the same functionality doesn't exist for Individuals Tax Returns.
1 voteThanks for submitting your idea on Xero Product Idea's. We'll start to track support in your idea from the community, here.
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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Manual journals: Add projects category to Manual journals
It would be beneficial to add an option for the projects to the manual journals
30 votes -
Report Templates - Ability to edit report codes from Chart of Accounts, not separate area.
Report Codes ability to edit from Chart of Accounts, not separate area. I see that you have marked previous suggestions as completed, because you've added a button. It isn't a button we are seeking, it is the ability to edit directly within COA, rather than having to go elsewhere. The elsewhere is still a useful tool to help identify when clients have added their own codes, but from a click minimisation perspective why not have COA and Report Codes integrated, and provide us with a field to add our nominated report code.
2 votesHi Justine, thanks for sharing this idea. We appreciate you explaining how integrating report code editing directly into the Chart of Accounts could streamline your workflow. After reviewing this with our product team, we're updating the status to 'Not in pipeline', which means it isn't on the foreseeable roadmap. The idea will remain open for votes so we can continue to gauge community interest. We value your feedback and encourage you to keep sharing your thoughts with us.
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Income by Contact report - Extend chart
Would be great to run this report but be able to show Top 20 or 30 clients rather than just Top 10.
1 voteHi Brenda, just to confirm is it within the graph that you're wanting to increase the # of top customers?
Currently, if you run the Income by Contact report with Chart & table the chart will only show the top 10 but the table will give you an ordered list for all contacts that you received income from in the period.
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VAT - Add 'Effective Date of Registration' field in Financial Settings
I would like to recommend adding 'Effective Date of VAT Registration' on the Financial settings, as this information can easily disappear amongst all the many documents we store for the client and also easily mistaken as the Date of company incorporation that can lead to many issues down the line with HMRC.
2 votesWe appreciate your feedback! Your idea has passed our review and is now live for community voting.
To move this forward, please share it with your team and encourage them to vote. Other Xero users can also add comments now to provide more context on why this change would be valuable to them.
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Profit & Loss - Change heading default to 'Net Profit / (Loss)'
I WOULD LIKE TO RECOMMEND A PRODUCT UPDATE ON THE PROFIT & LOSS REPORT.
THE REPORTS 'Net Profit' ON ALL REPORTS, EVEN IF SOME PERIODS HAVE A LOSS. CAN IT INCLUDE 'Net Profit/(Loss)' AS PEOPLE, ESPECIALLY THOSE NOT IN THE ACCOUNTING FIELD TO KNOW THAT BRACKETS MEANS A LOSS, MAY INTERPRET (LOSS) AS A PROFIT
2 votesHi Ntando, it'll be good to gauge interest from others in the community that'd like this terminology to be used as a default on the Profit & Loss report.
Want to be open this isn't anything we have any plans for atm with the customisation that's available.
As you may already be across, currently you can edit the heading of the row through the Edit layout, and then Save as Custom where you have the option to make the report the default for the organisation.
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Reports & Invoices - Display ampersand (&) correctly
Many of my clients are partnerships and trade using the partners initials e.g. J & J Doe but on their reports it displays as %26 and on emails that they are sending with sales invoices, it displays as "& amp;" meaning that when I save reports or they send their invoices, this has to be changed. Having worked in a software house previously, I know that this is a programming issue and one that should have a relatively simple fix so can you please look at this.
21 votes -
Xero Tax (UK) | Personal Tax - Attach files in each section
When preparing a personal tax return it would be great if there was as option to attach files in each section. So we can attach things like bank interest statement, P60, P11d, dividend vouchers, state pension, personal pension etc.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how section-specific file attachments could support your workflow when preparing personal tax returns.
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.
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