936 results found
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Reports - Option to specify which months to include when generating YTD monthly reports
Ability to run YTD reports where there is monthly columns totalling to the YTD column which automatically adds additional months as needed.
2 votesHi Bethany, thanks for sharing this suggestion for improving our reports.
We've reviewed your idea for an option to have Year-to-Date reports automatically generate columns for each month, which then total to the YTD figure. We can see how this dynamic layout would make monthly analysis much clearer and save time on report setup.
Your suggestion is now ready to gain support from other community members. Along with votes, others can now comment to share how a report that automatically adds monthly columns as the year progresses would improve their own financial analysis.
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VAT - Summary Report by box number
VAT summery report by catagory/box like the one in Sage which is a big help when you have resticted VAT on leasing, roundings, Import vat, VAT on legaland insurance claims etc so you can calculate what the full VAT is and agree the difference quickly without having to go through every single transaction
3 votesThanks for sharing your idea of a VAT summary report and including an example of how this could look. We appreciate you sharing how this could help with VAT reconciliation when handling different VAT treatments.
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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Report Templates - Option to bulk mark codes as reviewed
Report codes that are in the For Review category need a button so after changing the ones that need changing the rest can be marked as reviewed. Currently it looks like you have to click into each one to review it and no-one is going to have time do that when you can see most of them dont need changing.
Its always an extra click to view all the report codes as Xero defaults you the the codes that are For Review. If they have all been reviewed we wouldnt have to do an extra click each time we want…
5 votesHi Gay, just wanted to return from my last update. While this is something our teams took a look into, it's not something that's been planned for the time being.
For now, we'll continue to get a sense of the interest from your idea here. 🙂
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NZ GST - Zero rated GST for asset accounts
At the moment Zero Rated GST can only be applied to Revenue items on the Chart of Accounts. When we deal with a property sale between GST registsred parties, the sale is also zero rated for GST purposes. We need the option to apply the 0% GST rate to asset codes as well as revenue codes. At the moment, we have to do a manual workaround.
49 votes -
Fixed Assets - Delete wrongly created General Pool in Xero Blue
Looking for deleting wrongly created General Pool, which were created during the conversion of file to Xero Blue. Currently we can record an end date to the pool, but it doesn't stop the previous pools to stop appearing on the 'Run Depreciation' screen. No balances recorded, no movement at all.
5 votes -
AU BAS - Consolidated Lodgment for grouped entities
Where you have multiple legal entities that are able to lodge a consolidated BAS/GST return for the Group, having an ability to lodge the one return from Xero, without having to manually consolidate the various legal entities data outside of Xero via excel or some other means.
6 votesAppreciate some customers are working with multiple Xero organisations, Stephen. This isn't something we have plans to support right now, we have another idea around consolidated reporting that you may also like to join here. We'll start to track interest in consolidated BAS directly, here.
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VAT reconciliation - Show which VAT return transactions are submitted on
Like Sage I would like every item to have the VAT return Date and month it was recorded on attached to it and if/when it was adjusted which return the adjustment was submitted on as well.
30 votesThanks so much for sharing this idea, and to everyone who’s added their thoughts and votes.
We can see why having a clearer view of which VAT return a transaction was included in would be helpful, especially when reviewing bills, invoices, and adjustments.
We’ve moved this idea to Gaining Support so we can keep listening and better understand the demand for this improvement. If this would make a difference to your workflow, please keep the votes and examples coming — they really help our product team understand the impact.
We’ll continue to share updates here as we learn more.
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Country-specific features and ecosystem for Nepal
Proposal – Xero Expansion Strategy for Nepal
Summary:
Nepal presents a strong opportunity for Xero with its growing SME sector, increasing digital adoption, and government focus on VAT/TDS compliance. To succeed, Xero should focus on localization, affordability, and integrations.Key Recommendations:
Localization – Automate VAT & TDS filing in government-approved formats, support NPR currency with NRB exchange rate sync, and offer bilingual (Nepali/English) invoices.
Mobile-First Approach – Lightweight app with offline functionality, expense capture via SMS, and local-language notifications.
Banking & Wallet Integration – Partner with leading Nepali banks (Nabil, NIC Asia, Global IME, etc.) and mobile wallets (eSewa, Khalti,…
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
As you're possibly aware, Xero doesn't currently have specific features for Nepalese businesses, so for now we'd suggest using the Global edition.
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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Fixed Assets - Ability to update pool type for a pooled asset (AU)
There needs to be a way we can change the pool type for an asset if we've accidentally selected the incorrect pool.
2 votesHi Melody, 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 don't have any immediate plans for adding this feature in Fixed Assets, but we'll monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Business snapshot - Link to default custom Profit & Loss Report
Business snapshot - link to default custom Profit & Loss Report
We use a custom Profit & Loss Report which is default.
Unfortunately the Business snapshot links to the standard xero Profit & Loss Report not the custom default Profit & Loss report.
Can the Business snapshot be changed to link to the custom default reports?5 votes -
Management Reports - Allow flexible average comparison periods
Currently, when generating management reports in Xero, users have the ability to compare data across prior months and multiple periods. Some reports, like the Cash Summary, also include an “Average” option, which is a helpful feature for identifying trends.
It would be highly beneficial to extend this “Average” functionality to all relevant reports—particularly the Profit & Loss report—to provide more consistent and insightful analysis.
Additionally, the current average is calculated based on the financial year to date. This approach becomes less useful at the start of a new financial year when only limited data is available. To improve this, it…
2 votesThanks for sharing your idea with us! We've reviewed it, and now it's in the hands of the community. 😁
To get your idea supported, please share it with colleagues who could also benefit. They can add their votes and comments, which helps us understand how this change would improve their experience with Xero.
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Manual Journals - Assign to a customer as a Bilable Expense/Credit
It would be good if the "Manual Journal" can be linked to Customer and view at "Billable Expenses - Outstanding".
5 votesThanks for submitting your idea on our Xero Product Ideas site. As you mentioned, it isn't currently possible to assign a manual journal to a contact like this.
We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Delete discontinued tracking categories from reports
It would assist to have discontinued tracking categories no longer showing on drop down menus for reports. We have several categories that are no longer in use but still show up on reporting options.
4 votesThanks for your idea and sharing in the forums here, Rachel.
Consideration would need to be given to how this behaves before and after a report date or date range is set, incase running for an older period that would include transaction lines that were categorised to an archived tracking option.
Being upfront, this isn't something we have any plans around for the time being, but we'll source interest from the community in this here, and share if there are any updates.
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Budget - Select multiple tracking options when creating budget
Selecting Multiple tracking Categories in one Budget
I work in an NPO and we have a very complex system, we have 4 departments and in our department we work on many different projects which run over different year periods. we also have donors that donate to more than one project with donations overlapping financial year periods.
we have created two tracking categories, Projects and Donors. Under each category there is multiple options, For example Marketing team - school project and marketing team University project.
We would please like to be able to 1 create budget for each department by selecting…
18 votesHi team, if I understand correctly it sounds like you'd like to create a Budget that consists of multiple options within a single tracking category? Atm, it is only possible to create a filtered budget by one option within each tracking category.
It's not something we have plans for atm, however I'll slightly rename your idea here and we'll get a sense of the interest from the community in this.
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NZ GST - Export file to include "GST Return" in naming convention
The new modernised GST returns in Xero no longer export the report name in the exported file name. The document only has the client name and date, not the report type anymore. Should say "XXXX Ltd 30 11 2024 GST Return", whereas it currently only says XXXX Ltd 30 11 2024". Inefficient to have to manually add the words "GST Return" for each report produced in Blue Xero when sending multiple documents to clients. Is there a way to get it back? Within the document itself it says the report type, but would be preferred to be included in the…
6 votes -
Aged receivable summary - Include prepayments/deposits for future invoices.
For the Aged Receivables it would be helpful to know what customers owe us as well as what we owe them. We take deposits for future invoices and they don't show on the Aged REceivable Summary.
8 votesPerhaps the Receivable Invoice Summary or Detail reports would accommodate your needs here? Omitting the aging periods this report can be filtered to only show the Status and Source(Receivable Prepayment, Receivable Invoice etc.) of transactions you'd like to see.
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NZ GST - Sort by multiple columns
NZ GST returns - add multiple sorting
Currently, I can only sort by one column. When I click on Account, the transactions are sorted by account name. But when I then click on Contact, the transactions are sorted by contact name, and the account names become unordered. It would be great if I could sort by multiple columns. For example, first by account, then by contact.1 voteThanks for letting us know about how this 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 about how they'd like to see this too!
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UK Tax - Prepare/File historic tax returns through Xero
It would be useful to be able to file historic tax returns prior to the dates shown in Xero. I have a client who submitted his own accounts but has never submitted his own tax returns so we need to file 4 returns for him but we are only able to go back 2 years.
9 votesThanks for your feedback on preparing historic tax returns in Xero. We appreciate you sharing how important this is for managing client compliance needs.
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 - Unrealised Gains and losses report for tracking category
Running Unrealised Gain and losses report for tracking categories
6 votes -
Tracking Summary Report - Add quantity Column
Hi there, would be awesome to be able to have a column in the Xero Tracking Summary Report which would sum up the quantities from what you entered in the quantity column in the Receive Money/Spend Money when you reconcile the transactions. This is especially important when organisations are measuring the quantities (eg. number of trips taken; number of food parcels handed out) are used with Xero. As it takes a lot of time to go into each transaction and see what the quantities are to get the group total, this feature would save people a lot of time.
*Screenshot…
9 votesWe're grateful for your engagement and letting us know the changes that matter to you.
We're continuing to track the interest for adding quantity as a column to the Tracking Summary report. This isn't something we have any plans for at present. If there are any updates we'll share with you here.
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