290 results found
-
Reporting - Add Client's logo
Ability to add client’s logo into Reporting.
Purpose: To make the look of the reporting belong to the client’s business.
152 votesAppreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.
Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.
We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks
-
Business Activity Statement - Calculate Wine Equalisation Tax (WET) in AU
Ability to calculate Wine Equalisation Tax in Australia.
Purpose: To easily comply with transactiona tax requirements in Australia
89 votesHi community, I know it's been some time since our last update here. Though we're continuing to follow and track the interest in automatic calculation of wine equalisation tax within Xero, for the time being this isn't something we've planned.
As some may have received detail from our support team on there is a way we suggest you can record your WET liabilities and credits within Xero - See our post on this discussion for the detail. Alternatively, there are app partners you could explore on the Xero app store.
If there are any changes around this we will be back to share with you all on this idea.
-
Reporting - Freeze header row
Would it be possible to freeze the header row on the screen when running reports.
58 votesThanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, 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.
-
Reports - Generate a report for transactions without receipts attached
Users should be able to generate a report of transactions without receipts attached. This allows small business administrators to identify which transactions don't yet have receipts attached.
53 votesHi community, thank you for engaging with us about your needs in a report to view where attachments have not been uploaded to a transaction.
We get how this is a need for some businesses to validify expenses and process payments.
Right now, this isn't in the teams roadmap, however we'd like to keep tracking the interest around this and will share if it is picked up in any future planning with you all here.
-
VAT Reconciliation - Ability to view tracking category
Adding tracking categories to VAT return/reports:
I would like to run a VAT return/report per quarter to be shown by tracking category rather than as a whole. There is not an option on the current VAT report to add the tracking categories, therefore I think this would add benefits to any client that uses tracking categories for departments.
49 votesThanks so much everyone for the votes, comments, and continued interest in this idea over such a long time. It’s clear this has been on people’s minds for a while, and we really appreciate everyone who has taken the time over the past three years to share context, use cases, and support. 😊
Given the ongoing interest and the value in the discussion so far, we’re moving this into Gaining Support so it can keep building momentum and visibility. Please keep the feedback coming — the more detail we have on customer impact, use cases, and urgency, the easier it is to show why this matters.
Thanks again for sticking with it and helping keep the conversation alive.
-
Manual Journals - Journal entry number listed
On the list of manual journals, the journal entry number should be listed, you need to click on each one to find the specific journal entry number. Why is this not displayed?
44 votesThanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting how this could improve 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.
-
Xero Analytics - Add widget to track actuals vs budgets
When we're looking at Xero analytics page, we would like to be able to clearly track our income against our budget.
We also we would like to be able to track our net profit against a KPI line.44 votesHi team, with Xero Analytics you can use the Business Health Scorecards to track your net profit against a KPI line.
You can choose a pre-built KPI, or create your own, and assign a target to track against that KPI.
If you'd like you can also, display this as a widget on your Analytics dashboards, to visually compare your KPI to the target line.
We appreciate those that have voted here are also looking for the ability to rack actual v budget and will continue to track the interest here and share further updates. Thanks
-
CIS - Annual CIS statement for subcontractor
Would it be possible to create an annual CIS subcontractor statement, showing the Gross, CIS deductions and net payments for all 12 months in the tax year please?
39 votesHi team, we appreciate interest in a specific annual CIS statement. While this isn't in our immediate plans right now you can run the CIS Contractor return for a custom date range.
If you then select individual subcontractors and download this will be the annual statement.
We'll continue to track interest from community in the idea here and if there's any news will share for you all.
-
Reports - Customisable layout for PDF reports
Have the ability to create more than one report style (colour and logo) so when you export to a 'Styled PDF' there are choices beyond 'no styling' and your default.
39 votesHi team, we appreciate interest in being able to create more customised layouts when it comes to the styling of the PDF's of your reports.
Being upfront this isn't a feature we have immediate plans around but we'd like to keep tracking the interest from community around, through this idea.
-
Bank Reconciliation Report - Show 'Discuss' tab notes
Include notes that have been left on transactions in the 'Discuss' tab on the Bank Reconciliation Summary Report.
39 votesThanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.
-
Claude - ability to connect Claude to multiple organisations
The functionality of the Claude connector is poor, can this be improved to access multiple Xero businesses and permit data requests at a more granular level?
37 votesHi everyone, thanks for sharing this idea and adding your feedback.
We understand why being able to connect Claude across multiple Xero organisations could be helpful, particularly for advisors and bookkeepers who work across several clients or entities. The idea is to allow a single Claude connection to access multiple organisations, removing the need to reconnect or switch between organisations when working across different datasets.
We've updated the status of this idea to Gaining Support. If this would be useful for your workflow, please add your vote and share more about how you'd use it.
-
Reporting - Header and footer customisation
Hi Xero Team,
We are in the process of registering Xero as our Computerized Books of Accounts with the BIR. In line with this, we would like to share some suggestions that may help Xero meet the BIR requirements.
For report generation, it would be helpful if the footer could include:
The type of book,
A timestamp and date,
The name of the person who generated the report, and
The software version number.
At present, the footer only shows the date and type of report. Adding the generator’s name, exact time, and version number would make the reports more aligned…
32 votesThanks for sharing your idea, and letting us know the changes you would like to see to the headers and footers of your reports. We've reviewed your idea and now it's up to the community to get behind and support it.
Please note Xero operates on a continuous delivery model, which means we're constantly updating and improving our software. Unlike traditional software Xero doesn't have version numbers or release dates so we are unable to provide this information.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
VAT reconciliation - Show which VAT return transactions are submitted on
Like Sage I would like every item to have the VAT return Date and month it was recorded on attached to it and if/when it was adjusted which return the adjustment was submitted on as well.
30 votesThanks so much for sharing this idea, and to everyone who’s added their thoughts and votes.
We can see why having a clearer view of which VAT return a transaction was included in would be helpful, especially when reviewing bills, invoices, and adjustments.
We’ve moved this idea to Gaining Support so we can keep listening and better understand the demand for this improvement. If this would make a difference to your workflow, please keep the votes and examples coming — they really help our product team understand the impact.
We’ll continue to share updates here as we learn more.
-
MTD for IT - Allow more than 10 tracking options for Landlords
Currently for businesses there is a restriction to report 10 categories for landlords. I have landlords with more than 10 properties and who want to report by property but the MTD submission won't allow more than 10.
Please can this be increased for landlords with a large property portfolio26 votes🌟 Thanks so much for sharing your idea with us, and for taking the time to explain how increasing the number of tracking options for MTD for Income Tax could make managing larger property portfolios easier in Xero.
We’ve reviewed your idea and moved it to Gaining Support so other community members can vote and comment on how this could improve their experience too. This helps our product team get a better understanding of the interest in this feature, the different customer scenarios it would support, and the impact it could have for those managing property income through MTD for IT.
If you know others this could help, feel free to share the idea with them so they can add their support as well.
-
Reporting (UK): Include tax dates as reporting date option
When running reports, for the date range within the drop down, have 'last tax year' and 'this tax year' as options. Similar to the this and last financial year.
Makes running reports for dividends, trivial benefits, payroll etc, much faster and better flow of information for accountants and clients.
Should be a simple task for xero and will have a positive impact on all users.
26 votesThanks for sharing your idea on reports to support tax-year reporting periods, not just financial-year as per the organisations financial settings.
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!
-
Account transactions report - Include item code as a column
Add item code as a column option in the account transactions report
26 votesHi everyone, thanks for sharing and supporting this idea 🙂.
We understand you’d like to have Item Code available as a column in the Account Transactions report so it’s easier to review and track transactions against items, including untracked inventory items.
We’re moving this idea to Gaining support while we continue to learn more about the different ways this would help customers in their day-to-day workflows.
If this would be useful for you, please keep voting and add a comment with more detail about your use case. In particular, it’s helpful to understand what you’re trying to report on today and where the current report falls short.
We’ll keep an eye on the feedback here and share an update if anything changes.
-
GST Reconciliation report - Cash v accrual option directly in report
Hi,
Most softwares have included on the GST reconciliation report page a toggle button to switch between cash vs accrual reporting on the GST reconciliation report page which makes it a lot easier for accountants to run the reports on either a cash or accruals basis.
It is very time consuming having to switch it in the financial settings each and everytime and also means that if it does not get switched back to applicable setting if the client lodges a BAS they may inadvertently lodge on the incorrect basis, meaning more time for accounts to identify and correct.
Thanks
25 votesThanks for taking the time to suggest this, Kimberley.
We understand the request for more flexibility when reviewing the GST Reconciliation report. A Cash or Accrual option on the report could reduce the extra steps involved to change the reporting basis.
We've updated this idea to Gaining Support so we can continue collecting feedback and votes. If this would make your GST reviews easier, share your use case with us.
-
Account Transactions report - Move selected date range a period forward or back
When in account transactions (or any report where you can select a date range) have a button to move that date range one month forwards or one month back.
For example if you have the date range selected as 01.08.2022-31.08.2022 have a backwards button that would change this automatically to 01.07.2022- 31.07.2022 or a forwards button that would change this to 01.09.2022-30.09.2022 without having to go in and manually change the date to every month.
This would be very helpful when doing detailed reconciliations on a monthly basis so you can move between the months much quicker. I know you…
25 votesHi everyone, we appreciate interest in a setting within the Account transactions report that would allow you to move forward a period or back a period from what's currently set.
In openness, this isn't something we have any plans for developing in the near term but we will continue to track the community interest of here.
While not exactly what's being asked in this idea I did want to highlight the Common date selections that are available within the report atm with the ability to easily select 'This month' or 'Last month'.
If there is any news of improvements for dates that'd accommodate what you're after here, we'll update you all.
-
Receivable Invoice Detail - Top Customers report to exclude overpayments
Suggested improvements to Receivable Invoice Detail - Top Customers report.
The definition of this report is attached. It provides a list of sales invoices and credit notes by contact.
If a customer has an overpayment on their account, the report incorrectly treats this cash payment as a sales credit note and reduces the customer's sales figure by the overpayment. Please can this report be corrected to only include sales invoices and sales credit notes? Thank you.
24 votesThanks for sharing your idea, Maeve.
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.
-
Fixed Assets - Tracking Category column
On the Fixed Asset Register can there be a column for showing Tracking Catergories?
We deal with clients in the Hospitality Industry and a portion of them operate multiple sites.
It would be handy to have an option in the Fixed Asset Register so we can quickly identify which assets belong to Pub A, Pub B, Pub C etc.
The inclusion of a filter to only show the Fixed Assets of a particular site would also be a huge benefit.
We know that the Register can be exported to Excel which will show the Tracking Catergories but something within Xero…
24 votesThanks for sharing your idea about the change you'd like to see on the Fixed Assets page.
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 this would improve the page for them, too!
- Don't see your idea?