306 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?
41 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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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…
22 votesThanks for your feedback, Elma. Our product team is paying close attention to this and exploring ways to improve the experience for users working on smaller screens or using split-screen layouts.
The Account and Description columns are responsive, so widening your view will expand these columns and provide more visibility. We understand, though, that this may depend on your individual setup and processes.
I’ve updated the title of your idea to reflect your request for a compact view, which will help us track interest in this improvement.
Regarding the date formatting, dates in manual journals are localised. We recommend checking your browser’s default language and region settings and, if needed, updating them to match your location. For example, selecting English (New Zealand), English (Australia), or English (United Kingdom) will allow you to enter dates in the DDMMYYYY format.
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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
26 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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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 portfolio26 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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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.
17 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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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?
49 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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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…
10 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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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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New Manual Journals - Increase column width
The latest manual journal update doesn't show enough of the description field to be able to read. It also won't allow us to enter down in the description, it just adds it all in 1 long line.
We should be able to increase or decrease the width of each column.9 votesThanks for taking the time to suggest this, Julia. A flexible column sizing and multi-line descriptions could make working with detailed manual journals more efficient, especially when reviewing longer entries.
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 share your use case.
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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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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…
10 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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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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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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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.46 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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AU Tax - Report Builder filter by sign status
Create a report that includes Sign Status. However, when I try to set it up, the only option available in the dropdown is Client Status.
I would like Sign Status to be added as a selectable field in the report filters to make the report more useful and easier to manage.
9 votesThanks for sharing this idea, Anjellyn. We understand the request to filter reports by e-signature status. Having these statuses available as report filters could make it easier to track outstanding signatures across client tax returns without checking each return individually.
We've updated the status to Gaining Support so we can continue tracking community interest. If this would help your workflow, add your vote and let us know how you'd use it.
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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.
7 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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Account transactions report - Option to group by MONTH
Account Transactions report - add functionality to group by MONTH so that there is a visible break between the data / transactions shown between (for example) January 2026 and February 2026 (if the report is run for the period 1 January 2026 to 28 February 2026 in this example).
13 votesThanks for sharing, Deon. Appreciate how this would be useful for your business and getting an overview of transactions within a period.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.
We'll keep a track on the interest your idea builds here and share if there is any progress.
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Quotes - Ability to send delivery note upon quote acceptance
A way of converting quotes accepted into order acknowledgements and / or delivery notes before creating the Invoice would be helpful. I use a work around with templates, but it shows prices which you don't really need or want on delivery notes and the attachment PDF is still labelled as a quote.
16 votesHi Rob thanks for sharing this here. We can see how having an order acknowledgment or delivery note upon quote acceptance could be useful to have. We will open this idea up to get more support from the community. Just to add on to your last two points, you can edit the way the PDF attachment shows. You can also create DOCX templates, so that the price does not show. If you require further support with this, please do not hesitate to raise a case with our support team.
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Reporting - Ability to change the presentation or base currency at a report level
Ability to run detailed transaction and other reports translated to another currency.
When you are running a multinational business, the ability to convert all data back to 1 currency for reporting is invaluable. Though the entity may trade in one currency, being able to report in another is also important.
Also, looking at the detailed transactions for analytics is important but difficult when it's in a foreign currency. Having a multicurrency TB for export/import and reconciliations would also be handy.
11 votesHi team, we appreciate all the engagement so far. We understand that when you’re working with multiple currencies, being able to view and present reports in a different currency can make it easier to communicate results.
At the moment, report currency is tied to your organisation’s base currency, which means you can’t switch the presentation currency directly within a report.
For now, these reports and spreadsheet exports can help bridge the gap when you need converted views for reporting. We’re continuing to track interest here and share it with the team.
We’ve moved this to Gaining Support so others can add their use cases and help us better understand how this feature could add values.
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