14 results found
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XPH - PAYG only installments generated with BAS title
PAYG Instalments generated from XPM read as a BAS, wording should be updated.
3 votesHey Ashley, thanks for bringing this to us 🙂So we can review this idea fully can you give us a little more information around what you experiencing with as much details as possible.
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XPH - Allow more than 20 favourite reports in dropdown
I really wanted to vote for this previous idea https://productideas.xero.com/forums/967121-users-setup/suggestions/50529057-navigation-favourite-more-than-20-reports but it was already actioned and completed last year.
However, that was before the new partner hub when suddenly once again the maximum number of reports in the menu in practice manager has been limited to an arbitrary number of 20 which is far too low.
This is a backwards step and frustrating. Please reinstate the fix you already did last year per link above. As a practice manager I regularly use more than 20 favourite reports and do not wish to trawl through the full reports screen to find…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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bringing back the year-to-date view in the analytics chart
bringing back the year-to-date view in the analytics chart for net profit or loss
2 votesHi Amanda, just to confirm are you referring to the Xero Analytics dashboards? Or the Net profit or loss on the Homepage?
This'll help ensure I get your feedback to the right team. Thanks
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Customer List
Please create a customer list report with options to list the fields in the contact details. The export sucks because one cannot filter it or choose the fields to export.
2 votesHi Suzette, are there any specific contact details that you would be looking to get in a report? If you can share a little more on your use case this will help when sharing back with our product teams. Thanks!
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Add option to insert blank columns into Xero reports
Please add the ability to add blank columns to Xero reports, i.e. add a blank column between Account Name and Date column within the account transactions report.
Thanks
1 voteHi Peter, could you share a bit more information about why you'd find inserting blank columns useful in your reports. Would you use these columns for any particular purpose?
This'll help when sharing back with our teams and may help others associate with your idea here more.
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company house and HMRC filings - SMALL Entity (as defined in Companies act)
We came to know that compnay house and HMRC filing for MICRO entity has been introduced with add on features now in xero. This is a fantastic news. Now could you please add this for 'Small Entity (as defined in companies act' as well. Let me tell you this must be critical and HIGHLY demanded features.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Reports - view GL account number when in edit mode
Include the GL account number to the left of the account name when in edit mode for reports. This enables an easier check against a mapping spreadsheet to ensure all the correct GL accounts have been included.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Automatically include ATO payment details when sending Activity Statements for client approval
Automatically include ATO payment details when sending Activity Statements for client approval
When an Activity Statement is sent to a client for electronic approval/signature through Xero Partner Hub, it would be useful if Xero automatically included the client’s ATO payment details, including their Payment Reference Number (PRN) and BPAY details.
MYOB Practice currently pulls these payment details through automatically, allowing the Activity Statement and relevant payment information to be provided to the client at the same time.
Having this information included with the Activity Statement would remove the need to separately download and send the ATO payment slip after the…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Adding Paid Date as a Filter option on Supplier/Payable invoice Reports
I am struggling to report to our suppliers about payments we've made because the remittance advices are completely uneditable. I frequently pay our suppliers in batches and in multiple currencies, but the native remittance template doesn't capture everything our supplier needs to know in order to match what we've paid to what bills they've issued.
Main goal: suppliers need the description and amounts and G/HST from the bills themselves.
I can't get this from the remittance advice which only shows the total paid and the reference number. I have already upvoted the other product idea about getting docx customization for…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Ability to prepare interim management accounts with estimated Corporation Tax.
Ability to prepare interim management accounts with estimated Corporation Tax.
Xero Tax should allow accountants to prepare management accounts for an interim period, such as 3, 6 or 9 months, before the financial year has ended.
At the moment, we can run bookkeeping reports in Xero, but we cannot prepare a proper set of accounts through Xero Tax until the financial year has ended.
Previously, using IRIS, I could prepare quarterly, six-monthly or nine-monthly accounts in the same format as the annual accounts, together with an estimated Corporation Tax calculation.
This is essential for providing clients with accurate figures during…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Published Reports - When clicking into accounts from the report can they stay the same as the report
When clicking into the account transactions from published reports can the transactions stay the same as the published report figures?? This would make it so much easier to figure out what has changed since the report was published.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Customizing Report Layout to fit to IFRS18/FRS118
With the new requirement set to applies to annual reporting periods beginning on or after 1 Jan 2027 (early adoption permitted), can Xero update the current presentation of the Profit/Loss and Cashflow report? or allow users to customise layout presentation and formulas to fit new requirement instead of us keeping a separate set of IFRS18/FRS118 Profit/Loss in excel?
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Clearer error messages to assist with locating, identifying & resolving errors
Would be great if all error messages provided information to resolve the error ourselves immediately without needing to create a support case & wait for a response.
Too often error messages don't identify the location of the error or how to resolve.
Too many codes in the error message without any explanation on what the code is.
1 voteHi Daniel, can you share an example of an error you've recently received that your idea here relates? Or explain what you were doing in Xero when you received the error?
I'd like to take a closer look into this for you but need a bit more detail to be able to share back with the right team. Thanks
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"Last week" common selection date range
When selecting a date range in reports, please can a "last week" / "this week" common date selection be added?
2 votesHi Arthur, is there a particular report you'd find this selection most useful for? It's unlikely we'd add this as a common date range across all reports at once - it'd be good to better understand the reports this would be most helpful for you on. Thanks
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