899 results found
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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.
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Account transactions report - Comparatives
Essential for cash flow and projections, an annual report divided by month that includes source and base currencies.
The "Account Transactions" report currently enables us to overview all accounts (Balance Sheet and P&L) in both currencies (source and base) but lacks a feature to display 12 months alongside each other.
6 votesWe're grateful for your engagement and letting us know how adding comparative options in the Account Transactions report could benefit you.
This isn't something we have direct plans of right now, however we'll continue to gather community interest in this and share if there are any updates.
In terms of cashflow projections, if not already you may want to check out Short term cashflows with Xero Analytics.
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Report Templates - Option to bulk mark codes as reviewed
Report codes that are in the For Review category need a button so after changing the ones that need changing the rest can be marked as reviewed. Currently it looks like you have to click into each one to review it and no-one is going to have time do that when you can see most of them dont need changing.
Its always an extra click to view all the report codes as Xero defaults you the the codes that are For Review. If they have all been reviewed we wouldnt have to do an extra click each time we want…
6 votesHi Gay, just wanted to return from my last update. While this is something our teams took a look into, it's not something that's been planned for the time being.
For now, we'll continue to get a sense of the interest from your idea here. 🙂
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Short term cash flow include repeat quarterly transaction
Would love that within money out/in and repeating the transaction that 'quarterly option' was included.
example: BAS, Super & PAYGIt would be great if this was an option for those using the short-term cash flow regularly.
6 votes -
AU BAS - Consolidated Lodgment for grouped entities
Where you have multiple legal entities that are able to lodge a consolidated BAS/GST return for the Group, having an ability to lodge the one return from Xero, without having to manually consolidate the various legal entities data outside of Xero via excel or some other means.
6 votesAppreciate some customers are working with multiple Xero organisations, Stephen. This isn't something we have plans to support right now, we have another idea around consolidated reporting that you may also like to join here. We'll start to track interest in consolidated BAS directly, here.
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Practice Manager - Add documents to Management Reports from outside Xero
Management Reports: I would like to add reports created outside of Xero in my published Management Report packet that I send to clients. There should be a way to upload a PDF or excel document to the Management Report Packet from outside Xero
6 votes -
Report Navigation - Return to previous page after drilling down
When using any report, when drilling down into more detail is great BUT there seems no way of then returning to the original report without re-running it after you have finished reading the drilled down info? Or have I missed something.
6 votesWould be good to get an example of a specific report you're drilling into, Lyn. You should be able to click the back button on your browser to return to the previous page / report you're on.
Alternatively, right click and opening the drill down figure in another tab may also be useful here 🙂
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Fixed assets - Pooling assets for NZ version
Fixed Assets - Tax Pooling Depreciation. Australia has a feature to put assets into pools and calculate depreciation. This would be very useful in NZ
6 votes -
GST period settings - Allow for non-standard periods
When a client changes their GST taxable periods (e.g. 2-monthly to 6-monthly filing) they often need to file a return for a non-standard number of months to align with their balance date (e.g. 4-month GST return). It would be nice to be able to change the GST period settings in Xero to allow for the non-standard GST return to be filed directly from Xero.
6 votes -
Reporting - Consistency in the default naming convention for dates
I know this is not critical for the reporting accuracy of Xero within, but it would be a great help to those who extract many times a report from Xero and have multiple clients handling. I hope Xero Support can find ways to be consistent in their naming convention by default. And not overriding names thru Report layouts. Thanks!
6 votesAppreciate sharing your thoughts on date conventions used across reports in Xero, Danmark. While there's standardisation across the way dates are shown across Xero, there can be slight differences based on region, as well as the period being reflected.
For example all regions excepting US will show date format as Date Month Year, where-as US will be formatted as Month Day, Year.
When Xero reports for a general period like an entire month or year this is abbreviated to the shortest date format that represents that period e.g June 2025 or 2025 respectively, however when running a report for a singular 'as at' date the entire date is shown such as 13 June 2025.
While I appreciate it doesn't mean a change to the formatting that you're requesting here, hopefully this sheds light on where date formatting may differ and gives more assurance that there's a structured approach to how…
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VAT - Override VAT box figure and delete Adjustments
VAT In the VAT boxes you have to "adjust" the figure rather than entering the relevant amount. Why can't you just enter the figure and move on. It would be much easier. Also you can't delete what you've done in a box or re-start the entire return. In my view it makes Xero a sub-standard product.
6 votes -
Projects detailed time report - Add Logo & header/footer
I have setup a custom report to generate timesheets for different projects as we need to provide these to customers, along with the invoice.
Currently, I have to export and then copy and paste and tweak it, to fit into either a PDF or Excel so I can add our company logo and details.
It would be great if we could add a Header and/or Footer with text and enable the organisation's logo to be displayed when printing to PDF.
6 votesHi team, while this isn't something we have any direct plans around atm we appreciate the feedback here and will continue to track the support this idea receives. I will be sure to let you know if there are any updates to accommodate this styling of reports in Xero.
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Reports - Export all excel reports in .xlsx format
Please create all excel exports from Xero in the currrent .xlsx format. Most still produce an old xls.file format (for instance Sales Tax Report) and need to be resaved to bring up to date.
6 votes -
UK VAT - VAT calculations to 3 decimal points.
Xero calculates VAT on a line by line basis and rounds up at every instance. This leads to the VAT amount sometimes being more than a few pennies over the top of what it should be.
I propose that Xero calculates VAT to 3 decimal places, which will mostly eliminate this over payment to the VAT man and overcharging our customers. Or it only calculates VAT at the end of the invoice.
6 votesThanks for sharing this idea and the context behind it. We can see the value in increasing VAT calculations to 3 decimal places to help reduce rounding differences on invoices and bills.
We’re moving this idea to Gaining Support so we can better understand how many customers would benefit from this and gauge the level of community interest. If this is important to your workflow, please continue to vote and share examples in the comments so we can better understand the impact.
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VAT rounding issue - avoid manual edits on Xero
We have to regularly edit invoices from specifics suppliers to correct pennies in the VAT boxes to ensure these match. Using up valuable and unnecessary time.
We use another software with another company that gets this spot on every time, but considering we pay for Xero we felt it would be helpful to get the VAT extraction down to 100% accuracy.
6 votesHi team, we appreciate interest around this idea but want to be upfront that we don't have any plans for changing Xero's current rounding methods for tax which is where you commonly see these difference of a few cents.
As originally noted, for UK organisations in Xero today you can manually adjust tax amounts on unpaid transactions.
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Short term cashflow - Ability to edit repeated transactions
Hi
I would like a feature in the short term cash flow where when a repeated manual entry transaction is made that you can edit only one instance like a repeated meeting in outlook.
An example is that i have made a regular Money In transaction yet i cannot remove a single instance when the actual invoice is created and i am overstating incoming revenue.
Thanks6 votes -
Reporting - Notes column option on reports
Is it possible to run reports and have the notes section as an additional column option? As currently have to click into each individual invoices to see the note
6 votes -
Journal Report - Link to Manual Journals/Transactions
Add the functionality to be able to open a manual journal or other account transaction from the journal report.
6 votes -
Reports - Remove underscores between words on downloaded PDF reports
Hi team
It would be great if you could replace the underscores with spaces when downloading PDF reports from Xero - currently we have to tidy this up before sending reports to clients which takes unnecessary time.6 votes -
Reports - Add Account Code column in GST audit report
Please add the account code column?
I also wish to have the exported documents sorted by account code or account name.6 votes
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