1099 results found
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Budgets - Increase Budget Import CSV Line Limit
Please increase the limit of lines allowed in the budget manager import from 500. This is to save time from splitting the budget uploads into smaller files.
12 votesHi everyone, thanks for your feedback on increasing the CSV import line limit for budgets. We understand that the current 500-line limit means splitting larger files into smaller uploads, which adds extra steps to the process.
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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Receivable Invoice Detail - Top Customers report to exclude overpayments
Suggested improvements to Receivable Invoice Detail - Top Customers report.
The definition of this report is attached. It provides a list of sales invoices and credit notes by contact.
If a customer has an overpayment on their account, the report incorrectly treats this cash payment as a sales credit note and reduces the customer's sales figure by the overpayment. Please can this report be corrected to only include sales invoices and sales credit notes? Thank you.
18 votesThanks for sharing your idea, Maeve.
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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Budget Manager - Compare actuals for 9 months
Budget manager currently only allows you to include actuals for 3m, 6m and 12m. Most businesses do quarterly forecasts and hence also need 9m....why isn't this included as a default option ?? It should be...please !
9 votesWe’ve seen your feedback on Budget Manager—thanks for sharing it. A 9-month actuals option could support quarterly forecasting.
This idea has been moved to Gaining support, so the community can vote and comment. If this would help your team too, sharing how you’d use it can give the product team more context and help the idea gain traction.
We’ll let you know when this progressed.
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Reporting | PDF Preview - Enhance scroll and zoom behaviour
The PDF preview pane is fantastic... except a page can be lengthy and it doesn't let you scroll on it.
If I hover my cursor on the PDF preview and scroll (using the scroll wheel of my mouse), it zooms. I almost never need to zoom on it. If I needed to Zoom I would hold control and scroll, like I would on any other browser page.
I have to move my cursor to this skinny panel either side of the page to be able to scroll, or grab the skinny scroll bar (to the right, not the left).
Get…1 voteAppreciate your feedback, Sam. We don't have any immediate changes planned to the zoom and scroll behaviour of the reporting preview. For now we'll track interest your idea receives here and update if there's any progress around this.
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projects assign staff
Assign staff as bulk. At the moment I need to add everyone who I want to assign to a project individually and then click done and then go back to assign and do it again. It would be easy if we could select the staff once and once click done.
2 votesHey Tia, thanks for sharing your idea for bulk assigning staff to a Project in Xero. 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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Transition period for non UK organisations - managed financial year end
Can the transition period for change in financial year date be added to companies that are non UK organisations as well. we have a group of companies that all extended their financial year but i have only been able to use the transition period in UK organisations. Why is this not an option in non UK organisations?
3 votesHi Claire, thanks for raising this. We appreciate you sharing the want of having the transition period feature across all the regions while it is only currently available for UK organisations. Your idea is now in Gaining support status, meaning our community team have reviewed it and it's open for community support through votes and comments. We encourage others who would benefit from this to add their votes and share their use cases to help us understand the broader need.
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Reporting - Add Invoice Reference column to the Inventory Item Details report
Inventory Item Details Report - Add Column "Tax Invoice Reference" separately from "Tax Invoice Number" which is givin in the Reference of Inventory Item Details Report
1 voteThanks for letting us know how this report could be improved 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 votes and comments too!
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Projects - Add Project Field to Find and Recode Tool
The Find and Recode appears not to include Projects so where one wants to set the Project name in the invoice or bill field based on, say, the Tracking category (This is what we need to do) there is no option other than to go through every invoice and bill and set it manually.
7 votesThank you for sharing your idea and providing details on the desired improvements.
Your proposal has been reviewed and is now open for community support. To help it progress, we encourage you to circulate this idea among colleagues who stand to benefit, asking them to vote.
In addition to voting, community members can comment to provide further insight into the value this enhancement would bring to the Xero experience.
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Reporting - Add auto-focus search bar to Reporting menu dropdown
One thing I really like in the new Organisation menu is the search bar. When you click the organisation name, the cursor automatically lands in the search field, so you can start typing straight away. It makes switching between orgs quick and seamless.
It’d be great to see this same experience in the new Reporting menu. Favouriting reports is useful, but it doesn’t cover every scenario. For power users, being able to click into the Reporting menu and have the cursor automatically placed in a search field - just like in the Organisation menu - would make it much faster…
12 votesThanks for sharing your idea of extending the search bar to Reporting Menu, 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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Short-term cash flow - Automatically include loan payments or bank transfers
It would be helpful if loan payments and bank account transfers were added automatically.
Adding these manually is time-consuming.
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We've moved this idea to Gaining support so other users who want this feature can also add their vote to it. We'll keep an eye on this for more traction.
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Reporting - Allow monthly figures to be time-adjusted based on reporting period in custom reports ratios
In my custom income statement, I'd like to create a calculation for a debt service coverage ratio. However, I don't there's a way to set a P&I payment as "per month" in the custom features. Is there a feature to set a formula that adjusts my debt service based on the number of months the income statement covers? (E.g. monthly P&I is $5,000 per month. So a 6-month year-to-date statement would adjust P&I to be $30,000 on my printed report).
1 voteHi Michael, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea for custom report ratio formula and now it's up to the community to get behind and support it. Be sure to 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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UK VAT - BCC option for CIS subcontractor emails
We send CIS statements to our SubContractors each month and the tool that does it is very good.
However we get no visibility of what the Subcontractor sees. Please could you add an option to bcc all the emails to a nominated address.5 votesThanks for sharing your feedback on CIS monthly statement emails. We appreciate you taking the time to explain how important visibility and flexible email distribution are for your 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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Reports/Tracking - Add filter to P&L Comparison to hide zero balance tracking columns (projects)
When comparing the Profit & Loss by projects, it would be very helpful to have an option such as “Hide zero balance projects” after selecting all projects. Currently, when we select all projects (we have more than 100), the report also shows those with zero balances (no transactions). This makes the report slower to display and download, and we have to manually remove those projects afterwards. Would it be possible to add such a feature to improve efficiency and reporting usability?
1 voteThanks for sharing this valuable idea and detailing the specific improvements you're targeting!
Our internal review is now complete, and this feature proposal is live for community engagement!
To push this forward, please share it with colleagues who would benefit, to cast their vote.
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Reporting - Suggestion for matching/filtering Balance Sheet items to show 'open' amounts
Only show 'open items' on Balance sheet
Have an ability to match items in a balance sheet account, so only the 'open amounts' (which make up the total) are visible eg for accruals - don't have to see all the old accruals, and the invoices that have cleared these out. Would be able to see summary of just the 'open amounts'
1 voteThanks 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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Report templates - Annual Financial Statements, include statutory Tax Computation Schedule
For the report templates, would it be possible to include a tax computation as part of the Annual Financial Statements? This schedule would show the income tax calculation for the year as well as the resulting tax asset or liability at year-end.
13 votesThanks for sharing the changes you want to see!
We've given it a look, and now it's time for the community to rally behind it! The more support it gets, the better. Make sure you pass this along to anyone you think would benefit so they can add their vote and share their thoughts on how this would improve their use of Xero.
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Reports - Include Entity Registration Number on Annual Financial Statements
For the Annual Financial Statements, it may be useful to include the entity’s registration number directly beneath the entity’s name in brackets — for example:
The New Company (Pty) Ltd
(2025/######/07).This can be applied on both the cover page and in the header for consistency
2 votesThanks for submitting your idea and letting us know what changes matter most to you!
We've reviewed your suggestion, and it's now live for the community to vote on and support. To help it gain traction, be sure to share it with colleagues who would benefit—their votes and comments will help us understand the full impact this change could have!
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Tracking Report (new) - Add a summary option
New Tracking Report has no summary option - the existing summary option will be retired in November meaning more work will be involved in manually working out the summary balance for each tracked item. Please give a summary option similar to "old" report that is being retired.
15 votesHi everyone, thanks for your feedback on the new Tracking Report. We appreciate you sharing how important summary and grouping functionality is for your 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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Trial balance - Customise/Hide Columns in Working Trial Balance for Review
Can we have the ability to hide or adjust size/ minimise "reporting codes" & "adjustments", "Adjusted balance", "Variance" & "Assignee" - making this more customisable for easy review & based on what is important for each person.
3 votesWe appreciate you sharing your idea and letting us know which changes matter most to you. Your idea has been reviewed and is now ready for community support.
Be sure to share this with any colleagues who would find this beneficial, encouraging them to add their vote as well. Community members can now also comment, offering more context on how this idea could improve their use of Xero.
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Reporting - Add a 'Today' filter option to reports
We would like to automatically transfer daily sales data (excluding GST) from Xero into our custom system. However, the current sales reporting options in Xero do not allow us to select a “Today” filter.
At present, we have to manually set the date each day to get the daily sales amount, which makes automation difficult and time-consuming.
Idea / Request:
Please add a “Today” filter option (similar to existing options like “This Month” or “Last Month”) so that businesses can easily pull daily sales data without manual date entry.This would:
Enable easier automation with integrations and custom systems
Save…
1 voteThank you for your valuable contribution and for providing a clear, detailed explanation of your need for a "Today" filter in sales reporting. We appreciate you highlighting how this feature would significantly improve the automation of daily sales data transfers to your custom system.
We have completed our initial review of your idea, and it is now open for community feedback and voting. We understand that enabling more efficient, real-time data access is crucial for many businesses.
To help your suggestion gain traction, we encourage you to share it with colleagues and other professionals who would also benefit from this change. Their votes and comments will provide essential insight into how this improvement could enhance the Xero experience for everyone.
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Navigation - Restore ability to favourite "report codes" in the reporting menu
One of the key steps in preparing client financials is to ensure accounts, especially newly added ones, are assigned to the correct report code. I had the favourited on every client in the old navigation for quick access as it's something I need almost every time. It'd like that back.
14 votesGreat to get your feedback here, Chris. It'll be good for us to get a sense of interest from others in community that also found this Favouriting of Advanced Account settings useful.
We're keeping a close eye on the interest and will share if there are any updates for you here.
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