912 results found
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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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Clearer error messages to assist with locating, identifying & resolving errors
Would be great if all error messages provided information to resolve the error ourselves immediately without needing to create a support case & wait for a response.
Too often error messages don't identify the location of the error or how to resolve.
Too many codes in the error message without any explanation on what the code is.
1 voteHi Daniel, can you share an example of an error you've recently received that your idea here relates? Or explain what you were doing in Xero when you received the error?
I'd like to take a closer look into this for you but need a bit more detail to be able to share back with the right team. Thanks
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Budget Manager - Extend Budget Manager view to show all 12 months on a single screen
Extend the screen on budget manager to see all 12 months including the total. It is time consuming to scroll down and across when checking totals.
22 votesHi all, thanks for calling out how much scrolling is involved when reviewing a full-year budget. The new Budgets experience provides a spreadsheet-style grid, inline editing, autosave and flexible start and end dates.
It’s a stronger foundation for working with budgets, although showing all 12 months and the total in one view isn’t something we've been able to work into this new experience, we’ll keep this feedback in view as the experience evolves.
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Report - Optimized Excel export layout for Account Transactions report to support Excel tables and pivot analysis
Adjust layout of a downloaded Account Transaction report from Xero to an excel format for a period of to enable 'Insert a Table' analysis
Attached please find a file which shows an existing tab Purchases Transactions for JA26 / second tab New layout for Excel and third tab shows final 'Insert a table to produce a report for simpler presentation and analysis
1 voteThanks for sharing this idea. A table-ready Excel export of the Account Transactions report could make it easier to use filters, create pivot tables and analyse data without manual formatting.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and share how you’d use this export.
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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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Reporting - Filter quote reports by contact acceptance history
When using the Receivable Invoice Detail/Summary reports (or the common Quote formats), more contact filters would be very helpful. We would like to filter out contacts who have accepted quotes in the past to only show clients who have not accepted quotes. We need that information to track prospective customers who should get follow ups.
1 voteThanks for sharing this idea. We understand the request to filter quote reports by whether a contact has ever accepted a quote. This could make it easier to identify prospective customers who may need follow-up without manually reviewing historical quotes.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you’d use this filter.
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UK Tax Personal - Ability to edit Trading and Professional Income
In Partnership Tax we should be allowed to edit the total amounts on trading and professional income so we can include personal professional expenses of partners so these are then added on the partnership tax return.
1 voteThanks for sharing this idea, Deepan. 🙂 And for letting us know how including partners’ personally incurred professional expenses directly in the Trading and professional income section could make preparing the partnership tax return easier.
We’ve reviewed your idea, and it’s now open for other community members to vote and comment on. For now, we'd like to get a sense of the support for this from the community. Others can share how this would help their own workflow, and you're welcome to share the idea with colleagues who'd find it useful too
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Reporting - Display Accounting Basis (Cash/Accrual) options prominently instead of under More options
Hi Xero Team,
I'd like to suggest a small user interface improvement that would significantly improve the reporting experience.
The Accounting Basis (Cash vs Accrual) fundamentally changes the meaning of reports such as the General Ledger, Trial Balance and GST reports, yet it's currently hidden under the "More" menu.
As a business that reports GST on a cash basis, I recently spent several hours reconciling my BAS, General Ledger and Trial Balance because I unknowingly compared reports prepared on different accounting bases. Once I discovered the hidden setting and changed the report to Cash, every figure reconciled immediately.
The Accounting…
2 votesThanks for bringing this idea to the community. We understand the request to make the Cash or Accrual basis option more visible when viewing financial reports. A prominent indicator could help reduce confusion when reviewing or sharing reports with clients.
We've moved this idea to Gaining Support so we can continue gathering votes and feedback. If this would be useful, share how you'd use it.
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Reports - Ability to add other reports to Reconciliation Report Pack
Reconciliation Reports Pack add below reports:
1. Activity Statements report
2. Payroll Employee Summary report3 votesHi Sasha, thanks for bringing this idea to the community.
We can see how being able to add additional reports to the Reconciliation Reports Pack could make it easier to create a more complete reporting pack without needing to generate and combine reports separately.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please continue to vote and share which reports you'd find most valuable to include in the pack.
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Profit & Loss - Automated commentary and variance analysis report
A fully automated, written analysis report (such as a paragraph-by-paragraph commentary for every account in the P&L) would be very useful when producing management accounts and annual accounts, when you need to explain large variances to the comparative figures. The graphs in analytics can be useful but it doesn't give enough detail, nor does the commentary on the P&L summary.
1 voteAppreciate you raising this idea. We understand the request for a detailed written analysis of Profit & Loss results, including explanations of significant account movements and variances.
Having this generated automatically could make it easier to produce consistent commentary for monthly, annual and client reporting.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know which P&L insights you'd most like to see explained.
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Reporting - Track quotes issued by users
I want to be able to track how many quotes a user issues in a given month so i can work out their productivity and conversion ratios
1 voteThanks for highlighting this improvement. A staff-level quote report with issued, accepted and conversion figures could make it easier to review sales performance and identify trends across the team.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share what other quote metrics you’d like to see.
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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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AU Payroll: Leave Transactions Report to include payment date.
In regard to the Leave Transactions Report (Australia), it would be very helpful if a date column could be added to the report, allowing the transactions to be easily sorted into chronological order.
For example, if there has been a change to an employee’s leave accruals and we need to investigate when that change occurred, it is currently quite difficult to sort the report by date using the available fields in Excel.
As a workaround, we currently have to extract the date from the description field into a separate column using a formula such as '=DATEVALUE(RIGHT(D6,11))' where D6 is the…
1 voteThanks for sharing your idea on improving visibility on the Leave Transactions report.
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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AU Tax - Make TFNs mandatory for beneficiaries where required by tax rules in TRT
Currently, Xero Tax allows a trust tax return to be completed and lodged even when a beneficiary's TFN has not been entered, despite the TFN being required in certain beneficiary statements and trust reporting schedules.
It would be helpful if Xero included a validation check that prevents the trust tax return from being finalised or lodged where a beneficiary TFN is mandatory but has not been entered. This could work in the same way as other critical validation errors that must be resolved before lodgement.
For our practice, this would reduce the risk of incomplete or incorrect trust reporting, improve…2 votesAppreciate your feedback, Nikki.
Having a mandatory TFN check for beneficiaries where required could make Trust Tax Return preparation more consistent and help reduce the need for manual checks before lodgement.
We've updated the status to Gaining Support so we can continue tracking community interest. Add your vote if this could improve your workflow.
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AU Tax - Show lodgement error in a banner
Have the full expanded version of lodgment Error Codes shown on a return that does not lodge correctly so we have a quick, accurate understanding of what is needing to be adjusted.
3 votesHi Ali, thanks for putting this forward. We understand the ask to surface ATO error messages more prominently in the return screen, so users can quickly see what needs attention without needing to navigate through logs or other areas of Tax.
For now, ATO lodgement error messages can be viewed in the History section of the tax returns, with option to expand the error message for more details. These areas provide the full error details, although we appreciate this may involve additional navigation depending on your workflow.
To be upfront, we don't have any short term plans to change how this is currently displaying in Xero Tax. However, if this would improve your process, please add your vote and share any specific examples of how you’d expect this to work in your day-to-day filing so we can continue to gauge interest.
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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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Custom Reports - Ability to display GL accounts across columns instead of rows in custom reports
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 voteThanks for highlighting this improvement, Janilyn. Having the option to map selected GL accounts directly into columns could make customised financial reporting more flexible, particularly when comparing specific sales or expense accounts.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this could be useful, add your vote and share your reporting use case.
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AU Tax - Option for 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 Christopher, thanks for raising this. We understand the request to support tax returns from before 2014 in Xero Tax.
At this stage, we will not be developing templates or electronic forms for tax years before 2014 due to the declining demand for these returns. Following review, we’ve now updated the status to Not in Pipeline.
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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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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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