912 results found
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Checks - Automatically populate supplier account numbers on printed checks
Our clients often have several utility accounts by location, and these suppliers request that the specific account number appear on the check. It is painstaking to manually enter these in the memo field, so it would be great if "supplier account number" was an added field on checks.
1 voteAppreciate you raising this suggestion. Having the supplier’s account number automatically included on checks could reduce the need to manually enter these details.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share where you’d like the account number to appear.
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Custom Reports - Ability to display GL accounts across columns instead of rows in custom reports
Allow users to create custom report layouts where Chart of Accounts (GL Accounts) can be mapped directly into columns rather than being fixed to rows. This will let users build side-by-side comparative views of specific Sales or Expense accounts across line items
(Allow users to multi-select or group specific account codes into dynamic column categories)
1 voteThanks for highlighting this improvement, Janilyn. Having the option to map selected GL accounts directly into columns could make customised financial reporting more flexible, particularly when comparing specific sales or expense accounts.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this could be useful, add your vote and share your reporting use case.
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AU Tax - Option for prior 2014 tax return
with CURNN (client update, return not necessary) you can pick returns from 1985 to now.
Is it possible for prior 2014 tax returns can be done in the same process?
At the moment when I want to do a 2013 tax return, I have to create a 2014 tax return, print it, cross out the year and use a pen and write 2013 on all the pages. then mail that to the ATO with a cover letter.Is it possible for Xero to produce a basic template tax return where we can pick a dropdown for 2013 or prior years,…
1 voteHi Christopher, thanks for raising this. We understand the request to support tax returns from before 2014 in Xero Tax.
At this stage, we will not be developing templates or electronic forms for tax years before 2014 due to the declining demand for these returns. Following review, we’ve now updated the status to Not in Pipeline.
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AU Tax - Ability to customize default address details on tax returns
I've discovered that in the new Xero when you create a tax return for a new client it defaults to agent address and agent trust account for refunds. Given the new AML laws, we do not want our account as the default. Can we either have the ability to change what addresses and bank accounts are set too by default or have them both changed to client?
3 votesThanks for bringing this to the community. We understand the request for more flexibility over the default address details populated when creating tax returns.
As there’s already a similar idea covering the default refund bank account, we’ve transferred your vote to that idea so community support is captured in one place.
We’ve updated this post to Gaining Support so we can continue gathering feedback on the remaining request.
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Reporting - Time stamp visible while editing
When in the report editor, it would be good to be able to see a timestamp showing when the last save was.
At the moment, you cannot see when the last save was until you exit the report.
1 voteHey Melody we appreciate you bringing this idea to us, its great to hear about the changes you would like to see in Xero and how meaningful they are. This is now open to the wider community and you can share with with friends and colleagues so they can vote and share their own experiences as well. We will monitor the community support and post any updates here.
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NZ GST - Add "Make Payment" Option When Filing GST Returns
When a GST return is filed through Xero, it would be great to have a "Make Payment" option. As Xero already connects to myIR to file the return, this seems like a logical extension of the existing integration and would mirror the payment option available when filing directly through myIR.
9 votes💥 Thanks for sharing this idea and letting us know that the addition of adding a Make Payment option when filing NZ GST returns could make the process more seamless by reducing the need to switch to myIR. This idea is now open to the community to vote and add a comments. More votes and real-world examples will help demonstrate the demand and the different use cases for this improvement.
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Manual Journals - Total of Debit and Credit beneath columns
The new menu format does not make logical sense. You now have to scroll to see any details and in long journal postings scroll down the page due to unnecessary spacing and you cant resize the columns? In addition, why are the totals for the debit and credit columns not underneath the columns?
Logically, it would make sense to have the description first, followed by account, debit, credit to enable easy review. The new layout appears to be more confusing than anything else. If we can re arrange the rows, can we also re arrange the columns?
The previous format…
33 votesHi everyone, we have split this idea from the original post so we can get a better sense of interest in being able to view credit and debit totals directly under the columns here.
For now we are keeping an eye on the support for this here.
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New Manual Journals - Increase column width
The latest manual journal update doesn't show enough of the description field to be able to read. It also won't allow us to enter down in the description, it just adds it all in 1 long line.
We should be able to increase or decrease the width of each column.52 votesHi team, we'd like to provide another update as the two features we mentioned we were working on in our last update have now been released!
Fro the journal list and within the individual journal details view the Column option will allow you to choose which types of data are shown/hidden from the page, and you can drag and drop from the 6 dots to the left to re-order these as you choose.
Beneath these you'll also be able to toggle a Compact view on or of. When on this condenses information and reduces padding to allow you to see more information on the page.
Being open, this new experience will eventually replace the older one and we cannot continue to maintain both experiences in tandem indefinitely.
We'll continue to evaluate the feedback and support here - for example recent feedback on the Tracking columns is good to hear. I'll…
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Company Accounts - Allow Administrator Access to company accounts and corporation tax filing (not just subscriber)
Many business owners/directors do not actually do their own accounting, preparation of accounts or corporation tax returns yet they are probably the subscriber to XERO.
I think the company accountant/bookkeeper should be allowed access to this area as the people that I do accounts and tax returns for would have no idea how to manage this area of Work and yet they’re the subscribers - the only people who have access to it. This is illogical.2 votesThanks for sharing this idea ⭐
We understand that limiting Company Accounts and Tax access to the subscriber can make it difficult for other trusted users, such as staff or accountants, to help prepare and manage filings. Allowing the subscriber to grant access to selected users would provide greater flexibility while keeping control with the organisation. It would also be helpful if other users could view, vote on and comment on the idea, so teams can share their feedback and show wider support.
We'll keep this feedback in mind as we continue improving the experience. We'll start to get a gauge of the support for this from your idea, here.
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Manual Journals list - Ability to set default for number of journals shown
Currently when you go to Journals, there are 25 journals showing. I have to constantly change this to 50 or 100 to view journals.
Can this default be changed to say 100?7 votesHi Catherine, it sounds like the key suggestion is for Manual Journals to remember the selected page size, so users don't need to switch from 25 to 50 or 100 each time.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd like the setting to work.
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Reports - Advanced dynamic reporting builder with multi-table joins and custom calculations
Dynamic reporting. So users are able to select tables and can join multiple tables, add mathmatical functions and but date and fileters in this dynamic report. This way and average joe don't need to setup pipelines for simple repoting. The option to drag and drop ccolumns would be super helpful. Take field glass reporting as an example. Scheduling features to all of the reports would be a game changer, then suddnely, users can setup piplines through Xero GUI instead of tinkering with the API to get this working.
1 voteThanks for bringing this to the community. Having a visual reporting builder with greater flexibility around data sources, and calculations formula could reduce the need to move data into spreadsheets or other reporting tools.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share the reports you currently need to build outside Xero.
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Reporting - Combine Contact Transactions Summary and the Supplier Bill Activity reports
please add "Contact Cash Activity" / "spent Money and receive Money transactions" to "Supplier Bill Activity". i want to have everything in one place. it is extremely time consuming and tedious to keep switching between reports.
1 voteThanks for raising this idea with us! ⭐ We understand you would prefer to see this information in one place, the spend money transactions alongside a supplier’s bills. Currently you do need to switch between reports. Others can now Vote and comment on this idea and we’ll start to get a gauge of the support for this from your idea, here. ✨
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Xero Version - Add Sweden as a version
Please launch Xero in Sweden. I use Xero for a large UK company and find it far better than the Swedish accounting systems I use for several Swedish companies. The difference in usability, reporting and integrations is huge.
I know many Swedish businesses and accountants that would switch if Xero properly supported Sweden, including Swedish VAT, the BAS chart of accounts, bank feeds and local reporting requirements.
There is no need to localise the interface into Swedish. English is widely used in Swedish business, and many people actually prefer English for software.
1 voteThanks for bringing this to our attention Carl. We appreciate you taking the time to share your thoughts on having a Swedish version of Xero🙂.
This idea is now open for votes and comments. Feel free to share it with friends and colleagues who’d also like to see this, as their feedback can help us understand the level of interest from the community.
We’ll keep a pulse on the interest this idea receives and share if there are any updates here.
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Payroll AU: Set Date range for Payment Summary Details report
Can we run Payment Summary Details report monthly. Currently available annually
1 voteThanks for sharing your idea! Currently, the Payment Summary Details report can only be set to a financial year. However, the Payroll Employee Summary report allows you to select any date range and provides similar information.
We’ve reviewed your suggestion, and it’s now open for community support! Be sure to share this idea with any colleagues who might benefit so they can add their vote.
Other members can also leave comments to share how this feature would improve their experience with Xero.
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AU Tax - Capital Gains Totalled in Tax Schedule
When capital gains are reported via managed funds worksheets, why can these totals not be automatically tallied up in the capital gains tax schedule?
1 voteThanks for sharing, Kellie. Sorry it's taken a little for us to round back here.
For now we'll get a wider sense of the interest in this. I'll be sure to update if there is any news to share.
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Fixed Asset - Export Registry in PDF or Excel format
Please make it possible to actually print or export a fixed asset registry to PDF or Excel. Not CSV. There is no use for the CSV at all? Except may if you import to another set of books.
But for reported and editing purposes you want it in either pdf or excel to sort quickly. No one has time to work through a CSV File!!! for quick reporting purposes.
1 voteThanks for raising this suggestion, Annelie. Being able to export the Fixed Asset Register directly to PDF or Excel could make it easier to use the report for year-end reviews and client reporting.
In the meantime, opening the CSV export in Excel or utilizing the Asset Summary report remains the most practical workaround.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If you regularly export the register, let us know which format you’d use most and how you’d like it presented.
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AU Tax - Master Chart of Accounts Mapping for Tax Return Imports
Allow the Import from Tax function to be mapped at the master level to a Master Chart of Accounts, this would enable account mappings to be consistent and eliminate additional entry and review time in the first year, with only new accounts being addressed.
1 voteThanks for bringing this idea to the community. We understand the request for Import from Xero mappings to be managed centrally through the Master Chart of Accounts rather than configured separately for each client.
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 your use case.
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BAS - Remove merge cells when exporting Activity Statement report to Excel
The suggestion is to remove merged cells from the Activity Statement Excel export.
Currently, the Activity Statement export contains merged cells in the headings, which makes the spreadsheet more difficult to manipulate, analyse and work with in Excel. Users need to manually unmerge and reformat the cells before they can easily use the exported data.
3 votesHi, thank you so much for taking the time to raise this idea ✨ We really appreciate you sharing how merged cells make Activity Statement Excel exports harder to work with.
Your idea is now open for community support through votes and comments. Other community members can add their vote and share how this would help them too. Their feedback will help us understand the level of community interest and the impact this has across customers, which helps inform future improvements. We’ll keep an eye on the conversation and review the feedback.
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Statement of Cash Flows - Option to exclude Credit Card accounts from Cash and Cash Equivalents
Credit cards are setup to enjoy the benefit of bank feeds. But under reporting standards they are treated as trade payables. So that means at year end a work around needs to be added. Is there any chance you could setup the report so as to exclude credit cards? For those that need it the work around is
At the core is Xero’s faulty treatment of credit cards.
If we take the approach credit cards are trade payables (as per accounting standards) and not akin to an overdraft, then the work around for the cash flow statement becomes as follows.…
1 voteAppreciate you raising this idea. We understand the request for more control over how accounts are classified in the Statement of Cash Flows, such as the ability to prevent credit card accounts from being included in Cash and Cash Equivalents.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would help your reporting, add your vote and share when you’d find this most useful.
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Manual Journals - Date shortcuts to work with pre-entered date
When you use a date shortcut (eg +7) it DOES NOT WORK when using manual journals.
Here's a video demonstrating the problem: https://www.loom.com/share/6f035e84ebce42cab95c67dbbe65a608
I posted this feedback a few days ago and the reply from Xero admin was the function does work as designed, and since the thread is now closed, I've reposted with a video of me using the date shortcuts and demonstrating how they don't work.
1 voteHi TJ, thanks for sharing the short video - I can see what you mean here.
To clarify how date shortcuts work in Manual Journals, they’re based on the current date rather than any date already entered in the field. If Xero doesn’t recognise the shortcut you’ve entered, it defaults to today’s date.
If you want to enter a date from a previous month, the shortcut to use is “Date in a month”, as shown in our help table. For example, 8/Jun or 6/8 would enter 8 June 2026.
I understand the behaviour you’d prefer, so I’ve slightly amended the title of your idea. This isn’t something we have plans of developing for shortcuts at present but we’ll start tracking interest in this date shortcut behaviour from your post.
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