934 results found
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Overseas sales tax deductions and reporting in NZ entities
We have an NZ registered entity in Xero who has to collect WHT from some US based customers. The NZ entity is GST registered. We set up a WHT % for the customers but unfortunately as there is only GST as a sales tax it counted the WHT in the reporting. Is there a way to be able to run different sales tax reporting that will not impact local GST?
1 voteThanks 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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account transactions
The Account Transactions report, following a programming change in June 2026, now provides incorrect totals where there is a mix of revenue (credit) and expense (debit) values. In effect the credit values - which are shown without brackets - are treated as debit values in the overall report totals n.b. credits for expense accounts, shown with brackets, are dealt with correctly within the report totals. Having raised this with support, I've been told that this is a 'feature' of the report and to use/develop a different report (GL Details report) instead. Be wary using any report totals!
1 voteThanks 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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Dynamic Actuals Plus remaining budget report , that can be used in the Budget variance report for comparison
The ability to compare two budgets is available but I want to be able to compare a full year forecast that is comprised of actuals YTD Plus budget for the remaining periods with the full year overall budget , this doesn't appear to be possible. Comparisons actual month v month budget, actual YTD v Budget YTD and Actual YTD+Budget v Full Year Budget are a standard requirement and currently not possible in XERO.
1 voteThanks 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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UK reverse charge flag
For the purposes of calculating UK reverse charge, it would be useful if foreign suppliers could be 'flagged', allowing a report to be run that would show all payments to foreign suppliers within the quarter. Using currency to search for foreign suppliers is not sufficient, as sometimes the payment is via credit card, and sometimes the payment is in sterling (such as to Guernsey).
1 voteThanks 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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Mixed report for Profit & Loss
For clients needing income tax done on a cash basis, the expenses needs to still be on an incurred basis. A Profit & Loss report is need to reflect this situation.
1 voteThanks 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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Ability to recover accidently deleted reports, or a warning that this is permanent
An option / ability to restore an accidently deleted draft fin stmts, or at the very least a warning pop up box to ask are you sure - as this is permanent.
or, Could the deleted file go folder like the archived ones, and then be deleted from there?
Would be very handy especially when have you specialized / customized reports that now need to be redone.1 voteThanks 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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interest on MTD
The Mapping on the MTD report currently maps Bank Interest to other property income. This is incorrect as this is not property income at all. This should eb re-mapped so it either does not feature on the MTD filing or appears for review on the Interest tab
1 voteThanks 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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accounts receivable report
Accounts receivable/ payable - please add report that reflects ALL (invoices, payments, journals, credit/debit notes, etc) transactions of a range of accounts (customer/supplier) for a specific period/year.
1 voteThanks 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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Manual editing of monthly depreciation period start and end dates
At present, fixed asset depreciation in Xero follows standard monthly periods, which can make it difficult to align depreciation expense with businesses that report on a 4-4-5 calendar. Allowing users to override depreciation period dates would improve accuracy, reduce manual journal adjustments, and make the module more practical for retail, hospitality, and other businesses that use non-standard reporting cycles.
1 voteHi 👋 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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Payroll AU: Employee Remuneration report tally to exclude header in total count
Summary items tally at the bottom of the report page incorrectly includes the header - meaning the tally is always one to many. For example the Payroll employee summary report, or any report, for 3 staff in total will say 4 items at the bottom. A quirk that means your quick view of a report is always out by one. A quirk that can be removed as the tally is wrong and therefore no value.
1 voteThanks for sharing your idea, I can see how relying on the report's line tally could result in an additional employee included in the count.
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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Manual Journals - Display the total number/count of manual journal entries in each tab
On the Manual Journal Entries main screen show a number next to the Draft tab to alert user of how many draft entries there currently are. We see the number of Bills in Draft tab, it should be the same for journal entries on this new view.
1 voteThanks for sharing this idea, Barbara. We understand the request to show the number of manual journals on each tab in the list view. Having these counts visible at a glance could make it easier to check outstanding journals and review activity without opening each tab.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know where these counts could be most useful.
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AU Tax - Automatic Medicare Levy and Medicare Levy Surcharge schedule updates
I would like an advance schedule for medicare levy to check through whether they were full time in the defence force or foreign person etc.
and a schedule for medicare levy surcharge to input the date periods + to confirm if spouse/dependents had private health insurance
1 voteThanks for sharing this idea. We understand the request for automated Medicare Levy exemption and Medicare Levy Surcharge schedules in Xero Tax.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and let us know which Medicare Levy or surcharge calculations you'd find most useful to have automated.
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Bank Revaluation Account mistates an Income Statement for taxation
Why ever would Xero engineers by design, put unrealized gains on a P&L report? I cite The Bank Revaluations account. Even if just for management financial reports, a bank account is an asset and a revaluation is simply to show this value at a point in time.The Bank Revaluations account should be on the balance sheet in the asset section, but even with that said, bank accounts in Xero for client with multi-currency already reflect the correct valuation on a Xero client balance sheet!
Unrealized gains and losses are simply that, Unrealized.
I raise this point because Xero small businesses…1 voteHi 👋 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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MTD for IT - Income and Expense Report with Clients name
I am sure this is a design flaw that will be corrected shortly as its astonishing to see, the quarterly income and expenses PDF report needs an identifying name on the report. Once saved not in Xero it does not have anything on it to identify it.
This needs rectifying with haste.1 voteThanks for sharing this idea. We understand how useful it would be for exported MTD for IT Income and Expenses reports to clearly identify the relevant client or business, particularly when reports are saved or shared outside Xero.
We’re moving this idea to Gaining Support so we can gauge interest across the Xero community. If this would improve your workflow, please vote for the idea and share more detail about how you use the report and what information you’d like to see included in its title or header.
Community feedback will help us understand the impact of this request and inform our review. We’ll share updates here as the idea progresses.
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Cash Flow Manager - Filter Projected Cash In/Out and subtotals
In the Cash Flow Manager overview, include the option to filter based on the AI projection for 'cash in' including the overdue receivables. The AI projection is available on the 'cash in' tab, however, that tab doesn't include subtotals (like the overview tab does and this is very helpful) and also doesn't include the ability to filter by the AI projection. Both would be very helpful.
1 voteHi Liz, thanks for raising this idea with us, Im happy to say you can actually filter the Type column to deselect the Predicted items as desired, however I need to get some more information from you around the subtotals in this section. I f you can be really clear on where you would want to see the subtotals so we will then be able to review the idea for the team.
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Reporting - Display Accounting Basis (Cash/Accrual) options prominently instead of under More options
Hi Xero Team,
I'd like to suggest a small user interface improvement that would significantly improve the reporting experience.
The Accounting Basis (Cash vs Accrual) fundamentally changes the meaning of reports such as the General Ledger, Trial Balance and GST reports, yet it's currently hidden under the "More" menu.
As a business that reports GST on a cash basis, I recently spent several hours reconciling my BAS, General Ledger and Trial Balance because I unknowingly compared reports prepared on different accounting bases. Once I discovered the hidden setting and changed the report to Cash, every figure reconciled immediately.
The Accounting…
1 voteThanks for bringing this idea to the community. We understand the request to make the Cash or Accrual basis option more visible when viewing financial reports. A prominent indicator could help reduce confusion when reviewing or sharing reports with clients.
We've moved this idea to Gaining Support so we can continue gathering votes and feedback. If this would be useful, share how you'd use it.
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Tweak the 'Finalised' and 'Filed with IR' Box Colours
Both the 'Finalised' and 'Filed with IR' boxes are the same colour, and both pieces of text start with 'F'. Twice, I have experienced glitches where I file the return with IR, it appears to have been submitted, but the status simply changes to 'Finalised'. Would it be possible to change the colour of one to a different colour, to help highlight the different states? Or change the text from Finalised to something like 'Approved/Ready to Submit'. I understand this is minor, and partly user-based, but I do think it could be helpful. Thanks!
1 voteHi 👋 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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Report - Combined contact statement showing both receivables and payables outstanding
Contact statement showing payables and receivables outstanding with detail of outstanding items. Currently have to run 2 separate reports where a customer is also a supplier.
1 voteHi Sam, thanks for sharing this suggestion. A combined statement showing both receivables and payables could help to review the overall position for contacts who are both customers and suppliers.
I’ve moved this post to Gaining Support so we can continue gathering feedback.
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non-tax client with a beneficiary schedule appearing on the tax payment report
Need to be able to exclude non-tax clients from the tax payments report when they are only included because they have a beneficiary schedule in their family trust. Many beneficiaries of trusts are not tax-clients.
1 voteHi 👋 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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MTD4IT - enable different HMRC ASA account for different offices
Currently the HMRC Agents Services Account is entered for the whole practice including all offices.
Many practices have separate offices with separate HMRC ASA.
Xero requires one ASA for the whole practice which is a nightmare for submitting MTD4IT Returns as the access has to be updated depending on which office is filing!1 voteHi 👋 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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