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Reports & tax

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Reports & tax

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  1. 5 votes

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    2 comments  ·  Tax filing  ·  Admin →
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    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.

  2. Moving the button to File with IR from the bottom to top of screen, to make it more obvious.

    5 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Hi 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.

  3. 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 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Hi 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.

  4. 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.

    5 votes

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    0 comments  ·  Reporting  ·  Admin →
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    Hi 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!

  5. Please can you consider offering a accounts transaction report that allows you to see transaction by unique customer account number - otherwise what is the point of having a unique customer account number?

    5 votes

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     ·  2 comments  ·  Reporting  ·  Admin →
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  6. Looking for deleting wrongly created General Pool, which were created during the conversion of file to Xero Blue. Currently we can record an end date to the pool, but it doesn't stop the previous pools to stop appearing on the 'Run Depreciation' screen. No balances recorded, no movement at all.

    5 votes

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     ·  0 comments  ·  Fixed Assets  ·  Admin →
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  7. 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.

    5 votes

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    2 comments  ·  Reporting  ·  Admin →
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    We'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.

  8. Come on Xero, this should be the flow already, the tab position after entering the date should go to the reversing date, we accountants enter a lot of manual journals that are reversed and it is a pain in the **** to have to mouse click on the auto reverse date to be able to enter the date...

    This is a easy fix, this is just the tab index in the page...

    5 votes

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    Thanks for sharing this great idea, Leandro. We can see how changing the keyboard tab order on the Manual Journal screen would make entering reversing journals more efficient.

    We've moved your idea to the 'Gaining Support' stage. This means it's now visible to the wider Xero community, who can vote and add comments to show their support. This collective feedback is a key way our product team gauges demand for new features.

    While your idea is gaining support, we wanted to share a couple of other related ideas that you and other supporters might be interested in:

  9. We have 3 Belgian customers who are unable to used Xero as there is no connection with Belgium tax authorities, comparable with the HMRC in the UK for MTD VAT returns. If Xero truly want to be a global accounting solution, with Group structures having multiple geographical entities, they need to provide more global support/interaction to avoid clients moving away to alternative solutions.

    5 votes

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    1 comment  ·  Fixed Assets  ·  Admin →
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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have 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.

  10. Business snapshot - link to default custom Profit & Loss Report

    We use a custom Profit & Loss Report which is default.
    Unfortunately the Business snapshot links to the standard xero Profit & Loss Report not the custom default Profit & Loss report.
    Can the Business snapshot be changed to link to the custom default reports?

    5 votes

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     ·  2 comments  ·  Reporting  ·  Admin →
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  11. Budget Manager - Ability to Archive old budgets that relate to archived tracking categories.
    At present the budgets still appear within budget manager even though linked to an archived tracking category. It would be great that when you archive a tracking category that the budget is archived along with it or just the ability to archive old budgets in budget manager. At present you can only delete so you lose that history.

    5 votes

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    0 comments  ·  Budgets  ·  Admin →
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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have 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.

  12. 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

    5 votes

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     ·  1 comment  ·  Reporting  ·  Admin →
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  13. In most areas of xero you can enter dates in any format, however, in the 'new fixed assets' this errors unless its in the one format Xero accepts.

    Please make the date fields similar to the other fields in Xero, allowing any format e.g. 1/1/24, 1.1.24, 1-1-24, 1 1 24, etc

    5 votes

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     ·  1 comment  ·  Fixed Assets  ·  Admin →
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  14. Fixed Assets - Tax Pooling Depreciation. Australia has a feature to put assets into pools and calculate depreciation. This would be very useful in NZ

    5 votes

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     ·  0 comments  ·  Fixed Assets  ·  Admin →
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  15. 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.

    5 votes

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  16. Create a tax code/rate which we can apply to interest income to withhold 10% tax for foreign resident entities and this amount is automatically populated to the Activity Statement at item W3.

    5 votes

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    2 comments  ·  Tax filing  ·  Admin →
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    🌟 Thanks for sharing your feedback on this idea. We appreciate the time taken to do so. The community team has reviewed this idea and moved it to Gaining Support. This means the idea is now open for community support through votes and comments. If this could benefit your workflow, please add your vote and share any extra context about how you’re currently managing this process—your input helps us understand the broader impact and priority of ideas like this one. 🌟

  17. A report to see how much each staff member is billing out per month. There are similar reports like the write on/off report but it doesn't seem entirely accurate.

    5 votes

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    2 comments  ·  Reporting  ·  Admin →
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    Hi Eilish, is there are particular way your staff are recording how they bill customers through your Xero organisation atm? - e.g are you using Projects, or Tracking?

    As you noted there maybe a report that we an suggest that'll fully serve your needs in this here.

  18. It would be helpful if the short-term cash flow could be integrated with the budget. Since we operate on 30-day end-of-month payment terms, the cash flow is often inaccurate. The sales figures are the primary element we would like reading from the budget.

    5 votes

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     ·  0 comments  ·  Budgets  ·  Admin →
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  19. As someone who is colour blind, I find the Budget Variance Arrows are similar / same colour which makes viewing budget variance at a glance a challenge.

    It would be great to have an option to have lines highlighted a colour if above/below budget instead. Even better if this colour option was customisable.

    5 votes

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     ·  2 comments  ·  Reporting  ·  Admin →
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  20. Add the Project Name to the Receivable Invoice Detail report

    5 votes

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    3 comments  ·  Reporting  ·  Admin →
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    Thanks for sharing your idea in the community here, Trevor. We don't have plans for adding Projects to other reports in Xero at present but we'll start to get a sense of the interest for this in your idea here and share if there are any changes.

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