528 results found
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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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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.
3 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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payroll reporting
Payroll Reports - WGEA Reporting. Or if there's a customise payroll reporting where we can add any extra field for the payroll reports eg. Job Title, Gender, Approver Manager
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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(Bug) Overpayment treated inconsistently in cash-based report
Problem: Overpayments are treated inconsistently in cash-based reports. Let's say you receive a rental cash payment of R5000 in May in respect of rent for June that R5000 will be in May month cash report. However, let's now say the tenant pays R5500 (R500 overpayment) in May in respect of June. The R5000 will be included in may cash report and the R500 is included in June cash based report. This doesn't make sense and would seem that the accrual principle (instead of cash accounting) is being applied to the R500 (matching based on invoice date rather than cash payment…
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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Reports - view GL account number when in edit mode
Include the GL account number to the left of the account name when in edit mode for reports. This enables an easier check against a mapping spreadsheet to ensure all the correct GL accounts have been included.
1 voteHi 👋 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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Adding Paid Date as a Filter option on Supplier/Payable invoice Reports
I am struggling to report to our suppliers about payments we've made because the remittance advices are completely uneditable. I frequently pay our suppliers in batches and in multiple currencies, but the native remittance template doesn't capture everything our supplier needs to know in order to match what we've paid to what bills they've issued.
Main goal: suppliers need the description and amounts and G/HST from the bills themselves.
I can't get this from the remittance advice which only shows the total paid and the reference number. I have already upvoted the other product idea about getting docx customization for…
1 voteHi 👋 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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Ability to prepare interim management accounts with estimated Corporation Tax.
Ability to prepare interim management accounts with estimated Corporation Tax.
Xero Tax should allow accountants to prepare management accounts for an interim period, such as 3, 6 or 9 months, before the financial year has ended.
At the moment, we can run bookkeeping reports in Xero, but we cannot prepare a proper set of accounts through Xero Tax until the financial year has ended.
Previously, using IRIS, I could prepare quarterly, six-monthly or nine-monthly accounts in the same format as the annual accounts, together with an estimated Corporation Tax calculation.
This is essential for providing clients with accurate figures during…1 voteHi 👋 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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transaction reports
When producing a transaction report for multiple accounts, is it possible to add page breaks between accounts, so that it produces a separate report for each account, which can then be emailed?
1 voteHi 👋 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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When clicking into account transactions on published reports can the account transactions stay as they were when published even when they ha
When clicking into the account transactions from published reports can the transactions stay the same as the published report figures?? This would make it so much easier to figure out what has changed since the report was published.
1 voteHi 👋 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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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.
7 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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Customizing Report Layout to fit to IFRS18/FRS118
With the new requirement set to applies to annual reporting periods beginning on or after 1 Jan 2027 (early adoption permitted), can Xero update the current presentation of the Profit/Loss and Cashflow report? or allow users to customise layout presentation and formulas to fit new requirement instead of us keeping a separate set of IFRS18/FRS118 Profit/Loss in excel?
1 voteHi 👋 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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Maximum 20 favourite reports in menu for the new Partner Hub
I really wanted to vote for this previous idea https://productideas.xero.com/forums/967121-users-setup/suggestions/50529057-navigation-favourite-more-than-20-reports but it was already actioned and completed last year.
However, that was before the new partner hub when suddenly once again the maximum number of reports in the menu in practice manager has been limited to an arbitrary number of 20 which is far too low.
This is a backwards step and frustrating. Please reinstate the fix you already did last year per link above. As a practice manager I regularly use more than 20 favourite reports and do not wish to trawl through the full reports screen to find…
1 voteHi 👋 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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Fonts and Window Content
The font in reports needs to be bigger by default. I need to print to 115% so they are readable.
Not particularly reporting, but why oh why when I am making a payment, is the total of the payment I need to read in teeny tiny font on the top right hand size of the screen. It is ridiculously small!
This total should be the same size as the other fonts in the window, and the total needs to be displayed in bold. Not ridiculously large, just more uniform and readable.
The headers for the columns should also be larger…
1 voteHi 👋 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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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.
22 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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Summarized Profit and Loss Report with Budget Comparison Drop Down box
Allow the selection of the budget from a drop down box at the client level when this report is created as part of a template. Currently you have to go into the report, add a column and select the specific budget. A drop down box will allow you to run this report using different budget models.
1 voteHi 👋 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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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…
15 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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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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reports excel
Adjust layout of a downloaded Account Transaction report from Xero to an excel format for a period of to enable 'Insert a Table' analysis
Attached please find a file which shows an existing tab Purchases Transactions for JA26 / second tab New layout for Excel and third tab shows final 'Insert a table to produce a report for simpler presentation and analysis
1 voteHi 👋 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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vat and cash dlow manager
Why cannot Cash Flow manager use the organisations actual VAT quarters rather than assuming that they align with the year end date? There is enough information in Xero based on bills/ invoices raised to HMRC for VAT for the system to work out when the VAT quarter actually ends?
I cannot find a way of changing the VAT payment dates in cash flow manager.1 voteHi 👋 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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Cash Flow Manager - Filter Projected Cash In/Out and subtotals
In the Cash Flow Manager overview, include the option to filter based on the AI projection for 'cash in' including the overdue receivables. The AI projection is available on the 'cash in' tab, however, that tab doesn't include subtotals (like the overview tab does and this is very helpful) and also doesn't include the ability to filter by the AI projection. Both would be very helpful.
2 votesThanks for raising this idea and explaining how the Cash In view could be more useful.
Some of what you’ve suggested is already available. You can use the Type column to filter the Cash In transactions and deselect Predicted items. Overdue invoices are also shown in the invoice section, separately from predicted recurring cash in.
The part we’ll move forward to Gathering Support is the request for clearer subtotals in the Cash In view, particularly a breakdown that makes it easier to distinguish predicted cash in from invoice-based cash in, including overdue invoices.
To help us assess this further, it would be useful to understand exactly which subtotals you’d find most helpful and where you’d like them displayed. 🌟
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