928 results found
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Reports - Option for All time / All dates to view all transactions
We need to be able to select "All Dates" on a report. ex. I want to see a report for a certain account from the start of my business to the current date. now I need to select beginning date and then todays date and the update.
15 votesThanks for sharing this great idea for improving efficiency in reports.
For anyone looking to achieve this now, you can view transactions across all time by selecting a custom date range in your reports. By setting the start date to your organisation's first transaction date and the end date to today, you can get a full historical view of your data.
We see the value in your suggestion to add a preset 'All Time' or 'All Dates' option, which would make this process a faster, one-click action.
To align with our new statuses for Xero Product ideas, we've updated the status of this idea here. We encourage everyone who would find this feature useful to keep voting and sharing comments. Learning more about the specific reports you'd use this for and how it would help your business helps our product team understand the potential impact.
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Reports - Add planned payment date direct from reports
It would be really helpful if there was the option to add a planned payment date for all invoices listed on a particular aged creditors report. Having customised reports so that only invoices on particular job sites are listed, it then seems very inefficient to have to access 'bills to be paid' and manually, individually search each of the invoices listed on the report to schedule a payment date for them. Could this not be a function, whereby you can schedule them all for payment directly from the aged creditors report?
3 votes -
Manual Journals - Assign to a customer as a Bilable Expense/Credit
It would be good if the "Manual Journal" can be linked to Customer and view at "Billable Expenses - Outstanding".
5 votesThanks for submitting your idea on our Xero Product Ideas site. As you mentioned, it isn't currently possible to assign a manual journal to a contact like this.
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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Delete discontinued tracking categories from reports
It would assist to have discontinued tracking categories no longer showing on drop down menus for reports. We have several categories that are no longer in use but still show up on reporting options.
4 votesThanks for your idea and sharing in the forums here, Rachel.
Consideration would need to be given to how this behaves before and after a report date or date range is set, incase running for an older period that would include transaction lines that were categorised to an archived tracking option.
Being upfront, this isn't something we have any plans around for the time being, but we'll source interest from the community in this here, and share if there are any updates.
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Sharing Economy Reporting Regime Report (SERR)
The ATO has announced a Sharing Economy Reporting Regime Report (SERR) where all Sharing Economy businesses also known as 'EDP operator' (electronic distribution platform) also known as "Intermediary" are required to report twice a year. When will this Report be prioritised by Xero?
1 vote -
Account Transactions Report - Group/summarise by Related account
Reporting - Account Transactions Report - Add Related Account to the options for Grouping/Summarising
2 votes -
Sales Tax - Support negative tax rates
Withholding tax (WHT) in Saudi Arabia (-5%). Allow option to add negative tax rates in Xero.
1 vote -
NZ Tax - IR3 Individual Tax Return option for end users
I am a sole trader. I started using Xero to see how it helped with my taxes. The road has been... rocky. Largely because Xero largely ignores soletraders and their specific needs.
For instance, Xero has no IR3 reports (NZ IRD) set up that we can use.
And we can't have depreciation amounts at the same time as accounts in a report.
We also can't limit which accounts appear in a report.
For me, as a sole trader, I have wound up with personal and business expenses and income mixed in my bank accounts. I have also created personal accounts…
1 vote -
UK VAT - View multiple unsubmitted VAT returns
We should be able to prepare and view future VAT returns where there are multiple unsubmitted returns. Ie. able to prepare multiple VAT returns for client approval at once. Currently, they have to be prepared and submitted before the next quarter's return is visible.
3 votesHi, grateful for your engagement here community.
Just a quick update that this idea is open for voting and comments from the wider community - please share your thoughts on how this would help you. We'll keep an eye on the support for this idea here.
In the mean time, you may wish to use the “Looking to see VAT transactions for your own date range” option to run off reports for each return period, and then calculate the VAT from this report.
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CIS Monthly Return - To include material only bills
Material only bills to be included on the CIS monthly return report to make it easier to reconcile the CIS materials nominal code to the report, confirming that all invoices have been included in the report.
10 votes -
Account transactions report - Comparatives
Essential for cash flow and projections, an annual report divided by month that includes source and base currencies.
The "Account Transactions" report currently enables us to overview all accounts (Balance Sheet and P&L) in both currencies (source and base) but lacks a feature to display 12 months alongside each other.
5 votesWe're grateful for your engagement and letting us know how adding comparative options in the Account Transactions report could benefit you.
This isn't something we have direct plans of right now, however we'll continue to gather community interest in this and share if there are any updates.
In terms of cashflow projections, if not already you may want to check out Short term cashflows with Xero Analytics.
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MTD VAT - Show MTD VAT reports after downgrade to Ledger plan
Historical MTD VAT reports can't be seen after subscription downgrade!
We have just realised that we have lost access to a client's MTD VAT reports after their Xero subscription was downgraded to ledger after de-registering for VAT and becoming dormant. We can see all their pre 2019 VAT reports under "Filed with HMRC" or "Published" but there is nowhere to view the subsequent MTD returns and the detail behind them. Not great when you are preparing a final set of accounts prior to dormancy.
These reports may well be needed in future in the case of a VAT inspection or…
3 votes -
Report needs to have matching data for Total Cash In and Out dashboard widget
Need the report linked from dashboard's Total Cash In and Out to MATCH to the data shown on a report.
Right now it opens up a Bank Summary report which includes transfers, but even after removing transfers from the equation, the numbers still do not match up on the cash flow widget. I can't verify the cash flow widget's numbers.
1 vote -
Reporting - Percentages with decimals when expenses shown without
Xero allows us to choose whether or not we show decimals in an Income Statement. We believe showing 2-decimal places on revenue and expenses to be unnecessary, but feel it is VERY important to show 2-decimals on the % of revenue. It is better to show .04% than .00% and .05% than 1%. We would like to see Xero separate the option of decimals between numbers verses percentages so our clients can have a clear grasp on their performance.
10 votes -
Creating budget in petrol service station business
I'm in a petrol service station business and would like to create a budget using litres sold/purchased as petrol prices fluctuate monthly.
1 vote -
Manual Journal page - TAB after date should go to auto reverse date
Come on Xero, this should be the flow already, the tab position after entering the date should go to the reversing date, we accountants enter a lot of manual journals that are reversed and it is a pain in the **** to have to mouse click on the auto reverse date to be able to enter the date...
This is a easy fix, this is just the tab index in the page...
7 votesThanks for sharing this great idea, Leandro. We can see how changing the keyboard tab order on the Manual Journal screen would make entering reversing journals more efficient.
We've moved your idea to the 'Gaining Support' stage. This means it's now visible to the wider Xero community, who can vote and add comments to show their support. This collective feedback is a key way our product team gauges demand for new features.
While your idea is gaining support, we wanted to share a couple of other related ideas that you and other supporters might be interested in:
- There's an existing idea to have the reversing journal automatically update when the original journal is edited. You can find it here: Manual Journals - Editing journal with auto-reversal to update related journal/s
- For a potential workaround in the meantime, some users explore third-party browser extensions which can offer more customised keyboard navigation.…
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Connection with Belgium (and other countries) tax authorities
We have 3 Belgian customers who are unable to used Xero as there is no connection with Belgium tax authorities, comparable with the HMRC in the UK for MTD VAT returns. If Xero truly want to be a global accounting solution, with Group structures having multiple geographical entities, they need to provide more global support/interaction to avoid clients moving away to alternative solutions.
7 votesWe're grateful for your engagement and letting us know the changes that matter to you.
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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Reports - Change the position of group totals in custom layouts
At present we are able to edit the layout of reports by rearranging, creating formulas, and grouping accounts. It would be INCREDIBLE to be able to customize the following.
1) Group font (size and boldness only)- right now it defaults to a much larger BOLD font than the underlying accounts. It would be nice to choose these sizes and weights
2) Customize the Group Total's Location - at present it shows only as an additional labeled row with the corresponding total. It would be a neater presentation to just have the group total show right in line with its main…
2 votesHi Michael we're grateful for your engagement here, however we ask that each post is contained to a single idea for a feature.
We've identified that there are existing Xero Product Ideas relating to customising fonts and styles in reporting, and collapsing and expanding account groups. We've gone ahead and added your vote to these ideas, so that we can gather support and gauge interest for these ideas separately.
We've also adjusted the title of this idea to reflect your suggestion to change the position of group totals in custom layouts. This idea can now gather support through votes and comments from others in the community.
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Business snapshot - Link to default custom Profit & Loss Report
Business snapshot - link to default custom Profit & Loss Report
We use a custom Profit & Loss Report which is default.
Unfortunately the Business snapshot links to the standard xero Profit & Loss Report not the custom default Profit & Loss report.
Can the Business snapshot be changed to link to the custom default reports?5 votes -
Budget manager - Archive tracking budget if tracking is archived
Budget Manager - Ability to Archive old budgets that relate to archived tracking categories.
At present the budgets still appear within budget manager even though linked to an archived tracking category. It would be great that when you archive a tracking category that the budget is archived along with it or just the ability to archive old budgets in budget manager. At present you can only delete so you lose that history.7 votesWe're grateful for your engagement and letting us know the changes that matter to you.
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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