914 results found
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Reconciliation Reports Pack add below reports
Reconciliation Reports Pack add below reports:
1. Activity Statements report
2. Payroll Employee Summary report2 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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activity statement period
The signed declaration on activity statements does not currently display the relevant reporting period. This information is important to clearly identify the period the declaration relates to.
We request an enhancement to the signed declaration section to include the applicable reporting period to ensure clarity and accuracy and even compliant.
2 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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AU Tax - Show lodgement error in a banner
Have the full expanded version of lodgment Error Codes shown on a return that does not lodge correctly so we have a quick, accurate understanding of what is needing to be adjusted.
2 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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Reports - Ability to select multiple accounts when running the uncoded statement line report
Uncoded transaction report only allows you to pick all accounts or a single account in the filters.
I have a client who has 10 accounts but only half of them are current and non personal accounts. I either have to run the report 5 times or have the report being 13 pages long.
It would be good if we could select multiple accounts in the filters.
2 votesHi Victoria, thanks for sharing this idea. We understand that having the ability to select multiple bank accounts when running the Uncoded Statement Lines report could be useful for reviewing specific accounts without including all results.
The idea is to add a multi-select account filter for the Uncoded Statement Lines report, allowing users to choose specific accounts and create more focused reports for review.
We encourage the community to vote on this idea if you’d find this reporting improvement useful.
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Profit & Loss - Show net profit before and after tax
Profit & Loss reporting MUST include before and after tax totals. The before tax number would also exclude non-deductible expenses such as Tax, IRD penalties, non-Deductible Entertainment. I use a custom section called Tax and Non-Deductilbe Expenses to calculate the after tax total.
This is incredibly important because clients look at the Profit number and think they a doing better than they actually are, especially if the tax expense number has not been generated which 99% of the time they look at this report. Having the space for Tax Expense to appear will make them aware of the need to…2 votesHi Dave, thanks for bringing this idea to the community. We understand why having net profit after tax displayed directly within Profit and Loss reports could be useful for preparing financial summaries or reviewing overall business performance.
The idea is to add a dedicated net profit after tax calculation line within the Profit and Loss report, allowing users to see the final after-tax position without needing to make manual adjustments or calculations.
We encourage the community to vote on this idea if you’d find this reporting improvement useful.
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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 numbers2 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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Calculation of Excess Contributions Tax
Can you add Excess Contributions Tax estimated tax calculation in Div 293 section?
2 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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CIS - Send CIS statements directly from Contact record
I find it incredibly frustrating and time consuming to handle when I have one subcontractor who for what ever reason hasn’t received their statement for a month or a few months to go through each individual submitted return and resend - I have to delete 40+ other subcontractors emails from the section to send one statement.
I appreciate I could download and email (still have to do individually via each CIS return) however as I am a subcontracted bookkeeeper, I’d rather the email address sending the statement is the Xero one and not my email address.It would be so…
2 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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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.
2 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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AU Tax - Automate CGT worksheet calculations when a Rollover or Exemption code is selected
Currently, if there was a capital gain rollover exemption in previous year, it is not updating into the future year's returns automatically. We have to manually enter the worksheet again and again for all the applicable future years.
Please develop a feature that it automatically rollover the worksheet to future returns. Then, it will be more coinvent for the uses.
Thank You.
2 votesHi Rasika, thanks for sharing your feedback here. We can see how automatically updating the future return's CGT worksheet after selecting a rollover or exemption code could help reduce manual work.
We’ve moved this idea to Gaining Support so we can continue tracking interest and share the feedback with our product team.
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Account Transactions Tab - Display account and GST status for a transaction
Display account and GST status when viewing account transactions page
Another post said "While Xero works on failed AI features like Jax and auto reconcile which no one asked for... basic features like this are missing and causing suffering." I agree.
Seems dumb Xero does not display the essentials of a transaction.
Like most people, I spend > 60% of my time coding and checking for correct account and GST status, so why not have those displayed when the data is very easy to show. Just add those columns.
2 votesHi Peter, 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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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.
2 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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US Tax: don't show tax rate for non-taxable items
US Tax: don't show tax rate for non-taxable items
Why is Sales Tax showing as a % for Shipping when shipping is set as not taxable?
I see there's a pop-up that says it's at 0% tax, but it's very confusing to the customer, showing a tax rate, and have explain that in fact Shipping Is not taxed
2 votesHey Andrew, thanks for raising this Idea with us, we appreciate the time taken to do this. Thanks for sharing this feedback. We understand why this is confusing when shipping is set as non-taxable, but a tax rate still appears on the invoice.
This idea has now moved to Gaining Support. This will allow us to monitor the Idea to better understand how much interest there is from other customers, which helps inform future prioritisation.
For now, there isn’t a change to share, but we’ll continue to track the feedback being added here.
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Donation Receipts - Ability to add signatures on charitable donation receipts
New Zealand Inland Revenue Department requires reciepts to be signed by an authorised person. . This does not appear to be possible possible with Xero at present by inserting an electronic or jpeg signature. With a significant number of receipts our charity issues this can only be done manually and a scanned copy sent.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We've opened this idea up to the community to add their thoughts and votes. We'll track interest on this idea in the meantime. Cheers
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Reports – Add TIN and Address Columns in Reports for PH (BIR Compliance)
Hi Xero Team,
I would like to suggest a feature enhancement that would greatly benefit users in the Philippines.
Currently, when generating reports (such as Transaction Reports, General Ledger, or Contact-based reports), there is no option to display the Tax Identification Number (TIN) and registered address of contacts as columns.
Including TIN and address fields in report columns would significantly improve efficiency and accuracy in preparing BIR compliance reports such as:
- SLSP (Summary List of Sales and Purchases)
- QAP ( Quarterly Alphalist of Payees)
- SAWT (Summary Alphalist of Withholding Taxes)
At present, users need to manually extract or cross-reference this…
2 votesHi Georgia, thanks for sharing your idea, and letting us know the changes that matter most for you. We'll open this idea up to the community so they can share their thoughts and add their votes. In the meantime, please feel free to share this with your friends and colleagues who might find this feature useful as well. Cheers
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Cashflow Manager - Ability to edit outflow date for recurring transactions
In Cash Flow Manager (Reporting / Cash Flow Manager), once a Projected Recurring Cash In/Out amount has been entered, you cannot edit the date that it is received/paid in the cash flow.
You can edit the start- and end-date for recurrence, but the date it is received/paid is locked to the date set when you first added the Projected Recurring Cash In/Out amount.
Please allow the date that the amount is received/paid to be edited.
2 votesHi Ed, thanks for bringing this Idea to us we appreciate the time and effort to do this. We’ve reviewed this suggestion and we’re updating the status to Gaining Support. This means it’s now open for community support through votes and comments. Please keep voting and sharing your experiences to help demonstrate the value of this enhancement. Your input helps our product team understand how features like this. Thanks again for contributing and keeping the conversation going! ✨
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Reporting - Allow the "Bank Reconciliation Period" report to be run on open/draft periods
I'm looking to get more information from this report. Essentially, I'd like to combine "Bank Reconciliation Summary" with "Bank Summary" or "Reconcile Period" where there is an opening balance, add deposits, less withdrawals to get the bank statement balance, then add outstanding deposits and less outstanding withdrawals to get the book balance (balance on trial balance). It should display the source (account) currency and local (reporting) currency (as the "Bank Reconciliation Summary" already does).
2 votesHi Rodd, thanks for your suggestion. We understand how being able to run the Bank Reconciliation Period report before a period is locked could help with reviewing balances and identifying issues ahead of finalising the period. We’ll monitor the feedback and interest shared here.
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Dashboard - VAT Notifications to show when return has been filed
Please can Xero improve the dashboard notifications regarding VAT returns so that it shows that the VAT return has been submitted. This would avoid me having heart failure when I log in and see the information below! Our VAT is collected by direct debit, so I know if it is submitted, its HMRC direct debit taking its time, and not my mistake!
2 votesThanks for sharing your feedback on VAT return notifications. We appreciate you explaining how clearer status indicators on the dashboard could help, especially when returns have been filed but payment collection is still pending.
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 - Account Transactions report 'Showing Items' list is miscounting
From the P&L report when opening a specific income/expense account, the list of transactions under that account shows at the bottom "Showing items" number, this number includes the first line (title) and last two totals, which can be misleading if one wants to count the number of transactions.
I'd suggest the "showing items" number to only indicate number of transactions.2 votesHi Tamer, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and can appreciate that the items list can be misleading. We're opening up this idea to gain more support from the community. We'll monitor this space for more traction in the meantime.
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Report Templates - Add letters in Numbered Heading Section
Would love to see it as a feature so that we can add letters in Numbered heading section so we can link notes.
2 votesHi team, appreciate coming into Xero Support after our recent update here and apologies for any confusion.
To confirm, there is no way to add letters into 'Numbered heading' atm.
An option for now may be to add letters to the front of your schedule heading, however appreciate this this is a little different from the formatting you're trying to achieve here.
While this isn't something we have direct plans for right now, we'll start to get a sense of the wider interest from others in this here and share if there are any updates. Thanks
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