1012 results found
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VAT return - Simplified client view for VAT Return
VAT Return -
a client view would be useful, which would exclude invoices that are reversed out via prepayment / accrual reversals, or invoices that are reclassified. These inputs and reversals confuse the client, and aren't necessary. However, inclusion in the accountants view is obviously useful.2 votes -
BAS - Include Sales Invoice number
It would be great if the Activity Statement Transaction reports included the Sales Invoice number in addition to the Reference field. The old full BAS report used to show the Sales Invoice number as the Reference field on the report.
We use simPRO for Invoicing and when the data is imported the Job No/Order Number is imported into the Reference field in Xero but we sometimes issue multiple invoices per job so the Invoice number is much more relevant as a reference.2 votes -
Xero Accounting app - Ability to include comparatives in the P&L
Add previous month to the other options to view P&L of this month, this quarter, & this year on mobile app
2 votes -
Invoices - Show GST as 'GST 8%' instead of 'Total 8%, GST 8%"
Is it possible for the transactions created in Xero to just display "GST 8%" instead of "total 8% and GST 8%"
2 votes -
Create report - comparative periods
I'm creating a new report at the request of a client and I want to be able to add the selection of periods to compare, but ... it doesn't give me the option. Please can you add this to the 'create reports' function , and then, we can really create, beautiful and meaningful reports for our clients.
2 votesHi Bernie, when you say you're creating a new report for a client would this be with the Blank report in Xero?
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History & Notes | User Role: Receive notification of changes
Every now and again we have an issue in a client account with someone's User Role being altered without notification.
I can't figure out if the client is in there making changes without really knowing what they are doing, or if Xero is having a weird glitch.
(the latter seems unlikely)
It would be nice if we could pin point who was doing it so we could explain the hassle they are creating!2 votes -
Reporting - Show all tracking categories even if there is no data in the period reports run
Recent changes to the report layouts when comparing categories means that categories without data no-longer show. It would be great for the user to have the ability to choose whether to include/exclude.
This is particularly relevant when reporting is exported to Excel for customised reports that cannot be developed within Xero. The exported data out of Xero needs to have same column headings so that lookups in Excel continue to work.
The recent change has meant that reports we have already developed within Excel that rely on Xero data no-longer work. And is time consuming to add back in columns…2 votesAppreciate the feedback, Julie. This has generally been to help keep the report clean.
There aren't any direct plans for adding non used categories back into view but it'd be good to be able to share if there are any specific reports you're commonly using that you'd find this view useful in.
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Auto sales tax - Add Puerto Rico as a registered state
Add Puerto Rico to the sales tax lookup under States where your business is registered to collect sales tax
2 votesThanks for raising this as an idea on the site, Rhyse. We don't currently have plans for extending auto sales tax to other regions atm but we're keen to stay close to the interest of this here. I'll let you know if there's anything changes for this, here.
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Reporting - Exclude selected bills from Analytics Plus dashboards
It would be great if Analytics Plus had the option to exclude individual bills.
For example, our business pays our BAS and PAYG from a sub account.
We are unable to exclude this from the projection.2 votes -
Reporting | Favourite report from Search
While the new search function in Reports is excellent, especially as there are so many in the overflow button of each listed report, it is not possible to mark the report shown in the search results as a favourite.
It would be great if there could be the option to either go to the report directly, or go to the report in the list so it can be marked as a favourite - or better still have the option to mark it as a favourite from within the search results list.
Alternatively, if the search results provided details of where…
2 votesThanks for your interaction in Xero Product Ideas, and sharing with us here. Being transparent, we don't have intentions of adding the ability to favourite from the Search menu in Xero.
We understand wanting to swiftly locate and favourite your reports. Right now, perhaps using Ctrl+F (Control Find) to search the name of the report and quickly navigate to this on any webpage.
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Reporting - Option to default include GST in Debtors & Creditors reports
Can you add a option in the standard reports to include GST in debtor & creditors without having to create a custom report
2 votesThanks for sharing, Paul.
Appreciate it's a few steps to set up and add the columns, however once formatted as you like, if you save as Custom you can then set this as the default so it's a onetime effort.
Understand this may be more cumbersome if working with many organisations. Being open this isn't something we have plans for currently. We'll watch the interest in this, here.
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contact report
When pulling a Contacts report (expense by vendor, cash payments made to vendors, etc) out of Xero, please add the ability to "turn on" more fields from Contacts. For 1099 purposes, it's crucial to see "business entity" selections and "DBA names" (IRS-registered business name) when preparing the 1099 report. I know you can see this info within the 1099 report, but looking at one contact at a time is not efficient.
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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Transaction Listing Details Report. Add Totals.
Can a total be added under the amount on this report.
If a total was available, I wouldn't need to export to excel simply to add a total before sharing the report.Ideally, the total would also apply to groups on the report, ie, total by employee and total for all employees.
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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AU Tax – Detailed tax estimate page in PDF (income, deductions, offsets)
Add the estimates section when downloading a copy of the Tax Return, to a full breakdown of the assessable income & tax owed. Usually I use pg 4 on a downloaded copy of a TR, but it does include a values in that section. it would be best to have a detailed summary that fits in 1-2 pages.
1 voteHi Patrick, thanks for sharing this idea and for clearly outlining how a more detailed breakdown of assessable income, deductions, offsets, and tax owed in the downloaded Tax Return would fit into your workflow.
We’ve moved this idea into Gaining support. It’s now open for the wider community to add votes and comments, which helps us understand how useful this change would be across different practices. If others see value in this, they’re welcome to share how they’d use it.
We’ll continue to monitor the feedback as it comes in.
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I would prefer Xero creates a Purchase Credit rather than a Sales Invoice forBAS - Automatic Reconciliation of BAS Payments Auto create entr
I would prefer Xero creates a Credit in purchases rather than an Invoice in Sales for BAS - Automatic Reconciliation of BAS Payments Auto create entries
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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Xero Tax AU - Don't hide labels in Assets/Liabilities/Equity when a PP/NPP filter selected
When Importing from Xero to Xero Tax (AU), there is a filter button to filter only PP or NPP labels (or Both).
These are only relevant to Revenue and Expenses account types (and tax return labels).
When I click PP or NPP and then move onto Assets/Liabilities/Equity, no Tax Return Labels show up in the drop down (because Xero Tax filters them out).
Xero Tax SHOULD NOT filter out labels for Assets/Liabilities/Equity. There is no benefit and no efficiency for this behaviour. Xero Tax should return ALL labels for Assets/Liabilities/Equity whenever PP or NPP (or Both) is selected.
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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BAS - Make draft bill creation optional when lodging BAS
To have the option to remove the draft bill feature when lodging your BAS through Xero. At the moment, the system automatically creates the draft bill when lodging your BAS and we are manually going back and deleting the draft bills.
It would be great to have option to disable this feature1 voteThanks for sharing your feedback on draft bill creation during BAS lodgement. We appreciate you explaining how this impacts 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 - Switch between detail/summary Aged Payables/Receivables report
Instead of having 2 separate reports for Aged Payables and Receivables, there should just be one report for each, and a drop down/toggle to switch between the detailed report and the summary report. Not the biggest deal, but would make things a lot more fluid and easier. Could be replicated across other reports too to simplify the process, and make the "reports" section much tidier and easier to navigate.
1 voteThanks for sharing your idea for a dropdown to switch between the detailed and summary versions of the Aged reports.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
In the meantime, did you know that you will find the detail/summary version of the report listed in the Related reports section of the left hand panel when running a report?
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UK Tax - Importing Rental Income to Xero Tax
Following the introduction to MTD for ITSA, we will be reporting a number of clients rental income to HMRC using Xero, which we previously did not. As a result of MTD for ITSA we will be preparing more Tax Returns using Xero Tax.
It is currently not possible to import rental income & expenses, from a client's Xero account directly to Xero Tax (where as you can for sole trade businesses). Unfortunately these figures need to be typed in manually.
Would it be possible to add this feature into Xero Tax?
1 voteThanks for sharing your idea of importing rental income into the personal tax return.
We've reviewed your idea and now it's up to the community to get behind and support it.
It is worth noting that our MTD for IT functionality will include the option to include rental income/expenses and will utilise tracking categories to do this.
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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Account transaction report - Include where money was spent
Add column to Account Transactions Report to show where the money was spent, based on the Bank statement info. We find if clients choose a generic name in the Description when reconciling, eg "Travel" when you are trying to review their coding, you have to click into each transaction to see where the money was spent.
1 voteHi Tracey, just trying to better understand what you're after here. When you say you'd like to see where the money was spent can you provide an example of where this information is being entered in Xero?
Right now, for the Account Transactions report you could select to Include the 'Related account' or 'Contact' column which may provide more of the detail you're in need of here?
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