150 results found
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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.15 votesHi Lauren
Thanks for sharing your idea, and letting us know the changes that matter most for you. 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!
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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…
19 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.
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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.
14 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.
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Syft - Allow 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
11 votesHi everyone, thanks for your feedback on dashboard sharing and exporting in Analytics powered by Syft. The Community team has reviewed this idea, and we're updating the status to Gaining support, which means it's now open for the community to show support through votes and comments. We encourage others who'd find this valuable to add their votes and share how they'd use this capability. Your continued feedback helps us understand what matters most, so please keep the conversation going as this idea builds momentum.
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Navigation - Restore ability to favourite "report codes" in the reporting menu
One of the key steps in preparing client financials is to ensure accounts, especially newly added ones, are assigned to the correct report code. I had the favourited on every client in the old navigation for quick access as it's something I need almost every time. It'd like that back.
11 votesGreat to get your feedback here, Chris. It'll be good for us to get a sense of interest from others in community that also found this Favouriting of Advanced Account settings useful.
We're keeping a close eye on the interest and will share if there are any updates for you here.
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AU Payroll - Payroll Variance Report
AU – Month-to-Month Payroll Transaction Variance Report
The current Payroll Activity Summary and Payroll Activity Details reports don’t allow for an easy comparison between two months (e.g., current vs previous). Because of the way the data is structured, it’s quite difficult to compare pay components without doing significant manual adjustments and re-ordering.
A built-in Payroll Variance Report that shows month-to-month differences for each pay component would be extremely beneficial for payroll people.
8 votesThanks for submitting this idea. We've reviewed your request and classified it as Gaining Support, meaning it is now open for other community members to vote on.
We appreciate that while you can currently download reports for individual pay runs, comparing two distinct periods to spot discrepancies requires significant manual review or manipulation outside of Xero.
A dedicated variance report would certainly be a valuable time-saver.
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Reporting - Freeze header row
Would it be possible to freeze the header row on the screen when running reports.
29 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.
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Syft 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 votesThanks for sharing your idea, and letting us know that you would like the option to run the Syft reports for a customised period.
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.
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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…
11 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!
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Tracking Report (new) - Add a summary option
New Tracking Report has no summary option - the existing summary option will be retired in November meaning more work will be involved in manually working out the summary balance for each tracked item. Please give a summary option similar to "old" report that is being retired.
11 votesHi everyone, thanks for your feedback on the new Tracking Report. We appreciate you sharing how important summary and grouping functionality is for your workflows.
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.
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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?
28 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.
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Reporting - Add auto-focus search bar to Reporting menu dropdown
One thing I really like in the new Organisation menu is the search bar. When you click the organisation name, the cursor automatically lands in the search field, so you can start typing straight away. It makes switching between orgs quick and seamless.
It’d be great to see this same experience in the new Reporting menu. Favouriting reports is useful, but it doesn’t cover every scenario. For power users, being able to click into the Reporting menu and have the cursor automatically placed in a search field - just like in the Organisation menu - would make it much faster…
9 votesThanks for sharing your idea of extending the search bar to Reporting Menu, and letting us know the changes that matter most for you.
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.
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Budgets - Increase Budget Import CSV Line Limit
Please increase the limit of lines allowed in the budget manager import from 500. This is to save time from splitting the budget uploads into smaller files.
7 votesHi everyone, thanks for your feedback on increasing the CSV import line limit for budgets. We understand that the current 500-line limit means splitting larger files into smaller uploads, which adds extra steps to the process.
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.
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Tracking Summary Report - Allow editing of report layout (e.g. filtering by account code)
The current Tracking Summary Report is quite inflexible. I'm unable to filter by Account Code, edit the report layout, nor save as a custom report. It would be good if this report design could be refreshed to include these features, and to bring the report inline with the newer style reports.
11 votesWe're grateful for your engagement and for letting us know the changes that you would like to see to the Tracking Summary report.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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BAS - Make draft bill creation optional when lodging BAS
To have the option to remove the draft bill feature when lodging your BAS through Xero. At the moment, the system automatically creates the draft bill when lodging your BAS and we are manually going back and deleting the draft bills.
It would be great to have option to disable this feature4 votesThanks for sharing your feedback on draft bill creation during BAS lodgement. We appreciate you explaining how this impacts 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.
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Reporting - Reconcile period report
Provide a report which shows all bank accounts listed alongside the latest reconciled month for each bank account to provide a quick overview of which bank accounts have not been reconciled.
5 votesHi Maria, thanks for sharing your thoughts on this reconciliation period report idea. It’s been helpful to understand how a single view of reconciliation status for all bank accounts could support the way you manage your work.
This idea has now moved to Gaining Support, so it’s open for the community to add votes and comments. If others would find this useful, it’d be great to hear how it could fit into your workflow or any specific use cases you have in mind. That kind of detail really helps guide what we explore next.
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AU Tax - Pre-filling Children's Private Health Insurance
Why does Xero not pre-fill the Private Health Insurance information of someone who is on their family's PHI?
i.e. a young adult/teenager who is still on their parents health insurance. (Code F on the tax return).I am having to manually enter the information every time I create a return for one, which is frustrating given that the information is already on their ATO pre-fill report, and it prefills fine for their parents.
4 votesHi Emily! We really appreciate your feedback on this. At this moment, the information we pull is directly from the ATO exclusively for one sole return, and so won't automatically fill into the young adult/teenagers return as you've found.
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!
We'll keep an eye on any traction this gets in the community and will keep you updated if there are any updates. Thanks.
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Navigation - Practice Setting to set default for Favourite reports
Can the list of favourite reports be set to default to always include the Trial balance (at least with Advisor rights). As an accountant I always run a Trial balance report and have to manually set this as a favourite on every client I log into. I also regularly use the accountant transaction report and Aged payables and receivables which are already default favourites.
10 votesThanks for sharing on the new navigation with us here, Shirley. We'd like to get a sense of the interest in this from the community here and will keep a close eye on the traction.
If there are any updates we'll share with you here.
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UK Tax - Overseas company accounts and corporation tax return
We deal with Overseas companies and subsidiaries, Xero does not have recognise Overseas company number usually starts with FC123456, Xero does no recognise this and create corporation tax return. This is another deficiency of Xero which makes me look at other software.
2 votesThanks for sharing your feedback on overseas company number recognition. We appreciate you explaining how important this is for managing CT600 filings for overseas entities and subsidiaries.
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.
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Reports - Show Expense Descriptions from Xero Me App in Account Transactions Report
When reviewing quarterly and annual figures from the Profit and Loss report’s account transactions, we currently have to click into each Xero Me app expense to see the description and confirm it’s coded correctly. Expenses entered via bank feeds or bills display descriptions properly in the Account Transactions report, but Xero Me submissions do not.
This inconsistency makes it difficult to quickly identify and verify transactions without drilling into each one. Competing platforms such as MYOB, QuickBooks, and HandiLedger display expense descriptions consistently, regardless of how the expense was entered.
An internal workaround suggests entering the description manually in the…
4 votesThanks so much for sharing your thoughts! We’ve reviewed your idea, and now it’s time for the community to weigh in.
If you know colleagues who would love this feature too, be sure to send it their way so they can upvote it. Aside from voting, other users can jump in and comment to let us know exactly how your idea would help them get the most out of Xero.
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