912 results found
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Rollover
Could Xero please look at rolling over of reports such as Advisor management reports prepared monthly in Xero, have a way to generate some commentary on the numbers for those months. The automation around this would be valuable as currently it is a very tedious process.
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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Why can I not see a report which outlines expenditure items with , a) VAT and amount, or No VAT, b) have a VAT receipt attached.
I want to produce a report for my quarterly VAT return that shows
a) If VAT is applicable for an expenditure item
b) How much is that VAT Amount
c) Is there an invoice attached to that item.Pretty basic stuff for Making Tax Digital for a small business
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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CT600 - First year accounts, date for CT600 to be able to change
With the new Xero company accounts & tax, we are unable to shorten the first years CT600 to show as when it started trading. So for example first year dates are 10.03.2025 to 31.03.2026 which we need to file as this but then would like the CT600 to be 01.04.2025 to 31.03.2026. in the old xero HQ tax we could amend to show this, in the new one we can't. This feature needs adding on as soon as possible
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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(Bug) Overpayment treated inconsistently in cash-based report
Problem: Overpayments are treated inconsistently in cash-based reports. Let's say you receive a rental cash payment of R5000 in May in respect of rent for June that R5000 will be in May month cash report. However, let's now say the tenant pays R5500 (R500 overpayment) in May in respect of June. The R5000 will be included in may cash report and the R500 is included in June cash based report. This doesn't make sense and would seem that the accrual principle (instead of cash accounting) is being applied to the R500 (matching based on invoice date rather than cash payment…
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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Restore visibility of archived account codes when viewing manual journals.
Please restore visibility of archived account codes when viewing manual journals.
Previously, the account code was visible until you went in to edit the journal, which made reviewing historical transactions much easier.The new layout does not show the code at all, making it unnecessarily difficult to identify accounts in historical journals, particularly where multiple archived accounts are involved.
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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NZ TAX - Separate the "Completed" and the "Audit Check" button
It would be really great to separate out the "Completed" and the "Audit Check" button in XPM for the tax returns and have them side-by-side rather than having the "Audit Check" hiding inside a drop-down menu behind "Completed".
These have two vastly different outcomes - the "audit check" is great for checking things are completed correctly (especially great for learning staff), but this is only accessible by clicking on the little arrow beside the "complete" button. If the "complete" button is accidently hit... it's stupendously annoying.
Many people don't have the authority to reverse clicking on "complete" i.e. to unlock…
3 votes✨ Thanks for sharing this idea with us Philippa and detailing how separating the Audit Check from Completed is a desirable improvement. We’ve reviewed it your idea is now open for other community members to vote on and comment on, so they can share how this change would impact their practice too. That feedback is really helpful for our team as it gives us a better understanding of the level of interest and the workflow impact for customers.
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Reporting - Add ABN/Tax Number as an optional column on Aged Payables and Receivables reports
It would be great to have the ability to display the Customer/Supplier ABN on reports with the contact's name.
5 votesThanks for sharing this idea. We appreciate you explaining how including ABN numbers in the Aged Receivables report could streamline 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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company house and HMRC filings - SMALL Entity (as defined in Companies act)
We came to know that compnay house and HMRC filing for MICRO entity has been introduced with add on features now in xero. This is a fantastic news. Now could you please add this for 'Small Entity (as defined in companies act' as well. Let me tell you this must be critical and HIGHLY demanded features.
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 - view GL account number when in edit mode
Include the GL account number to the left of the account name when in edit mode for reports. This enables an easier check against a mapping spreadsheet to ensure all the correct GL accounts have been included.
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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Automatically include ATO payment details when sending Activity Statements for client approval
Automatically include ATO payment details when sending Activity Statements for client approval
When an Activity Statement is sent to a client for electronic approval/signature through Xero Partner Hub, it would be useful if Xero automatically included the client’s ATO payment details, including their Payment Reference Number (PRN) and BPAY details.
MYOB Practice currently pulls these payment details through automatically, allowing the Activity Statement and relevant payment information to be provided to the client at the same time.
Having this information included with the Activity Statement would remove the need to separately download and send the ATO payment slip after 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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Adding Paid Date as a Filter option on Supplier/Payable invoice Reports
I am struggling to report to our suppliers about payments we've made because the remittance advices are completely uneditable. I frequently pay our suppliers in batches and in multiple currencies, but the native remittance template doesn't capture everything our supplier needs to know in order to match what we've paid to what bills they've issued.
Main goal: suppliers need the description and amounts and G/HST from the bills themselves.
I can't get this from the remittance advice which only shows the total paid and the reference number. I have already upvoted the other product idea about getting docx customization for…
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 prepare interim management accounts with estimated Corporation Tax.
Ability to prepare interim management accounts with estimated Corporation Tax.
Xero Tax should allow accountants to prepare management accounts for an interim period, such as 3, 6 or 9 months, before the financial year has ended.
At the moment, we can run bookkeeping reports in Xero, but we cannot prepare a proper set of accounts through Xero Tax until the financial year has ended.
Previously, using IRIS, I could prepare quarterly, six-monthly or nine-monthly accounts in the same format as the annual accounts, together with an estimated Corporation Tax calculation.
This is essential for providing clients with accurate figures during…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 - Ability to insert page breaks
When producing a transaction report for multiple accounts, is it possible to add page breaks between accounts, so that it produces a separate report for each account, which can then be emailed?
1 voteThanks for your feedback, Kevin. Appreciate hearing how being able to add page breaks in the Account transactions report, would help you better visually present information.
We'll get a wider sense of the interest from the community in your idea here. For now, you could export to PDF or spreadsheet to manually adjust the pagination outside Xero.
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Published Reports - When clicking into accounts from the report can they stay the same as the report
When clicking into the account transactions from published reports can the transactions stay the same as the published report figures?? This would make it so much easier to figure out what has changed since the report was published.
1 voteHi Stefanie, appreciate you'd like a static view of the Account Transactions report that aligns with the Published report you're viewing.
As you'll know, Published reports are a snapshot of a report at a point in time. However the drill downs from a published report will take you to a live report. We don't have any plans for changing this behaviour however an option is to Publish the Account Transactions report at the same time as the other published report so you have both saved and accessible from your Published reports.
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Customizing Report Layout to fit to IFRS18/FRS118
With the new requirement set to applies to annual reporting periods beginning on or after 1 Jan 2027 (early adoption permitted), can Xero update the current presentation of the Profit/Loss and Cashflow report? or allow users to customise layout presentation and formulas to fit new requirement instead of us keeping a separate set of IFRS18/FRS118 Profit/Loss in excel?
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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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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Reporting - Profit and Loss Report with Budget Specific Comparison Drop Down box
Allow the selection of the budget from a drop down box at the client level when this report is created as part of a template. Currently you have to go into the report, add a column and select the specific budget. A drop down box will allow you to run this report using different budget models.
1 voteThanks for coming to us with this idea and for explaining the experience you’d like to see added to the reporting process. We understand how having a drop-down option to select the required budget column would make it easier to run reports using different budget models, without needing to edit the report layout each time. This idea is now open to votes and comments. We’ll keep a pulse on the interest it receives and share any updates from the product team here. 🙂
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Manual Journal Entry - View complete journal description when larger than 1 line
The new layout for Manual journals is fine but is very simplified for what can be a complex function. Some journals require a large description in either/both the Narration and each journal line's description.
We have some journals where the line description is copied from the invoice description so that Managers and Auditors have a full view of what's going on. Sometimes those invoices have a return/enter within the description, so the data covers multiple lines.
The new layout only allows the first line of the description to be viewed, which means clicking into each Description field when entering the…1 voteThanks for your feedback here, Jo. We've released some recent changes to improve the viewing of data and ability to scroll contents within a cell, but it's great to hear how these changes have impact for you too.
I've shard this back with our team. For the time being the best option as you described when reviewing draft journals will be to click into the cell so you can read and scroll it's full contents. Clicking elsewhere on the screen will close the cell so you can move to the next down if it's being covered by the previous one.
Once the Journal is Posted the full cell contents will be visible.
If we make any plans for further changes based on this I'll et you know here.
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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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