1081 results found
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General Ledger Detail - Include "Payment Reference" as an optional column
It would be great to be able to include this column, as Xero does not have a numbered Payment Voucher.
2 votes -
Fixed Assets - Export with dates in dd/mm/yyyy format
Currently if you export your fixed asset register, the dates are exported in mm/dd/yyyy format. If you use the dd/mm/yyyy format, then the figures are wrong in excel. e.g. 06 April is read as 04 June (and the figure eg 44088 is the wrong one). Other dates come as text e.g. 2/28/2022 and are not read at all. It should be possible to export them as number eg. 44080, which can be formatted as required.
2 votes -
Reports - Open assets in new tab on Fixed Assets report
Hi, sometimes I need to open several assets on the asset register at once, side by side and in separate tabs. In the old style report this is really easy as each asset line has a blue clickable link.
In the new report the only way I can see to open an individual asset is by clicking on the whole line which then navigates away from the main listing. You then have to navigate back to the listing to open the next one. This makes things slow and tedious and I lose my place.
Can we have the blue links…
2 votes -
Aged payables reports: Show list of paid bills and credits listed month by month
In the Aged Payable detail reports: Show a column of paid bills and Credits listed by month by month. This is the functionality form the old aged payables report that I want added to the new reports.
2 votes -
Reports - Pin reports without favouriting them
It would be good to have an option to just “Pin” reports to have them on top of the report section but not in the Accounting Tab dropdown.
2 votes -
Reports - Support for 1099 report for Canadian businesses
Enable 1099 report to Canadian businesses
2 votes -
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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It would be better if for the fixed asset reconciliation report, there is business use percentage column in there.
Some fixed assets have certain business use percentage. And this would be very much helpful for reporting purposes especially in the financial statements attaching the fixed asset recon report showing the business use percentage
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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I would like to be able to view monthly profit and loss figures over a period of time, say 12 months, and compare it to the previous 12 mont
I would like to be able to view monthly profit and loss figures over a period of time, say 12 months, and compare it to the previous 12 months. Currently it seems like I can only view one month at a time.
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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employment verification
Employment verification letter would be helpful for employers to provide to employees upon request.
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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