935 results found
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Report Templates - Default client advisor reports to alphabetical order in Xero HQ
Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.
4 votes -
Reports - More detailed bank transaction report.
Add a more detailed bank transaction report.
It would be nice to generate a bank report that allows you to see the accounts booked in details. For example, if one transaction has multiple accounts, I can see what accounts where used and what amount. this would make it a lot easier to look over and control if you made some mistakes or did not included bank fees in the transaction.4 votesHi everyone, thanks for the idea. It has been awhile since this idea was raised, so we just want to update the status of it. We understand you’d like more detail visible in the bank transaction report, such as contact names, descriptions, and reference information.
Having this in one view could help make reviewing and checking transactions a lot quicker.
We’ll continue to keep track of the feedback and interest from the community.
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Cash flow - add invoice or bill number to "What" description
Can the bill or invoice number be added to the description shown when Xero automatically adds it to the short term cash flow. See picture for item added manually where we add the bill number and then item added by Xero where none is shown. This will really help where we have multiple items for the same customer/supplier for the same amount.
4 votes -
Reporting - Consistent terminology (e.g. Accounts Payable reports refer to Bills as Invoices)
There's an inconsistency between different parts Xero systems. For example:
New Invoicing has Autosave.
New Contacts require us to use the Save button.Reports:
Accounts receivable reports refer to Invoices.
Accounts Payable reports ALSO refer to Invoices ... Xero terminology for Payables is Bills.Is there a reason for these differences and lack of consistency across the Xero platforms?
4 votes -
Xero Accounting app - GST
It would be good if we could do the gst on the mobile app instead of having to log into the desktop site.
4 votesHi Troy, when you say do the GST are there any specific actions that you'd find most handy to be able to do from the app? E.g publish or export a return, file GST with IR, edit GST Details
While we don't have any plans for this atm, it'd be good to get more detail to be able to share back with our team on this.
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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 -
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 -
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 -
Feature Request – Allow Inventory Report Access Without Financial Reports
Hi Xero Support,
We are trying to limit report access for a Standard user.
Our Operations staff only require access to:
Sales reports
Purchase reports
Inventory reportsHowever, under the Reporting permissions, we can only select Sales and Purchases. There is no option to enable Inventory reports independently.
We do not want to grant access to all reports because our Operations team does not need to view financial reports such as the Profit & Loss, Balance Sheet, or other accounting reports. They only require inventory-related reports for their daily operations.
Could you please advise:
Is there currently any way to…
3 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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Contacts - Add or assign contacts to contact groups directly from within the contact record
It would be nice to be able to attach customers to groups within the contact details screen. Due to the way Xero works, every single customer has to be attached to at least two different groups for reporting purposes. I have one group called Customers so that I get every customer an no other entities in reports. The next I have to attach the customer to a state since there is no availability to create reports of sales by state.
3 votesThanks for bringing this idea to the community. We can understand why being able to add a contact to a group directly from an individual contact record could make managing contacts more efficient, particularly when you're already updating their details.
At the moment, contact groups can only be managed from the Contacts list. From there, you can select one or more contacts and use Add to group to assign them to an existing contact group in bulk.
We've updated the status of this idea to Gaining Support so we can continue tracking community's interest.
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NZ TAX - Separate the "Completed" and the "Audit Check" button
It would be really great to separate out the "Completed" and the "Audit Check" button in XPM for the tax returns and have them side-by-side rather than having the "Audit Check" hiding inside a drop-down menu behind "Completed".
These have two vastly different outcomes - the "audit check" is great for checking things are completed correctly (especially great for learning staff), but this is only accessible by clicking on the little arrow beside the "complete" button. If the "complete" button is accidently hit... it's stupendously annoying.
Many people don't have the authority to reverse clicking on "complete" i.e. to unlock…
3 votes✨ Thanks for sharing this idea with us Philippa and detailing how separating the Audit Check from Completed is a desirable improvement. We’ve reviewed it your idea is now open for other community members to vote on and comment on, so they can share how this change would impact their practice too. That feedback is really helpful for our team as it gives us a better understanding of the level of interest and the workflow impact for customers.
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Fixed Asset - The investment boost should be excluded if the purchase date is before 22 May 2025
The investment boost should not be included if the purchase date of the asset is before 22 May 2025. I have tested this and if you choose the option for investment boost, Xero still applies investment boost to the asset despite the purchase date of the asset being before the entitlement date. This seems a lot easier to fix than a lot of improvements made to Xero.
3 votesThanks for sharing this idea with the community, Nicola.
We understand the request for Xero to prevent the Investment Boost option from being selected for assets purchased before 22 May 2025. Adding a date-based restriction could help reduce the risk of applying the deduction to ineligible assets.
In the meantime, you can review the Investment Boost selection for assets in Accounting > Fixed assets and update any incorrect settings manually.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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Custom Reports - Allow richer layouts and formula outputs
Custom Reports Formatting & Formulas
1 - more options like spacers (not just page breaks), lines, section dividers
2 - text box more flexible = between lines, not just at the beggining and end of the whole reports
3 - allow formulas to display text results (if statements), not just numbers3 votesHi everyone, thanks for sharing your feedback here. We understand why having more flexibility in custom report layouts and formulas could help create more tailored reporting outputs.
The idea is to provide additional formatting options and expanded formula capabilities, allowing users to build reports that better align with their reporting needs.
We’ll continue tracking engagement and feedback from the community here.
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Cashflow manager - Include GST PAYG and Super
Automatically include GST, PAYG and Super in the cashflow manager report. This would be quite easy an implementation, as all that needs to happen is the report pulls the BAS & Super payment settings (for the dates), and adds in the amounts to cashflow manager.
3 votesHi Rav, thanks 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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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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Fixed Assets - Ability to set a default screen
When we enter into the Fixed Assets screen, the default should be the Registered tab rather than the Draft tab because that is the most commonly used screen.
3 votesThanks for sharing your idea, Kirsten. It's good to get this understanding from customers on the different flows they would find most useful. This isn't something we have direct plans of right now, but will start to get a sense of interest in setting a default screen here. I'l be sure to let you know if there is any movement around your idea.
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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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