946 results found
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AU Tax - Safeguard Lodging Tax Returns
On the 'to file' tab when you click into a client's tax return there's a blue button that says 'File' right next to the three dots that you would click to suspend a return. I believe this is too easy to accidently click and can lead to tax returns being lodged on accident. If there was a pop up that says something like 'Would you like to lodge now' that would be a good safeguard.
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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Manual Journals - Journal entry number listed
On the list of manual journals, the journal entry number should be listed, you need to click on each one to find the specific journal entry number. Why is this not displayed?
12 votesThanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting how this could improve 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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Xero Projects when exporting timesheet data. Although there is an option to export time entries in decimal format, the export still outputs
When exporting time entry data from Xero Projects, there is an option to export time entries in decimal format. However, the export still outputs time in hours and minutes (hh:mm) rather than in decimal hours. This makes it difficult to perform calculations in Excel, as SUM formulas do not work correctly with the exported data. And the SUM functions that appear in the Excel and Google Sheets exports do not work.
I would expect that selecting the decimal export option would provide time entries in decimal format (e.g., 1.5 hours instead of 1:30), but this is not happening. It should…
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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Sales Tax Report (SG) - Show invoice totals rather than itemised
We would like to request that the Sales Tax report for each invoice be shown as a single total amount in one bill, without itemizing the individual items in the Sales Tax report.
This format will help us track and reconcile invoices more easily. When the Sales Tax is itemized, it becomes difficult for us to monitor and match the invoices accurately.
We appreciate your support and look forward to your assistance on this matter. Please let us know if you need any further information from our side.
4 votesHi community, appreciate raising this idea in the forums here and we'll start to get an understanding of the interest around this.
As tax can differ per line of an invoice this audit report provides a detailed account of the transactions lines that make up your tax and we want to be open that we don't have plans around changing this view right now.
In the meantime, for reconciliation purposes you may find running the Receivable Invoice Summary report useful.
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Reporting - User experience | Resize report column width to scale with window size
I'm currently doing superannuation for a client, having finalised their last payrun for the month. I've got the superannuation accruals report up on screen, so I can match that to what I'm paying, and to the bill in which I allocate each employee and direct contractor's super to the project they're working on.
Because I need to have multiple windows active with pieces of information being cross-referenced, I've got the superannuation accruals report open in a half-screen window. I noticed that the width of the report is wider than the window, so I removed some of the columns. As I…
1 voteHi Freya thanks for your feedback on this UI. I can see that the report(s) does not automatically scale it to the size of the window. We've moved this idea to gain more support and will monitor this for more traction.
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Report Templates - Add letters in Numbered Heading Section
Would love to see it as a feature so that we can add letters in Numbered heading section so we can link notes.
2 votesHi team, appreciate coming into Xero Support after our recent update here and apologies for any confusion.
To confirm, there is no way to add letters into 'Numbered heading' atm.
An option for now may be to add letters to the front of your schedule heading, however appreciate this this is a little different from the formatting you're trying to achieve here.
While this isn't something we have direct plans for right now, we'll start to get a sense of the wider interest from others in this here and share if there are any updates. Thanks
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Bank Feeds - Include description for bank accounts
For bank accounts - it would be good to have the contact and description concatenated as for other accounts. This way account lines could easily be matched.
3 votesHi Jenny, 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!
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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1099 - Send email alerts for failed TIN matches
Email alerts for failed TIN Matches.
We have not received any alerts or confirmation emails on 1099 filing status. Having to login and check each client is cumbersome. Being able to see statuses on filing in one place would be great.4 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We will move this idea to gain more support from the wider community as I'm sure other users would like to see this change. We'll monitor this space for more traction.
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Journal Report - Show Tax rate
I feel like I'm taking crazy pills.
With the old style and the new style, there doesn't appear to be a way to show the journal with GST rate - it only shows the total GST as an extra line at the bottom of the journal.
And while I'm requesting features that'll never be implemented, why not offer the ability to show journals Gross of GST (as well as the GST rate).
2 votesThanks for sharing your idea, we appreciate you explaining how important it is to see tax rates at the line level.
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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Profit & Loss - Multicurrency report to use original transaction values
Can we have the ability to run a P&L report using the original transaction values rather than calculated values based on the exchange rate that's been set. For example, my base currency is GBP but we need to report the P&L for a division in Spain in Euros based on actual cash figures. The multi-currency P&L report in Xero allows me to select to produce the report in Euros but for some reason it calculates all the figures based on the fixed exchange rate that has been entered rather than using the original / actual Euro transaction figures entered. So…
1 voteThanks for sharing your idea. We appreciate you explaining the changes you would like to see to how Xero handles multi-currency reporting.
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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Quotes - Reporting with quoted hours by staff member per task
Report for quotes not yet accepted, which will show each staff members estimated/quoted hours per task.
1 voteHi Darren, thanks for sharing your idea, and letting us know the changes that matter most for you. We'll move this idea to gain more support from the community and monitor this space for traction. However, could you please provide some more clarity on what you mean by quoted hours by staff per task? Is this for a specific area like payroll or projects in Xero? Cheers
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Xero Tax (UK) - Link between personal and partnership tax to import individual partner profits into personal tax
It would be useful to be able to automatically import the individual partner profits from partnership tax directly in the partnership schedule within personal tax. This would increase efficiency and reduce the likelihood of errors.
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you sharing how a direct link between partnership and personal tax returns could support your workflow. This idea is now in Gaining support status, which means our community team have reviewed it and it's open for community support through votes and comments. We'd love to hear from others about how this could benefit your practice, so please continue to share your feedback and vote if this resonates with you.
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Reporting | Profit & Loss - Ability to change headings in the report according to industry specific terminology
The statutory profit and loss account includes the wording "cost of raw materials and consumables" in the Cost of Sales section. This makes no sense for my clients in the service industry. Can we not have a tag named "Cost of Sales" or "Purchases" which is more generic and applies better to direct expenses attributable to sales in the service industry?
2 votesThanks for submitting your idea on Xero Product Idea’s Melanie. We’ll start to track support in your idea from the community, here.
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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Reporting - Ability to hide Formula Rows in reports if the result is zero
It would be great to be able to hide formula rows in reports where the result is a nil balance. Currently we get multiple repetitive total lines on reports when there is no activity cluttering up the reports unnecessarily.
4 votesHi Kerrin, thanks for raising this. It’s easy to see how automatically hiding custom formula rows with no activity would make reports cleaner and easier to read.
Without this option, reports can feel cluttered. That often means sharing something that looks busier than it needs to be, or exporting the report just to remove empty rows manually—extra work that defeats the purpose of using the report builder.
I’ve moved this idea to Gaining Support so we can better understand interest in more report-level formatting options. If you’re able to comment with the specific reports where this would be most useful, it’ll help other users understand the use case and help the idea gain traction.
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MTD for IT - Hide specific obligations from your client's view.
Disable or hide specific MTD for IT obligations, including the end of year update, from your client's view.
2 votesThanks for sharing this idea about controlling MTD for IT obligation visibility. We appreciate you explaining how more granular control over what clients see could help streamline practice workflows.
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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AU Tax | ITR - Substituted Accounting Period , ability to edit dates
We need to be able to edit the start and end dates on an ITR to accommodate clients with a substituted accounting period. For companies and trusts, this is manageable because Xero allows the period start and end dates to be edited to reflect the SAP, but the same functionality doesn't exist for Individuals Tax Returns.
1 voteThanks for submitting your idea on Xero Product Idea's. We'll start to track support in your idea from the community, here.
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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CIS - CIS Materials Income account
When setting up Xero for a registered Subcontractor it would be really useful if Xero automatically created a revenue code for CIS Materials Income, like it does for CIS Labour Income.
When setting up a registered Contractor, Xero automatically creates CIS Labour expense and CIS Materials Purchased. But for Subcontractors to invoice CIS Materials Income they have to create their own code. But this is not mentioned in the support articles.
If Xero cannot add this code to the Subcontractor CIS set up, then can they at least add guidance in their support articles please.7 votesThanks for your feedback on CIS account setup for subcontractors. We appreciate you highlighting how this could improve the setup experience.
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 Journals - Ability to archive repeating journal
Archiving repeating journals
We have had a number of repeating journals over the years. We have gotten to the point where when we want to update these journals, we have to trawl through these. It would be nice to archive the ones we don't need any more so we can just see the ones we need.6 votesHi team, appreciate raising this idea with us. As noted by others right now it is possible to delete a repeating journal.
If you need to repeat the journal again in the future you could turn one of the previously posted journals into a Repeat journal to start this up again.
We don't have any plans for adding an archive option in the short term but will continue to watch the interest for this here.
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Manual Journals - Allow reversed manual journals to be visible on Xero
At the moment, if you reverse a journal with the same date as the original journal, it actually deletes both the original journal and the reversed journal from your manual journal listing in Xero. (You are only likely to do this in error, and it would not be immediately obvious to you as to what you have done). Both journals immediately become invisible and both are thus then uneditable. This should not be the case, there should be an ability to correct your mistakes. The only way to discover your mistake is by the 'Journal report' where you can see…
5 votesHi Neil, thanks for sharing your idea here. We appreciate the need for having a clear view of the reversed journals. We'll move this idea to gain more support from the community so they can share their thoughts and vote on this as well. We will monitor this space for more traction in the meantime.
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Report Templates - Ability to add multiple rows at once
When editing a report, please make it easier to add multiple rows or columns at once - either by allowing continuous clicking on the "add row/column" button, or by providing more options beyond a 5 x 5 when creating a table.
3 votesThanks for sharing your idea, we appreciate you explaining how adding multiple rows or columns at once could improve your workflow when editing report templates.
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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