528 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?
82 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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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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AU Tax - Fix BAS amendment rejections caused by CMN.ATO.AS.EM058 validation error
Hi Xero,
Please resolve or better handle the CMN.ATO.AS.EM058 validation error when lodging BAS amendments through Xero Tax.
We are encountering situations where a BAS amendment is rejected with a PAYG-W related validation error despite:
-No PAYG-W labels being completed in the BAS
-No PAYG withholding amounts being reportedXero Support has advised that this is caused by an ATO validation check incorrectly triggering for PAYG withholding obligations and that the current workaround is to either:
- Skip pre-lodgement and lodge directly to the ATO, or
- Lodge the BAS amendment through the ATO Portal instead of Xero Tax.
Please fix the…
21 votesThanks for raising this, and we appreciate everyone's engagement so far.
We understand the request to have this error resolved rather than needing to use a workaround when lodging. This error typically occurs when the ATO's system incorrectly triggers a validation check for PAYG withholding tax obligations. To be upfront, because the validation is triggered by the ATO's system, there’s limited action we can take within Xero Tax to prevent it from occurring.
We've updated the status of this idea to Not in Pipeline, and will continue to monitor this as we learn more about the issue.
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Notes to reports - align text and allow column header to be removed
When generating financial statement reports, the notes to the statements displays poorly. The figures are not aligned and the column header, being the tax year, is unable to be removed. The year shows above each note number, rather than across a single page. Would it be possible to remove the column header and align the figures to report clearly.
13 votesHi everyone, thank you for your continued engagement and feedback in the community. We appreciate you sharing your needs around the consistent presentation of financial statement notes and the alignment of figures.
We’ve updated the status of this idea to In Development as we work towards a solution that better supports this requirement. In the meantime, the exported PDF maintains the correct alignment of text and figures and can be used for client-facing reports.
We’ll continue to share updates in this thread as we make progress.
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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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Reports - Report showing a list of suppliers and average supplier payment days
Xero already calculates the average number of days a business takes to pay each supplier (you can see it on individual contact records under "Bills"). But there's no way to pull this into a single report across all suppliers.
This matters because the UK Government's Fair Payment Code (which replaced the Prompt Payment Code in December 2024) requires businesses to provide evidence of their payment performance from their accounting software when applying for an award.
The Code has three tiers: Gold (95% of invoices paid within 30 days), Silver (95% within 60 days, with 95% to small businesses within 30…
19 votesThanks for everyone's support here and highlighting the need to see supplier payment performance in one place, particularly for businesses working towards the UK Fair Payment Code.
We're now rolling out the new 'Supplier Days to Pay Detail report' - It shows historical payment behaviour for fully paid bills, including days taken to pay, payment-time bands, filtering, drill-through to the bill, and export options. ✨
Once available you'll find this report under the Purchase section of the Report centre.
We'll return to update once the roll out is live to all users 🙂
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FRS105 - Remove Borders
When exporting the FRS105 Financial Statements, Hide the borders of the tables on the signature space and Directors and other Information page.
6 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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Report Templates - Add Tracking summary report
add more reports into report template, for example payroll report and tracking summary. Thank you.
109 votesHi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
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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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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).
17 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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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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Posting Details / Audit Report & Supplier Statement Reconciliation
Bookkeeping Controls & Reconciliation
I would like to suggest two features that could significantly improve bookkeeping accuracy, audit review and reconciliation in Xero.
- Posting Details / Audit Report
A report to identify what transactions were entered into Xero, when they were entered, which accounting period they relate to, and who entered them.
Two separate date filters are required:
Created/Posting Date: When the user actually entered the transaction in Xero.
Transaction Date: The accounting date given to the transaction.The report should cover:
Purchases and credit notes
Sales and credit notes
Manual journals
Bank transactionsKey columns: Posting Date, Transaction Date,…
5 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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Profit and Loss - Present accounts in order of value
Our board have frequently asked that our management accounts/Profit and loss etc is displayed not in alphabetical order but in order of value. Currently, I manually change the order but this takes far too long.
10 votesHi Liz, thanks for your suggestion. We understand that being able to sort Profit and Loss lines by value could make it easier to highlight key income and expense areas when reviewing reports.
For now, you can use Edit Layout in the Profit and Loss report to manually reorder accounts and customise the report layout.
We’ve moved this idea to Gaining Support so we can continue tracking interest and share your feedback with our teams.
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Reports - Ability to include any reports into the Management Report pack
Flexibility to select what reports are included in a report pack, e.g., Payroll Employee summary
Hi Team.
I’m struggling to understand why Xero hasn’t resolved this issue. What technical limitation prevents certain reports from being included in a custom report pack, especially when other reports in the same reporting window are available for selection? The process doesn’t seem particularly complex, so it’s unclear why this remains a problem.Since the reports are generated individually and not merged, it should be possible to allow users to include whichever reports they need in a custom report pack.
Given the substantial subscription cost,…
8 votesHi Pieter, thanks for starting the conversation around this. Being able to include additional reports, such as the Payroll Employee Summary, in Management report packs could make it easier to create complete management and client reporting packs without needing to combine documents manually.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If there are other reports you'd like to include in the report packs, let us know which ones would be most valuable for your reporting workflows.
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Trial Balance - Option to display Trial Balance report in a single-column format
Instead of a trial balance in two columns (debits and credits), have a single column trial balance that sums to zero. This is possible in the comparision columns, but for some reason not in the current period.
3 votesThanks for bringing this to the community. We understand the request to have a single-column Trial Balance that shows the net balance for the current period.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share which reporting or import processes you’d use it for.
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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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Foreign Currency - Balance Sheet and Accounts Payable Aging Report Do Not Reconcile
It is unacceptable that two standard financial reports within the same accounting system produce different balances solely because of the system's rounding method. Such inconsistencies create unnecessary complications during reconciliations, financial reporting, and audit processes.
Describing this as a software limitation does not address the underlying issue or its impact on users. Standard financial reports are expected to reconcile with one another, and the Accounts Payable Aging Report should match the Balance Sheet. Even a one-cent discrepancy requires investigation, explanation, and additional manual effort, undermining the reliability and efficiency of the system.
Financial reporting depends on consistency and accuracy. Users…
5 votesThanks so much for taking the time to share this idea and explain the impact it’s having for you.
We understand how important it is for standard financial reports to reconcile, especially when even a small difference creates extra work during reconciliations, reporting, or audit review. We can absolutely see why this matters.
Your idea has now been moved to Gaining support so other customers experiencing the same issue can add their votes and comments. This helps our product team better understand how widespread the impact is.
While we can’t promise any specific changes or timing, please know your feedback has been captured and shared in the right place for visibility.
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Reports - Show account codes in a different column from Account Name
Need to seperate the Account Code & Account Description/Name into different columns on reports
7 votesHi Ian, thanks for bringing our attention to this. We can see how having account codes displayed in their own column, rather than combined with the account name, could make reporting easier to read and work with.
At the moment, account codes and names are shown together when the option is enabled in reports, and can be split manually after export if needed for further analysis.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular reports or workflows where separate columns would be most useful, we'd love to hear more about them.
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Profit & Loss report | Custom - Ability to format formulas
When using a custom Profit & Loss report in a set of Financial Statements, you are unable to format formulas to be in bold or underlined. It would be beneficial from a visibility perspective to have these in bold, so they stand out as formulas.
Can this be updated so to enable formatting at this level.
104 votes
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