349 results found
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Fixed Assets - Ability to Veiw by Asset
I would like to see increased functionality around 'Running Depreciation':
Ability to see the depreciation proposal by asset not just category
5 votesThanks for sharing this idea Jon. We’ve split the request to view depreciation proposals by individual asset into its own idea, making it easier for the community to find, vote on and comment on this specific request.
Separating the different aspects will also help us understand which improvements are most important to the community. Thanks again for raising this with us 😊
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Fixed Assets - Separate Posting Function
I would like to see increased functionality around 'Running Depreciation':
Clearly separating the posting function ('Confirm' button) from the forecasting element to avoid mis-postings
5 votesThanks for sharing this idea around improvements you’d like to see around running depreciation.
To make it easier for the community to vote and comment on each request, we’ve split this into a separate idea so others in the community can find and vote on each idea with ease. This should help us better understand which improvements are most important to the community.
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Report Templates - Remove Borders on Financial Statements when exporting
When exporting the FRS105 Financial Statements, Hide the borders of the tables on the signature space and Directors and other Information page.
6 votesThanks for bringing this idea to us, its always great to hear how we can improve the experience. We have opened this idea up for votes and comments from the wider community so we can gauge the interest. We will monitor this idea and any updates will be posted here.
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NZ Tax - IR6 returns, display both full tax credit and allowable
When you print the tax summary and worksheets it only shows the allowable overseas tax credits column, and not the actual overseas tax credits column.
It would be much better if it showed both columns - this would make the tax returns easier to check (and clearer for the clients).
4 votesThanks for sharing this idea and explaining that showing both the full overseas tax credit and the allowable amount on printed IR6 tax summaries and worksheets could make it easier to check the figures and explain them clearly to clients. If this would help in your workflow too, please add your vote and leave a comment sharing how you use these reports or what difference seeing both amounts would make. The idea is open for votes and comments, and your feedback helps us understand the level of interest across the community. 🌟
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Reporting - Profit and Loss Report with Budget Specific Comparison Drop Down box
Allow the selection of the budget from a drop down box at the client level when this report is created as part of a template. Currently you have to go into the report, add a column and select the specific budget. A drop down box will allow you to run this report using different budget models.
1 voteThanks for coming to us with this idea and for explaining the experience you’d like to see added to the reporting process. We understand how having a drop-down option to select the required budget column would make it easier to run reports using different budget models, without needing to edit the report layout each time. This idea is now open to votes and comments. We’ll keep a pulse on the interest it receives and share any updates from the product team here. 🙂
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Manual Journal Entry - View complete journal description when larger than 1 line
The new layout for Manual journals is fine but is very simplified for what can be a complex function. Some journals require a large description in either/both the Narration and each journal line's description.
We have some journals where the line description is copied from the invoice description so that Managers and Auditors have a full view of what's going on. Sometimes those invoices have a return/enter within the description, so the data covers multiple lines.
The new layout only allows the first line of the description to be viewed, which means clicking into each Description field when entering the…1 voteThanks for your feedback here, Jo. We've released some recent changes to improve the viewing of data and ability to scroll contents within a cell, but it's great to hear how these changes have impact for you too.
I've shard this back with our team. For the time being the best option as you described when reviewing draft journals will be to click into the cell so you can read and scroll it's full contents. Clicking elsewhere on the screen will close the cell so you can move to the next down if it's being covered by the previous one.
Once the Journal is Posted the full cell contents will be visible.
If we make any plans for further changes based on this I'll et you know here.
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Fixed Assets - Improved Reporting functionality
I would like to see improved reporting ability around the fixed assets register as follows:
A full Fixed Asset Register - not just by category - with ability to run / export this outside of the depreciation generating module
Show the split of depreciation between amount brought forward at year start and charge in the year, not just the full cumulative total
Depreciation methods do not need to be shown line by line on the asset register, but a separate report showing these would be good
5 votesThanks so much for sharing this idea! ✨ Our Community team has reviewed it, and it’s open for the community to vote and comment. Please share it with anyone who might find it helpful, and add a comment with examples of how this reporting would make a difference. We appreciate you helping build support and share useful context.
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Fixed Assets - Increased functionality running Depreciation calculations
I would like to see increased functionality around 'Running Depreciation':
A more flexible date range - we need to run depreciation proposals/forecasts for budgets, long-term forecasts etc.
5 votesThanks for sharing this idea Jon, and for outlining the different improvements you’d like to see around running depreciation.
I’ve added my votes to these related ideas:
- Fixed Assets | Depreciation – processing without posting journal
- Fixed Assets – Manually adjust depreciation dates/periods
- Fixed Asset – Export Registry in PDF or Excel format
I’ve also acknowledged the related Improved Fixed Assets Reporting functionality idea. To make it easier for the community to vote and comment on each request, we’ve split the remaining aspects into separate ideas. This should help us better understand which improvements are most important to the community.
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Report - Optimized Excel export layout for Account Transactions report to support Excel tables and pivot analysis
Adjust layout of a downloaded Account Transaction report from Xero to an excel format for a period of to enable 'Insert a Table' analysis
Attached please find a file which shows an existing tab Purchases Transactions for JA26 / second tab New layout for Excel and third tab shows final 'Insert a table to produce a report for simpler presentation and analysis
1 voteThanks for sharing this idea. A table-ready Excel export of the Account Transactions report could make it easier to use filters, create pivot tables and analyse data without manual formatting.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and share how you’d use this export.
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Report - Transaction Posting Details report
Bookkeeping Controls & Reconciliation
I would like to suggest two features that could significantly improve bookkeeping accuracy, audit review and reconciliation in Xero.
- Posting Details / Audit Report
A report to identify what transactions were entered into Xero, when they were entered, which accounting period they relate to, and who entered them.
Two separate date filters are required:
Created/Posting Date: When the user actually entered the transaction in Xero.
Transaction Date: The accounting date given to the transaction.The report should cover:
Purchases and credit notes
Sales and credit notes
Manual journals
Bank transactionsKey columns: Posting Date, Transaction Date,…
5 votesThanks for sharing this idea. We understand the request for a unified audit report that filters by both Posting Date and Transaction Date, rather than relying on separate reports to review transaction activity.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote if this would improve your audit workflow.
Regarding your idea on suppliers' statement reconciliation, I have split this idea and merged with a similar suggestion to continue tracking interest separately.
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Trial Balance - Option to display Trial Balance report in a single-column format
Instead of a trial balance in two columns (debits and credits), have a single column trial balance that sums to zero. This is possible in the comparision columns, but for some reason not in the current period.
4 votesThanks for bringing this to the community. We understand the request to have a single-column Trial Balance that shows the net balance for the current period.
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 which reporting or import processes you’d use it for.
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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…
1 voteThanks 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,…1 voteThanks 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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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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