912 results found
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separate AS to BAS or PAYG or GST instalment
We are attempting to create separate saved report lists for different return types, such as:
Business Activity Statements (BAS)
IAS/PAYG Withholding
GST InstalmentsHowever, we are unable to get the filters to work correctly.
We have loaded the BAS correctly into Xero as per instructions.
As shown in the attached screenshot, we have created a filter using Tax Type = Business Activity Statement, but no records are returned, despite having BAS returns in the system.
We have reviewed and followed the troubleshooting steps and suggestions available in the Xero portal and help articles, but have been unable to achieve the…
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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Fixed Assets - Add a "Business Use Percentage" column option to the Fixed Asset Report
Some fixed assets have certain business use percentage. And this would be very much helpful for reporting purposes especially in the financial statements attaching the fixed asset recon report showing the business use percentage
10 votesHi Krizza, we understand how having a Business Use Percentage column available in the Fixed Asset Report would make it easier to review and present asset information, particularly for assets with both private and business use.
While Xero currently applies the business use calculation in the background, having the percentage visible directly in the report would help reduce the need to check individual asset records.
We’ve updated the status to Gaining Support so we can continue tracking interest and share the feedback with our product team.
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Custom Reports - Allow richer layouts and formula outputs
Custom Reports Formatting & Formulas
1 - more options like spacers (not just page breaks), lines, section dividers
2 - text box more flexible = between lines, not just at the beggining and end of the whole reports
3 - allow formulas to display text results (if statements), not just numbers5 votesHi everyone, thanks for sharing your feedback here. We understand why having more flexibility in custom report layouts and formulas could help create more tailored reporting outputs.
The idea is to provide additional formatting options and expanded formula capabilities, allowing users to build reports that better align with their reporting needs.
We’ll continue tracking engagement and feedback from the community here.
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UK Tax (self-assessment) - a "completed button" for each tax return section/schedule
It would be helpful to have a check box for each section of the tax return that marks it as completed so you know what is done and what still needs to be done.
We find that we have to continually go back and check which sections are completed and which are not which can be time consuming, especially if you are working on multiple tax returns at once or if you are going between tax returns waiting on information from clients. An overview of some sort or a check mark beside each schedule would be very helpful.
3 votesThanks for sharing this idea, I can see how a clear way to track which sections of a tax return have been completed would be especially helpful when you're working across multiple returns or waiting on client information.
We've moved your idea to Gaining Support so we can gauge community interest and better understand how many others would find this helpful in their workflow.
If this would make a meaningful difference for you, it would be great to hear more about which schedules or stages are the hardest to keep track of today.
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Fixed Assets - Tracking Category column
On the Fixed Asset Register can there be a column for showing Tracking Catergories?
We deal with clients in the Hospitality Industry and a portion of them operate multiple sites.
It would be handy to have an option in the Fixed Asset Register so we can quickly identify which assets belong to Pub A, Pub B, Pub C etc.
The inclusion of a filter to only show the Fixed Assets of a particular site would also be a huge benefit.
We know that the Register can be exported to Excel which will show the Tracking Catergories but something within Xero…
25 votesThanks for sharing your idea about the change you'd like to see on the Fixed Assets page.
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 this would improve the page for them, too!
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Fixed Asset - The investment boost should be excluded if the purchase date is before 22 May 2025
The investment boost should not be included if the purchase date of the asset is before 22 May 2025. I have tested this and if you choose the option for investment boost, Xero still applies investment boost to the asset despite the purchase date of the asset being before the entitlement date. This seems a lot easier to fix than a lot of improvements made to Xero.
3 votesThanks for sharing this idea with the community, Nicola.
We understand the request for Xero to prevent the Investment Boost option from being selected for assets purchased before 22 May 2025. Adding a date-based restriction could help reduce the risk of applying the deduction to ineligible assets.
In the meantime, you can review the Investment Boost selection for assets in Accounting > Fixed assets and update any incorrect settings manually.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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BAS - Remove merge cells when exporting Activity Statement report to Excel
The suggestion is to remove merged cells from the Activity Statement Excel export.
Currently, the Activity Statement export contains merged cells in the headings, which makes the spreadsheet more difficult to manipulate, analyse and work with in Excel. Users need to manually unmerge and reformat the cells before they can easily use the exported data.
3 votesHi, thank you so much for taking the time to raise this idea ✨ We really appreciate you sharing how merged cells make Activity Statement Excel exports harder to work with.
Your idea is now open for community support through votes and comments. Other community members can add their vote and share how this would help them too. Their feedback will help us understand the level of community interest and the impact this has across customers, which helps inform future improvements. We’ll keep an eye on the conversation and review the feedback.
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Company Accounts - Pulling resignation dates from Companies House
For Company Accounts - the directors feed from Companies House and include the resignation date in the Company Information section of the accounts. However, the final report doesn't include the resignation date against the director. Whilst, there is obviously a work around to include the date as if it's part of the directors name, it relies on manual intervention and given the information is already there, it seems odd that it isn't automatic.
4 votesThanks for taking the time to share this idea — we can see why this would be helpful.
We've now moved this idea to Gaining Support 🌟. This means we've recognised it as a valid feature request and we're now gathering feedback from customers to help us understand the level of demand and the impact it’s having.
We agree it would make sense for the resignation date to flow through automatically into the final report when that information is already available in the Company Information section.
At the moment, this isn’t done automatically, so the current workaround is to manually include the resignation date in the director details where needed for presentation in the final accounts.
If this is something you'd like to see improved, please add your vote and any extra detail about how it affects your workflow. That helps our product team better understand the demand and the use case.
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Tax Manager - Open tax returns by clicking anywhere on the client row
Could you please update the new "Tax Manager" page so that users can open a tax return by clicking anywhere on the client name or row, rather than having to click the “Open” action button?
With the new system, you have to trace the entire row from the client name on the far left across to the “Open” button on the far right. This makes it easy to accidentally click the “Open” button for the wrong tax return, particularly when working on a wide screen with many rows.
The previous system allowed users to click directly on the client name…
2 votesThanks for sharing this feedback. Having the client name act as a direct link to the tax return, or making the entire row clickable, could make Tax Manager easier to navigate.
We’ve updated the status to Gaining Support so we can continue gathering community feedback. If this could improve your workflow, add your vote and let us know which approach you’d prefer.
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Reporting - Profit and loss report to show transactions including and excluding GST
Can you raise an enhancement request for the P&L report to give 2 options- Includes GST and Excludes GST to give an option to the user(similar to the current option of Cash or Accrual)?
If a user selects "Includes GST ", a new line item gets added showing the GST account, else default option is "Excludes GST " meaning no change to the current report.7 votesThanks for sharing your idea, and letting us know the changes that matter most for you Nelson!
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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UK VAT - Flag foreign suppliers for UK Reverse Charge reporting
For the purposes of calculating UK reverse charge, it would be useful if foreign suppliers could be 'flagged', allowing a report to be run that would show all payments to foreign suppliers within the quarter. Using currency to search for foreign suppliers is not sufficient, as sometimes the payment is via credit card, and sometimes the payment is in sterling (such as to Guernsey).
3 votesThanks for sharing this idea 💡 We’re moving it to Gaining support so we can gauge community interest and understand how broadly this capability would benefit Xero customers, particularly those who need to identify payments to overseas suppliers for UK reverse-charge reporting. Please continue to vote and share any additional examples or use cases in the comments. Your feedback will help us better understand the need and level of support for this request.
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Contacts - Add or assign contacts to contact groups directly from within the contact record
It would be nice to be able to attach customers to groups within the contact details screen. Due to the way Xero works, every single customer has to be attached to at least two different groups for reporting purposes. I have one group called Customers so that I get every customer an no other entities in reports. The next I have to attach the customer to a state since there is no availability to create reports of sales by state.
3 votesThanks for bringing this idea to the community. We can understand why being able to add a contact to a group directly from an individual contact record could make managing contacts more efficient, particularly when you're already updating their details.
At the moment, contact groups can only be managed from the Contacts list. From there, you can select one or more contacts and use Add to group to assign them to an existing contact group in bulk.
We've updated the status of this idea to Gaining Support so we can continue tracking community's interest.
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Transition period for non UK organisations - managed financial year end
Can the transition period for change in financial year date be added to companies that are non UK organisations as well. we have a group of companies that all extended their financial year but i have only been able to use the transition period in UK organisations. Why is this not an option in non UK organisations?
18 votesHi Claire, thanks for raising this. We appreciate you sharing the want of having the transition period feature across all the regions while it is only currently available for UK organisations. Your idea is now in Gaining support status, meaning our community team have reviewed it and it's open for community support through votes and comments. We encourage others who would benefit from this to add their votes and share their use cases to help us understand the broader need.
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6 votes
Hi team, we'd like to come back to you all here as this is something we're working on at present.
Xero's developing UAE VAT support that'll help you calculate your VAT and file returns with guided workflows - You can see more on this from our website, and we'll share another update with you all here, as soon as this becomes available. 😊
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US sales tax on purchases
If I record sales tax paid on purchases in the US, Xero reports that as a negative liability on the balance sheet. It should either be reported on the P&L or the line item it applies to should be grossed up on the P&L.
3 votesHi Camille, thanks for sharing this idea and the context behind it.
We can see how having a dedicated way to track US sales tax on purchases could make it easier to manage reporting, reconcile costs, and maintain visibility of tax paid to suppliers.
I've updated the status of this idea to Gaining Support, so if this is something you'd like to see in Xero, please keep on voting and sharing how this would support your workflow.
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Reporting - Excel export change behaviour of total row value where column formula used
If I have a report and a column is a formula.
When I export that report to excel, the column has the underlying formula in each cell.
The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.
A total row with an amount should always be the total of the cells above it. Never any other formula.
Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells…
2 votesHi Sam, really appreciate you coming into our Xero Support team about this so we could get a closer look into the behaviour that you've mentioned.
I've re-opened this and slightly adjusted the title of your idea now that we have a clearer picture. Just to highlight for others coming across - currently when you export a report to Excel the formula in the column takes precedence over the total calculation.
There are no plans for changing this at this time, however we'd like to get a wider sense of thew interest through the idea here so that our product teams can consider this in future planning. Thank you
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Export documents - Standardise export button location across all screens
Why is the export function in all different locations across many screens?
Standardize where functions are for easier user experience.
2 votesAppreciate you bringing this to the community. Having the Export button in the same place across Xero could make navigation more intuitive.
I’ve updated the status to Gaining Support so we can continue tracking interest. If this would help your day-to-day work, add your vote and let us know which location you’d prefer best.
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Budget Manager - Add a calculator button in cells
Could we add a calculator button in the budget manager cell to do a calculation?
3 votesHi Rowena, thanks so much for taking the time to share your feedback on adding a calculator button within Budget Manager cells.
We understand how this could make it easier to perform calculations while working on your budgets. After reviewing this idea, we’ve updated its status to Not in the Pipeline. This means the product team has considered it, but it isn’t currently on the foreseeable roadmap.
The idea will remain open for votes, and we’ll continue to monitor the feedback and support for it. We really value your input and appreciate you helping us shape the future of Xero.
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Checks - Automatically populate supplier account numbers on printed checks
Our clients often have several utility accounts by location, and these suppliers request that the specific account number appear on the check. It is painstaking to manually enter these in the memo field, so it would be great if "supplier account number" was an added field on checks.
1 voteAppreciate you raising this suggestion. Having the supplier’s account number automatically included on checks could reduce the need to manually enter these details.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share where you’d like the account number to appear.
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Fixed asset - Ability to input Effective Life in Months
I would like to suggest changing Effective Life (Yrs) from Year to Month.
From our side, we have several assets with a useful life results in an uneven number when expressed in years—for example, 16 months (i.e., 1.33 years).Entering useful life in months would be more practical and would help avoid rounding issues when calculating depreciation.
5 votesHi Van, thanks for submitting this idea. We understand why having the option to enter an asset’s effective life in months could be helpful, especially for assets with shorter or more specific depreciation periods.
The idea is to allow users to set asset effective life using months instead of converting them into years or decimal values, making fixed asset setup more straightforward and reducing manual calculations.
We encourage the community to vote on this idea if you'll find it useful.
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