900 results found
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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.
22 votes -
Manual journals: Add projects category to Manual journals
It would be beneficial to add an option for the projects to the manual journals
31 votes -
Reporting - Percentages with decimals when expenses shown without
Xero allows us to choose whether or not we show decimals in an Income Statement. We believe showing 2-decimal places on revenue and expenses to be unnecessary, but feel it is VERY important to show 2-decimals on the % of revenue. It is better to show .04% than .00% and .05% than 1%. We would like to see Xero separate the option of decimals between numbers verses percentages so our clients can have a clear grasp on their performance.
11 votes -
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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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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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 - Include Entity Registration Number on Annual Financial Statements
For the Annual Financial Statements, it may be useful to include the entity’s registration number directly beneath the entity’s name in brackets — for example:
The New Company (Pty) Ltd
(2025/######/07).This can be applied on both the cover page and in the header for consistency
3 votesThanks for submitting your idea and letting us know what changes matter most to you!
We've reviewed your suggestion, and it's now live for the community to vote on and support. To help it gain traction, be sure to share it with colleagues who would benefit—their votes and comments will help us understand the full impact this change could have!
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Reports - Common date for next month
When reviewing reports (e.g., Profit & Loss, Balance Sheet), we often need to view monthly data from the start of the fiscal year up to the current month. Right now, we have to manually select the first and last day of each month every time, which is time-consuming and repetitive. This makes simple tasks like flicking through months to verify data more cumbersome than necessary.
- Add “Previous Month” / “Next Month” buttons These buttons would auto-update the report’s date range to the previous or next full month.
Example: From May 1 – May 31, clicking "Next" moves the report to…
5 votesThanks for submitting your idea on Xero Product Idea's, Jessica. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have any plans for adding more common date options in reports atm, but we'll begin to get a feel of the interest in this from your idea.
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Reporting | Account Transactions - Show Opening Balance in source column instead of date column.
When you run an account transaction report, for a balance sheet item, the opening balance always appears in the date column. It would be helpful if Xero could recode this so that the date column is balance date + 1, and the words "opening balance" appear in the source column. The advantage of this is that when you go to use the data, and put in a filter, you don't have to edit this.
1 voteHi Justine, thanks for sharing your feedback here regarding the Account transactions report. Appreciate the suggestion to improve the layout. We will move this idea to gain more support from the community so that other users who would also like to see this change can add their vote onto it. In the meantime, we'll monitor this space for traction.
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Reports - Save report from Xero blue to practice
save the report from Xero blue (clients organisation) to practice (Xero HQ).
1 voteHi Lucy, Thanks for sharing your idea, and letting us know the changes that matter most for you. As you've found it's currently not possible to save a client report to be used in your practice.
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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P&L Report - Add Toggle for Tax vs. Accounting Depreciation Expense
Ability to toggle between accounting depreciation and tax depreciation (including depreciation on pooled assets) in the profit and loss report for easier tax effect accounting reports.
2 votesThank you for submitting your idea and highlighting the changes that are most important to you.
We have completed our initial review. Now, your idea is open to the community for support! Please share it with any colleagues who would also benefit, and encourage them to vote.
In addition to voting, other members can now leave comments to provide more context on how your suggestion could enhance their experience with Xero.
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Reporting - Show invoice number by default on Aged Receivables/Payables Summary report
Aged Receivables/Payables Summary report to include invoice numbers by default, which is commonly available in other accounting softwares. It is crucial to know the number of invoices and unique invoice reference number for ease of reference when reviewing ageing.
1 voteHi!
Thanks for sharing your idea about the change you'd like to see on this element of reports.
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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Manual Journal page - TAB after date should go to auto reverse date
Come on Xero, this should be the flow already, the tab position after entering the date should go to the reversing date, we accountants enter a lot of manual journals that are reversed and it is a pain in the **** to have to mouse click on the auto reverse date to be able to enter the date...
This is a easy fix, this is just the tab index in the page...
10 votesThanks for sharing this great idea, Leandro. We can see how changing the keyboard tab order on the Manual Journal screen would make entering reversing journals more efficient.
We've moved your idea to the 'Gaining Support' stage. This means it's now visible to the wider Xero community, who can vote and add comments to show their support. This collective feedback is a key way our product team gauges demand for new features.
While your idea is gaining support, we wanted to share a couple of other related ideas that you and other supporters might be interested in:
- There's an existing idea to have the reversing journal automatically update when the original journal is edited. You can find it here: Manual Journals - Editing journal with auto-reversal to update related journal/s
- For a potential workaround in the meantime, some users explore third-party browser extensions which can offer more customised keyboard navigation.…
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Reporting - Display Custom Report Names in Report Packs
When I create a new Report Pack, I can name it. When I add a custom report, that report shows as the Xero Standard Report Name, not as my Custom Report Name. Please can the Custom Report Name be shown, rather than the Xero Standard Report Name. If I add two different Custom Reports (both based on the Xero Standard Report), I don't know which is which.
2 votesThanks for highlighting the value of this idea, John.
We’ll see how many others in the community would find it helpful as well.
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 - New section for Bank Reconciliation reports
There are a number of things bugging me regarding the essential task of reconciling bank accounts. The Bank Reconciliation Reports are easy enough to create, but after that it all goes wrong. Nobody seems to have thought about what happens to them after the 'Publish' button is pressed! Here's what I think - and please please please vote for this or nothing will change.
1) I would like to see bank reconciliation reports having their own dedicated space. They are currently hidden away in Reports>Published, mixed up with all the other published reports. Please create a new Bank Reconciliation Reports…
1 voteThanks for sharing your idea about the improvements you'd like to see for bank reconciliation 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 votes and comments too!
- Don't see your idea?