322 results found
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Claude - ability to connect Claude to multiple organisations
The functionality of the Claude connector is poor, can this be improved to access multiple Xero businesses and permit data requests at a more granular level?
51 votesHi everyone, thanks for sharing this idea and adding your feedback.
We understand why being able to connect Claude across multiple Xero organisations could be helpful, particularly for advisors and bookkeepers who work across several clients or entities. The idea is to allow a single Claude connection to access multiple organisations, removing the need to reconnect or switch between organisations when working across different datasets.
We've updated the status of this idea to Gaining Support. If this would be useful for your workflow, please add your vote and share more about how you'd use it.
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Manual Journals - Show Accruals and or Cash on posted manual journal
Two things on new journals. One, I can't enter dates manually I have to use the mouse to select it which slows down data entry. Two, I use both cash & accrual journals. When I clicked into a journal on the old system I could see which type of journal I had entered. now I have to edit the journal to find out. I have reverted back to the old system.
21 votesThanks for everyone's feedback on the new manual journals experience here.
It's best if we track feedback on each suggestion separately so our product teams can consider the support, and we can best eep you updated of changes.
In the new experience where the option to show journal on a cash basis has been ticked you'll see the reference 'Appears on All reports' on the posted journal, alternatively where deselected this'll show as 'Appears on Accrual reports' - this replaces the previous notation of 'Accrual and cash' and 'Accrual only' - We'd like to understand if there is wider confusion and interest in the previous terminology and have updated the title of this idea to reflect this point so we can track this.
Date entry in new manual journals continues to work as it did in the previous experience. You can find the available shortcuts in Xero Central’s date-entry guidance…
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Manual Journals - Total of Debit and Credit beneath columns
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…
31 votesHi everyone, we have split this idea from the original post so we can get a better sense of interest in being able to view credit and debit totals directly under the columns here.
For now we are keeping an eye on the support for this here.
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GST Reconciliation report - Cash v accrual option directly in report
Hi,
Most softwares have included on the GST reconciliation report page a toggle button to switch between cash vs accrual reporting on the GST reconciliation report page which makes it a lot easier for accountants to run the reports on either a cash or accruals basis.
It is very time consuming having to switch it in the financial settings each and everytime and also means that if it does not get switched back to applicable setting if the client lodges a BAS they may inadvertently lodge on the incorrect basis, meaning more time for accounts to identify and correct.
Thanks
29 votesThanks for taking the time to suggest this, Kimberley.
We understand the request for more flexibility when reviewing the GST Reconciliation report. A Cash or Accrual option on the report could reduce the extra steps involved to change the reporting basis.
We've updated this idea to Gaining Support so we can continue collecting feedback and votes. If this would make your GST reviews easier, share your use case with us.
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Reports - Remove gridlines from financial statements
We have been given a set of financial statements for sole traders and farmers but within the reports, the P&L and Balance sheet are showing the lines under each transaction. We would like the ability to remove these lines as it gives a more professional look.
20 votesThanks for getting the conversation started, Brian. An option to remove row lines could help create cleaner financial statements for client-facing reports.
I’ve moved this post to Gaining Support so we can continue tracking interest. We'd encourage the community to pipe in and share your thoughts.
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MTD for IT - Allow more than 10 tracking options for Landlords
Currently for businesses there is a restriction to report 10 categories for landlords. I have landlords with more than 10 properties and who want to report by property but the MTD submission won't allow more than 10.
Please can this be increased for landlords with a large property portfolio28 votes🌟 Thanks so much for sharing your idea with us, and for taking the time to explain how increasing the number of tracking options for MTD for Income Tax could make managing larger property portfolios easier in Xero.
We’ve reviewed your idea and moved it to Gaining Support so other community members can vote and comment on how this could improve their experience too. This helps our product team get a better understanding of the interest in this feature, the different customer scenarios it would support, and the impact it could have for those managing property income through MTD for IT.
If you know others this could help, feel free to share the idea with them so they can add their support as well.
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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…
22 votesHi team, just adding an update here as it's best if each idea is separated so we can get a clear gauge of interest in a change - I've created a new idea from this one about the debit & credit request, and have slightly adjust the title here to reflect the desire to change the column ordering.
We'll update if there is any change planned for either of these ideas respectively. Thanks
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Manual journals - Wrap title in journal list
The new menu format makes it necessary to scroll across to see ANY details for journals with long titles, instead of being able to see everything at a glance. Either wrap the titles by default or give us a toggle option to do so.
22 votesThanks so much for sharing this idea. We can see how being able to view long manual journal titles more easily would be helpful, especially when you're quickly scanning your journals.
We've moved your idea to Gaining Support so other customers can vote and add their feedback too. If anyone else would find wrapped titles, or a toggle to control this, helpful in Manual Journals, please add your support and share how it affects your workflow — those details are really useful for our team.
We really appreciate you taking the time to raise this with us and help improve Xero.
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Manual Journals - Journal entry number listed
On the list of manual journals, the journal entry number should be listed, you need to click on each one to find the specific journal entry number. Why is this not displayed?
55 votesThanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting how this could improve 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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MTD for ITSA quarterly Report adjustment
Currently the MTD reports display the transactions year to date (which is actually what's being filed) but as the year progresses, the volume of transactions will grow and the same transactions will be reviewed repeatedly. It would be better if the MTD quarterly reports show the transactions of that quarter plus any new or adjusted transactions from previous quarters. This could be done by tagging each transaction with either submitted/not submitted on a previous return.
18 votesHi Harry, thanks for sharing this idea 😊.
We can see why this would be helpful for customers using MTD for ITSA, especially as reviewing the same year-to-date transactions each quarter could become more time-consuming over the course of the year.
We’re moving your idea to Gaining Support so other customers can vote and add their feedback. This helps our product team better understand the level of interest and the different use cases for this request.
If anyone else would find this useful, please add your vote and share how this change would help your workflow.
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Manual Journal - Allow zero-dollar or blank line amounts on draft manual journals
Zero dolllar draft journals. Please bring this back it saved time with having templates set up
12 votesThanks for sharing this idea. We understand the request to allow draft manual journals to be saved with $0.00 or blank amounts.
Being able to save the account codes and journal structure without entering placeholder figures could make it easier to reuse the journal as template.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know how you currently manage recurring journal templates.
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Reporting (UK): Include tax dates as reporting date option
When running reports, for the date range within the drop down, have 'last tax year' and 'this tax year' as options. Similar to the this and last financial year.
Makes running reports for dividends, trivial benefits, payroll etc, much faster and better flow of information for accountants and clients.
Should be a simple task for xero and will have a positive impact on all users.
26 votesThanks for sharing your idea on reports to support tax-year reporting periods, not just financial-year as per the organisations financial settings.
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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AU Tax - Separate the permission to 'Pre-Lodge' tax returns
Please segment out the user permission for the ability to pre-lodge in tax returns to a separate, granular security option, so that we can nominate specifically by user who is able to pre-lodge to the ATO, given this transmits data to the ATO (and we would like to restrict this so it is completed only by certain users and at certain stages of the preparation process rather than 'too early' when the return is still very much subject to review and change).
17 votesHi everyone, thanks for helping us understand your workflow needs.
We can see how having a separate permission for pre-lodgement could help practices manage access more effectively and better align with their internal review and approval processes before information is sent to the ATO.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how more granular permission settings in Xero Tax could support different practice workflows.
Please keep sharing your votes and examples of how this could work for your team.
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AU Tax - Calculation of Excess Contributions Tax
Can you add Excess Contributions Tax estimated tax calculation in Div 293 section?
23 votesThanks for highlighting this opportunity. We understand the request for Xero Tax to calculate Excess Contributions Tax when preparing Australian tax returns.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how this would support your tax preparation process.
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XPM Report Builder – Access individual rental property schedule line items and property-level fields
XPM Report Builder – Add Detailed Rental Property Schedule Fields for Practice-Wide Reporting
It would be extremely useful if Xero Practice Manager Report Builder could access and report on the detailed rental property schedule information already contained within Individual Tax Returns in Xero Tax.
At the moment, the only rental property information available through Report Builder is the aggregated Net Rental Profit/Loss (Net Rental Income) at the individual tax return level. The underlying property-level rental schedule details and individual income and expense amounts are not available for reporting.
We would like Report Builder to allow practices to extract rental property…
8 votesAppreciate you bringing this to the community. The key request is to make property-level rental schedule data available in Report. This could make it easier to review individual properties across a practice, particularly where clients have multiple rental properties or different types of rental expenses.
I’ve updated the status to Gaining Support so we can continue tracking interest. Add your vote and let us know which rental schedule details you’d like to see available.
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NZ GST - Automatically generate draft bills or invoices when filed
After filing a tax return why not automatically add it to the bills to pay section of the dashboard as you already have all of the information??
17 votesHi everyone, appreciate the detail you’ve all shared around this. We understand you’re looking for GST lodgements to automatically create the related bills or invoices in Xero, so your tax obligations are reflected in your accounts without manual steps.
Having this connection between GST filings and transactions could help make reconciliation and tax workflows more seamless.
We’ll continue to track feedback and interest from the community for this idea for our Product team's assessment.
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MTD for ITSA - Submission Confirmation
I note that HMRC does not offer a submission receipt for MTD for ITSA. Could Xero generate a PDF stating that the return has been filed, as other than taking a screenshot we have nothing we are able to send to the client confirming the return is submitted
8 votesThanks for sharing and supporting this idea.
We can see how a formal submission confirmation for MTD for Income Tax would be helpful, especially when you need something more suitable than a screenshot to share with clients as proof a submission has been made.
We’ve moved your idea to Gaining support so other community members can vote and add detail on how they’d use this. That feedback helps our product team better understand the demand and the impact this would have in practice.
If there’s anything specific you’d want included on a confirmation document — for example the filing date, business or taxpayer name, period covered, and submission status — feel free to add that in a comment, as it gives the team more context to review.
We’ll keep you updated here if there’s any change.
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New Manual Journals - Increase width of Title field
In the new Manual Journal screen, please widen the Journal Title field. It is currently so narrow that longer, descriptive titles cannot be viewed while they are being entered.
Screenshot 1 shows the limited visible space in the field. Because I cannot see the full title as I type, my current workaround is to draft it in Notepad and paste it into Xero. The full title then appears in the page heading, as shown in Screenshot 2, but it still cannot be reviewed properly within the actual field.
There is a substantial amount of unused horizontal space in the new…
10 votesThanks for sharing here, Julie. Our product team are monitoring feedback on the new manual journals experience closely.
For now, we'll get a sense of the wider interest in your idea and I'll make sure to let you know if there are any updates.
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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.48 votesHi team, with Xero Analytics you can use the Business Health Scorecards to track your net profit against a KPI line.
You can choose a pre-built KPI, or create your own, and assign a target to track against that KPI.
If you'd like you can also, display this as a widget on your Analytics dashboards, to visually compare your KPI to the target line.
We appreciate those that have voted here are also looking for the ability to rack actual v budget and will continue to track the interest here and share further updates. Thanks
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NZ GST - Add "Make Payment" Option When Filing GST Returns
When a GST return is filed through Xero, it would be great to have a "Make Payment" option. As Xero already connects to myIR to file the return, this seems like a logical extension of the existing integration and would mirror the payment option available when filing directly through myIR.
8 votes💥 Thanks for sharing this idea and letting us know that the addition of adding a Make Payment option when filing NZ GST returns could make the process more seamless by reducing the need to switch to myIR. This idea is now open to the community to vote and add a comments. More votes and real-world examples will help demonstrate the demand and the different use cases for this improvement.
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