912 results found
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Tax Manager - Open tax returns by clicking anywhere on the client row
Could you please update the new "Tax Manager" page so that users can open a tax return by clicking anywhere on the client name or row, rather than having to click the “Open” action button?
With the new system, you have to trace the entire row from the client name on the far left across to the “Open” button on the far right. This makes it easy to accidentally click the “Open” button for the wrong tax return, particularly when working on a wide screen with many rows.
The previous system allowed users to click directly on the client name…
2 votesThanks for sharing this feedback. Having the client name act as a direct link to the tax return, or making the entire row clickable, could make Tax Manager easier to navigate.
We’ve updated the status to Gaining Support so we can continue gathering community feedback. If this could improve your workflow, add your vote and let us know which approach you’d prefer.
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Reporting - Filter quote reports by contact acceptance history
When using the Receivable Invoice Detail/Summary reports (or the common Quote formats), more contact filters would be very helpful. We would like to filter out contacts who have accepted quotes in the past to only show clients who have not accepted quotes. We need that information to track prospective customers who should get follow ups.
1 voteThanks for sharing this idea. We understand the request to filter quote reports by whether a contact has ever accepted a quote. This could make it easier to identify prospective customers who may need follow-up without manually reviewing historical quotes.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you’d use this filter.
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UK Tax Personal - Ability to edit Trading and Professional Income
In Partnership Tax we should be allowed to edit the total amounts on trading and professional income so we can include personal professional expenses of partners so these are then added on the partnership tax return.
1 voteThanks for sharing this idea, Deepan. 🙂 And for letting us know how including partners’ personally incurred professional expenses directly in the Trading and professional income section could make preparing the partnership tax return easier.
We’ve reviewed your idea, and it’s now open for other community members to vote and comment on. For now, we'd like to get a sense of the support for this from the community. Others can share how this would help their own workflow, and you're welcome to share the idea with colleagues who'd find it useful too
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Reporting - Credit limit and Customer Activity report in one
Customer Credit Limit vs Sales Report
I'd like a report that combines customer credit limits with their sales activity in one place.
Currently, there is no single report available that provides this information. I run an Aged Receivables Report to include Credit Limits (which only shows customers with active, outstanding balances).
Run an Income by Customer Report for historical sales data.
Export both to Excel and manually merge the dataset and add in missed customers.
For a customer base of approximately 700 customers, this process takes an entire day to complete.
A report showing Customer Name, Credit Limit, Current Balance,…3 votesThanks for sharing your idea, and letting us know that a single report showing sales activity and the customer credit limit would be something that you would like to see developed in Xero.
We've opened this up to the wider community and now it's up to them 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 share additional detail about how your idea could improve their experience with Xero.
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Fixed Assets - Dispose of multiple assets at once via bulk import
It would be great if I could fill out and import a CSV template to dispose of multiple assets at once.
1 voteThanks so much for sharing this idea and for explaining the need to be able to dispose of large numbers of fixed assets in bulk. 🙂
We’ve opened this up for others making it easier for those in the community with the same need to add their support. In the meantime, grouping similar items into a single asset and using partial disposal may help reduce the number of individual disposals required. Thanks again for taking the time to share your experience—we’ll update this idea if its status changes.
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New Manual Journal - Stop the 'Total is out by' decreasing as numbers entered
The variance at the bottom of the journals in red changes when you type in a balancing number, but it happens before you click out of the DR or CR box. It seems to decrease as soon as you enter an amount by the first number you enter.
I have uploaded some screenshots to demonstrate this better.In the "Before Entering Data" screenshot, you can see my variance is $35,329.
I then enter a number in the "Balancing figure" line that is starting with a 2 and the total variance at the bottom in red decreases by 2 as soon…5 votesThanks for sharing this idea and the screenshots showing how the variance changes as you enter a balancing figure in a manual journal. We appreciate you explaining how you use the variance to work out what to enter next. This idea is now open for votes and comments, so others in the community can share their experiences too. If this would help your workflow, please add your vote and let us know how you’d use it. We'll keep a pulse on the interest this idea receives and share if there are any updates. Thanks again for bringing this to us. 👍
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Profit & Loss - Automated commentary and variance analysis report
A fully automated, written analysis report (such as a paragraph-by-paragraph commentary for every account in the P&L) would be very useful when producing management accounts and annual accounts, when you need to explain large variances to the comparative figures. The graphs in analytics can be useful but it doesn't give enough detail, nor does the commentary on the P&L summary.
1 voteAppreciate you raising this idea. We understand the request for a detailed written analysis of Profit & Loss results, including explanations of significant account movements and variances.
Having this generated automatically could make it easier to produce consistent commentary for monthly, annual and client reporting.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know which P&L insights you'd most like to see explained.
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Notes to reports - align text and allow column header to be removed
When generating financial statement reports, the notes to the statements displays poorly. The figures are not aligned and the column header, being the tax year, is unable to be removed. The year shows above each note number, rather than across a single page. Would it be possible to remove the column header and align the figures to report clearly.
14 votesHi everyone, thank you for your continued engagement and feedback in the community. We appreciate you sharing your needs around the consistent presentation of financial statement notes and the alignment of figures.
We’ve updated the status of this idea to In Development as we work towards a solution that better supports this requirement. In the meantime, the exported PDF maintains the correct alignment of text and figures and can be used for client-facing reports.
We’ll continue to share updates in this thread as we make progress.
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e-Invoice - Exportable InvoiceNow Success Report for IRAS GST F5 Reconciliation
Exportable “InvoiceNow Success Report” at Xero Organization & Invoici App Level for IRAS GST Reconciliation
🚨 The Problem:
Currently, the Invoici app dashboard lacks a reliable way to isolate and extract sales invoices and purchase bills that have been successfully transmitted to IRAS via InvoiceNow.
• Flawed Filtering: Unchecking "show failed" and "show not submitted" still displays transactions marked as "document validation failed" (typically non-GST bills where "no tax" was intentionally selected).
• No Export Option: There is no way to export this filtered information from Invoici into Excel.
• In XERO, insufficient Audit Trail: Currently, successfully transmitted details to…5 votesThanks for sharing this idea. We understand the request for an exportable InvoiceNow Success Report that shows successfully transmitted e-invoices and bills for GST F5 reconciliation.
Having this information in one report could make it easier to cross-check InvoiceNow transactions against GST reporting without reviewing transmission history individually.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know which fields you’d need in the report.
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Reporting - Track quotes issued by users
I want to be able to track how many quotes a user issues in a given month so i can work out their productivity and conversion ratios
1 voteThanks for highlighting this improvement. A staff-level quote report with issued, accepted and conversion figures could make it easier to review sales performance and identify trends across the team.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share what other quote metrics you’d like to see.
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Fixed Asset - Automatically write off Small Business Pool balance
Would be great if when posting depreciation and the pool balance is under $20,000 that it write the balance off without having to do a manual adjustment to the pool to clear it to nil.
2 votesThanks for sharing this idea. We understand the request for Xero to automatically write off Small Business Pool balances that fall below the applicable asset write-off threshold when posting depreciation. This could reduce manual adjustments and save time during year-end processing.
For now, eligible balances can be adjusted manually in Fixed Assets, where appropriate.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share your feedback.
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AU Payroll: Leave Transactions Report to include payment date.
In regard to the Leave Transactions Report (Australia), it would be very helpful if a date column could be added to the report, allowing the transactions to be easily sorted into chronological order.
For example, if there has been a change to an employee’s leave accruals and we need to investigate when that change occurred, it is currently quite difficult to sort the report by date using the available fields in Excel.
As a workaround, we currently have to extract the date from the description field into a separate column using a formula such as '=DATEVALUE(RIGHT(D6,11))' where D6 is the…
1 voteThanks for sharing your idea on improving visibility on the Leave Transactions report.
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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Manual Journal - Allow zero-dollar or blank line amounts on draft manual journals
Zero dolllar draft journals. Please bring this back it saved time with having templates set up
21 votesThanks for sharing this idea. We understand the request to allow draft manual journals to be saved with $0.00 or blank amounts.
Being able to save the account codes and journal structure without entering placeholder figures could make it easier to reuse the journal as template.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know how you currently manage recurring journal templates.
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Fixed assets - Feature for auto recording trading of old for new asset
FA-0003
Original price : 9,565.22
Less: Accumulated Depreciation: 2,235.15
Book Value: 7,330.07
The business purchased new asset (actual value) 25,652.17
Less Trading in Value 6,956.52
Net Book Value 18,695.65
The trading in amount of $6956.52 was used againt the first asset, which had a book value afrer depreciation was 7,330.07.
Advise me how to dispose it off with trading value. This feature is not available in Xero1 voteHi there 👋, we appreciate you raising the idea with us here. There isn't a direct feature for managing these sort of Fixed Asset situations such as; where an old vehicle is traded for a new one. However, it's possible to process this within Xero using Fixed assets disposal, Bills and potentially Manual journals.
I see you've also been in contact with our Xero Support team for direct help on recording this - As they suggested we'd recommend connecting with your adviser if you're uncertain on how to best record this transaction in your organisation.
We'll begin to get a wider sense of interest of an all in one tool for these Fixed assets scenarios from your post here, however I want to be open that this isn't something we have planned in the short term. Thanks
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XPM Report Builder – Access individual rental property schedule line items and property-level fields
XPM Report Builder – Add Detailed Rental Property Schedule Fields for Practice-Wide Reporting
It would be extremely useful if Xero Practice Manager Report Builder could access and report on the detailed rental property schedule information already contained within Individual Tax Returns in Xero Tax.
At the moment, the only rental property information available through Report Builder is the aggregated Net Rental Profit/Loss (Net Rental Income) at the individual tax return level. The underlying property-level rental schedule details and individual income and expense amounts are not available for reporting.
We would like Report Builder to allow practices to extract rental property…
8 votesAppreciate you bringing this to the community. The key request is to make property-level rental schedule data available in Report. This could make it easier to review individual properties across a practice, particularly where clients have multiple rental properties or different types of rental expenses.
I’ve updated the status to Gaining Support so we can continue tracking interest. Add your vote and let us know which rental schedule details you’d like to see available.
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AU Tax - CGT exemption codes for Trusts
Cuurently, if there was a capital gain in the tax return with an exemption that has been added through a CGT worksheet it is not being shown on the printed version of the return at item 21. And further this exemption code is not being transmitted to the ATO. This needs to be amended as lodging the return without these codes means we are lodging falsy misleading tax returns. If this is happening for companies and super funds this will also need to be fixed for their returns as well.
9 votesThanks for bringing this idea to the community. We understand the request for CGT exemption codes to flow automatically from the worksheet into the relevant return fields and ATO lodgment data.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this is something you’d find useful, add your vote and share your experience.
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CIS - Include verification codes on the CIS Suffered report
It would be a good idea to include verification codes in the Manual CIS Suffered report. It would allow a check before submitting the monthly report to HMRC.
2 votesThanks for sharing this suggestion. We understand the request for the CIS Suffered report to include the subcontractor verification code alongside the existing payment and deduction information.
This could make it easier to cross-reference subcontractor details when preparing and reviewing CIS returns.
I’ve moved this idea to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know what you'd like to see included in the report.
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Export documents - Standardise export button location across all screens
Why is the export function in all different locations across many screens?
Standardize where functions are for easier user experience.
2 votesAppreciate you bringing this to the community. Having the Export button in the same place across Xero could make navigation more intuitive.
I’ve updated the status to Gaining Support so we can continue tracking interest. If this would help your day-to-day work, add your vote and let us know which location you’d prefer best.
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Manual Journals - go to draft invoice screen after importing rather than posted screen
If I import a manual journal via CSV, after I click import, Xero takes me to the Posted screen.
The manual journal I imported is sitting in the Draft screen.
Xero should take me to the Draft screen.
5 votesThanks for sharing back, Sam. Just tested and can see what you mean here. I've reached out to our product team and will round back with any updates, here.
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Manual Journals - Show Accruals and or Cash on posted manual journal
Two things on new journals. One, I can't enter dates manually I have to use the mouse to select it which slows down data entry. Two, I use both cash & accrual journals. When I clicked into a journal on the old system I could see which type of journal I had entered. now I have to edit the journal to find out. I have reverted back to the old system.
25 votesThanks for everyone's feedback on the new manual journals experience here.
It's best if we track feedback on each suggestion separately so our product teams can consider the support, and we can best eep you updated of changes.
In the new experience where the option to show journal on a cash basis has been ticked you'll see the reference 'Appears on All reports' on the posted journal, alternatively where deselected this'll show as 'Appears on Accrual reports' - this replaces the previous notation of 'Accrual and cash' and 'Accrual only' - We'd like to understand if there is wider confusion and interest in the previous terminology and have updated the title of this idea to reflect this point so we can track this.
Date entry in new manual journals continues to work as it did in the previous experience. You can find the available shortcuts in Xero Central’s date-entry guidance…
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