1024 results found
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edit the layout of account transaction report (custom report attached in the screenshot on your previous responses) or customise it so that
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.
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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Auto add GST to Short-term Cashflow
Auto add GST payment/refund to Short-term cashflow report. Currently I have to review the GST return to get the payment/refund figure then add this manually to the cashflow.
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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add additional columns to transaction reports
Would like to be able to have a column to show where the money was spent (bank statement info) as we find if clients choose a generic name in the Description, eg "Travel" when you are trying to review their coding, you have to click into each transaction to see where the money was spent.
We have clients that will often use a generic name in the "who" box and we cannot tell where the money was spent when reviewing without going into each one. We have suggested they use where the money was spent in the "who" box, but…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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Move around VAT Return boxes
Would be great to have a 'drop down' arrow for box items to hide when finished checking one of the boxes under 'Transactions by VAT box' while checking the VAT return. Or add 'jump to... ' another box so we do not have to scroll up or down.
'Go to top' button would be great as well.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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Balance sheet report in reverse order
I thought it would be a good idea in the standard balance sheet (compare previous months)
If there was a tick / option to have this in reverse order
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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sales repo
Sales report is necessary in dashboard. (Monthly and yearly wise 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.
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Aged Receivables/Payables Summary report to include invoice numbers by default
Aged Receivables/Payables Summary report to include invoice numbers by default, which is commonly available in other accounting softwares. It is crucial to know the number of invoices and unique invoice reference number for ease of reference when reviewing ageing.
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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profit and loss report from this time last year
Profit and loss report from "from this time last year" as opposed to the current "from last year". I think it would be really handy to see how the business is going compared to the same time last year.
the app has display dates of:
-this month
-this quarter
-this financial year
-last month
-last quater
-Last financial year
-month to date
-quater to quater
-year to dateIf you guys could add
-From same time last year1 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.
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Repeating Journals - option to switch from "post" to "draft"
I would like the ability to stop repeat journals set to "post" from posting automatically and edit them to generate as "draft".
I can't see a way to do this currently and have to delete and re-create which is tiresome
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.
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Report tab in navigation ribbon on new XPH
I feel there needs to be a separate tab/heading just for 'reports' on the navigation ribbon in the new XPH (Xero Practice Hub) format. It seems a bit cumbersome to navigate through to what used to be easy to access favoured (starred) reports.
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
There are a number of things bugging me regarding the essential task of reconciling bank accounts. The Bank Reconciliation Reports are easy enough to create, but after that it all goes wrong. Nobody seems to have thought about what happens to them after the 'Publish' button is pressed! Here's what I think - and please please please vote for this or nothing will change.
1) I would like to see bank reconciliation reports having their own dedicated space. They are currently hidden away in Reports>Published, mixed up with all the other published reports. Please create a new Bank Reconciliation Reports…
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.
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Consolidating organisations
Is it possible to have the facility to consolidate different organisations to report group results rather than having to export to Excel to do this.
2 votesHi 👋 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.
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To add Budget amount as well as spending expenses so budget holder can see their budget amount and spending and how much is left.
Add Budget amount to expenditure reporting and show balance amount
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.
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Custom cover letter
- Tax custom cover letter should have salutation option for the client. Without salutation it looks unprofessional or harsh.
- Trust tax cover letter is addressing to the trustee. If the trustee is a company, there should be an option to address the director of the trustee.
2 votesHi 👋 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.
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contact report
When pulling a Contacts report (expense by vendor, cash payments made to vendors, etc) out of Xero, please add the ability to "turn on" more fields from Contacts. For 1099 purposes, it's crucial to see "business entity" selections and "DBA names" (IRS-registered business name) when preparing the 1099 report. I know you can see this info within the 1099 report, but looking at one contact at a time is not efficient.
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.
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Transaction Listing Details Report. Add Totals.
Can a total be added under the amount on this report.
If a total was available, I wouldn't need to export to excel simply to add a total before sharing the report.Ideally, the total would also apply to groups on the report, ie, total by employee and total for all employees.
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.
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overseas company accounts and corporation tax retun
We deal with Overseas companies and subsidiaries, Xero does not have recognise Overseas company number usually starts with FC123456, Xero does no recognise this and create corporation tax return. This is another deficiency of Xero which makes me look at other software.
2 votesHi 👋 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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AU Tax – Detailed tax estimate page in PDF (income, deductions, offsets)
Add the estimates section when downloading a copy of the Tax Return, to a full breakdown of the assessable income & tax owed. Usually I use pg 4 on a downloaded copy of a TR, but it does include a values in that section. it would be best to have a detailed summary that fits in 1-2 pages.
1 voteHi Patrick, thanks for sharing this idea and for clearly outlining how a more detailed breakdown of assessable income, deductions, offsets, and tax owed in the downloaded Tax Return would fit into your workflow.
We’ve moved this idea into Gaining support. It’s now open for the wider community to add votes and comments, which helps us understand how useful this change would be across different practices. If others see value in this, they’re welcome to share how they’d use it.
We’ll continue to monitor the feedback as it comes in.
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Xero Tax (AU) - Remove PP/NPP filtering for Asset, Liability, and Equity labels
When Importing from Xero to Xero Tax (AU), there is a filter button to filter only PP or NPP labels (or Both).
These are only relevant to Revenue and Expenses account types (and tax return labels).
When I click PP or NPP and then move onto Assets/Liabilities/Equity, no Tax Return Labels show up in the drop down (because Xero Tax filters them out).
Xero Tax SHOULD NOT filter out labels for Assets/Liabilities/Equity. There is no benefit and no efficiency for this behaviour. Xero Tax should return ALL labels for Assets/Liabilities/Equity whenever PP or NPP (or Both) is selected.
1 voteThanks 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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BAS - Make draft bill creation optional when lodging BAS
To have the option to remove the draft bill feature when lodging your BAS through Xero. At the moment, the system automatically creates the draft bill when lodging your BAS and we are manually going back and deleting the draft bills.
It would be great to have option to disable this feature2 votesThanks for sharing your feedback on draft bill creation during BAS lodgement. We appreciate you explaining how this impacts 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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