104 results found
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New Manual Journals - Compact view
I’m honestly quite dismayed by the recent update to the Manual Journal interface for NZ clients in Xero.
I’m finding the new layout a little difficult to work with. In particular, there seems to be quite a lot of space allocated to the amounts section, while the Account Title and Description columns have less space. I think the interface would be more practical and easier to read if the layout could be made more compact, with more space allocated to the Account Title and Description fields.
Additionally, the date format appears to follow the US/American standard rather than the New…
127 votesHi team, we thoroughly appreciate all your feedback about how our new manual journals experience has been received. We understand comparatively to the older experience the new experience feels more spaced out and the benefits you find in being able to see this detail in a more compact view.
Taking on feedback, we've released a few changes to help including a Compact view toggle which is available both from the Manual Journal list and individual Journal detail view.
You'll now find from the Column option at the top of the list, or top right within an individual journal, you can select which columns appear and can re-order these on the screen, at the bottom of this section there is also the Compact view toggle which will condense the screen to show more of your data on one page. Thank you for all your feedback here, it's been valuable in understanding…
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Manual Journals - Ability to change column order
The new menu format does not make logical sense. You now have to scroll to see any details and in long journal postings scroll down the page due to unnecessary spacing and you cant resize the columns? In addition, why are the totals for the debit and credit columns not underneath the columns?
Logically, it would make sense to have the description first, followed by account, debit, credit to enable easy review. The new layout appears to be more confusing than anything else. If we can re arrange the rows, can we also re arrange the columns?
The previous format…
23 votesThanks for your efforts and support here, everyone. I'm pleased to share that we have shipped an update so you can now select what columns are shown, and from the 6 dots to the left have the ability to re-order these on the page. 😊
Once you've got things set as you like simply Save the view.
This is available both from the Manual Journals list and within individual journals.
We appreciate your feedback and hearing the impact this would have for you here.
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New Manual Journals - Regionalised date formatting
Hi Xero,
A Number of our NZ based staff have been given early access to the New Manual Journals function. Everything is using American Dates and typing in using NZ (and the rest of the world format) doesn't work.
This is for NZ staff, in NZ, Using NZ Ledgers - Can we get this fixed please.
Also, can we include comma's when there are large numbers in the journal so they are easy to read.
Thanks
11 votesHi everyone, returning to the idea here we'd like to provide another update as we have made a change so now date entry in Manual Journals is driven by your Xero organisation region.
So, for example AU and NZ orgs date format will now be DDMMYYYY.
We appreciate the feedback we received from our customers on this. Thank you for sharing.
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NZ Tax - IR10 Form - Update Box 60 label to 'Total value of Investment Boost asset(s) being claimed' to match Inland Revenue guidelines
Currently the IR10, Box 60 says 'Investment Boost Claimed', but this is misleading as the amount that needs to be entered is the value of the assets which are having Investment Boost claimed.
The IRD's IR10 Guide calls Box 60 'Total value of Investment Boost asset(s) being claimed'.
Please change the name of Box 60 to match the IR10 guide. This will make it easier for users to enter the correct amount.
15 votesHi team, we appreciate your feedback here and want to share that this update has now been released.
In IR10 Box 60 is now called “Total value of Investment Boost assets(s) being claimed", both within Xero Tax and on the file when printing.
Thanks again for sharing with us here.
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Financial Reporting - Trust Beneficiary Header Update Automatically
In the financial reports, the Beneficiaries header shoudl be able to be updated automatically with the name of the beneficiary.
Having Beneficiary 1 there and having to edit it each time a report is generated is a complete waste of time for something that should eb automated.
Editing individual reports not only wastes time but also increases the risk of errors in spelling or having a standard naming process across a business.
Have raised this with support and its not available. Seems like it would be a pretty simple fix and something that should have been a standard implementation.
8 votesHi community, pleased to share that dynamic group headings have now been fully rolled out to all practices.
As noted in my last update you can choose whether a group heading uses static text or a Report field.
When Report field is selected, the heading will be populated dynamically and updates automatically when the field value changes, meaning you no longer have to update your beneficiaries manually each time. 😊
Thanks for your feedback here.
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New Manual Journals - Search and select Tracking Category
The new manual journal entry layout does not allow for quick selection of a tracking category using keyboard shortcuts (number or letter). The old layout allowed me to press a key, like "2" & all tracking categories that contained a 2 would come up. The new layout forces the user to manually scroll & find the tracking category. Guys, i have Clients with 40+ Tracking Categories. What is going on? Improving things doesn't just mean make it look shiny & change things. It means actually making things better. Why would you take a key search feature away that saves time?…
4 votesThanks again for raising this with us in Xero Product Ideas, Sal. I'd like to confirm that our team have made an update in the new manual journal experience and it's now possible to type to search and select the tracking option within your tracking fields. 😊
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Xero Analytics - Ability to share dashboards for the date range set and not revert to current month
I quite like the dash board feature and shared it with some clients. However, when they click on the link, it rolls over to current period. It would be good to either integrate this with reporting or allow a dashboard to be saved so it can be shared to show data at a point in time
14 votesHi team, good news! We'e updated this feature in Xero Analytics, so you can now share a dashboard on any fixed date.
When clicking "share dashboard", you have the option to select either a rolling date (which will always revert to the current date and automatically roll at the end of a period) or a fixed date (that'll show the dashboard according to the exact selected date).
We really appreciate hearing how this feature would be beneficial to your use of Xero Analytics, here. Thanks
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Cash flow Manager - Calculate vat liability
It would be good if Xero could use vat charged on invoices and spent on bills to calculate what the predicted VAT is for that quarter and add it into cash flow manager - rather than this needing to be added manually
2 votesThanks for sharing with us here, Belle. Cashflow Manager in Xero Analytics will show your organisations predicted tax payment. You can find this under Recurring Cash Out. Check out my example image 😊
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UK Company Accounts and Tax- CT600 Return for accounting periods longer than 12 months
It should be possible in Xero to file a split corporation Tax if accounting period is longer than 12 months as it happens with new a company filing their corporation tax for the first time. It is not possible to do so at the moment and this could come in handy.
1 voteHey Jake, we are really happy to announce that this is in the process of being released in Xero✨ Support for Corporation Tax returns covering accounting periods longer than 12 months is now rolling out to UK small business organisations. The rollout is happening in stages, and we expect it to reach 100% by 22 October 2026, so it may become available in your organisation before then. Once available, Xero will prepare two Corporation Tax returns for an accounting period longer than 12 months and submit them separately. The second return will be submitted once the first has been accepted.
Thanks again for helping us improve Xero.
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Xero Analytics | Reports - Customised by variable accounting periods
Create Syft Analytical reports & Dashboard customised by accounting periods. Our company doesn't follow Calendar months- so it will be good to compare and analyse reports based on our accounting periods and not calendar.
12 votesHi team, there is now the ability to generate dashboards for the current financial year, within Xero Analytics. Within Xero, you can now access this from the Reports Menu within the Analytics section.
Select a "Monthly (financial year to date)" option from the date selector. This will show your totals and the number of months per graph, according to your financial year.
Worth noting that this capability is also available within Syft as a standalone product.
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Company Accounts (UK) | Submission receipt
We have been using the New Financial Accounts FRS102 IA template in Xero Business. Here are our feedback notes. In case anyone else is having the same issues.
When filing you do not receive a submission receipt at all!1 voteHi Francisca, we'd like to share that we've now released the submission receipt.
Once the accounts have been successfully submitted to Companies House the submission panel will include the option to 'View receipt' where you can see an onscreen representation of the receipt or download it as a PDF for your retention. 🙂
Thanks again for sharing this feedback with us here in Xero Product Ideas!
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Company Accounts (UK) | Add option to show Company Authentication Code
We have been using the New Financial Accounts FRS102 IA template in Xero Business. Here are our feedback notes. In case anyone else is having the same issues.
When filing you can not recheck the CAC code as it's got to vision allowance.1 voteHappy to let you know this has now been solved too, Francisca!
When you're ready to file the accounts to Companies House there's a show/hide toggle on the Company Authentication code field.
By default the text is hidden, so you can toggle the view on with the 'eye' icon if you want to confirm the code's correct before submitting. 😊
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Single sales report - for the sales team
Single report for our Sales Team that will show:
Sales MTD vs Target (Month by Month YTD)
Number of Invoices by Month
Avg Value of Invoices by month
5 votesHi team, returning to this idea we now have Xero Analytics in which you can use the Business Health Scorecard to compare your monthly sales, to a set target.
You can also display this as a widget on your Analytics dashboards, to visually compare your monthly sales to the target line.
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Navigation - Move GST return to Tax
Can GST returns be under the tax tab (not sure where it is but it isn't there or under reports; currently under accounting tab/ reports).
5 votesHi team, we really appreciate your feedback and getting to know the new navigation.
We want to confirm with the Tax menu in Xero's new navigation GST Return will be available, or the relevant Sales Tax report for your organisation's region (e.g Activity Statement in AU, VAT Return for UK).
As you can with favoriting reports, it'll also be possible to favourite and show this report from the Reporting menu if you choose.
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MTD for Income Tax (Employed Income)
As well as my self-employment, I received income through Employment that currently I cannot declare through Xero's MTD for Income Tax implementation, and therefore I cannot use Xero for filing. The addition of allowing me to declare income through Employment via Xero would allow me and others like me to do so.
3 votesHi everyone, we’re pleased to share we've now delivered this capability with MTD for Income Tax for simple personal income.
You can include employment income alongside your self-employment income, helping support your MTD filing in Xero.
We appreciate you all sharing feedback and helping us understand the value this would add for you.
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MTD for IT - Make available to users without a Xero partner
Allow self employed who are not VAT registered to use MTD.
I've just signed up to submit accounts via MTD with HMRC but Xero currently don't allow me to do this unless I use an accountant. I use Xero so I don't need an accountant... I'm now a bit stuck as HMRC require me to submit account for the current 2025-2026 tax year this way and I have no way of doing this. Please help! thanks.2 votesThanks for explaining the impact this idea would have for you.
We’re pleased to let you know earlier this year we released the ability for users to access MTD for Income Tax themselves, without needing to work with a Xero partner. This means self-employed customers, including those who aren’t VAT registered, can now use Xero for MTD for Income Tax directly. 🎉
We really appreciate you taking the time to raise this with us, through Xero Product Ideas.
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Financial Settings - Shorten financial year
Ability to shorten a financial year end on Xero without messing up reporting.
E.g. when a company's financial year end is shortened from 30 June to 31 December so there is a 6 month transition period needed.45 votesSorry we've not updated on this idea sooner.
We've now added the ability for you to create a short transition period (between 1 - 12 months long) when changing the Financial Year End date within your organisations Financial Settings.
To confirm the work in this space - Aligning with the UK basis period reforms we've made a change to Financial settings in Xero, so you can add start and end dates to different periods.
This change impacts multiple areas of Xero;
- Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.
- The same story will apply in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.
- In Xero Tax, you’ll…
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Short term cashflow - Option to include draft invoices
Option to include draft invoices in the short term cash flow
11 votesThanks for supporting the idea here, everyone. You may have started exploring our new Analytics cash flow manager tool 😊 - Though we don't have plans for developing the older short term cashflow to include draft invoices, with cash flow manager you can select to include draft invoices in your cash flow view.
By default, draft bills and invoices are deselected, however from the Manage cash in tab you can click the Table options to check and include these.
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Trial Balance With Category of Accounts - Grouping of Same type of accounts like Current assets, libailities, Income and Expenses
Please Allow Xero Users to Add Category in Trial Balance and Group Accounts under same category like Profit and Loss Statement and Balance Sheet have.
1 voteYou can already group by Account Type in the Trial Balance report, Chitrang! 🙂 Simply click the Grouping/Summarising option within the report where you'll see Account type as an option.
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Profit and Loss - moving annual total (MAT) option
Ability to generate Profit and Loss reports that show each month what the moving annual (12 monthly) total (MAT) is, so that an understanding of trends to income and expenditure items is over time.
Purpose: Users can see the trend behind the immediate or current year number
1 voteThis should be possible with the ability to add custom Date columns in the reports layout editor, Geoff.
It does require a bit of manual set up, however you could add columns for say 1 Jan - 28 Feb, 1 Jan - 31 March and so forth so you can see the accumulative total across months.
- Don't see your idea?