1026 results found
-
Reporting - Freeze header row
Would it be possible to freeze the header row on the screen when running reports.
25 votesThanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, 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.
-
Reports - "Find a Report" search (from 'Home' tab) returns results from all tabs
Quality of Life suggestion:
At present, typing in a report name into the "Find a Report" search-box will only give you a return if you're in the correct tab (eg. searching from the 'Home' tab will not return any 'Custom' or 'Drafts' reports).
I suggest that reports from other tabs be included, at least when searching from the 'Home' tab, with an icon/heading to distinguish the tab-origin of the report.
(I appreciate 'Published' and 'Archived' returns could run into the hundreds, so perhaps a toggle/filter would suffice to omit/include those returns as desired)
1 voteHi Jonathan, thanks for this fantastic 'quality of life' suggestion. We really appreciate you taking the time to detail not just the idea, but also how it could work in practice.
We've reviewed your proposal to enhance the "Find a Report" search box so it returns results from all tabs – like 'Custom' and 'Drafts' – not just the one you're currently viewing. We can see how this would make finding the right report much faster.
Your idea is now open for other members of the community to support and add their thoughts to. Along with votes, others can now comment on how a global search for reports, perhaps with the filters you suggested, would improve their own day-to-day workflow.
-
3 votes
Thank you for your valuable feedback and for sharing this idea with us.
Your suggestion is now open to the community! We encourage you to share it with colleagues who could benefit so they can vote to support it. Other members can also comment to add details on how this change would improve their Xero experience.
-
Account transactions report - Option to Group by year
In the Account Transactions report, the Grouping / Summarising box should allow you to group/summarise by Financial Year.
For example so you can look at multiple years in a row, but you still get subheadings/ breaks for each financial year. This would be really helpful when looking at recurring expenses like finance / insurance payments.
Thanks
2 votesThanks for your engagement and sharing your idea here, Phil.
We've reviewed your idea and will now watch as it gains support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
-
MTD For Income Tax (UK) - Accounts selection
When we eventually have to submit quarterly IT reports to HMRC, it will be very very helpful to be able to select which income accounts, and which expense accounts are include in the submission. Similar to being able to produce a custom profit and loss report. The reason being that some income or expense categories might be something that only gets included in the year end tax return calculations. My particular scenario as a sole trader is operating only one bank account, into which goes all my income, but out of which comes not only 100% business expenses, but also…
9 votesWe appreciate you sharing your idea! We've reviewed it, and it's now open for the community to support.
Now's the time to get the word out! Please share your idea with others, so they can vote and comment on how this would benefit them.
-
Management Reports - Allow flexible average comparison periods
Currently, when generating management reports in Xero, users have the ability to compare data across prior months and multiple periods. Some reports, like the Cash Summary, also include an “Average” option, which is a helpful feature for identifying trends.
It would be highly beneficial to extend this “Average” functionality to all relevant reports—particularly the Profit & Loss report—to provide more consistent and insightful analysis.
Additionally, the current average is calculated based on the financial year to date. This approach becomes less useful at the start of a new financial year when only limited data is available. To improve this, it…
2 votesThanks for sharing your idea with us! We've reviewed it, and now it's in the hands of the community. 😁
To get your idea supported, please share it with colleagues who could also benefit. They can add their votes and comments, which helps us understand how this change would improve their experience with Xero.
-
Manual Journals - Ability to Sort and Filter search results
Currently you are unable to concurrently search and sort results in manual journals, and can only do one or the other. Searching resets the sort to default (newest first), and sorting clears search parameters.
Please consider adding the ability to do both.
3 votesHey Jon, thanks for sharing this idea. Being able to sort and filter manual journals from the Manual Journals screen would make things a lot easier, especially when you're trying to track something down quickly.
We really appreciate you calling out how this could save time and help streamline your workflow. While some sorting/filtering is possible via the Manual Journal screen, we get that it’s not quite the same and adds a few extra steps.
This idea’s now in the Gaining Support stage. Every vote and comment helps us understand how useful this would be for the wider Xero community and gives our product team more insight when planning what’s next.
-
Tax & Filing - Make Corporate Tax Filing Software Available to Small Businesses in Canada
Sometimes small buisnees is exactly that - a small business without the need for a robust accounting software, but with the requirement for annual online tax filing ability. Effective 2024 all Canadian corporations, with very few execptions, are required to file their corporate tax online.
My understanding is Xero offers this option to UK Accountants & Partners only - not to small businesses.
I suggest this option be made available to the small business that make up most of the country's enterprises. The Canadian government has decreed the online filing method is required from 2024. There are many accounitng programs,…
1 voteThank you so much for submitting your idea and highlighting the changes that are important to you! We've reviewed your suggestion, and it's now live for the community to review, vote on, and support. Please share your idea with colleagues who would also benefit from this change so they can cast their vote.
Other members can now also add comments to provide further detail on how your idea could enhance their experience.
-
Fixed Assets - Add tax depreciation for UK
Fixed Assets - Add tax depreciation for UK
At the moment, only the Australian version of Xero offers a tax depreciation function. We need this feature in the UK version too if Xero Tax is to be considered as a serious Tax software.2 votesWe appreciate your feedback on how we could help you get more out of using Fixed Assets in the UK version of Xero.
Though we don't have any immediate plans for this we'll keep watching the support for this grow here, and update of there are any changes planned. Thanks
-
Reports - Trial Balance with OPENING / CLOSING balance and and Movement from GL Summary Report
Team Xero
currently TB report shows ending balances for current year in db/cr two columns AND in single column Clubbed up remaining balances +/- in when COMPANRED to previous periods.I propose/request IT to make TB more classic by
- showing ALL remaining balances in two columns DB/CR when comparing previous years
- OPENING and CLOSING balances columns to be available (year selected from starting of fiscal year Jan20xx)
- TB report to ALLOW us to SELECT RANGE of dates (Range based TB)
- MOVEMENT (total Debits Total Credits) for the selected DATE and/OR RANGE should be available. CURRENTLY this is available in GL…
13 votesHi Yaseen, thank you for this incredibly detailed and well-thought-out suggestion for the Trial Balance report.
We can see how much manual work you're doing, combining exports from the GL Summary Report, just to create a "classic" comparative Trial Balance for your auditors. That's exactly the kind of difficult workflow we want to help improve.
Your proposal to enhance the report with separate debit/credit columns for comparatives, clear opening/closing balances, and a movement column for a selected date range is very clear.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how these reporting improvements would help them during audits and financial analysis.
-
CIS - Amend CIS returns before submitting
It would be very useful to be able to amend CIS returns on Xero before final submission (as it is possible with VAT returns).
1 voteThank you for raising this idea about the ability to amend CIS returns before submitting them. As per HMRC requirements, the CIS deduction is an event that is legally tied to the cash transaction of a payment being made. Because of this, the final return is based on these completed cash transactions, and any changes must be made through HMRC's official amendment process. Therefore, the ability to edit the return before submission is outside of Xero's control as we must adhere to the strict requirements set by HMRC for the CIS scheme. While we understand this isn't the answer you were hoping for, we want to be transparent about why this is not something we can build. We will continue to explore any potential solutions that may align with HMRC's future requirements, but for now, we must follow their strict compliance rules ✨
-
GST Reconciliation Report - Save the filed amounts entries
AU There was a discrepancy between GST ac balance at EOQ on the Balance Sheet & the GST refund for the end of quarter BAS. Using the GST Reconciliation report would be a lot more helpful if the Filed Amounts could actually be saved and continuously show the correct unfiled running balance amount and the section "GST Account Summary " for unfiled GST was actually correct as a cumulative balance. I just did 3.5 years worth of GST Reconciliations and nothing saved so all the running balances are wrong and don't flow correctly from one year to the next -…
20 votesThank you for your candid feedback and engagement on this idea. The good news is we're actively working on a complete rebuild of this report on our new reporting platform ✨. This project is a top priority and is specifically designed to solve the issues you've raised. The new report will automatically pull in filed return amounts, allow you to drill down into transactions, and always show a correct, cumulative unfiled balance. We're in the development phase, and we’re also actively gathering feedback on the ability to make manual adjustments in the new report, which we know is a critical requirement. We are committed to delivering a report that makes this essential part of your workflow easier and more reliable. We'll be back with another update as we make progress 😊
-
CIS - Annual CIS statement for subcontractor
Would it be possible to create an annual CIS subcontractor statement, showing the Gross, CIS deductions and net payments for all 12 months in the tax year please?
26 votesHi team, we appreciate interest in a specific annual CIS statement. While this isn't in our immediate plans right now you can run the CIS Contractor return for a custom date range.
If you then select individual subcontractors and download this will be the annual statement.
We'll continue to track interest from community in the idea here and if there's any news will share for you all.
-
Reporting | Publishing - option to include cover & contents by default
Small request: Include the cover & contents page by default, please.
The following is info from a Support webpage... Publish a report from the Drafts tab. In the Accounting menu, select Reports. Select the Drafts tab. Click the menu icon kebab style menu icon to the right of the report you want to publish, then select Publish.
(Optional) You can apply different publishing style options depending on the type of report:
[Include a cover and contents page] < Can this be marked to include by default instead of having to check mark them to be included every time that I…
1 voteThanks again for your idea, John. Appreciate I reviewed this a few months ago, and while we still don't have any plans at this stage it'll be good to get a sense of interest from others here.
Make sure to share with any colleagues that may also find this helpful, so they can vote too!
-
Fixed Assets - Add location
Fixed assets - please add a field for location
3 votesHi Maresa, when you say you'd like to add Location would this be based on a Tracking category you've set up in the organisation? If so, you could add this when you create the original transaction(bill) the asset is raised from.
-
NZ GST - Styling PDF export
Ability to add report styling to the PDF export so you can show logo. Like you can do with other reports.
6 votesHi all, we appreciate this feedback raised through a broader idea and would like to better understand the direct interest in this through this idea.
While not in our roadmap atm, this is something we understand the needs in and will keep you updated if there is news to share, here.
-
NZ GST - Move 'File with IR' button to top of page
Moving the button to File with IR from the bottom to top of screen, to make it more obvious.
5 votesHi everyone, we've created this idea based on feedback received here.
With careful design and research around the placement of action buttons, there are no planned changes for moving the the 'File with IR' button.
However, we'd still like to get a sense of the interest from community in this, here.
-
NZ GST - Compact export (landscape v portrait)
Ability to choose the layout of the export - landscape or portrait
7 votesHi community, this idea has been created from feedback in this initial idea. While we are interested to get a better pulse on the interest in this, we want to front foot that we don't have any plans for this change.
Switching from landscape to portrait was made based on a lot of feedback and testing, so we'd want to see a fair amount of support through the idea here to consider making another change.
-
NZ GST - Export customised return
Ability to export the GST return with the layout as customised on the screen. For example if columns have been hidden these are not shown in the exported file.
5 votesHi everyone, this idea has been created from feedback on this initial idea. We understand why you'd like your exported return to appear with the same columns hidden and would like to get a better view of the overall community interest in this from the idea here.
While we don't have immediate plans, we will keep an eye on this here and share if there are any updates.
-
Reports - Shortcuts for navigating Financial Statement Reports
Shortcuts for Financial Statement Reports
It would be extremely helpful to have shortcuts to navigate financial statements.
E.g. 1 would go to the first page of the report, 2 would go to profit and loss, 3 to balance sheet etc. this would assist with quickly switching between different reports in the financial statements.4 votesHi Emile, appreciate you sharing this suggestion for specific shortcuts that would improve efficiency when working in reports. This idea is open for fellow community members to support through voting and comments.
We also have an existing idea for more shortcuts in Xero - we'd encourage you to also add your vote to that broader idea here: Navigation - More keyboard shortcuts in Xero.
Voting on both helps us in two ways: it shows our Reporting team the specific need you have, and it also contributes to the overall demand for more keyboard efficiency across all of Xero.
Thanks again for your valuable contribution to the community!
- Don't see your idea?