1011 results found
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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 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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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.
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 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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I would prefer Xero creates a Purchase Credit rather than a Sales Invoice forBAS - Automatic Reconciliation of BAS Payments Auto create entr
I would prefer Xero creates a Credit in purchases rather than an Invoice in Sales for BAS - Automatic Reconciliation of BAS Payments Auto create entries
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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Xero Tax AU - Don't hide labels in Assets/Liabilities/Equity when a PP/NPP filter selected
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 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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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 feature1 voteThanks 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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Reporting - Switch between detail/summary Aged Payables/Receivables report
Instead of having 2 separate reports for Aged Payables and Receivables, there should just be one report for each, and a drop down/toggle to switch between the detailed report and the summary report. Not the biggest deal, but would make things a lot more fluid and easier. Could be replicated across other reports too to simplify the process, and make the "reports" section much tidier and easier to navigate.
1 voteThanks for sharing your idea for a dropdown to switch between the detailed and summary versions of the Aged reports.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
In the meantime, did you know that you will find the detail/summary version of the report listed in the Related reports section of the left hand panel when running a report?
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UK Tax - Importing Rental Income to Xero Tax
Following the introduction to MTD for ITSA, we will be reporting a number of clients rental income to HMRC using Xero, which we previously did not. As a result of MTD for ITSA we will be preparing more Tax Returns using Xero Tax.
It is currently not possible to import rental income & expenses, from a client's Xero account directly to Xero Tax (where as you can for sole trade businesses). Unfortunately these figures need to be typed in manually.
Would it be possible to add this feature into Xero Tax?
1 voteThanks for sharing your idea of importing rental income into the personal tax return.
We've reviewed your idea and now it's up to the community to get behind and support it.
It is worth noting that our MTD for IT functionality will include the option to include rental income/expenses and will utilise tracking categories to do this.
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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Account transaction report - Include where money was spent
Add column to Account Transactions Report to show where the money was spent, based on the Bank statement info. We find if clients choose a generic name in the Description when reconciling, eg "Travel" when you are trying to review their coding, you have to click into each transaction to see where the money was spent.
1 voteHi Tracey, just trying to better understand what you're after here. When you say you'd like to see where the money was spent can you provide an example of where this information is being entered in Xero?
Right now, for the Account Transactions report you could select to Include the 'Related account' or 'Contact' column which may provide more of the detail you're in need of here?
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BAS - Include unfiled amounts when producing custom date reports for BAS audit purposes.
I currently can't export the quarterly activitiy statement due to too many transactions so produce monthly reports via custom date reports, however there is no option here to include unfiled amounts and therefore the reports are not matching the quarterly statement amount.
1 voteAppreciate your idea about BAS reporting, Michelle! It’s great to hear how including unfiled amounts in custom date reports could help with your audit workflow.
We’ve moved your idea to Gaining support, so it’s now open for the community to vote on and discuss. The more you can tell us about how this would fit into your workflow, the easier it is for others to see why it matters and for the product team to understand the impact.
Thanks again for getting the conversation started.
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Journal Report - Reversal Filtering and Visibility Enhancements
I would like to request improvements to the Journal Report to make it more user-friendly for accountants and bookkeepers.
Currently, reversal journals and their original entries appear together, which makes the report difficult to read and slows down review during month-end and year-end close.
Please consider adding these enhancements:
1. Preferred enhancement: Reversal Filters
Please add filter options to control visibility of reversal-related journals:
• Show or hide original journals
• Show or hide reversal journals
• View only normal (non-reversal) journals
This would keep the full audit trail intact, but make the report much cleaner and easier to analyze.…1 voteHi Wilianti, thanks for taking the time to share this idea. Your notes on reversal filtering and visual indicators help clarify how these enhancements could support your workflow.
We’ve moved your post into Gaining Support, which opens it up for community votes and comments. It is now up to the community to show their interest, and this gives us a clearer picture of how many users might benefit from changes like these.
We’ll update this thread when the idea gains traction and is reviewed further by the product team.
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Invoice – Unique payment reference field for Reconciliation
Dear Xero,
Please!.. Ideally, accurate references on all source documents should be able to link them to their Payment transactions in Xero. However, it can be extremely difficult and time-consuming - especially with Spend/Receive Money transactions.
It would be incredibly helpful for a column of 'Link ID's' to be displayed on all detailed reports.
Doesn't need to be fancy, just a Unique ID.
This link ID would need to be automatically generated by Xero, and, have the ability to change dynamically in the case a payment is removed (as one of many examples).
It would help to see the account…
1 voteHi Callum, appreciate you highlighting how a unique payment reference field could support reconciliation workflows. Your suggestion about displaying Link IDs on detailed reports to track account movements is a valuable feedback.
This idea has now moved to Gaining Support, which means it’s open for community support through votes and comments. We encourage other members who would find this helpful to add their votes and share their experiences.
In the meantime, a practical workaround is to use the “Reference” field consistently. When creating invoices, include a unique reference code for the payment (for example, PAY-1001), and when receiving payments, enter the same reference in the “Reference” field. This ensures that the data will appear in the Reference column in both the Receivable Invoice report and the Account Transactions report when run for the relevant bank account, making it easier to track and reconcile payments.
We’ll update this thread when the…
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Reporting - Manual Journal Report
Report that extracts manual journal entries (only) with user details - for audit purpose.
1 voteThanks for sharing this idea. We've reviewed this and now other users can add their votes and comments to support it.
For now, there's a way you can get a report on the manual journals, but without listing the user details.
To do this:
1) Run the Account Transactions Report for the relevant date range.
2) Click the Accounts dropdown and click Select All.
3) Use the Filter option to select Source = Manual Journal.
4) Click Update to generate the report.
Although this report won't list the users, you can click into journals to view their details, the History & Notes will show who entered it.
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AU Tax - Pre-filling Children's Private Health Insurance
Why does Xero not pre-fill the Private Health Insurance information of someone who is on their family's PHI?
i.e. a young adult/teenager who is still on their parents health insurance. (Code F on the tax return).I am having to manually enter the information every time I create a return for one, which is frustrating given that the information is already on their ATO pre-fill report, and it prefills fine for their parents.
4 votesHi Emily! We really appreciate your feedback on this. At this moment, the information we pull is directly from the ATO exclusively for one sole return, and so won't automatically fill into the young adult/teenagers return as you've found.
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!
We'll keep an eye on any traction this gets in the community and will keep you updated if there are any updates. Thanks.
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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.1 voteHi 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.
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Xero Analytics - Add widget to track actuals vs budgets
When we're looking at Xero analytics page, we would like to be able to clearly track our income against our budget.
We also we would like to be able to track our net profit against a KPI line.9 votesHi Lauren
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. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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Dividends and distributions - Automated transaction type to Equity and Assets
It would save time and avoid accounting errors if a new document type existed (akin to Bills) that can be sent to recipients (contacts) generating the accounting transactions appropriate for distributions such as dividends and appointments from trusts. Those transactions would be on equity and assets accounts (not expense accounts and accounts payable as is the case for Bills).
It would be great if such processing could be applied to contacts in bulk (e.g. a shareholders register) but the possibility of accounting for distributions singly would be a good start.
I am a trustee and the usual distributions are cash…
1 voteHi Adrian, 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. Feel free to 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 Payroll - Payroll Variance Report
AU – Month-to-Month Payroll Transaction Variance Report
The current Payroll Activity Summary and Payroll Activity Details reports don’t allow for an easy comparison between two months (e.g., current vs previous). Because of the way the data is structured, it’s quite difficult to compare pay components without doing significant manual adjustments and re-ordering.
A built-in Payroll Variance Report that shows month-to-month differences for each pay component would be extremely beneficial for payroll people.
4 votesThanks for submitting this idea. We've reviewed your request and classified it as Gaining Support, meaning it is now open for other community members to vote on.
We appreciate that while you can currently download reports for individual pay runs, comparing two distinct periods to spot discrepancies requires significant manual review or manipulation outside of Xero.
A dedicated variance report would certainly be a valuable time-saver.
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Reports - Ability to create custom Budget report and send via email
The ability to create multiple custom budget reports which show budgets and transactions which can easily be emailed out to colleagues at the same time. This is useful if a Xero user has multiple budget holders to report to. This should be able to be emailed as both PDF and Excel.
Thanks1 voteHi Kishon 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. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will continue monitoring this space in the meantime.
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UK Payroll - Matrix format for pay run reports
Provide reports (for both draft pay runs and posted pay runs) in a matrix format like other Xero reports, rather than listed under each employee. The current format makes it impossible to carry out checks or to create further reports for management.
Given the latest update that improving payroll reports is not a priority for Xero, we are very close to leaving Xero and moving to another payroll provider for the next financial year, as all other softwares we have used during our careers have provided far more useful reporting than what Xero offers.
Xero's financial accounting reports are great…
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.
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