946 results found
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Make analytics dashboards available on mobile
Currently visual dashboards are not available on tablet or mobile. It would be good for them to be available for reporting-on-the-run.
2 votesThanks for submitting your idea on Xero Product Ideas. 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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Repeating Journals - Option to switch from "post" to "draft"
I would like the ability to stop repeat journals set to "post" from posting automatically and edit them to generate as "draft".
I can't see a way to do this currently and have to delete and re-create which is tiresome
5 votesThanks for sharing your idea, we appreciate you explaining how switching repeating journals from "post" to "draft" could help your workflow.
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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Show the ABN on aged debtor and creditor reports
It would be great to have the ability to display the Customer/Supplier ABN on reports with the contact's name.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Journal Report - Reversal Filtering and Visibility Enhancements
I would like to request improvements to the Journal Report to make it more user-friendly for accountants and bookkeepers.
Currently, reversal journals and their original entries appear together, which makes the report difficult to read and slows down review during month-end and year-end close.
Please consider adding these enhancements:
1. Preferred enhancement: Reversal Filters
Please add filter options to control visibility of reversal-related journals:
• Show or hide original journals
• Show or hide reversal journals
• View only normal (non-reversal) journals
This would keep the full audit trail intact, but make the report much cleaner and easier to analyze.…4 votesHi Wilianti, thanks for taking the time to share this idea. Your notes on reversal filtering and visual indicators help clarify how these enhancements could support your workflow.
We’ve moved your post into Gaining Support, which opens it up for community votes and comments. It is now up to the community to show their interest, and this gives us a clearer picture of how many users might benefit from changes like these.
We’ll update this thread when the idea gains traction and is reviewed further by the product team.
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1099 - Send email alerts for failed TIN matches
Email alerts for failed TIN Matches.
We have not received any alerts or confirmation emails on 1099 filing status. Having to login and check each client is cumbersome. Being able to see statuses on filing in one place would be great.4 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We will move this idea to gain more support from the wider community as I'm sure other users would like to see this change. We'll monitor this space for more traction.
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Projects - Bulk Edit time entries for projects
Ability to enter search criteria for time entries and then make batch edits to the selected entries. Similar to the find and recode function for accounting transactions. Sometime projects change and/or split into multiple projects. Please add the ability to search for time entries by date, employee, project name, task, etc., and returning a list of the time entries that meet that criteria; select the time entries desired and then make bulk edits to the selected items.
4 votesHi Roger thanks for sharing your idea, and letting us know the changes that matter most for you. We can see how this idea can be helpful for some users. The best way indeed is to describe it as Find and recode for Projects. We've reviewed this idea and moved it to gaining support. Its upto the community now to get behind it. We will continue monitoring it for more traction.
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Fixed Assets - Ability to set a default screen
When we enter into the Fixed Assets screen, the default should be the Registered tab rather than the Draft tab because that is the most commonly used screen.
2 votesThanks for sharing your idea, Kirsten. It's good to get this understanding from customers on the different flows they would find most useful. This isn't something we have direct plans of right now, but will start to get a sense of interest in setting a default screen here. I'l be sure to let you know if there is any movement around your idea.
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US Tax: don't show tax rate for non-taxable items
US Tax: don't show tax rate for non-taxable items
Why is Sales Tax showing as a % for Shipping when shipping is set as not taxable?
I see there's a pop-up that says it's at 0% tax, but it's very confusing to the customer, showing a tax rate, and have explain that in fact Shipping Is not taxed
2 votesThanks for submitting your idea on Xero Product Ideas. 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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"Last week" common selection date range
When selecting a date range in reports, please can a "last week" / "this week" common date selection be added?
1 voteHi Arthur, is there a particular report you'd find this selection most useful for? It's unlikely we'd add this as a common date range across all reports at once - it'd be good to better understand the reports this would be most helpful for you on. Thanks
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signatures on charitable donation receipts
New Zealand Inland Revenue Department requires reciepts to be signed by an authorised person. . This does not appear to be possible possible with Xero at present by inserting an electronic or jpeg signature. With a significant number of receipts our charity issues this can only be done manually and a scanned copy sent.
2 votesThanks for submitting your idea on Xero Product Ideas. 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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NZ GST - Add Publish Function to new style GST report
Hi
I would like to request that we keep the publish button on the new GST layout. The new GST Return layout does not have the Publish to Reports function (this has been removed). The Publish Function is an important function for clients, bookkeepers and auditors to access all relevant publish reports in one place.188 votesHi team, thanks for continuing to share and support in this idea.
While our team has continued to consider this idea since our last update, being upfront with you all here we want to share that this isn't in our current roadmap and unlikely to be developed in the near term.
For this reason, we'll move this to Not in pipeline however should anything change this we'll certainly share an update with you all here.
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Reports - Show Expense Descriptions from Xero Me App in Account Transactions Report
When reviewing quarterly and annual figures from the Profit and Loss report’s account transactions, we currently have to click into each Xero Me app expense to see the description and confirm it’s coded correctly. Expenses entered via bank feeds or bills display descriptions properly in the Account Transactions report, but Xero Me submissions do not.
This inconsistency makes it difficult to quickly identify and verify transactions without drilling into each one. Competing platforms such as MYOB, QuickBooks, and HandiLedger display expense descriptions consistently, regardless of how the expense was entered.
An internal workaround suggests entering the description manually in the…
5 votesThanks so much for sharing your thoughts! We’ve reviewed your idea, and now it’s time for the community to weigh in.
If you know colleagues who would love this feature too, be sure to send it their way so they can upvote it. Aside from voting, other users can jump in and comment to let us know exactly how your idea would help them get the most out of Xero.
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Reporting - Add a quick part access to compare previous months on Balance sheet report
I thought it would be a good idea in the standard balance sheet (compare previous months)
If there was a tick / option to have this in reverse order
4 votesThanks for sharing your idea here Miriam, and letting us know the changes that matter most for you. As you may already know, currently the only way to achieve this is to click on Edit layout and arrange the order of the columns.
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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Open API for expenses
Open the API for expenses so they can be approved via workflows in the same ways as you have for invoices and bills.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Reporting: Aged Receivables - Add NZBN number
I would like to produce an Aged Receivable custom report that includes the NZBN number which is held in a contact file. While I can manually pull two reports and manipulate them in Excel, there is always room for error doing it this way.
3 votesThanks for sharing this idea. We appreciate you explaining how including NZBN numbers in the Aged Receivables report could streamline your workflow.
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 date/time stamp when report was run in header of spreadsheet
Currently, It prints TITLE, COMPANY, DATE/ PERIOD. Please can you add to DATE/ PERIOD 'as @ TIME OF PUBLISH'. This would solve issues where I am looking at two identical spreadsheets but am unable to tell which is up to date.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Cashflow Manager - Ability to edit outflow date for recurring transactions
In Cash Flow Manager (Reporting / Cash Flow Manager), once a Projected Recurring Cash In/Out amount has been entered, you cannot edit the date that it is received/paid in the cash flow.
You can edit the start- and end-date for recurrence, but the date it is received/paid is locked to the date set when you first added the Projected Recurring Cash In/Out amount.
Please allow the date that the amount is received/paid to be edited.
2 votesHi Ed, thanks for bringing this Idea to us we appreciate the time and effort to do this. We’ve reviewed this suggestion and we’re updating the status to Gaining Support. This means it’s now open for community support through votes and comments. Please keep voting and sharing your experiences to help demonstrate the value of this enhancement. Your input helps our product team understand how features like this. Thanks again for contributing and keeping the conversation going! ✨
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Budget Manager - Extend Budget Manager view to show all 12 months on a single screen
Extend the screen on budget manager to see all 12 months including the total. It is time consuming to scroll down and across when checking totals.
11 votesThanks Cecily, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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AU ITR
AU Tax - Individual tax return - import excel spreadsheet of capital gains tax transactions - could you provide a template so we can import the cgt transactions - saves time in processing and doubling up data entry - workpapers and then again in tax return
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Reports - Highlight previously viewed transaction on list/report
Restore function where the previously viewed transaction is highlighted in a darker or different colour so you know where you are on a list of transactions. It used to be there but it has now gone :(
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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