914 results found
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Reports - Add auto save for draft reports
Auto Save - Annual Financial Reports
For Xero to auto save when creating draft reports.4 votes -
Budget - Ability to lock a budget
If budgets could be locked once approved and also history of any changes made. This would be very helpful.
4 votes -
BAS - Export lodgement confirmation
Once an activity statement (BAS or IAS) has been lodged via Xero, when we generate the activity statement and export to PDF or Excel can it include the lodgement confirmation details, including date and time lodged, person/user that lodged, any lodgement confirmation numbers etc.
This information is shown in Xero, but not on the report when exported.4 votes -
History and Notes - Time Range Search Field
In History and Notes, that current 1000 transaction search you have is too restrictive given the limited search fields you have available.
Due to performing more than 1000 specific transactions (e.g., deletions), I can't see the ones performed in the earlier part of the day.
So obviously by being able to isolate a particular time period in any given day (e.g., 9am to 11am), that would solve the issue.
In all honesty, limiting the search to 1000 transactions was ridiculous in the first place. Who came up with that number??!!!
4 votes -
Fixed Assets - Pictures of a fixed assets in FAR
It would be nice if one can upload a photo of the fixed asset in Xero FAR.
4 votes -
Short-Term Cash Flow - Split payments on Bills
Hi
Client is wondering whether there is a way to split bills in the cash flow prediction to show half the bill being paid on this day and the remainder on another day. Currently you can tell it that we estimate to pay the bill in full on this day but can't see an option to split the bill.
Look forward to hearing from you.
Thanks
4 votes -
Fixed Asset Module - Automate Asset Type
When items get posted into fixed asset module from bills, why isn't the asset type automatically fed from the account it was posted to? This just creates unnecessary work having to assign them manually!
4 votes -
Manual Journals: Backdate repeating manual journals past last financial year
Have the ability to create Manual Repeat Journals for older date ranges (3 years ago). The current restrictions on this should be allowed once a Lock Date is implemented.
Otherwise you get an error like:
The Next Journal Date entered is prior to the start of your previous financial year.This is very fustrating.
4 votes -
Flexibility to select what reports are included in a report pack, e.g., Payroll Employee summary
Flexibility to select what reports are included in a report pack, e.g., Payroll Employee summary
Hi Team.
I’m struggling to understand why Xero hasn’t resolved this issue. What technical limitation prevents certain reports from being included in a custom report pack, especially when other reports in the same reporting window are available for selection? The process doesn’t seem particularly complex, so it’s unclear why this remains a problem.Since the reports are generated individually and not merged, it should be possible to allow users to include whichever reports they need in a custom report pack.
Given the substantial subscription cost,…
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bulk disposal of assets
Create an option to do a bulk disposal of assets. Have several old assets which are no longer needed and to be disposed at year end. Would save having to dispose of each asset individually.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Fixed asset - Ability to input Effective Life in Months
I would like to suggest changing Effective Life (Yrs) from Year to Month.
From our side, we have several assets with a useful life results in an uneven number when expressed in years—for example, 16 months (i.e., 1.33 years).Entering useful life in months would be more practical and would help avoid rounding issues when calculating depreciation.
3 votesHi Van, thanks for submitting this idea. We understand why having the option to enter an asset’s effective life in months could be helpful, especially for assets with shorter or more specific depreciation periods.
The idea is to allow users to set asset effective life using months instead of converting them into years or decimal values, making fixed asset setup more straightforward and reducing manual calculations.
We encourage the community to vote on this idea if you'll find it useful.
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Publishing Financial Statements should automatically select the Organisations Legal Name as first option not the Xero ledger nam
When publishing Financial Statements, the selection defaults to the Xero Organization name as first option and not the organizations legal trading name. Sometimes their trading name or the name they have for their Xero file is not the Legal Name (for example a company might have their Xero ledger name as My Company, but their legal trading name is My Company Limited, so when you publish the reports, if you forget to switch it it prints as My Company, not adding the Limited on the end). The default should be to the actual legal name of the organisation, not its…
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Xero Accounting App - Make analytics dashboards available on mobile
Currently visual dashboards are not available on tablet or mobile. It would be good for them to be available for reporting-on-the-run.
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you Simon.
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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Reports - Highlight previously viewed transaction on list/report
Restore function where the previously viewed transaction is highlighted in a darker or different colour so you know where you are on a list of transactions. It used to be there but it has now gone :(
3 votesThanks for sharing your idea, Diana. We understand that having a way to keep track of reviewed transactions would help when working through large reports.
The suggestion is to add a visual indicator for previously viewed items, making it easier to remember where you left off and avoid reopening the same transactions.
For now, opening transactions in separate browser tabs can help keep your place while reviewing multiple items. We’ll continue tracking this idea here so the community can share feedback and use cases.
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Reporting - Add option to insert page breaks after each account when exporting General Ledger report
There are two concerns regarding XERO Blue Report extraction. One is to apply a page break after each ledger when extracting general ledger details while selecting all ledgers. The other is to extract the transaction list by edit period. This will be helpful in identifying differences between the same report taken for two different periods.
3 votesHi Arunadevi, thanks for sharing this idea. We understand that having cleaner report layouts can make it easier to review and export General Ledger reports.
The suggestion is to add page breaks after each account when exporting the General Ledger report, so each section is easier to review and present.
For now, you can export the report to a spreadsheet and adjust the formatting before sharing. We'll continue to track interest and engagement here.
A separate suggestion was also mentioned around exporting transactions based on edit period. To help each idea get the right visibility, please create a separate idea for that request so it can be tracked individually.
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Reporting - Add ABN/Tax Number as an optional column on Aged Payables and Receivables reports
It would be great to have the ability to display the Customer/Supplier ABN on reports with the contact's name.
3 votesThanks for sharing this idea. We appreciate you explaining how including ABN numbers in the Aged Receivables report could streamline your workflow.
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: Aged Receivables - Add NZBN number
I would like to produce an Aged Receivable custom report that includes the NZBN number which is held in a contact file. While I can manually pull two reports and manipulate them in Excel, there is always room for error doing it this way.
3 votesThanks for sharing this idea. We appreciate you explaining how including NZBN numbers in the Aged Receivables report could streamline your workflow.
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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UK Payroll - Matrix format for pay run reports
Provide reports (for both draft pay runs and posted pay runs) in a matrix format like other Xero reports, rather than listed under each employee. The current format makes it impossible to carry out checks or to create further reports for management.
Given the latest update that improving payroll reports is not a priority for Xero, we are very close to leaving Xero and moving to another payroll provider for the next financial year, as all other softwares we have used during our careers have provided far more useful reporting than what Xero offers.
Xero's financial accounting reports are great…
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
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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Reports - Add Tracking Category Column/Breakdown to Trial Balance
Trial balance with a column for Tracking Category. Currently I need to download each TB individually if I want it by tracking category, which is very time consuming and inefficient.
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
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 - Add Invoice Reference column to the Inventory Item Details report
Inventory Item Details Report - Add Column "Tax Invoice Reference" separately from "Tax Invoice Number" which is givin in the Reference of Inventory Item Details Report
3 votesThanks for letting us know how this report could be improved for you.
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 votes and comments too!
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