411 results found
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Profit & Loss report | Custom - Ability to format formulas
When using a custom Profit & Loss report in a set of Financial Statements, you are unable to format formulas to be in bold or underlined. It would be beneficial from a visibility perspective to have these in bold, so they stand out as formulas.
Can this be updated so to enable formatting at this level.
105 votes -
Improve official ChatGPT read-only access to receipts, transactions and general ledger
I am Jim Critchlow, and I run Mellor Nook Limited, a small residential care home in the UK. I use Xero for three organisations and have successfully connected all three to ChatGPT through Xero’s official integration.
Please expand that existing connection so authorised users can:
- Access and examine receipts, supplier invoices and supporting documents attached to individual transactions.
- Search detailed transaction histories across all accounts, including payees, dates, descriptions, amounts and accounting categories.
- Retrieve complete general ledger information and analyse expenditure across different periods.
- Compare accounting entries with their supporting documents to help identify possible mistakes, duplicate payments, incorrect VAT…
2 votesThanks 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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managed distribution AU
Share managed fund distribution worksheets, where ownership of the asset is shared with another TAX client.
Distribution data could be shared to the other owners' (client) tax return, just as rental property worksheets are. Currently the data has to be input into each individual owners' tax return.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 Report - Add Column (Option) for Report Code Shortcut
Per the title: please add an option to add the report code shortcut (not the report code, but you can add that too) to the account transactions report.
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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Add the ability to share or download the Short-term Cash Flow projection
Please add an option to share or download the Short-term cash flow projection, similar to the export and sharing options available in Cash flow manager. This would make it easier to send projections to clients for them to use outside Xero for reporting and planning.
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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Now with MTD ITSA accumulative quarterly returns – there should be a standard YTD on the dropdown list for reports, instead of having to put
Now with MTD ITSA accumulative quarterly returns – there should be a standard YTD on the dropdown list for reports, instead of having to put the date i.e. 1.4.26 – 30.9.26
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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Tax filing - Add a box-by-box summary preview and data confirmation to the final declaration window
While the end-to-end integration with the I.R.D. is convenient, the user experience right at the final step lacks a crucial layer of transparency and assurance. When clicking "File with IR", the process jumps directly to the Declaration, and then into the IRD/myIR login authentication without showing a final, explicit summary preview of the exact data (the box-by-box breakdown, Boxes 5 through 15, and Prov Tax) that is about to be transmitted.
Because of this, it feels like a "black box" moment where the user is forced to fly blind, wondering if the background API call is grabbing the correct, up-to-date…
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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GHG l reporting report for farm businesses
Farms now need to complete Greenhouse gas calculations. All of the information required is on the invoices entered into Xero. Creating a report that can used by farmers to pull together all of their required information would be great. It would be similar, with some differences for each country. Could be then entered into the calculation or use an API to link the respective calculators. Happy to talk about this.
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 report
Remove archived codes from the account transactions report or add a function to be able to remove these. The report has been updated and now includes all active and archived codes
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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drop down dates to include GST period
Cold we add to the drop down date choices in reporting the GST period e.g. Last GST Period or Current GST Period.
Xero would know these dates for each client file and would save heaps of time whe reviewing GST's etc1 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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General Ledger Detail report: Description column to show transaction descriptions instead of payee names, plus also payees if possible
General Ledger Detail report: Description column to show transaction descriptions instead of payee names, plus also payees if possible
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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hst for meals and entertainment
In Canada, only 50% of the GST/HST for Meals and Entertainment is recoverable. Therefore, the other 50% that is not recoverable just gets added to the expense (Meals & Ent). In Xero, it is terribly complicated to achieve a proper breakdown. This really needs to be made simpler. I have wasted countless hours trying to accomplish this in Xero. Very problematic. PLEASE, PLEASE FIX THAT.
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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View History of Tax Rates
We discovered a user here had (some years back) created a new tax rate and applied it in error to regular invoices. I wanted to find out exactly when the rate was created so I would have an idea of how far back the rate was used. The amounts aren't hugely material, but if there's an easy way to identify all Bills with tax code "ABC" that would be a helpful fix. Are there any reports that let you do that?
Thanks,
Eddie1 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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einvoicing
Purchase orders / eInvocing
I've been looking at enrolling for eInvoicing in advance of this becoming mandatory, but Xero does not currently support any reconciliation between purchase orders and the eInvoices being received directly.
This NEEDS to be addressed before this is mandatory in April 2029. I know that seems a long way off but in the way the Xero works with product innovation they need to be on with it now.
Mainland Europe already use eInvoicing and I'm sure that Xero will have customers already that need this function.
@Xero - is this planned or is it something not…
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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Aged Payable Detail reports - overpayments
Aged Payable Detail reports need to show the reference for overpayments as some are for Proforma payments
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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Rollover
Could Xero please look at rolling over of reports such as Advisor management reports prepared monthly in Xero, have a way to generate some commentary on the numbers for those months. The automation around this would be valuable as currently it is a very tedious process.
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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Why can I not see a report which outlines expenditure items with , a) VAT and amount, or No VAT, b) have a VAT receipt attached.
I want to produce a report for my quarterly VAT return that shows
a) If VAT is applicable for an expenditure item
b) How much is that VAT Amount
c) Is there an invoice attached to that item.Pretty basic stuff for Making Tax Digital for a small business
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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Increase Report export capacity
Increase Report export capacity especially for Sales Tax Report. We are unable to export reports for a whole quarter due to high volume of data to submit our VAT returns. This creates a lot of extra work for us. We are also unable to issue at least monthly reports due to the volume of transactions!!! Would appreciate if this is looked into ASAP. Thanks
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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CT600 - First year accounts, date for CT600 to be able to change
With the new Xero company accounts & tax, we are unable to shorten the first years CT600 to show as when it started trading. So for example first year dates are 10.03.2025 to 31.03.2026 which we need to file as this but then would like the CT600 to be 01.04.2025 to 31.03.2026. in the old xero HQ tax we could amend to show this, in the new one we can't. This feature needs adding on as soon as possible
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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separate AS to BAS or PAYG or GST instalment
We are attempting to create separate saved report lists for different return types, such as:
Business Activity Statements (BAS)
IAS/PAYG Withholding
GST InstalmentsHowever, we are unable to get the filters to work correctly.
We have loaded the BAS correctly into Xero as per instructions.
As shown in the attached screenshot, we have created a filter using Tax Type = Business Activity Statement, but no records are returned, despite having BAS returns in the system.
We have reviewed and followed the troubleshooting steps and suggestions available in the Xero portal and help articles, but have been unable to achieve the…
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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