889 results found
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Recode Transaction - Ability to change tax treatment on transactions instead of remove and redo
It should be a straightforward matter of going into a transaction to change its status from GST included to GST excluded or no tax, instead of having to remove, redo, undo reconciling and then reconciling the whole thing again etcetera. Especially when there is a file attachment, this is a very awkward, convoluted operation. I daresay in MYOB it is very simple. Just check transaction report, find any faulty coded ones, correct, rerun report, done.
4 votesHey Margriet, thanks for sharing your idea, and letting us know the changes that matter most 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 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 - Manually adjust depreciation dates/periods
At present, fixed asset depreciation in Xero follows standard monthly periods, which can make it difficult to align depreciation expense with businesses that report on a 4-4-5 calendar. Allowing users to override depreciation period dates would improve accuracy, reduce manual journal adjustments, and make the module more practical for retail, hospitality, and other businesses that use non-standard reporting cycles.
2 votesThanks for sharing this idea ⭐ We’re moving it to Gathering Support so we can gauge the level of interest from the wider Xero community in supporting custom depreciation periods, including 4-4-5 reporting calendars.
Feedback and votes will help us understand how broadly this functionality is needed, as well as the impact it has on businesses that use non-standard reporting periods. Please continue to vote and share any additional details about how this would help your business.
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Tracking Summary Report - Allow editing of report layout (e.g. filtering by account code)
The current Tracking Summary Report is quite inflexible. I'm unable to filter by Account Code, edit the report layout, nor save as a custom report. It would be good if this report design could be refreshed to include these features, and to bring the report inline with the newer style reports.
22 votesWe're grateful for your engagement and for letting us know the changes that you would like to see to the Tracking Summary report.
Our Community have 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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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
8 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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Budget Manager - Add a calculator button in cells
Could we add a calculator button in the budget manager cell to do a calculation?
2 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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Reporting - Add auto-focus search bar to Reporting menu dropdown
One thing I really like in the new Organisation menu is the search bar. When you click the organisation name, the cursor automatically lands in the search field, so you can start typing straight away. It makes switching between orgs quick and seamless.
It’d be great to see this same experience in the new Reporting menu. Favouriting reports is useful, but it doesn’t cover every scenario. For power users, being able to click into the Reporting menu and have the cursor automatically placed in a search field - just like in the Organisation menu - would make it much faster…
15 votesThanks for sharing your idea of extending the search bar to Reporting Menu, and letting us know the changes that matter most 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 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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US Tax - Allow manual sales tax amount modifications on transactions within US organizations
I have a US corporation in Xero which primarily does business in Canada and collects/remits Canadian sales tax. The rules for a US company are not robust enough to account for Canadian sales tax.
It's common for expenses in Canada to have some combination of taxable/nontaxable amounts. In a Canadian corporation I can manually adjust the tax amount to easily manage these situations, but I can't in a US corporation. Can you add the option to manually adjust tax amounts in US corporations?6 votesHi everyone, thanks for sharing this idea. We understand that for US organisations managing cross-border expenses, tax differences can sometimes make data entry and reconciliation more complex.
We hear the request for more flexibility to manually adjust sales tax on expenses, especially where foreign tax rules like GST or HST don’t align with default calculations.
We’ve moved this to Gaining Support so we can track interest and help our product teams review the value of extending manual tax override options to US organisations for cross-border expense scenarios.
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Report templates - Annual Financial Statements, include statutory Tax Computation Schedule
For the report templates, would it be possible to include a tax computation as part of the Annual Financial Statements? This schedule would show the income tax calculation for the year as well as the resulting tax asset or liability at year-end.
17 votesThanks for sharing the changes you want to see!
We've given it a look, and now it's time for the community to rally behind it! The more support it gets, the better. Make sure you pass this along to anyone you think would benefit so they can add their vote and share their thoughts on how this would improve their use of Xero.
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Cash Flow Manager - Filter Projected Cash In/Out and subtotals
In the Cash Flow Manager overview, include the option to filter based on the AI projection for 'cash in' including the overdue receivables. The AI projection is available on the 'cash in' tab, however, that tab doesn't include subtotals (like the overview tab does and this is very helpful) and also doesn't include the ability to filter by the AI projection. Both would be very helpful.
2 votesThanks for raising this idea and explaining how the Cash In view could be more useful.
Some of what you’ve suggested is already available. You can use the Type column to filter the Cash In transactions and deselect Predicted items. Overdue invoices are also shown in the invoice section, separately from predicted recurring cash in.
The part we’ll move forward to Gathering Support is the request for clearer subtotals in the Cash In view, particularly a breakdown that makes it easier to distinguish predicted cash in from invoice-based cash in, including overdue invoices.
To help us assess this further, it would be useful to understand exactly which subtotals you’d find most helpful and where you’d like them displayed. 🌟
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New Manual Journals - Improve tab key behavior when entering lines
The new manual journal has added more tabbing which takes more time and has started hurting my hand. We went from a whatever it was to 7 tabs to get to the same spot in each line. It is nice to have an option to copy the line to the next line and select with a space. That seems to have added one tab. I could take it or leave it as a tab. I don't need that as often. But do we really need to tab to the trash column. Are we going to use that enough to need…
2 votesAppreciate your suggestion here. We can see how more streamlined tabbing through fields in Manual Journals could support faster keyboard-driven data entry and a more consistent workflow.
We've moved this idea to Gaining Support so we can continue gathering interest from the community.
If there are specific parts of the tab sequence you'd like to see improved, please continue to share them here. That context is valuable for the team as they review this idea.
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Profit & Loss - Ability to delete line items when creating custom Profit and Loss reports
Hi, it would be amazing to have the ability to delete certain line items to create custom reports (eg - Profit and Loss). I currently need to export the full report into excel and manually delete the lines, but would be nice to have the option to do this in Xero custom reports
17 votesThanks for adding your feedback and votes to this idea. We understand the requests for the ability to delete line items from custom Profit & Loss reports, and we can see how this could help streamline reporting for some workflows.
The idea is currently in the Gaining Support stage, which means it’s open for the community to vote on and comment. These insights help our team gauge interest and guide future development priorities.
Feel free to keep sharing your thoughts or use cases to add more context.
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push data to linked return
Where the tax form/payer has a linked partner i.e. interest or rental or CGT there should be a copy or transfer button allowing the transfer of that schedule to the linked return
1 voteThanks 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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XPM Report Builder – Add Detailed Rental Property Schedule Fields for Practice-Wide Reporting
XPM Report Builder – Add Detailed Rental Property Schedule Fields for Practice-Wide Reporting
It would be extremely useful if Xero Practice Manager Report Builder could access and report on the detailed rental property schedule information already contained within Individual Tax Returns in Xero Tax.
At the moment, the only rental property information available through Report Builder is the aggregated Net Rental Profit/Loss (Net Rental Income) at the individual tax return level. The underlying property-level rental schedule details and individual income and expense amounts are not available for reporting.
We would like Report Builder to allow practices to extract rental property…
1 voteThanks 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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CGT - exemption codes for Trusts
Cuurently, if there was a capital gain in the tax return with an exemption that has been added through a CGT worksheet it is not being shown on the printed version of the return at item 21. And further this exemption code is not being transmitted to the ATO. This needs to be amended as lodging the return without these codes means we are lodging falsy misleading tax returns. If this is happening for companies and super funds this will also need to be fixed for their returns as well.
1 voteThanks 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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Reporting - Ability to hide Formula Rows in reports if the result is zero
It would be great to be able to hide formula rows in reports where the result is a nil balance. Currently we get multiple repetitive total lines on reports when there is no activity cluttering up the reports unnecessarily.
6 votesHi Kerrin, thanks for raising this. It’s easy to see how automatically hiding custom formula rows with no activity would make reports cleaner and easier to read.
Without this option, reports can feel cluttered. That often means sharing something that looks busier than it needs to be, or exporting the report just to remove empty rows manually—extra work that defeats the purpose of using the report builder.
I’ve moved this idea to Gaining Support so we can better understand interest in more report-level formatting options. If you’re able to comment with the specific reports where this would be most useful, it’ll help other users understand the use case and help the idea gain traction.
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Verification Codes on Reports
It would be a good idea to include verification codes in the Manual CIS Suffered report. It would allow a check before submitting the monthly report to HMRC.
1 voteThanks 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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Export Files - Same location
Why is the export function in all different locations across many screens?
Standardize where functions are for easier user experience.
1 voteThanks 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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Manual Journals - go to draft invoice screen after importing rather than posted screen
If I import a manual journal via CSV, after I click import, Xero takes me to the Posted screen.
The manual journal I imported is sitting in the Draft screen.
Xero should take me to the Draft screen.
1 voteThanks 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 - Option to not print schedule
Could you have on each registered asset a do not print tick box so that when ticked the schedule does not print an asset that has no asset b
2 votesThank you for sharing this suggestion.
We’re moving this idea forward to gather community support and feedback. This will help us understand how many customers would benefit from being able to mark individual registered assets as ‘Do not print’ on the Depreciation Schedule, particularly when an asset has no remaining book value.
Please vote for this idea and add a comment if this would help your organisation. Feedback about your current workflow and how often you need this option will also help us assess the level of interest and inform future consideration. 🙂
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New Manual Journal Feedback
Two things on new journals. One, I can't enter dates manually I have to use the mouse to select it which slows down data entry. Two, I use both cash & accrual journals. When I clicked into a journal on the old system I could see which type of journal I had entered. now I have to edit the journal to find out. I have reverted back to the old system.
1 voteThanks 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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