162 results found
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Reporting - Option to exclude Section 444 (5A) Companies Act 2006 statement from full accounts Balance Sheet.
The Section 444 (5A) Companies Act 2006 statement ("the directors have chosen to not file a copy of the company’s profit and loss account under section 444 (5A) Companies Act 2006")appears on the Balance Sheet in the full accounts. This statement should only be in the abridged accounts for Companies House, The only workaround is to manually edit the pdf, which requires pdf software and takes time. This needs to be amended.
2 votesThanks for sharing your feedback, Keith. We appreciate how having the Section 444(5A) statement appear only where it's applicable could make reporting more accurate and reduce the need for manual adjustments.
We've updated this idea to Gaining Support so we can continue tracking community support and sharing your feedback with the team.
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Account transactions report - Add a Reconciled column
When running the account transactions report, it would be nice to add a "reconciled" column when looking at bank accounts. This would make it much easier to identify which transaction is a duplicate or an error that has not already been matched. I know I could run the "Bank reconciliation" to view the unreconciled transactions, but with a client with high volume with integrations creating multiple invoices that are outstanding for a later deposit, this can be messy to review, and I would prefer just seeing everything in the account transaction report.
5 votesThanks for your feedback here, Amanda. Being open this isn't something we have plans for at present but will begin to track interest from your idea.
Good to hear you're aware of the current option available. If there are any plans around expanding the Account Transactions report to surface this information we'll be sure to let you know here.
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Reporting - Excel export change behaviour of total row value where column formula used
If I have a report and a column is a formula.
When I export that report to excel, the column has the underlying formula in each cell.
The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.
A total row with an amount should always be the total of the cells above it. Never any other formula.
Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells…
1 voteHi Sam, really appreciate you coming into our Xero Support team about this so we could get a closer look into the behaviour that you've mentioned.
I've re-opened this and slightly adjusted the title of your idea now that we have a clearer picture. Just to highlight for others coming across - currently when you export a report to Excel the formula in the column takes precedence over the total calculation.
There are no plans for changing this at this time, however we'd like to get a wider sense of thew interest through the idea here so that our product teams can consider this in future planning. Thank you
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Report templates - Annual Financial Statements, include statutory Tax Computation Schedule
For the report templates, would it be possible to include a tax computation as part of the Annual Financial Statements? This schedule would show the income tax calculation for the year as well as the resulting tax asset or liability at year-end.
17 votesThanks for sharing the changes you want to see!
We've given it a look, and now it's time for the community to rally behind it! The more support it gets, the better. Make sure you pass this along to anyone you think would benefit so they can add their vote and share their thoughts on how this would improve their use of 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.
21 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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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…
14 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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Profit & Loss - Ability to delete line items when creating custom Profit and Loss reports
Hi, it would be amazing to have the ability to delete certain line items to create custom reports (eg - Profit and Loss). I currently need to export the full report into excel and manually delete the lines, but would be nice to have the option to do this in Xero custom reports
16 votesThanks for adding your feedback and votes to this idea. We understand the requests for the ability to delete line items from custom Profit & Loss reports, and we can see how this could help streamline reporting for some workflows.
The idea is currently in the Gaining Support stage, which means it’s open for the community to vote on and comment. These insights help our team gauge interest and guide future development priorities.
Feel free to keep sharing your thoughts or use cases to add more context.
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Custom Reports - Allow richer layouts and formula outputs
Custom Reports Formatting & Formulas
1 - more options like spacers (not just page breaks), lines, section dividers
2 - text box more flexible = between lines, not just at the beggining and end of the whole reports
3 - allow formulas to display text results (if statements), not just numbers3 votesHi everyone, thanks for sharing your feedback here. We understand why having more flexibility in custom report layouts and formulas could help create more tailored reporting outputs.
The idea is to provide additional formatting options and expanded formula capabilities, allowing users to build reports that better align with their reporting needs.
We’ll continue tracking engagement and feedback from the community here.
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Company Accounts - Pulling resignation dates from Companies House
For Company Accounts - the directors feed from Companies House and include the resignation date in the Company Information section of the accounts. However, the final report doesn't include the resignation date against the director. Whilst, there is obviously a work around to include the date as if it's part of the directors name, it relies on manual intervention and given the information is already there, it seems odd that it isn't automatic.
2 votesThanks for taking the time to share this idea — we can see why this would be helpful.
We've now moved this idea to Gaining Support 🌟. This means we've recognised it as a valid feature request and we're now gathering feedback from customers to help us understand the level of demand and the impact it’s having.
We agree it would make sense for the resignation date to flow through automatically into the final report when that information is already available in the Company Information section.
At the moment, this isn’t done automatically, so the current workaround is to manually include the resignation date in the director details where needed for presentation in the final accounts.
If this is something you'd like to see improved, please add your vote and any extra detail about how it affects your workflow. That helps our product team better understand the demand and the use case.
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Bank Reconciliation report - Show Separate Debit and Credit columns
Bank Reconciliation - With Separate Debit and Credit columns with their totals
Currently both DR and CR amounts show in one column. Would love to see them in their own columns when reporting.Also, a larger description/reference area would be great.
6 votesHi Sousana, 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. You may share it with your friends and colleagues who may also find this to be a useful addition to Xero. They will be able to add their votes and comments on it too.
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Account Transactions Report - Limit contacts to filter to those in the account.
When filtering Account Transactions report by contact, show only contacts in the report, rather than all contacts.
Would make conducting a review a lot easier - i.e. if you are reviewing one account in particular.2 votesThanks for sharing this idea Megan. At the moment, while you can filter the Account Transactions report by contact, Xero doesn’t narrow that filter list down to only the contacts that appear in the selected account and date range. Instead, you need to search for and select the contact you want from the wider contact list.
We are moving your idea to Gaining Support. This helps us gauge community interest and better understand how many customers would benefit from Xero surfacing only the relevant contacts found in the report results.
For now, the best available option is to search for the specific contact you want to filter by.
We’ll continue to keep an eye on the feedback and update the idea if there’s any progress to share.
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Cashflow manager - Include GST PAYG and Super
Automatically include GST, PAYG and Super in the cashflow manager report. This would be quite easy an implementation, as all that needs to happen is the report pulls the BAS & Super payment settings (for the dates), and adds in the amounts to cashflow manager.
3 votesHi Rav, 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!
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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Xero Accounting App - Make analytics dashboards available on mobile
Currently visual dashboards are not available on tablet or mobile. It would be good for them to be available for reporting-on-the-run.
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you Simon.
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 | Edit report layout - Allow printing from Edit mode with all accordions expanded
Being able to print off the reports in the 'edit' mode so you can see the expanded breakdown of the accordian would be very helpful to ensure that Notes match Statements of Financial Performance and Position (especially useful for our juniors who often can't work out where their subcodes are if there have been reporting changes)
4 votesHi there, appreciate the need to allow printing from edit mode and for the screenshots as well. We’ll start to track support on your idea from the community, here.
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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Bank Feeds - Include description for bank accounts
For bank accounts - it would be good to have the contact and description concatenated as for other accounts. This way account lines could easily be matched.
6 votesHi Jenny, 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!
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 - Allow filtering out customers with zero balances or no activity on customer activity reports
A report is needed that lists the customer activity with the ability to filter out customers with a zero balance. It takes 20 minutes to run an activity report (which is transactions in AR) then filter out all of the customers with a zero balance. This needs to be done monthly and it is ridiculous to not have that ability.
2 votesThanks for bringing this idea to the community.
Being able to exclude customers with zero balances or no activity directly within accounts receivable reports could make it easier to review outstanding balances without needing to manually filter the results.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this feature would help your workflow, add your vote and share which reports you'd like this filter to be included.
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Reporting - Ability to hide Formula Rows in reports if the result is zero
It would be great to be able to hide formula rows in reports where the result is a nil balance. Currently we get multiple repetitive total lines on reports when there is no activity cluttering up the reports unnecessarily.
5 votesHi Kerrin, thanks for raising this. It’s easy to see how automatically hiding custom formula rows with no activity would make reports cleaner and easier to read.
Without this option, reports can feel cluttered. That often means sharing something that looks busier than it needs to be, or exporting the report just to remove empty rows manually—extra work that defeats the purpose of using the report builder.
I’ve moved this idea to Gaining Support so we can better understand interest in more report-level formatting options. If you’re able to comment with the specific reports where this would be most useful, it’ll help other users understand the use case and help the idea gain traction.
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Journal Report - Reversal Filtering and Visibility Enhancements
I would like to request improvements to the Journal Report to make it more user-friendly for accountants and bookkeepers.
Currently, reversal journals and their original entries appear together, which makes the report difficult to read and slows down review during month-end and year-end close.
Please consider adding these enhancements:
1. Preferred enhancement: Reversal Filters
Please add filter options to control visibility of reversal-related journals:
• Show or hide original journals
• Show or hide reversal journals
• View only normal (non-reversal) journals
This would keep the full audit trail intact, but make the report much cleaner and easier to analyze.…6 votesHi Wilianti, thanks for taking the time to share this idea. Your notes on reversal filtering and visual indicators help clarify how these enhancements could support your workflow.
We’ve moved your post into Gaining Support, which opens it up for community votes and comments. It is now up to the community to show their interest, and this gives us a clearer picture of how many users might benefit from changes like these.
We’ll update this thread when the idea gains traction and is reviewed further by the product team.
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Reports - Ability to add other reports to Reconciliation Report Pack
Reconciliation Reports Pack add below reports:
1. Activity Statements report
2. Payroll Employee Summary report2 votesHi Sasha, thanks for bringing this idea to the community.
We can see how being able to add additional reports to the Reconciliation Reports Pack could make it easier to create a more complete reporting pack without needing to generate and combine reports separately.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please continue to vote and share which reports you'd find most valuable to include in the pack.
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Payroll AU: Employee Remuneration report tally to exclude header in total count
Summary items tally at the bottom of the report page incorrectly includes the header - meaning the tally is always one to many. For example the Payroll employee summary report, or any report, for 3 staff in total will say 4 items at the bottom. A quirk that means your quick view of a report is always out by one. A quirk that can be removed as the tally is wrong and therefore no value.
1 voteThanks for sharing your idea, I can see how relying on the report's line tally could result in an additional employee included in the count.
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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