900 results found
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Budgets - Calculate as a % of another line
I'm setting up a budget in Budget manager. Is it possible to budget that one expense line is a percent of another - eg Superannuation is 11.5% of wages payable?
Makes life easier and saves errors with copy typing
13 votes -
Report's - GST Audit report, option to print PDF version by Account number
When reviewing the GST Audit Report we are able to sort by account number, but when printing in PDF it reverts back to date sort order. Can we have an option to print to PDF in account code order.
107 votesHi everyone, as you may have seen in recent communications - We've rolled out a new and improved New Zealand GST experience.
While we've made many changes, we want to be open that transactions will only print in date order. This isn't something we have plans for changing in the near future and we'll move the idea to not planned. If our position of this changes at any point we'll be sure to update you of this here.
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GST - Ability to transfer refund to an associated tax payer
We would like the ability to transfer a GST refund to another tax payer. It can be done if we file online at IR and we would like Xero's GST return to file automatically with this feature. We have associated groups and have refunds that we want to offset against another tax payers GST to pay.
17 votes -
Budget Reports - Ability hide selected accounts
The ability to remove the nominal accounts from a budget or show only selection of nominal accounts on a budget report. This would be useful so we can send budget owners a reports which shows only the budget lines that they are interested in and keeps actuals and forecasts in other nominal codes confidential.
28 votes -
Reporting - Update Custom reports for change in chart of accounts
When a custom P&L is created it does not update if there is any change in the chart of accounts. For example, if we move a nominal from the P&L to the BS it will still show in the P&L if the custom report was created before the move. This is a major flaw and when raised with Xero we are told to just re-do the custom reports, some of which take a long time to do.
8 votes -
Reporting - Consistency in the default naming convention for dates
I know this is not critical for the reporting accuracy of Xero within, but it would be a great help to those who extract many times a report from Xero and have multiple clients handling. I hope Xero Support can find ways to be consistent in their naming convention by default. And not overriding names thru Report layouts. Thanks!
6 votesAppreciate sharing your thoughts on date conventions used across reports in Xero, Danmark. While there's standardisation across the way dates are shown across Xero, there can be slight differences based on region, as well as the period being reflected.
For example all regions excepting US will show date format as Date Month Year, where-as US will be formatted as Month Day, Year.
When Xero reports for a general period like an entire month or year this is abbreviated to the shortest date format that represents that period e.g June 2025 or 2025 respectively, however when running a report for a singular 'as at' date the entire date is shown such as 13 June 2025.
While I appreciate it doesn't mean a change to the formatting that you're requesting here, hopefully this sheds light on where date formatting may differ and gives more assurance that there's a structured approach to how…
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Manual Journals - Import additional lines into an existing manual journal
Since system allows to import manual journal with up to 300 lines cap, it would be of high value to have a feature to import additional lines into the existing manual journal (especially that we found an instruction on how to do that, but there is no functionality withing the Xero product)
Or as another alternative, if there is an option to merge existing manual journal entries than it will work perfectly as well.8 votesHi everyone, thanks for sharing your needs in adding more lines to an existing manual journal.
We're in the process of rolling out a modernised Manual Journals experience.
As part of the new design you'll be able to copy from a spreadsheet and paste lines directly into the journal grid, making it faster and easier to enter larger journals.
While this isn’t the same as importing additional lines into an existing manual journal or merging journal entries, we're keen to hear your feedback here if this solves your particular needs.
I'll round back to confirm once this new experience is rolled out in all regions.
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Reports - "Find a Report" search (from 'Home' tab) returns results from all tabs
Quality of Life suggestion:
At present, typing in a report name into the "Find a Report" search-box will only give you a return if you're in the correct tab (eg. searching from the 'Home' tab will not return any 'Custom' or 'Drafts' reports).
I suggest that reports from other tabs be included, at least when searching from the 'Home' tab, with an icon/heading to distinguish the tab-origin of the report.
(I appreciate 'Published' and 'Archived' returns could run into the hundreds, so perhaps a toggle/filter would suffice to omit/include those returns as desired)
1 voteHi Jonathan, thanks for this fantastic 'quality of life' suggestion. We really appreciate you taking the time to detail not just the idea, but also how it could work in practice.
We've reviewed your proposal to enhance the "Find a Report" search box so it returns results from all tabs – like 'Custom' and 'Drafts' – not just the one you're currently viewing. We can see how this would make finding the right report much faster.
Your idea is now open for other members of the community to support and add their thoughts to. Along with votes, others can now comment on how a global search for reports, perhaps with the filters you suggested, would improve their own day-to-day workflow.
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Reports - Include name of user in account transaction report
Name of user in account transaction list - Would it be possible that the username of the person who edited or created a specific transaction be visible when downloading the account transaction? This is to make it easier to track who updated the information.
7 votes -
Financial reports - Insert blank rows
Insert blank row in customised financial reports to separate different groups..
14 votesHi Karen, could you edit the report to create groups that would show this separation?
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Report templates - Standard unsummarised Balance sheet option
Can we get a regular balance sheet in the Advisor (management) packs?
For some reason it provides a summarised version, with statutory lines only (eg Fixed Assets, Trade debtors etc) but not the TB account by account.
"More" even has an "Account codes" option, which doesn't work 😕
Come on Xero!
2 votesHi Yaakov, appreciate it's taken me a while to get back to you here and thank you for the additional detail and I have taken a look into your interactions with our Xero Support team.
Understand that you'd like an option to have a standard option when creating report templates to select a Balance Sheet that has all groups listing each account rather than showing totals as a default. While it's not in our immediate plans, like you've noted right now it is possible to Edit the layout of the report template to deselect the Total option for each grouping and Save the layout.
We'll keep your idea here open to get a sense of interest from others in this, and I will share if there is any update around this for you here.
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BAS - Add a GST calculation worksheet
Please include a "GST Calculation Worksheet" in the Activity Statement report for the new BAS experience based on the same format of the GST Calculation Worksheet which is included with the previous BAS experience.
29 votesAppreciate the feedback on the use you found with the previous worksheet.
With the newer BAS while there is no GST calculation worksheet, you can run a Custom Date report to get YTD figures, which can be accessed through the Activity Statement dashboard.
Being open we don't have plans of adding the worksheet to the new BAS report at this stage, however we'll continue to get a sense of interest on this here and share if there's any change.
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Projects detailed time report - Add Logo & header/footer
I have setup a custom report to generate timesheets for different projects as we need to provide these to customers, along with the invoice.
Currently, I have to export and then copy and paste and tweak it, to fit into either a PDF or Excel so I can add our company logo and details.
It would be great if we could add a Header and/or Footer with text and enable the organisation's logo to be displayed when printing to PDF.
6 votesHi team, while this isn't something we have any direct plans around atm we appreciate the feedback here and will continue to track the support this idea receives. I will be sure to let you know if there are any updates to accommodate this styling of reports in Xero.
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Sharing Economy Reporting Regime Report (SERR)
The ATO has announced a Sharing Economy Reporting Regime Report (SERR) where all Sharing Economy businesses also known as 'EDP operator' (electronic distribution platform) also known as "Intermediary" are required to report twice a year. When will this Report be prioritised by Xero?
1 vote -
Bank feed to account transactions match report
It would be good to have a bank feed to account transactions matching report which could show which bank feed entries have been reconciled to which account transactions without having to click into each entry. Something like the attached would be good to enable someone to spot mismatched bank entries
3 votesHi David, it's possible to run the Account Transactions report showing a 'Related account' column to see where transactions have been reconciled to. Would this suit what you're asking here?
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AU Tax - Schedule EFT reconciliation reports
Provide the ability to schedule requesting on a daily basis the EFT Reconciliation reports in XPM, currently being a manual request locked behind Business settings permissions.
Provide also the resulting reports in either a Custom Reports area or standard reports so admin staff without the Business Settings permissions can view the ATO EFT reconciliation reports, filtered by date and Tax Agent Number. Possibly add a permission to view these reports as a separate permission.13 votesThanks for supporting and sharing with us how scheduling of reports could enhance your workflow. While we don't have immediate plans for this feature, we have a pulse on the ideas for this in community here and will be sure to update if there's any change to automate these for you.
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Trial Balance - Enable "Edit Layout"
As a workaround for an issue caused by the obsolete Xero payroll service, Xero support suggested that I use the "edit layout" feature to group 2 accounts in the report. However, Trial Balance does not have an "edit layout" button, so I am stuck displaying 2 accounts that have canceling balances. One of the accounts is the system Accounts Payable account so I am not able to resolve the issue "correctly" with a manual journal entry. Editing the report layout is my only option.
20 votes -
power query trial balance
Is there a way to create a sql report for trial balance or some other form of report that can be downloaded by excel power query? Eg a website link that could be accessed privately by sending and excel query? It gets very tedious repeatedly downloading trial balances again and again.
4 votesHi team, I would recommend engaging our Developer community with you idea here where we have experts in the space of exporting and syncing data outside of Xero.
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Aged Payables Report - Group by Planned Date
Allow the Aged Payables Report to be grouped by the Planned Date.
2 votesHi Alison, while there's no direct option to group by Planned date in the Aged Payables Detail report atm, if you change Group to None, once run you can click the Planned Date column header within the report to re-order by this field and it'll group all payable invoices by Planned Date.
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Reporting - Improve General Ledger Report performance for high transaction volumes
We have noticed that for our clients with large transaction volumes (90k+), Xero struggles to generate the GL detail report. Xero often takes 5 minutes+ to generate the report, or in some cases is not able to generate the report for the full fiscal year (either showing a blank screen or popping up an error - "there is no data to display"). Sometimes we have to pull the report piecemeal by account type and then aggregate, in order to present the full GL detail.
It would be great if Xero could focus on report performance, ensuring that the GL detail…
8 votes
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