946 results found
-
pack date range
Every new year tax year (1 April) the reports for the previous year that we are still using ie 31 March 2025 automatically change to the 31 March of the current year ie 31 March 2027 and the Last Financial year changes to 1 April 2025 to 31 March 2026.
In the drop down box for the Pack Date Range Custom would it be possible to add a Last financial year -1 so that it reads the date range for the previous year that we are still compiling for ie: Date range 1 April 2024 to 31 March 2025.1 voteThanks for taking the time to explain how you’re using the Pack date range and why you’d like a “Last financial year -1” option. This isn’t something we’re actively working on right now, so we’re moving your idea to Gaining support. This lets other partners and small businesses add their vote and specific scenarios, which helps our product teams understand how many people are impacted and how this should be prioritised alongside other reporting work.
In the meantime, the best available workaround is to set the prior year using a Custom date range and reuse that report pack where possible.
-
Reporting | Profit & Loss - Ability to change headings in the report according to industry specific terminology
The statutory profit and loss account includes the wording "cost of raw materials and consumables" in the Cost of Sales section. This makes no sense for my clients in the service industry. Can we not have a tag named "Cost of Sales" or "Purchases" which is more generic and applies better to direct expenses attributable to sales in the service industry?
2 votesThanks for submitting your idea on Xero Product Idea’s Melanie. We’ll start to track support in 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.
-
Auto sales tax - Ability to edit invoice with auto sales tax
This is a known issue that needs to be voted on to be prioritized.
The Auto Sales Tax feature in Xero (from Avalara) disallows the ability to edit an Invoice account category. This is a huge limitation that will have massive repercussions as time goes on. Please fix this promptly.
9 votesWe're grateful for your engagement and letting us know the changes that matter to you.
We request that each post is for a single idea, I've just split your one here so we can gather support for being able to edit the invoice or Find and recode transactions with sales tax separately - you'll find the other idea I created for you here
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
-
MTD for IT - Hide specific obligations from your client's view.
Disable or hide specific MTD for IT obligations, including the end of year update, from your client's view.
2 votesThanks for sharing this idea about controlling MTD for IT obligation visibility. We appreciate you explaining how more granular control over what clients see could help streamline practice 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.
-
I am advocating for a graph showing cumulative revenue for each month of the year compared with past years. It is actually a simple graph t
I am advocating for a graph showing cumulative revenue for each month of the year compared with past years.
It is actually a simple graph to produce.
It is quite a useful graph as it provides an early warning of what needs to be done now so that whatever needs to be done can be done within the time frame. An easier way to say this is that it provides early information in order for us to act on time.
I only advocate that this be done for revenue only and not for anything else as the idea of the…
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. 🙂
-
Giving Statements for Year End
It is crucial to be able to print or email statements to multiple or all contacts with received money transactions at once showing each received money transaction for the contact in a time period on individual/separate pages by contact. This is really needed functionality because any nonprofit entity needs to send giving/donation statements at year end. I have tried multiple reports and statements. I can create an Account Transactions report showing all the clients and the received money entries, but it doesn't allow me to separate contact on their own page. The functionality under Business and sending statements would be…
8 votesHi Justin, thanks for sharing your idea again, I understand the challenge of creating a statement for a contact who only have receive money transactions. We've reviewed your idea agree its something others have asked for, so 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.
-
Xero Analytics - Cash flow forecasting customisation
More flexibility for cash flow forecasting - categorisation by account code, manual upload to edit upcoming items rather than one by one, customising summaries (like month end balances).
1 voteAppreciate you sharing how we could improve Cash flow manager, Vanisha. I've just split your idea into 2 so we can track the customisation and bulk update portions separately.
You'll find the idea for bulk updates across here.
If there are any updates planned for either of these we'll let you know on the respective idea. In the meantime share your idea with other colleagues that'd also find this useful to help build up the support in this. 🙂
-
AU Tax - Dropdown (or expandable lists) of Tax Return items within each section
Dropdown list of Tax Return items.
Hi Xero Team,
I’d like to suggest a possible enhancement to the Tax Returns section for easier navigation.
Would it be possible to add dropdowns (or expandable lists) that show all tax return items within each section, similar to the attached example? This would make it much easier to jump directly to specific items instead of scrolling through the full return.
For example, having a dropdown list for all income categories, deductions, offsets, and other tax return items would help users quickly locate the exact section they need, especially when reviewing or updating multiple…
1 voteHi Sailah, thanks for sharing your feedback here. We can see how long lists in tax returns can make navigation harder, especially as returns become more detailed.
A collapsible or expandable layout could make it easier to focus on the section you’re working on. We’ve moved this idea to Gaining Support so we can continue tracking interest and share the feedback with our product teams.
-
Company Accounts (UK) | New xero Financial accounts Formatting and Resignation dates
We have been using the New Financial Accounts FRS102 IA template in Xero Business. Here are our feedback notes. In case anyone else is having the same issues.
We had a resignation of a Company secretary and in the period. It does not show resignation date. Also the formatting of the directors name is interesting to say the least. Not a normal format. Last name first.I'll note that the program is significantly easier to use than the current company accounts and tax module. But still needs work around processes.
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 🙂
-
Reports - Add Tracking Category Column/Breakdown to Trial Balance
Trial balance with a column for Tracking Category. Currently I need to download each TB individually if I want it by tracking category, which is very time consuming and inefficient.
3 votesThanks 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.
-
Auto sales - Ability to find and recode transactions with auto sales tax
This is a known issue that needs to be voted on to be prioritized.
The Auto Sales Tax feature in Xero (from Avalara) disallows the ability to use Find and Recode. This is a huge limitation that will have massive repercussions as time goes on. Please fix this promptly.
8 votesThanks for your idea here, Mariel.
Appreciate hearing why you'd like to be able to change the account for invoices that have auto sales tax.
We've reviewed your idea and now it can gain support from other community members.
I've created a new idea to track support in being able to find & recode here so we can get interest in this specifically.
If there is any plans made for either of these we'll update you through the respective idea. For now it can gain support from others in community 🙂
-
AU Tax - Depreciation worksheets
You can't create a stand-alone worksheet for depreciable assets then feed the figures to a chosen label. Depreciation has to be created within the label e.g. rental worksheet/D5/D1. For assets created within a rental schedule you can print nice depreciation worksheets. For assets created at other labels, you sometimes can't print a nice worksheet and the information displayed at the label is limited. The assets worksheets attached to a rental property in a Trust return doesn't show the cost or acquisition date of each asset.
7 votesThanks for sharing your idea with us, Jennifer!
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.
-
Reports - Date Range to include Calendar Year to date
Entities often need to view business reports in calendar year, as opposed to Financial year.
Increasingly, revenue, expense and profit performance and targets at management and operational level are considered by calendar year.2 votesHi Ian thanks for sharing your idea here, 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! In the meantime, we recommend typing the date in the box to avoid extra clicks. You may type 1/1/25 or Jan 2025. If you require further help with this, we recommend raising a case with our support team.
-
Reporting - Customise Account Transactions report to Subtract Spend money from Receive Money
Edit the layout of account transaction reports (custom reports) or customise it so that the expenses ("Spend money") get subtracted from the income ("Receive money"). This would make custom reports endlessly more useful as they would show what profit or loss there is for each custom report.
2 votesThanks 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.
-
Allow "Future date" for planning on reports. Example: Income Statement (Profit and Loss)
The reports pick up transactions only up to the current date, regardless of the date range specified in the report.
For example, I use the income statement (profit and loss) as a useful report for my fiscal year close out, where I'm trying to minimize the income from the business by purchasing products and services I need in the coming year or paying myself to convert to personal income. When running depreciation on fixed assets, the depreciation expense is posted for the end of the month, and as a result is not included on the income report.
The date selection…
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 🙂
-
Profit & Loss - Use Average currency value when reporting in an alternative currency
When presenting the Profit & Loss in a different currency from the file currency the exchange rate is as the last date of the Profit & Loss Statement (P&L). While this is appropriate for the Balance Sheet it is not so for the P&L. I would like to be able to extract a P&L report knowing the figures are based on an average exchange rate for the period as opposed to a single date rate.
5 votesAppreciate you sharing your idea here, Michelle.
In the way Xero works at present the exchange rate is based on the end date of a report or the set exchange rate that was used.
It's now up to the community to get behind and support your idea here. Make sure you share this with any colleagues that this could benefit so they can add their vote too!
-
Navigation - Split Taxes menu by Payroll, VAT and CIS
I would like to see taxes split into Payroll, VAT and CIS more clearly
6 votesHi Lesley, it's great to see you exploring the new navigation, 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.
-
Reports - Option for All time / All dates to view all transactions
We need to be able to select "All Dates" on a report. ex. I want to see a report for a certain account from the start of my business to the current date. now I need to select beginning date and then todays date and the update.
13 votesThanks for sharing this great idea for improving efficiency in reports.
For anyone looking to achieve this now, you can view transactions across all time by selecting a custom date range in your reports. By setting the start date to your organisation's first transaction date and the end date to today, you can get a full historical view of your data.
We see the value in your suggestion to add a preset 'All Time' or 'All Dates' option, which would make this process a faster, one-click action.
To align with our new statuses for Xero Product ideas, we've updated the status of this idea here. We encourage everyone who would find this feature useful to keep voting and sharing comments. Learning more about the specific reports you'd use this for and how it would help your business helps our product team understand the potential impact.
-
Report Code on General Ledger Summary or Trial Balance
Have the ability to include the Report Code on the General Ledger Summary or Trial Balance report. At present, can only report on what Report Code an account has by printing the Chart of Accounts.
With the new workpapers working on the Report Code, would be good to be able to see which Report Code an item has when working with the General Ledger Summary or Trial Balance.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 🙂
-
New Fixed Assets - Access for AU organisations that use pooling
Ability for AU orgs that use pooling in Fixed Assets to access the new Fixed Assets experience and make use of features like being able to attach a file to an asset.
17 votes
- Don't see your idea?