1035 results found
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year to date
It would be nice to be able to select "year to date" when choosing comparison periods of quarters or months on the balance sheet and profit and loss statements. Right now the only way to do so is to manually do the math on how many months back the fiscal year end began, which is especially inconvenient for entities with non-calendar year ends.
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.
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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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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 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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MTD for Income Tax widget added to the homepage
To have an MTD for Income Tax widget added to the homepage (like you can for VAT)
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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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. 🙂
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cash flow forecasting
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 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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Dropdown (or expandable lists) of Tax Return items that show all 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 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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Add IF (Conditional) Formulas to Xero Reports for Corporation Tax Calculations
Currently, Xero’s report builder does not support conditional logic (e.g. IF, MIN, MAX), which limits the ability to automate common financial calculations such as corporation tax.
I propose adding support for conditional formulas within reports, enabling users to apply tiered logic based on values such as operating profit.
Use Case: Corporation Tax Automation (UK)
Users should be able to define logic such as:If operating profit is below £50,000 → apply 19%
If operating profit is between £50,000 and £250,000 → apply 19% on the first £50,000 and 26.5% on the remainder
If operating profit exceeds £250,000 → apply a…12 votesThanks 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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Company Accounts (UK) | New xero Financial accounts UK module in Xero business
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.
1. 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.
2. When looking at the Xero HQ List of accounts it shows either in progress or Error until actually filed.
3. You can not lock the accounts depending on Reviewer, or preparer status.…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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Tracking GP% for individual revenue streams
I run a F&B business. Tracking Food, Beverage and Accommodation GPs has always been a KPI in our industry. Whilst it is possible to bespoke the new P&L report to provide an overall GP of all the above revenue streams combined it would be better if it were possible to report GP for each revenue stream, for instance Food Purchases as a % of Food Sales, or as %GP, beverage sales against beverage purchases etc.
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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Farmers' 2 and 5 year averaging
Many of the leading software providers like Iris and CCH offer 2 and 5 year farmers' averaging at the click of a button which saves so much manual time having to work out the tax advantages of 2 and 5 year averaging. I feel this is very important and the agricultural market is huge, there are also a lot of dairy farmers whose milk contracts stipulate they must use Xero software, so the market is definitely there. My accountancy practice alone has over 200 farming clients and the time saved in my firm alone would be enormous, not to mention…
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 - Ability to edit outflow date for recurring transactions
In Cash Flow Manager (Reporting / Cash Flow Manager), once a Projected Recurring Cash In/Out amount has been entered, you cannot edit the date that it is received/paid in the cash flow.
You can edit the start- and end-date for recurrence, but the date it is received/paid is locked to the date set when you first added the Projected Recurring Cash In/Out amount.
Please allow the date that the amount is received/paid to be edited.
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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Transaction ID's in History & Notes
In the History section it would be good to be what the Transaction ID number is, and any reversals. Take for example the sample data base (Global), Swanston Security bill for 59.54, is currently a payable, transaction ID 549 is the posting of the transaction, transaction ID 550 is the reversal, so the balance due should be 0, however the balance due is still 59.54. There is no ability to search transactions by Vendor, and no ability to show all reversing transactions of an entry, so it difficult to figure out the outstanding posting entry.
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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pet
please add pet services to industries. i own a dog grooming business and it would be great to compare to the industry
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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Employee Remuneration - save customised report
I appreciate that there is now a report listing employee remuneration, and have to suggestions to improve this. 1) Allow the date to be changed. I have just updated everyone's salaries ready for 1st April COL uplift. It would be good to have an advance report for 1st April to compare all new salaries with the list I've been given in one place. As it is, I need to diarise checking this on 1st April. 2) I spent some time customising the report to show the information I want, but am unable to save this in customised reports. I will…
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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CIS Returns - ability to mark as submitted manually
The ability to mark CIS Returns as submitted manually if filed outside of Xero. It is unhelpful to have a list of returns which state they are overdue, despite the fact they have been filed externally from xero - it causes confusion when checking workflows and doesn't accurately represent a true reflection of the client's data.
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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AU ITR
AU Tax - Individual tax return - import excel spreadsheet of capital gains tax transactions - could you provide a template so we can import the cgt transactions - saves time in processing and doubling up data entry - workpapers and then again in tax return
2 votesThanks 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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hmrc x reference within xero
On HMRC ASA there is a list of clients signed up for MTD for IT with references starting 'X*IT'. These references should be available to Xero so it would be good for that reference to show in Xero within the MTD tab
2 votesThanks 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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Multicurrency report options - ability to change base currency on a report level
Ability to run detailed transaction and other reports translated to another currency.
When you are running a multinational business, the ability to convert all data back to 1 currency for reporting is invaluable. Though the entity may trade in one currency, being able to report in another is also important.
Also, looking at the detailed transactions for analytics is important but difficult when it's in a foreign currency. Having a multicurrency TB for export/import and reconciliations would also be 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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Reports - Highlight previously viewed transaction on list/report
Restore function where the previously viewed transaction is highlighted in a darker or different colour so you know where you are on a list of transactions. It used to be there but it has now gone :(
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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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 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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