945 results found
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Analytics Plus - Add to the demo company
Xero is giving 4 months free of Analytics Plus if the file is upgraded before 30 June 2023.
It would be AWESOME if you would add Analytics Plus to the Demo Company so we could demonstrate the product to team members and to clients.
Expenses is available in the Demo Company, so is Projects, why not Hubdoc and Analytics Plus?
Please make the Demo Company have the FULL suite of Xero products available.
8 votes -
Reporting | Copy custom report - Editing Shortcut
When selecting a published report to copy for the next period, it would be ideal if there was a copy and edit option in the shortcut options. This would allow users to create a copy of the report from the main menu instead of being required to open the report and then selecting the option.
8 votes -
GST Returns - Next and Previous period options in return
We would like to be able to go next and back through GST periods/returns on xero. At the moment you have to got back into the GST report tab to see the next/previous period. You should just be able to click next or pervious off to the side
8 votes -
Management report | Cashflow - Ability to run on accrual basis
Is there the ability to make the cashflow report into an accrual report also so we have one report that can show p&l and capital expenditure with an area for adjusted accounts payable/receivable still outstanding and then projecting the bank balance.
Currently we use a 12-month P&L and then have to do a separate balance sheet and it doesn't quite hit the mark.
8 votes -
Manual Journals: Daily repeating journals
I would like to have an option for repeating journals to be done daily. Currently you can only choose monthly or weekly.
8 votes -
Aged Receivables report - Column for average days to pay
To be able to view at a glance the 'period taken from a customer to pay invoices' from the Due Date to when the funds have reached the supplier's bank account. This is instead of exporting the Xero report in an excel sheet and then adding a formula to calculate the difference between the two dates. Surely with all the information already stored in the Xero account, this option shouldn't be too difficult to add. Thank you.
8 votes -
Chart of Accounts - Edit / Add account types
It would be very useful to be able to change the names of the General Ledger Account Types. Also Fixed Assets should be changed to Capital Assets because Capital Assets is really the applicable term because not all Fixed Assets fixed. Machinery, equipment, rolling stocks......
8 votes -
Reports - Ability to add page breaks in Text Blocks
When importing a text block report from Figured into Xero annual accounts template, we have no control over the page breaks. This often results in undesirable page breaks. An ability to add page breaks into a text block would fix this.
8 votes -
Reports: Include bank accounts in Cash Summary report
Hope the cash summary can select Bank Accounts so that I will know the cash movements within particular bank account.
8 votes -
Profit & Loss - Ability to add variance columns for YTD Actuals & budget
Added features to P&L report design to be able to add variance between YTD Actuals and YTD budget on the P&L report
8 votes -
Profit & Loss - Ability to sort expenses
Ability to sort expenses on a Profit and Loss report from largest to smallest.
8 votes -
Xero Reporting for Philippines ( BIR compliance)
People here in PH are starting to use Xero and I think many more will use it too if you create reports that are required by our Tax Authority such as:
Sales Journal
Purchase Journal
Cash Receipts Journal
Cash Disbursements JournalMost of our clients are asking for this. I really hope you will be able to implement this.
8 votesHi everyone, just wanting to highlight that as Caroline has suggested, it is likely the Account Transactions reports in Xero could be used to create the reports required. However, this depends on what information you require each report to contain.
If anyone is able to reply with more specific details on whether any information is unable to be obtained via the account transaction report this will help our product team better understand what's needed.
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GST | Re-registering - Pick start date
Sometimes an entity will de-register for GST because they are no longer required to file, then circumstances change and they re-register. Currently in Xero when you re-register Xero creates all the prior period GST returns for when the client was deregistered. You then have to manually delete all the prior draft returns.
Would be great if you could have an option to choose the new start date for GST.
thanks!
8 votes -
Hybrid or Modified Cash Basis Reporting
Most of our clients (and I imagine many small businesses in the U.S.) use a hybrid reporting basis. Basically, short term assets and liabilities are recorded using the cash basis while long term assets and liabilities are recorded using the accrual basis.
Therefore, for example, this will result in sales being recorded when cash received but depreciation and amortization expense are recorded monthly. This method of reporting also results in the accounting basis being more similar to tax basis.Xero actually has a webpage describing this (https://www.xero.com/us/guides/cash-vs-accrual-accounting) but states "And if you run a hybrid accounting system, smart…
8 votes -
CIS - Allocate expenses to multiple accounts
Ability to allocate expenses to multiple accounts in Xero.
Purpose: To make users easier to assign expenses when it’s related to different account types in Xero.
8 votes -
Please fix the wording of Investment Boost box in IR10s
Currently the IR10, Box 60 says 'Investment Boost Claimed', but this is misleading as the amount that needs to be entered is the value of the assets which are having Investment Boost claimed.
The IRD's IR10 Guide calls Box 60 'Total value of Investment Boost asset(s) being claimed'.
Please change the name of Box 60 to match the IR10 guide. This will make it easier for users to enter the correct amount.
7 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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SMSF capital works calculation feature
Add Capital Works Worksheet to SMSF Tax – Deductions
Problem
In the SMSF tax return, the Capital Works (Division 43) deduction does not include a worksheet. While users can manually enter a total amount, there is no built‑in worksheet to calculate or track the capital works deduction.
This creates a gap in functionality, as accountants must maintain a separate external worksheet to calculate capital works depreciation and then manually transfer the result into Xero.
Why this matters
Capital works deductions are very common and material for SMSFs that hold property. Without an integrated worksheet:Calculations are more time‑consuming
There is…7 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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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Reporting - Trial balance split by category
"Please provide or enable a template that allows the generation of a Trial Balance report with account groupings categorized under the same headings like Profit and Loss statement and Balance sheet."
7 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show the Trial Balance by category and now it's up to the community to get behind and support it.
In the meantime, did you know that you can group the Trial Balance by 'Account Class' or 'Account Type'? Whilst not the exact functionality requested, these options allow you to split the accounts up within the report.
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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Fixed Asset Reconciliation report - Hide accounts
I would like to be able to hide accounts on the Fixed Asset reconciliation report so that I don't have a page full of Fixed Assets accounts that have no assets attached, and haven't been used for years.
7 votesThanks Cara for your feedback.
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 your idea could improve their experience with Xero.
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