912 results found
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Reports - view GL account number when in edit mode
Include the GL account number to the left of the account name when in edit mode for reports. This enables an easier check against a mapping spreadsheet to ensure all the correct GL accounts have been included.
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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Automatically include ATO payment details when sending Activity Statements for client approval
Automatically include ATO payment details when sending Activity Statements for client approval
When an Activity Statement is sent to a client for electronic approval/signature through Xero Partner Hub, it would be useful if Xero automatically included the client’s ATO payment details, including their Payment Reference Number (PRN) and BPAY details.
MYOB Practice currently pulls these payment details through automatically, allowing the Activity Statement and relevant payment information to be provided to the client at the same time.
Having this information included with the Activity Statement would remove the need to separately download and send the ATO payment slip after the…
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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Adding Paid Date as a Filter option on Supplier/Payable invoice Reports
I am struggling to report to our suppliers about payments we've made because the remittance advices are completely uneditable. I frequently pay our suppliers in batches and in multiple currencies, but the native remittance template doesn't capture everything our supplier needs to know in order to match what we've paid to what bills they've issued.
Main goal: suppliers need the description and amounts and G/HST from the bills themselves.
I can't get this from the remittance advice which only shows the total paid and the reference number. I have already upvoted the other product idea about getting docx customization for…
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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Ability to prepare interim management accounts with estimated Corporation Tax.
Ability to prepare interim management accounts with estimated Corporation Tax.
Xero Tax should allow accountants to prepare management accounts for an interim period, such as 3, 6 or 9 months, before the financial year has ended.
At the moment, we can run bookkeeping reports in Xero, but we cannot prepare a proper set of accounts through Xero Tax until the financial year has ended.
Previously, using IRIS, I could prepare quarterly, six-monthly or nine-monthly accounts in the same format as the annual accounts, together with an estimated Corporation Tax calculation.
This is essential for providing clients with accurate figures during…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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Account transactions report - Ability to insert page breaks
When producing a transaction report for multiple accounts, is it possible to add page breaks between accounts, so that it produces a separate report for each account, which can then be emailed?
1 voteThanks for your feedback, Kevin. Appreciate hearing how being able to add page breaks in the Account transactions report, would help you better visually present information.
We'll get a wider sense of the interest from the community in your idea here. For now, you could export to PDF or spreadsheet to manually adjust the pagination outside Xero.
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Published Reports - When clicking into accounts from the report can they stay the same as the report
When clicking into the account transactions from published reports can the transactions stay the same as the published report figures?? This would make it so much easier to figure out what has changed since the report was published.
1 voteHi Stefanie, appreciate you'd like a static view of the Account Transactions report that aligns with the Published report you're viewing.
As you'll know, Published reports are a snapshot of a report at a point in time. However the drill downs from a published report will take you to a live report. We don't have any plans for changing this behaviour however an option is to Publish the Account Transactions report at the same time as the other published report so you have both saved and accessible from your Published reports.
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Report Templates - Remove Borders on Financial Statements when exporting
When exporting the FRS105 Financial Statements, Hide the borders of the tables on the signature space and Directors and other Information page.
6 votesThanks for bringing this idea to us, its always great to hear how we can improve the experience. We have opened this idea up for votes and comments from the wider community so we can gauge the interest. We will monitor this idea and any updates will be posted here.
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Customizing Report Layout to fit to IFRS18/FRS118
With the new requirement set to applies to annual reporting periods beginning on or after 1 Jan 2027 (early adoption permitted), can Xero update the current presentation of the Profit/Loss and Cashflow report? or allow users to customise layout presentation and formulas to fit new requirement instead of us keeping a separate set of IFRS18/FRS118 Profit/Loss in excel?
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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XPH - Allow more than 20 favourite reports in dropdown
I really wanted to vote for this previous idea https://productideas.xero.com/forums/967121-users-setup/suggestions/50529057-navigation-favourite-more-than-20-reports but it was already actioned and completed last year.
However, that was before the new partner hub when suddenly once again the maximum number of reports in the menu in practice manager has been limited to an arbitrary number of 20 which is far too low.
This is a backwards step and frustrating. Please reinstate the fix you already did last year per link above. As a practice manager I regularly use more than 20 favourite reports and do not wish to trawl through the full reports screen to find…
2 votesHi Katherine, I've reached out to our product team about this and will be sure to share as soon as I have any updates.
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NZ Tax - IR6 returns, display both full tax credit and allowable
When you print the tax summary and worksheets it only shows the allowable overseas tax credits column, and not the actual overseas tax credits column.
It would be much better if it showed both columns - this would make the tax returns easier to check (and clearer for the clients).
4 votesThanks for sharing this idea and explaining that showing both the full overseas tax credit and the allowable amount on printed IR6 tax summaries and worksheets could make it easier to check the figures and explain them clearly to clients. If this would help in your workflow too, please add your vote and leave a comment sharing how you use these reports or what difference seeing both amounts would make. The idea is open for votes and comments, and your feedback helps us understand the level of interest across the community. 🌟
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Reporting - Profit and Loss Report with Budget Specific Comparison Drop Down box
Allow the selection of the budget from a drop down box at the client level when this report is created as part of a template. Currently you have to go into the report, add a column and select the specific budget. A drop down box will allow you to run this report using different budget models.
1 voteThanks for coming to us with this idea and for explaining the experience you’d like to see added to the reporting process. We understand how having a drop-down option to select the required budget column would make it easier to run reports using different budget models, without needing to edit the report layout each time. This idea is now open to votes and comments. We’ll keep a pulse on the interest it receives and share any updates from the product team here. 🙂
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XPH - PAYG only installments generated with BAS title
PAYG Instalments generated from XPM read as a BAS, wording should be updated.
3 votesHey Ashley, thanks for bringing this to us 🙂So we can review this idea fully can you give us a little more information around what you experiencing with as much details as possible.
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Manual Journal Entry - View complete journal description when larger than 1 line
The new layout for Manual journals is fine but is very simplified for what can be a complex function. Some journals require a large description in either/both the Narration and each journal line's description.
We have some journals where the line description is copied from the invoice description so that Managers and Auditors have a full view of what's going on. Sometimes those invoices have a return/enter within the description, so the data covers multiple lines.
The new layout only allows the first line of the description to be viewed, which means clicking into each Description field when entering the…1 voteThanks for your feedback here, Jo. We've released some recent changes to improve the viewing of data and ability to scroll contents within a cell, but it's great to hear how these changes have impact for you too.
I've shard this back with our team. For the time being the best option as you described when reviewing draft journals will be to click into the cell so you can read and scroll it's full contents. Clicking elsewhere on the screen will close the cell so you can move to the next down if it's being covered by the previous one.
Once the Journal is Posted the full cell contents will be visible.
If we make any plans for further changes based on this I'll et you know here.
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Fixed Assets - Improved Reporting functionality
I would like to see improved reporting ability around the fixed assets register as follows:
A full Fixed Asset Register - not just by category - with ability to run / export this outside of the depreciation generating module
Show the split of depreciation between amount brought forward at year start and charge in the year, not just the full cumulative total
Depreciation methods do not need to be shown line by line on the asset register, but a separate report showing these would be good
6 votesThanks so much for sharing this idea! ✨ Our Community team has reviewed it, and it’s open for the community to vote and comment. Please share it with anyone who might find it helpful, and add a comment with examples of how this reporting would make a difference. We appreciate you helping build support and share useful context.
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Fixed Assets - Increased functionality running Depreciation calculations
I would like to see increased functionality around 'Running Depreciation':
A more flexible date range - we need to run depreciation proposals/forecasts for budgets, long-term forecasts etc.
7 votesThanks for sharing this idea Jon, and for outlining the different improvements you’d like to see around running depreciation.
I’ve added my votes to these related ideas:
- Fixed Assets | Depreciation – processing without posting journal
- Fixed Assets – Manually adjust depreciation dates/periods
- Fixed Asset – Export Registry in PDF or Excel format
I’ve also acknowledged the related Improved Fixed Assets Reporting functionality idea. To make it easier for the community to vote and comment on each request, we’ve split the remaining aspects into separate ideas. This should help us better understand which improvements are most important to the community.
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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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bringing back the year-to-date view in the analytics chart
bringing back the year-to-date view in the analytics chart for net profit or loss
2 votesHi Amanda, just to confirm are you referring to the Xero Analytics dashboards? Or the Net profit or loss on the Homepage?
This'll help ensure I get your feedback to the right team. Thanks
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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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Report - Transaction Posting Details report
Bookkeeping Controls & Reconciliation
I would like to suggest two features that could significantly improve bookkeeping accuracy, audit review and reconciliation in Xero.
- Posting Details / Audit Report
A report to identify what transactions were entered into Xero, when they were entered, which accounting period they relate to, and who entered them.
Two separate date filters are required:
Created/Posting Date: When the user actually entered the transaction in Xero.
Transaction Date: The accounting date given to the transaction.The report should cover:
Purchases and credit notes
Sales and credit notes
Manual journals
Bank transactionsKey columns: Posting Date, Transaction Date,…
7 votesThanks for sharing this idea. We understand the request for a unified audit report that filters by both Posting Date and Transaction Date, rather than relying on separate reports to review transaction activity.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote if this would improve your audit workflow.
Regarding your idea on suppliers' statement reconciliation, I have split this idea and merged with a similar suggestion to continue tracking interest separately.
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Trial Balance - Option to display Trial Balance report in a single-column format
Instead of a trial balance in two columns (debits and credits), have a single column trial balance that sums to zero. This is possible in the comparision columns, but for some reason not in the current period.
5 votesThanks for bringing this to the community. We understand the request to have a single-column Trial Balance that shows the net balance for the current period.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share which reporting or import processes you’d use it for.
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