889 results found
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Activity Statement (GST) widget to have running total of GST to pay at next Qtr
Activity Statement (GST) (on home page) widget to have running total of GST to pay at next Qtr. At present the Activity Statement widget is shown and identifies next GST quarterly payment & due date. It would be even more useful to have a running total of estimated GST to make sure I've got the correct amount set aside for each quarter based on transactions. On the home page i have bank account widgets so having to not need to go into the activity statement each time to keep track against the bank accounts would be more efficient and handy.…
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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Chart of accounts watchlist - toggle month on display
Because I live in the past, it would be very helpful if the Chart of accounts watchlist widget on the Homepage could be toggled between current calendar month (as it is now) and the previous calendar month (the month that I am working on).
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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bordereaux
I am an insurance broker. When we raise an invoice on the system for a gross of eg R10,000,
1. The invoice that goes to teh client must reflect the full R10,000 as normal
2. In the background we need the system to automatically extract a certain % of there (which will be our commission). So we can create an insurer name with teh % and if we choose that insurer the system must behind the scenes show us the Gross in one column, the Commission in another and then the nett as well.
3. Attached is a template in…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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Custom Reports: Allow custom column layout to display GL Accounts across columns instead of rows
Allow users to create custom report layouts where Chart of Accounts (GL Accounts) can be mapped directly into columns rather than being fixed to rows. This will let users build side-by-side comparative views of specific Sales or Expense accounts across line items
(Allow users to multi-select or group specific account codes into dynamic column categories)
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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prior 2014 tax return
with CURNN (client update, return not necessary) you can pick returns from 1985 to now.
Is it possible for prior 2014 tax returns can be done in the same process?
At the moment when I want to do a 2013 tax return, I have to create a 2014 tax return, print it, cross out the year and use a pen and write 2013 on all the pages. then mail that to the ATO with a cover letter.Is it possible for Xero to produce a basic template tax return where we can pick a dropdown for 2013 or prior years,…
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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Bank Reconciliation report - Show Separate Debit and Credit columns
Bank Reconciliation - With Separate Debit and Credit columns with their totals
Currently both DR and CR amounts show in one column. Would love to see them in their own columns when reporting.Also, a larger description/reference area would be great.
6 votesHi Sousana, 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. You may share it with your friends and colleagues who may also find this to be a useful addition to Xero. They will be able to add their votes and comments on it too.
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Corporation Tax - Allow PDF attachments to CT600 submissions
As a practice that recently migrated from IRIS to Xero Tax, I am highly disappointed to find that Xero strictly forces a standard filing block with no capability to attach ad-hoc supporting PDFs. For companies with complex technical information packs (such as detailed claims data), this limitation creates massive compliance hurdles and forces us to rely on external portals. Please introduce a 'Select External PDF' tool for the final CT600 submission stage to match the capabilities of desktop software like IRIS.
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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Ability to change default setting in tax returns
I've discovered that in the new Xero when you create a tax return for a new client it defaults to agent address and agent trust account for refunds. Given the new AML laws, we do not want our account as the default. Can we either have the ability to change what addresses and bank accounts are set too by default or have them both changed to client?
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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Fixed Assets - History and notes for setting changes
History on Fixed asset settings (the global settings that control depreciation rules) - If any changes are done to the default effective life or rate setting(applied to new assets) Xero does not log those setting changes in the History and Notes. Add a History tab within Fixed Asset Settings timestamped log of “effective life default changed from 5 years to 7 years”. Also if any changes are done to the default settings an option to bulk change all assets changed to the previous effective rate without manually editing them.
4 votesThanks for your idea, Imelda. Appreciate how this note in the history could be useful for businesses.
This isn't something we have plans for right now, but make sure to share your idea with others that could benefit and we can get a better sense of demand here.
In terms of the second request you've made we have another idea around bulk edit of assets that you may like to join and can stay updated of any progress through.
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XPH - Sync Xero Organisation Details with Client record in XPH
When adding a new client to Practice Manager or HQ and creating a Xero Organisation to link to said client, the basic Organisation details (e.g. ABN, contact details, address details) should automatically pull through to save double entry. This should also work vice versa, when you create the Xero Organisation with all the client's contact details, then create the client in Practice Manager or HQ and link the two, these details should pull through to the corresponding details in PM/HQ
5 votesHi Jordan, thanks for sharing your idea here. We understand how updating client details in separate systems can add extra admin time.
A sync between Xero organisation details and Xero Partner Hub records could help keep information consistent and reduce manual update across your practice. We’ve moved this idea to Gaining Support so we can continue monitoring interest and share the feedback with our product teams.
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timestamp
When in the report editor, it would be good to be able to see a timestamp showing when the last save was.
At the moment, you cannot see when the last save was until you exit the 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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Account Transactions Report - Limit contacts to filter to those in the account.
When filtering Account Transactions report by contact, show only contacts in the report, rather than all contacts.
Would make conducting a review a lot easier - i.e. if you are reviewing one account in particular.2 votesThanks for sharing this idea Megan. At the moment, while you can filter the Account Transactions report by contact, Xero doesn’t narrow that filter list down to only the contacts that appear in the selected account and date range. Instead, you need to search for and select the contact you want from the wider contact list.
We are moving your idea to Gaining Support. This helps us gauge community interest and better understand how many customers would benefit from Xero surfacing only the relevant contacts found in the report results.
For now, the best available option is to search for the specific contact you want to filter by.
We’ll continue to keep an eye on the feedback and update the idea if there’s any progress to share.
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Access to company accounts and corporation tax filing for people who are not subscribers but actually do all the work
Many business owners/directors do not actually do their own accounting, preparation of accounts or corporation tax returns yet they are probably the subscriber to XERO.
I think the company accountant/bookkeeper should be allowed access to this area as the people that I do accounts and tax returns for would have no idea how to manage this area of Work and yet they’re the subscribers - the only people who have access to it. This is illogical.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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Find & Recode: Add bulk toggle for Tax Treatment (Inclusive vs. Exclusive)
Description:Please add an option in the Find and Recode tool to mass-update the "Amounts are" tax treatment setting (Tax Inclusive / Tax Exclusive) on invoices, bills, and credit notes.Currently, if an import file of 100+ invoices is mistakenly processed as Tax Exclusive instead of Tax Inclusive, Find and Recode cannot fix it. Recoding the tax rate natively holds the line total the same and ruins the unit pricing. The user's only current recourse is to manually open and edit 100 individual invoices, or delete them one by one and re-import. This feature is heavily needed in Find and Recode to…
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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Cashflow manager - Include GST PAYG and Super
Automatically include GST, PAYG and Super in the cashflow manager report. This would be quite easy an implementation, as all that needs to happen is the report pulls the BAS & Super payment settings (for the dates), and adds in the amounts to cashflow manager.
3 votesHi Rav, 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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Xero Accounting App - 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.
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you Simon.
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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Account Transactions Tab - Display account and GST status for a transaction
Display account and GST status when viewing account transactions page
Another post said "While Xero works on failed AI features like Jax and auto reconcile which no one asked for... basic features like this are missing and causing suffering." I agree.
Seems dumb Xero does not display the essentials of a transaction.
Like most people, I spend > 60% of my time coding and checking for correct account and GST status, so why not have those displayed when the data is very easy to show. Just add those columns.
2 votesHi Peter, 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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Reporting | Edit report layout - Allow printing from Edit mode with all accordions expanded
Being able to print off the reports in the 'edit' mode so you can see the expanded breakdown of the accordian would be very helpful to ensure that Notes match Statements of Financial Performance and Position (especially useful for our juniors who often can't work out where their subcodes are if there have been reporting changes)
4 votesHi there, appreciate the need to allow printing from edit mode and for the screenshots as well. We’ll start to track support on your idea from the community, here.
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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Bank Feeds - Include description for bank accounts
For bank accounts - it would be good to have the contact and description concatenated as for other accounts. This way account lines could easily be matched.
6 votesHi Jenny, 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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Reports - Advanced dynamic reporting builder with multi-table joins and custom calculations
Dynamic reporting. So users are able to select tables and can join multiple tables, add mathmatical functions and but date and fileters in this dynamic report. This way and average joe don't need to setup pipelines for simple repoting. The option to drag and drop ccolumns would be super helpful. Take field glass reporting as an example. Scheduling features to all of the reports would be a game changer, then suddnely, users can setup piplines through Xero GUI instead of tinkering with the API to get this working.
1 voteThanks for bringing this to the community. Having a visual reporting builder with greater flexibility around data sources, and calculations formula could reduce the need to move data into spreadsheets or other reporting tools.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share the reports you currently need to build outside Xero.
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