900 results found
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Giving Statements for Year End
It is crucial to be able to print or email statements to multiple or all contacts with received money transactions at once showing each received money transaction for the contact in a time period on individual/separate pages by contact. This is really needed functionality because any nonprofit entity needs to send giving/donation statements at year end. I have tried multiple reports and statements. I can create an Account Transactions report showing all the clients and the received money entries, but it doesn't allow me to separate contact on their own page. The functionality under Business and sending statements would be…
8 votesHi Justin, thanks for sharing your idea again, I understand the challenge of creating a statement for a contact who only have receive money transactions. We've reviewed your idea agree its something others have asked for, so 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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Invoice – Unique payment reference field for Reconciliation
Dear Xero,
Please!.. Ideally, accurate references on all source documents should be able to link them to their Payment transactions in Xero. However, it can be extremely difficult and time-consuming - especially with Spend/Receive Money transactions.
It would be incredibly helpful for a column of 'Link ID's' to be displayed on all detailed reports.
Doesn't need to be fancy, just a Unique ID.
This link ID would need to be automatically generated by Xero, and, have the ability to change dynamically in the case a payment is removed (as one of many examples).
It would help to see the account…
2 votesHi Callum, appreciate you highlighting how a unique payment reference field could support reconciliation workflows. Your suggestion about displaying Link IDs on detailed reports to track account movements is a valuable feedback.
This idea has now moved to Gaining Support, which means it’s open for community support through votes and comments. We encourage other members who would find this helpful to add their votes and share their experiences.
In the meantime, a practical workaround is to use the “Reference” field consistently. When creating invoices, include a unique reference code for the payment (for example, PAY-1001), and when receiving payments, enter the same reference in the “Reference” field. This ensures that the data will appear in the Reference column in both the Receivable Invoice report and the Account Transactions report when run for the relevant bank account, making it easier to track and reconcile payments.
We’ll update this thread when the…
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Xero Analytics - Cash flow forecasting customisation
More flexibility for cash flow forecasting - categorisation by account code, manual upload to edit upcoming items rather than one by one, customising summaries (like month end balances).
1 voteAppreciate you sharing how we could improve Cash flow manager, Vanisha. I've just split your idea into 2 so we can track the customisation and bulk update portions separately.
You'll find the idea for bulk updates across here.
If there are any updates planned for either of these we'll let you know on the respective idea. In the meantime share your idea with other colleagues that'd also find this useful to help build up the support in this. 🙂
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AU Tax - Dropdown (or expandable lists) of Tax Return items within each section
Dropdown list of Tax Return items.
Hi Xero Team,
I’d like to suggest a possible enhancement to the Tax Returns section for easier navigation.
Would it be possible to add dropdowns (or expandable lists) that show all tax return items within each section, similar to the attached example? This would make it much easier to jump directly to specific items instead of scrolling through the full return.
For example, having a dropdown list for all income categories, deductions, offsets, and other tax return items would help users quickly locate the exact section they need, especially when reviewing or updating multiple…
1 voteHi Sailah, thanks for sharing your feedback here. We can see how long lists in tax returns can make navigation harder, especially as returns become more detailed.
A collapsible or expandable layout could make it easier to focus on the section you’re working on. We’ve moved this idea to Gaining Support so we can continue tracking interest and share the feedback with our product teams.
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Short-term cash flow - Automatically include loan payments or bank transfers
It would be helpful if loan payments and bank account transfers were added automatically.
Adding these manually is time-consuming.
4 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We've moved this idea to Gaining support so other users who want this feature can also add their vote to it. We'll keep an eye on this for more traction.
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Company Accounts (UK) | Ability to change default format of Director names
We have been using the New Financial Accounts FRS102 IA template in Xero Business. Here are our feedback notes. In case anyone else is having the same issues.
We had a resignation of a Company secretary and in the period. It does not show resignation date. Also the formatting of the directors name is interesting to say the least. Not a normal format. Last name first.I'll note that the program is significantly easier to use than the current company accounts and tax module. But still needs work around processes.
1 voteThanks for sharing this idea 🙂
We’re moving it to Accepted, as this is something the team has planned. While we don’t have an ETA to share right now, it is on the roadmap and we’ll update this idea when there’s more to share.
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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.
2 votesThanks 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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Auto sales - Ability to find and recode transactions with auto sales tax
This is a known issue that needs to be voted on to be prioritized.
The Auto Sales Tax feature in Xero (from Avalara) disallows the ability to use Find and Recode. This is a huge limitation that will have massive repercussions as time goes on. Please fix this promptly.
8 votesThanks for your idea here, Mariel.
Appreciate hearing why you'd like to be able to change the account for invoices that have auto sales tax.
We've reviewed your idea and now it can gain support from other community members.
I've created a new idea to track support in being able to find & recode here so we can get interest in this specifically.
If there is any plans made for either of these we'll update you through the respective idea. For now it can gain support from others in community 🙂
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Xero Tax (UK) - Manually enter figures in a Partnership Tax Return
Ability to be able to override and enter manual figures in a partnership tax return. This is currently causing me a lot of issues as i now have to upload via other software.
2 votesThanks 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. 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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Manual Journals - Ability to post journal entries to bank/cash accounts
Remove the limitation on posting manual journal entries to bank/cash accounts. I end up spending way too much time on manual workarounds (payroll entries for example, you have to use a "bill" to replace the functionality of a journal entry). It ends up taking way more time working around the limitation than its worth. As a new user of Xero, I'm incredulous. I've worked with multiple accounting software platforms over the years, and never been exposed to such a massive limitation like this. It's almost a dealbreaker, and for some clients it certainly is. I've been looking for a viable…
170 votesThanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
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Profit & Loss - Ability to show percentages with Tracking Categories
On the Profit and Loss report there is no ability to show percentages, if tracking categories are used as a filter. We want to see COGS as a percentage of trading income, and Net Profit as a percentage of trading income.
10 votesHi Karen, thanks for submitting this idea. Showing percentages in the Profit & Loss report when using Tracking Categories would make it easier to see how different projects, departments, or locations are performing at a glance.
This feature would give you clearer insights and save time by reducing the need to export data and crunch numbers in spreadsheets.
This idea is now in the Gaining Support stage. If this would help your reporting, please add your vote or share your thoughts, it really helps the product team understand the impact.
We’ll keep this thread updated with any news.
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Reporting - Add a 'Today' filter option to reports
We would like to automatically transfer daily sales data (excluding GST) from Xero into our custom system. However, the current sales reporting options in Xero do not allow us to select a “Today” filter.
At present, we have to manually set the date each day to get the daily sales amount, which makes automation difficult and time-consuming.
Idea / Request:
Please add a “Today” filter option (similar to existing options like “This Month” or “Last Month”) so that businesses can easily pull daily sales data without manual date entry.This would:
Enable easier automation with integrations and custom systems
Save…
3 votesThank you for your valuable contribution and for providing a clear, detailed explanation of your need for a "Today" filter in sales reporting. We appreciate you highlighting how this feature would significantly improve the automation of daily sales data transfers to your custom system.
We have completed our initial review of your idea, and it is now open for community feedback and voting. We understand that enabling more efficient, real-time data access is crucial for many businesses.
To help your suggestion gain traction, we encourage you to share it with colleagues and other professionals who would also benefit from this change. Their votes and comments will provide essential insight into how this improvement could enhance the Xero experience for everyone.
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Reports - Option for All time / All dates to view all transactions
We need to be able to select "All Dates" on a report. ex. I want to see a report for a certain account from the start of my business to the current date. now I need to select beginning date and then todays date and the update.
15 votesThanks for sharing this great idea for improving efficiency in reports.
For anyone looking to achieve this now, you can view transactions across all time by selecting a custom date range in your reports. By setting the start date to your organisation's first transaction date and the end date to today, you can get a full historical view of your data.
We see the value in your suggestion to add a preset 'All Time' or 'All Dates' option, which would make this process a faster, one-click action.
To align with our new statuses for Xero Product ideas, we've updated the status of this idea here. We encourage everyone who would find this feature useful to keep voting and sharing comments. Learning more about the specific reports you'd use this for and how it would help your business helps our product team understand the potential impact.
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UK Payroll - Matrix format for pay run reports
Provide reports (for both draft pay runs and posted pay runs) in a matrix format like other Xero reports, rather than listed under each employee. The current format makes it impossible to carry out checks or to create further reports for management.
Given the latest update that improving payroll reports is not a priority for Xero, we are very close to leaving Xero and moving to another payroll provider for the next financial year, as all other softwares we have used during our careers have provided far more useful reporting than what Xero offers.
Xero's financial accounting reports are great…
3 votesThanks 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. 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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New Fixed Assets - Access for AU organisations that use pooling
Ability for AU orgs that use pooling in Fixed Assets to access the new Fixed Assets experience and make use of features like being able to attach a file to an asset.
18 votes -
Navigation - Split Taxes menu by Payroll, VAT and CIS
I would like to see taxes split into Payroll, VAT and CIS more clearly
6 votesHi Lesley, it's great to see you exploring the new navigation, 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. 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 an option to include the Report Code column on the Trial Balance and GL Summary reports
Have the ability to include the Report Code on the General Ledger Summary or Trial Balance report. At present, can only report on what Report Code an account has by printing the Chart of Accounts.
With the new workpapers working on the Report Code, would be good to be able to see which Report Code an item has when working with the General Ledger Summary or Trial Balance.1 voteHi Judy, thanks for bringing this idea to our attention. We understand how having Report Codes visible directly within reports like the Trial Balance and General Ledger Summary could make it easier to review mappings and cross-reference accounts without switching between multiple screens.
Including Report Codes as an optional column could also help streamline reporting reviews and external tax or compliance workflows.
We’ll continue tracking the feedback and interest shared here.
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Trial balance - Compare Tracking
Trial Balance new report: Be able to run a report by tracking category. At the moment there is only an option to filter but if you have many tracking units you end up running a multiple reports and need to combine them all. Really time consuming.
My proposal attached - with such report you could do any analysis you want!
Option to run it by month "compare with" option a dream!14 votes -
Workpapers - NZ Tax calculations
For NZ tax calc we reconcile to the figure after Dividends and tax expense. I see that there has been an update done (I am assuming for Australia) which is not suitable for NZ. Can you have an option for the tax amount to be either pre or post?
1 voteHi Joanne, I just wanted to share an update as checking in with our product teams - from the screenshot you shared around the tax provision in the Balance Sheet Income Tax Reconciliation pulling in the wrong sign. This is something that we're working on right now. I'll come back to let you know once this is fixed.
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CIS Monthly Return - To include material only bills
Material only bills to be included on the CIS monthly return report to make it easier to reconcile the CIS materials nominal code to the report, confirming that all invoices have been included in the report.
12 votes
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