Skip to content

Reports & tax

Customer ideas for reporting, analytics, fixed assets and tax

Learn about the forums, how to contribute and create a good idea on Xero Central

Reports & tax

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

7 results found

  1. The new journal entry interface is a step backwards in usability. In the previous version, I could view multiple journal lines at once because the layout was more compact and allowed the entire journal to be displayed on one page. This made it much easier to review, understand, and track entries.

    With the new interface, there is much less visibility, and I find myself constantly scrolling to see related lines. This makes it harder to follow complex journals, increases the risk of errors, and slows down the review process. Similar to the GST report update, the changes appear to prioritise…

    30 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Thanks for sharing your feedback. We understand that change is hard and that you would like to see an option to keep the previous version. We’re unable to reinstate the previous version, but your feedback about future improvements is valuable and will be shared with the relevant product team.

    We encourage you to add your vote and comments to this idea so the team can better understand how the change affects your workflow and prioritise future improvements:

  2. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Admin →

    Hi Jay, we appreciate you sharing in Xero product Ideas, however not hearing back and getting extra information about you needs here we'll move this to Feedback. If you'd like to react and respond to my update I can review. Otherwise your post will be removed in 30 days.

  3. In the new manual journal screen, we cannot enter the journal date using a keyboard, and need to select the journal date from the calendar input. This wastes a lot of time if we are backdating the journals to previous years.

    Please bring back the ability to enter journal dates using a keyboard. For the time being, I'm reverting back to old input screen.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  4. Can have the function that able me to do a temporary marking on the Account Transaction page, due to need to compare the related party transaction, this function able me to mark the amount that has been identify, rather than photocopy out as paper.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Reporting  ·  Admin →

    Hi Mun Chun, not hearing back we'll move your idea to Feedback. If you'd like to react and respond to my update with more information I'll be happy to re-review, otherwise this will be removed in 30 days.

  5. Customising and adding Employee Details Fields so that Employee Details Reports can be produced providing all required information and important information regarding the employee can be kept. For example, licence numbers, certifications etc.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Reporting  ·  Admin →

    Hi Krystil, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.

  6. Report Building - Ability to choose any report from Xero Blue to add to the reports. Especially payroll reports.

    Ideally, I would like to be able to build a set of management reports that include things such as accrued annual leave and long service leave. Annual days to pay on AR, average days to pay per client and other KPI type measurements. Is there away to build out own templates that can go into payroll and other areas of Xero to create these

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Reporting  ·  Admin →

    Hi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.

  7. We want to give access to reporting to one of our managers however we don't want them to be able to view all payroll information. Therefore I am looking for a function that can give access to all of Xero except anything to do with payroll so all nominal codes to do with wages would need to be invisible etc. Journals would another thing that needs to be hidden.

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Reporting  ·  Admin →

    Hi everyone, thank you for sharing your feedback here on Xero Product Ideas.

    Because this suggestion hasn’t seen much community activity, we’re going to archive this post to keep the forum focused. Rest assured, your input has already been shared with the relevant product teams.

    If you're interested, we have a couple of related ideas currently open that you might want to support:

    Thanks again for taking the time to help us improve Xero!

  • Don't see your idea?