912 results found
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claude - hability to get quotes details
I would like to have the quotes read by claude same way invoices are.
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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Update favourite report settings across all clients
I wish there was a function where you could have set reports you have favourited across all clients. When I go into each client I have to manually set the reports I wish to have favourited in each clients Xero - which are the same across all the clients. This is more prominent when I go along the top task bar, and go into 'Aged Payables/Receivables Summary'. I prefer the detailed version of these reports but I have to manually favourite these for each client I work on. I wish there was a function or option where I could have…
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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Be able to include field for page number on Xero Reports
In Xero reports you are unable to include an automatic field for the page number of another report in the document. Frequently we want to reference another page in the text and it would we very useful to have this text automatically update. This information is already in Xero as it will happily create you a contents page but we are required to manually update this each time. Please can we have a field in report packs where we are able to reference to another report
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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Cash flow manager - Add future-dated recurring items and runway beyond 90 days
These are two fixes that you should incorporate into your Cash Flow Manager. For context, our business has gradually moved from monthly invoicing to more annual upfront payment invoicing. (i) For predicting cash inflows, the technology does not allow me to add recurring cash flows starting at a future date, and your predictor will not pick up on these non-monthly payments. As a workaround, I have added them in as "one-off" cash in payments. (ii) The default projected forward analysis is 90 days. And yet, your overview output tables can include cash runways longer than 90 days. Your 90-day cut-off…
1 voteHi 👋 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 - Run one report of all transactions in posting order
To be able to run a report showing all transactions in a posting order, rather than going through a particular nominal.
1 voteHi 👋 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 - Keep custom monthly periods (e.g. 20th to 19th) in comparatives
Right now if you want a report say from the 20th to the 19th of the next month with a few months comparative you will have a problem.
Xero will think you want the report for 30 days length, or 31 days length depending on your starting month. This will lead to the report dates for the comparative periods drifting.So to summarise: comparison periods don't maintain custom date ranges like 20th-19th across months
This would help my business because our cycle is mid months (from the 20th as it happens).
This means I don't have to manually change the…1 voteHi 👋 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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UK CIS - Alert when a subcontractor needs re-verification
Ability for Xero to alert us when a Subcontractor needs re-verification on Xero ie. not paid them in current tax year or last 2 tax years - rather than having to run Reports and work this out ourselves.
1 voteHi 👋 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 - Export Bank Reconciliation Summary for several accounts at once
As a Company managing multiple bank feeds, we urgently need a feature to batch-export Bank Reconciliation Summary reports for multiple accounts at once rather than downloading them individually. Please log this as a feature request with the product team."
1 voteHi 👋 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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Xero Tax (UK) - Link between personal and partnership tax to import individual partner profits into personal tax
It would be useful to be able to automatically import the individual partner profits from partnership tax directly in the partnership schedule within personal tax. This would increase efficiency and reduce the likelihood of errors.
8 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you sharing how a direct link between partnership and personal tax returns could support your workflow. This idea is now in Gaining support status, which means our community team have reviewed it and it's open for community support through votes and comments. We'd love to hear from others about how this could benefit your practice, so please continue to share your feedback and vote if this resonates with you.
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Navigation - Restore ability to favourite "report codes" in the reporting menu
One of the key steps in preparing client financials is to ensure accounts, especially newly added ones, are assigned to the correct report code. I had the favourited on every client in the old navigation for quick access as it's something I need almost every time. It'd like that back.
17 votesGreat to get your feedback here, Chris. It'll be good for us to get a sense of interest from others in community that also found this Favouriting of Advanced Account settings useful.
We're keeping a close eye on the interest and will share if there are any updates for you here.
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Reports | Payroll - Monthly breakdown option in reports
It would be great to have the option to present all reports in month-by-month format. It is possible with P&L and cash summary reports using the compare to function, but impossible for payroll reports. Thinking this could be really useful for STP finalisations and payroll reconciliations.
4 votesHi Jess, thanks for highlighting this improvement.
We can see how a monthly breakdown (or comparison) within payroll reports could make it easier to review trends, compare payroll costs across reporting periods, and support management reporting.
I've updated the status of this idea to Gaining Support. If this is a feature you'd like to see, please keep voting and share how a monthly breakdown would support your reporting workflow.
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Report templates - Add a 'balance date next year' date field
Report Templates - Field for Balance Date Next Year
In our company minutes (Directors/Shareholders Resolutions etc) associated with end of year financials, some of the dates required are for the next years balance date e.g. 30 June 2027 for financials period ending 30 June 2026. Can we get a field added for this (i.e. Report End Date + 1 Year) or somehow be able to add a calculation to a date field?1 voteHi 👋 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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Manual journals - Allow journals to accounts receivable and payable
For all of us, unlock AR and AP. Every accountant I know has made JE's to these accounts. Please don't make me switch back to Quickbooks!!
1 voteHi 👋 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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Manual Journals - "Show journal on cash basis reports" checkbox directly in journal
In the new journals, you've removed the checkbox to "show journal on cash basis" checkbox when entering a JE. Instead, you've now hidden it behind the settings icon. I do both cash & accrual-only JE and want to easily select between them like I could before. I feel as though Xero continually dumbs down JE functionality instead of letting it be the powerful tool it is supposed to be.
1 voteAppreciate you sharing your feedback on this here, Kyle. I've shared this back with our product team and will keep you updated on any news here.
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Add option to insert blank columns into Xero reports
Please add the ability to add blank columns to Xero reports, i.e. add a blank column between Account Name and Date column within the account transactions report.
Thanks
1 voteHi Peter, could you share a bit more information about why you'd find inserting blank columns useful in your reports. Would you use these columns for any particular purpose?
This'll help when sharing back with our teams and may help others associate with your idea here more.
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Account transactions report - Add a report code shortcut column
Per the title: please add an option to add the report code shortcut (not the report code, but you can add that too) to the account transactions report.
1 voteHi 👋 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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Singapore GST - Support Gross Margin Scheme (GMS)
Kindly provide the functionality to support GST reporting for transactions under the Gross Margin Scheme (GMS) in compliance with InvoiceNow requirements, including:
- GMS-specific tax rate
- GST F5 calculation
- A dedicated field to populate the mandatory invoice note required for GMS transactions
Purpose: To ensure GMS transactions can be accurately reported and transmitted to IRAS in compliance with the relevant GST and InvoiceNow requirements.
1 voteThanks 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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History & Notes: Ability for Advisers to search for a change
Please can advisers have a more in depth way to search for a particular change. The history & notes filters need an "edited date range" and a filter to search in a particular area e.g. "Bank", "Bills" Invoices"
e.g. for context:
Scenario:
Bank was fully reconciled after a conversion to Xero and remained so up to the end of November 2025 with reconciliation report printed. i.e. at the beginning of December 2025 the November 2025 bank reconciliation fully balanced and matched to the bank statement.During January 2026, December 2025 processing was being finalised and it was discovered that the…
7 votesHi everyone, thanks for sharing this idea and outlining your use case. We understand you’re looking for an easier way to search through History & Notes when reviewing changes or investigating balance differences.
The suggestion is to add more advanced filtering options, such as date ranges or transaction types, to help narrow down specific changes without manually reviewing the full history.
For now, reports like the Bank Reconciliation Summary and Journal Report can help investigate adjustments and changes. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving History & Notes search.
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Tracking Report (new) - Add a summary option
New Tracking Report has no summary option - the existing summary option will be retired in November meaning more work will be involved in manually working out the summary balance for each tracked item. Please give a summary option similar to "old" report that is being retired.
20 votesHi everyone, thanks for your feedback on the new Tracking Report. We appreciate you sharing how important summary and grouping functionality is for your workflows.
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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profit and loss tracking categories to have prior periods comparison
Profit & Loss report, would be great to be able to have option to "compare with previous periods" when a tracking category(s) is selected. At present you can only either compare profit and loss to previous period OR compare by tracking categories.
1 voteThanks for engaging with us here, Erika.
Do want to be upfront that this isn't in our plans, but if you want to look at one category, you can use comparisons, and use the 'filter' to filter by the tracking category you want to see, which will achieve what you're asking here 😊
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