330 results found
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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.
102 votes -
quantities
Accountant Transactions/General Ledger Detailed - Quantities and Unit Price
Would be very useful to have capability to include these in the reports.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Account transaction report - quantities and unit price
Account transaction report - quantities and unit price would be extremely useful
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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select multiple employees
Need a report showing total hours worked and amounts paid per employee each quarter to complete a portable long service leave (PLSL) scheme report for about 40 employees.
Current method of accessing this information by selecting each and every employee in the Payroll Summary Report is too time consuming & not efficient.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Excluding Credit Card Balances from Statement of Cash Flow - Direct Method
Credit cards are setup to enjoy the benefit of bank feeds. But under reporting standards they are treated as trade payables. So that means at year end a work around needs to be added. Is there any chance you could setup the report so as to exclude credit cards? For those that need it the work around is
At the core is Xero’s faulty treatment of credit cards.
If we take the approach credit cards are trade payables (as per accounting standards) and not akin to an overdraft, then the work around for the cash flow statement becomes as follows.…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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viewing vat return amount on homepage
Client wants to be able to log in to Xero and see how much the upcoming return is without having to go to the VAT Returns tab. as to quote them
"I need to get to a point where I can click on Xero and see the business financial as they are today. "1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Locking entities
It would be great when you have multiple entities in Xero to be able to have a consol which allows high level options across the group. i.e. Shows the companies - locked/unlocked for a specific month. Rather than me having to go into each entity and lock at month end, I would like to go to a single page and select all my entities and a date an lock for that date. Likewise for FX rates in the group - 1 page with the FX rates for the group, this would help eliminate the variances that occur on entering for…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Overseas sales tax deductions and reporting in NZ entities
We have an NZ registered entity in Xero who has to collect WHT from some US based customers. The NZ entity is GST registered. We set up a WHT % for the customers but unfortunately as there is only GST as a sales tax it counted the WHT in the reporting. Is there a way to be able to run different sales tax reporting that will not impact local GST?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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account transactions
The Account Transactions report, following a programming change in June 2026, now provides incorrect totals where there is a mix of revenue (credit) and expense (debit) values. In effect the credit values - which are shown without brackets - are treated as debit values in the overall report totals n.b. credits for expense accounts, shown with brackets, are dealt with correctly within the report totals. Having raised this with support, I've been told that this is a 'feature' of the report and to use/develop a different report (GL Details report) instead. Be wary using any report totals!
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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MTD for ITSA - Detailed transaction report for each quarterly return category
A report that with one click from the MTD for ITSA section of Xero will show you the transactions that make up a specific quarterly return, broken down into each category of income or expenditure, so this can then be shared with clients who do not use Xero or saved for back up purposes of what was included within a return. Preferably this would be able to be exported to a spreadsheet, as well as a PDF option.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Feature Request – Allow Inventory Report Access Without Financial Reports
Hi Xero Support,
We are trying to limit report access for a Standard user.
Our Operations staff only require access to:
Sales reports
Purchase reports
Inventory reportsHowever, under the Reporting permissions, we can only select Sales and Purchases. There is no option to enable Inventory reports independently.
We do not want to grant access to all reports because our Operations team does not need to view financial reports such as the Profit & Loss, Balance Sheet, or other accounting reports. They only require inventory-related reports for their daily operations.
Could you please advise:
Is there currently any way to…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Mixed report for Profit & Loss
For clients needing income tax done on a cash basis, the expenses needs to still be on an incurred basis. A Profit & Loss report is need to reflect this situation.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability to recover accidently deleted reports, or a warning that this is permanent
An option / ability to restore an accidently deleted draft fin stmts, or at the very least a warning pop up box to ask are you sure - as this is permanent.
or, Could the deleted file go folder like the archived ones, and then be deleted from there?
Would be very handy especially when have you specialized / customized reports that now need to be redone.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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accounts receivable report
Accounts receivable/ payable - please add report that reflects ALL (invoices, payments, journals, credit/debit notes, etc) transactions of a range of accounts (customer/supplier) for a specific period/year.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Account Transaction report - Preview attached files without having to drill into transaction
It would be great if we could add a "files" column to account transactions to view attached files without the need to drill into each separate transaction. This feature is already available in VAT returns.
14 votesJust to check, would this be from the Account transactions tab of a bank account or from the Account Transactions report?
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Trial balance - Compare Tracking
Trial Balance new report: Be able to run a report by tracking category. At the moment there is only an option to filter but if you have many tracking units you end up running a multiple reports and need to combine them all. Really time consuming.
My proposal attached - with such report you could do any analysis you want!
Option to run it by month "compare with" option a dream!14 votes -
Reporting - Percentages with decimals when expenses shown without
Xero allows us to choose whether or not we show decimals in an Income Statement. We believe showing 2-decimal places on revenue and expenses to be unnecessary, but feel it is VERY important to show 2-decimals on the % of revenue. It is better to show .04% than .00% and .05% than 1%. We would like to see Xero separate the option of decimals between numbers verses percentages so our clients can have a clear grasp on their performance.
10 votes -
Reports & Invoices - Display ampersand (&) correctly
Many of my clients are partnerships and trade using the partners initials e.g. J & J Doe but on their reports it displays as %26 and on emails that they are sending with sales invoices, it displays as "& amp;" meaning that when I save reports or they send their invoices, this has to be changed. Having worked in a software house previously, I know that this is a programming issue and one that should have a relatively simple fix so can you please look at this.
20 votes -
Xero Accounting app - Sales report table by month and year
I would like to be able to see sales totals on a simple table on the Xero app. I simply wish to see monthly sales totals as well as year totals per selected year. This helps me to get a quick snapshot of how my sales are increasing or decreasing, and also to view sales trends by month.
8 votesThanks for submitting your idea on Xero Product Idea's, Domenico. As you may have seen there is the Total Cash In and Out graph on the dashboard of the app. The dark blue bars show the total amount of cash that’s come into your bank account per month, and the light blue bars show the cash that’s gone out.
Appreciate there's no way to show this only based on invoices, or for a year view atm.
We'll monitor and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
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Short term cash flow - Expected payment date based on history
It would help if the expected settlement dates for invoices (and bills) were based on past history rather than due dates
8 votes
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