915 results found
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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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Xero Tax (AU) - Remove PP/NPP filtering for Asset, Liability, and Equity labels
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 voteThanks 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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BAS - Include unfiled amounts when producing custom date reports for BAS audit purposes.
I currently can't export the quarterly activitiy statement due to too many transactions so produce monthly reports via custom date reports, however there is no option here to include unfiled amounts and therefore the reports are not matching the quarterly statement amount.
1 voteAppreciate your idea about BAS reporting, Michelle! It’s great to hear how including unfiled amounts in custom date reports could help with your audit workflow.
We’ve moved your idea to Gaining support, so it’s now open for the community to vote on and discuss. The more you can tell us about how this would fit into your workflow, the easier it is for others to see why it matters and for the product team to understand the impact.
Thanks again for getting the conversation started.
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Invoice – Unique payment reference field for Reconciliation
Dear Xero,
Please!.. Ideally, accurate references on all source documents should be able to link them to their Payment transactions in Xero. However, it can be extremely difficult and time-consuming - especially with Spend/Receive Money transactions.
It would be incredibly helpful for a column of 'Link ID's' to be displayed on all detailed reports.
Doesn't need to be fancy, just a Unique ID.
This link ID would need to be automatically generated by Xero, and, have the ability to change dynamically in the case a payment is removed (as one of many examples).
It would help to see the account…
1 voteHi Callum, appreciate you highlighting how a unique payment reference field could support reconciliation workflows. Your suggestion about displaying Link IDs on detailed reports to track account movements is a valuable feedback.
This idea has now moved to Gaining Support, which means it’s open for community support through votes and comments. We encourage other members who would find this helpful to add their votes and share their experiences.
In the meantime, a practical workaround is to use the “Reference” field consistently. When creating invoices, include a unique reference code for the payment (for example, PAY-1001), and when receiving payments, enter the same reference in the “Reference” field. This ensures that the data will appear in the Reference column in both the Receivable Invoice report and the Account Transactions report when run for the relevant bank account, making it easier to track and reconcile payments.
We’ll update this thread when the…
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Report Templates - Codes for notes disclosure
Report codes for notes disclosure - I use chart of accounts for notes disclosures, rather than relying on remembing to manually edit numbers within notes. It would be helpful if there could be a category we could choose under Equity which was for Notes Disclosure or Non-Reporting. The entries always contra, so it would be helpful to not have to edit the report layout for each additional new code.
1 voteThanks Justine, for your suggestion and for explaining how you’re using report templates and codes for notes disclosures.
We’ve reviewed this idea with the product team and it’s not something we’re planning to develop right now, so we’ve marked it as Not in pipeline. While this won’t move ahead, we’re continuing work in related areas like Trusted Notes and code‑driven reporting, and we’ll keep monitoring interest in this space for future planning.
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Income by Contact report - Extend chart
Would be great to run this report but be able to show Top 20 or 30 clients rather than just Top 10.
1 voteHi Brenda, just to confirm is it within the graph that you're wanting to increase the # of top customers?
Currently, if you run the Income by Contact report with Chart & table the chart will only show the top 10 but the table will give you an ordered list for all contacts that you received income from in the period.
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P&L Report - Add Toggle for Tax vs. Accounting Depreciation Expense
Ability to toggle between accounting depreciation and tax depreciation (including depreciation on pooled assets) in the profit and loss report for easier tax effect accounting reports.
1 voteThank you for submitting your idea and highlighting the changes that are most important to you.
We have completed our initial review. Now, your idea is open to the community for support! Please share it with any colleagues who would also benefit, and encourage them to vote.
In addition to voting, other members can now leave comments to provide more context on how your suggestion could enhance their experience with Xero.
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Reporting - Add NDIS Funding Period Tracking in Xero
With the rollout of the NDIA’s new PACE system, NDIS participant plans now include funding periods (e.g. monthly or quarterly). Providers and plan managers must track and claim within these timeframes, but Xero currently doesn’t support this.
Adding a Funding Period Tracking feature would let users:
Set funding period start/end dates per participant or support category
Track and report spend per period
Receive alerts for overspend or expiring funds
Validate invoices against active funding periods
This would help thousands of NDIS providers maintain compliance, reduce manual tracking, and strengthen Xero’s value in the disability sector.
1 voteHi Nicole, 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!
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Reporting - Display Custom Report Names in Report Packs
When I create a new Report Pack, I can name it. When I add a custom report, that report shows as the Xero Standard Report Name, not as my Custom Report Name. Please can the Custom Report Name be shown, rather than the Xero Standard Report Name. If I add two different Custom Reports (both based on the Xero Standard Report), I don't know which is which.
1 voteThanks for highlighting the value of this idea, John.
We’ll see how many others in the community would find it helpful as well.
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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NZ GST - Consistent approach to display transactions
The "GST on expenses" and "no GST" sections of the GST report have contradicting signage - e.g.: expenses are a positive when there is GST but a negative when its under the "no GST" section. Can we keep it consistent in the report as its confusing to read/review.
1 voteThanks for sharing your feedback on the GST report formatting and how the current approach can cause confusion when reviewing the transactions.
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 - Allow monthly figures to be time-adjusted based on reporting period in custom reports ratios
In my custom income statement, I'd like to create a calculation for a debt service coverage ratio. However, I don't there's a way to set a P&I payment as "per month" in the custom features. Is there a feature to set a formula that adjusts my debt service based on the number of months the income statement covers? (E.g. monthly P&I is $5,000 per month. So a 6-month year-to-date statement would adjust P&I to be $30,000 on my printed report).
1 voteHi Michael, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea for custom report ratio formula and now it's up to the community to get behind and support it. Be sure to 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/Tracking - Add filter to P&L Comparison to hide zero balance tracking columns (projects)
When comparing the Profit & Loss by projects, it would be very helpful to have an option such as “Hide zero balance projects” after selecting all projects. Currently, when we select all projects (we have more than 100), the report also shows those with zero balances (no transactions). This makes the report slower to display and download, and we have to manually remove those projects afterwards. Would it be possible to add such a feature to improve efficiency and reporting usability?
1 voteThanks for sharing this valuable idea and detailing the specific improvements you're targeting!
Our internal review is now complete, and this feature proposal is live for community engagement!
To push this forward, please share it with colleagues who would benefit, to cast their vote.
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Country-specific features and ecosystem for Nepal
Proposal – Xero Expansion Strategy for Nepal
Summary:
Nepal presents a strong opportunity for Xero with its growing SME sector, increasing digital adoption, and government focus on VAT/TDS compliance. To succeed, Xero should focus on localization, affordability, and integrations.Key Recommendations:
Localization – Automate VAT & TDS filing in government-approved formats, support NPR currency with NRB exchange rate sync, and offer bilingual (Nepali/English) invoices.
Mobile-First Approach – Lightweight app with offline functionality, expense capture via SMS, and local-language notifications.
Banking & Wallet Integration – Partner with leading Nepali banks (Nabil, NIC Asia, Global IME, etc.) and mobile wallets (eSewa, Khalti,…
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
As you're possibly aware, Xero doesn't currently have specific features for Nepalese businesses, so for now we'd suggest using the Global edition.
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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NZ GST - Sort by multiple columns
NZ GST returns - add multiple sorting
Currently, I can only sort by one column. When I click on Account, the transactions are sorted by account name. But when I then click on Contact, the transactions are sorted by contact name, and the account names become unordered. It would be great if I could sort by multiple columns. For example, first by account, then by contact.1 voteThanks for letting us know about how this could be improved 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 votes and comments about how they'd like to see this too!
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Blank Report - Ability to change layout of rows and columns (e.g Tracking Options and Dates in rows, and Account Codes in columns)
The Blank Report only allows Account Codes in rows. It would be good to have the option to Tracking Options for a particular Tracking Category, and Dates in the rows, and Account Codes in the columns. This would be particularly useful as the current Tracking Summary report is quite inflexible (you can't filter for a particular Account Code, nor edit report titles and labels).
1 voteHi Lee, we appreciate your engagement and letting us know how we could improve the Blank report for you.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Activity Statements - Export Sorted Transactions
Activity statement line items can now be sorted in the Activity Statement report in Xero, which is great to be able to review transactions by Account Name, to group similar transactions. However, transactions do not keep this order when exported to CSV or PDF. If manually sorted by the user in the Activity Statement report, the exported report should keep the same sorting preferences.
1 voteHi Luke! We're grateful for your engagement, and for clearly letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Reports - Edit spend money transactions from the Transaction Report
Would like a pop out screen to view and edit transactions from the transaction report without having to arrow back to the report after each view/edit. Currently it is extremely time consuming with appx 7 back clicks to return to the report after each individual view/edit.
1 voteThanks for your engagement and for sharing this idea about editing Spend Money transactions directly from the Transaction Report.
We've reviewed your suggestion, and it's now open to gain support from other community members. We can definitely see how having to click back and forth to the report after each edit is a time-consuming process.
Along with votes, others can now comment to share additional detail about how your idea for a more direct editing workflow could improve their experience with Xero. 🙂
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Fixed Assets - Ability to update pool type for a pooled asset (AU)
There needs to be a way we can change the pool type for an asset if we've accidentally selected the incorrect pool.
1 voteHi Melody, thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have any immediate plans for adding this feature in Fixed Assets, but we'll monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Reports - GL Summary comparison periods to show net movement per period
Reinstate the 'Compare With' drop down.
The key benefit of the old General Ledger Summary report was it's ability to show the net movement for multiple periods.
Xero is now without a single report to perform this core function.
1 voteHi Phil, thank you for this important feedback on the General Ledger Summary report.
We understand your point about the previous version's functionality. Losing the ability to easily show the net movement for multiple periods in a single report is a significant change, and we recognise how valuable this core function was for analysis.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea to reinstate the "Compare With" feature to show net movement per period, and now it can gain support from other community members. Along with votes, others can now comment to share how they used this comparative reporting feature for their financial analysis.🙂
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Depreciation - ability to add when creating an invoice for a fixed asset.
When posting an invoice as a fixed asset, why not choose the depreciation rate at that point, when the invoice is posted?
1 voteWe appreciate your idea—it's now live for the community to review!
This is where you come in: share it with your colleagues! Their votes are crucial, and their comments can add valuable detail about how this change would specifically improve their experience with Xero. Let's get the support rolling.
- Don't see your idea?