899 results found
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Reporting - Excel export change behaviour of total row value where column formula used
If I have a report and a column is a formula.
When I export that report to excel, the column has the underlying formula in each cell.
The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.
A total row with an amount should always be the total of the cells above it. Never any other formula.
Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells…
2 votesHi Sam, really appreciate you coming into our Xero Support team about this so we could get a closer look into the behaviour that you've mentioned.
I've re-opened this and slightly adjusted the title of your idea now that we have a clearer picture. Just to highlight for others coming across - currently when you export a report to Excel the formula in the column takes precedence over the total calculation.
There are no plans for changing this at this time, however we'd like to get a wider sense of thew interest through the idea here so that our product teams can consider this in future planning. Thank you
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AU Tax - Integrate live ATO client account balances to generate a consolidated 'Total ATO Debt' report
The ATO are pushing hard to collect debt, and as Accountants we want to keep a finger on the pulse of amounts owing to the ATO for our clients.
At this point in time, i am not aware of a report we can generate through the ATO portal which tells us ALL the debt which is owed by our clients, across all their accounts, Tax, GST, Super etc.
Yes there is an integrated debt report we can run, but it only shows the ICA debt. By accident if someone has an ICA debt and a tax debt both will appear…
2 votesHi Richard, thanks for sharing this idea. We understand how having a report that shows a client's total ATO debt in one place could make it easier for practices to monitor outstanding tax obligations and prepare for client conversations.
We'll keep on monitoring the interest on this idea. If this is something you'd like to see, please keep voting and let us know what information you'd like to be included in this report.
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Personal Tax (UK) - Repayments to be shown separately
Tax repayments on UK Tax Returns are automatically offset against the January payment on account, even when it's requested to be sent by cheque or bank transfer. There should be the option for this to be shown separately on the calculation as it will confuse clients when they want to know what is due for payment in January.
2 votesThanks for sharing your idea here, Robert. We appreciate your feedback on how showing repayments separately would provide more clarity.
We're getting a sense of wider interest from the community in this here and I'll share if there's any progress.
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Personal Tax (UK) | Update help box on shareholding %
UK Self-Assessment Tax Return - reporting dividend information.
On the 2025/26 self-assessment tax return in the section for employment, if the company is a close company further details need to be added such as whether any dividends were paid during the year and the shareholder's % ownership in the company.
I note that the help box relating to percentage shareholding of close company refers to "if no dividends were received, enter 0". This doesn't reflect what this section refers to i.e., percentage shareholding. So the help box needs updating.
2 votesHi Simon 😊 Thanks so much for taking the time to share this and for explaining the issue so clearly. We can see why this is confusing — the help text on the percentage shareholding field refers to dividends, when that field is actually asking for shareholding information.
We appreciate clear guidance is especially important in this area, so we’re moving this idea to Gaining Support so we can keep tracking interest and feedback while this is reviewed further. Thanks again for raising it and helping us improve the experience.
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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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Reporting: Include read only access to all reports on Ledger subscriptions
Please provide read only access to Payroll reports, Employee data and GST Returns when a subscription is downgraded.
2 votesThanks for bringing this to us Vicki. We have moved this to Gaining Support so others can vote and comment and we can gauge community sentiment. Please note, if you do downgrade to a ledger plan you can publish reports prior to this so you have the data, but we acknowledge that you can't access live data.
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Aged Payable report - add creditor bank account number as a drop down selection in the filters
Aged payable report - please add drop down in the filter - bank account number detail. This would be helpful to cross check bank accounts before getting to the 'create batch for payment' especially in schools where we have two people to authorise accounts.
2 votesHi Claire, thanks so much for sharing this idea with us — we’ve reviewed it and we’re now moving it into the gaining support stage 🌟
The next step is to help build visibility and support for the idea. We’d encourage you to share it with friends and colleagues who’d also find this useful, so they can add their vote and leave a comment.
This helps our Product team better gauge public interest and understand how valuable this feature would be for our community.
We really appreciate you taking the time to share your feedback and help shape 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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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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"Last week" common selection date range
When selecting a date range in reports, please can a "last week" / "this week" common date selection be added?
2 votesHi Arthur, is there a particular report you'd find this selection most useful for? It's unlikely we'd add this as a common date range across all reports at once - it'd be good to better understand the reports this would be most helpful for you on. Thanks
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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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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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Xero Tax (UK) | Increase the 1MB file size limit and allow multiple supporting documents
The supporting document for the Corporation Tax return is limited to one document of less than 1MB, which is sometimes not large enough for R&D claim supporting documents, even after compression.
2 votesHi Stephen, thanks for sharing this suggestion. We understand the value of having more flexibility for attachments to support tax filing workflows.
We’ve moved this to Gaining Support while we continue tracking the interest and feedback shared here.
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Reporting - Allow the "Income and Expenses by Contact" report to be run on a Cash Basis
Please allow the option to show the Income and Expense by Client Report in CASH BASIS, so that we can see this report by the amounts PAID by the client this month, not just INVOICED to the client this month.
Thank you!!
2 votesHi Emily, we understand that for businesses using cash accounting, it’s helpful to see income and expenses based on when money is actually received or paid.
We hear the request to run the “Income and Expenses by Contact” report on a cash basis so you can more easily review what’s been paid and collected per contact in a given period.
We’ve moved this to Gaining Support so we can track interest and help our product teams consider adding a cash basis option to this report.
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NZ Payroll: Email reminders for PAYE due dates.
Instead of upgrading the homepage, could you at least make it possible for email reminders to be sent to Employers about PAYE due? I'm accruing fines & tax interests because of late PAYE payments. The least Xero could do is send a reminder 3-4 days prior to the due date.
My accountant only notified me of the overdue payments when he stumbled across the penalties. IRD failed to send me a notice/email/letter about the due payments (I don't know why). So please, Xero, could you please make an email reminder service possible for GST and PAYE of employees? It will…
2 votesThanks for sharing your idea about reminders for paye due dates. Currently Xero doesn't send these kind of reminders so you'd need to rely on IRD’s own reminders.
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 - Sort alphabetically
please for my sanity give us the ability to sort alphabetically in reports
2 votesHi Zara, just to confirm what part of a report would you find useful to sort alphabetically?
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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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