528 results found
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Reporting - Filter quote reports by contact acceptance history
When using the Receivable Invoice Detail/Summary reports (or the common Quote formats), more contact filters would be very helpful. We would like to filter out contacts who have accepted quotes in the past to only show clients who have not accepted quotes. We need that information to track prospective customers who should get follow ups.
1 voteThanks for sharing this idea. We understand the request to filter quote reports by whether a contact has ever accepted a quote. This could make it easier to identify prospective customers who may need follow-up without manually reviewing historical quotes.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you’d use this filter.
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Editing trading and professional income on Partnership Tax
In Partnership Tax we should be allowed to edit the total amounts on trading and professional income so we can include personal professional expenses of partners so these are then added on the partnership tax return.
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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being able to add credit limit to income and expense report
Customer Credit Limit vs Sales Report
I'd like a report that combines customer credit limits with their sales activity in one place.
Currently, there is no single report available that provides this information. I run an Aged Receivables Report to include Credit Limits (which only shows customers with active, outstanding balances).
Run an Income by Customer Report for historical sales data.
Export both to Excel and manually merge the dataset and add in missed customers.
For a customer base of approximately 700 customers, this process takes an entire day to complete.
A report showing Customer Name, Credit Limit, Current Balance,…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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Aged Receivable - last paid date
Include a column with a last paid date on it. This makes it easier to see if debtors are missing payments
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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Reports - Ability to add other reports to Reconciliation Report Pack
Reconciliation Reports Pack add below reports:
1. Activity Statements report
2. Payroll Employee Summary report3 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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Profit & Loss - Automated commentary and variance analysis report
A fully automated, written analysis report (such as a paragraph-by-paragraph commentary for every account in the P&L) would be very useful when producing management accounts and annual accounts, when you need to explain large variances to the comparative figures. The graphs in analytics can be useful but it doesn't give enough detail, nor does the commentary on the P&L summary.
1 voteAppreciate you raising this idea. We understand the request for a detailed written analysis of Profit & Loss results, including explanations of significant account movements and variances.
Having this generated automatically could make it easier to produce consistent commentary for monthly, annual and client reporting.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know which P&L insights you'd most like to see explained.
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Reporting - Track quotes issued by users
I want to be able to track how many quotes a user issues in a given month so i can work out their productivity and conversion ratios
1 voteThanks for highlighting this improvement. A staff-level quote report with issued, accepted and conversion figures could make it easier to review sales performance and identify trends across the team.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share what other quote metrics you’d like to see.
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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
17 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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AU Payroll: Leave Transactions Report to include payment date.
In regard to the Leave Transactions Report (Australia), it would be very helpful if a date column could be added to the report, allowing the transactions to be easily sorted into chronological order.
For example, if there has been a change to an employee’s leave accruals and we need to investigate when that change occurred, it is currently quite difficult to sort the report by date using the available fields in Excel.
As a workaround, we currently have to extract the date from the description field into a separate column using a formula such as '=DATEVALUE(RIGHT(D6,11))' where D6 is the…
1 voteThanks for sharing your idea on improving visibility on the Leave Transactions report.
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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Custom Reports - Ability to display GL accounts across columns instead of rows in custom reports
Allow users to create custom report layouts where Chart of Accounts (GL Accounts) can be mapped directly into columns rather than being fixed to rows. This will let users build side-by-side comparative views of specific Sales or Expense accounts across line items
(Allow users to multi-select or group specific account codes into dynamic column categories)
1 voteThanks for highlighting this improvement, Janilyn. Having the option to map selected GL accounts directly into columns could make customised financial reporting more flexible, particularly when comparing specific sales or expense accounts.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this could be useful, add your vote and share your reporting 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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Reporting - Time stamp visible while editing
When in the report editor, it would be good to be able to see a timestamp showing when the last save was.
At the moment, you cannot see when the last save was until you exit the report.
1 voteHey Melody🙂thanks for raising this idea. I just want to understand which reports you are referring too. I assume it is the custom reports, but if you can give me some more detail around this we will be able to review this idea fully.
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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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Reporting: Include read only access to all reports on Ledger subscriptions
Please provide read only access to Payroll reports, Employee data and GST Returns when a subscription is downgraded.
2 votesThanks for bringing this to us Vicki. We have moved this to Gaining Support so others can vote and comment and we can gauge community sentiment. Please note, if you do downgrade to a ledger plan you can publish reports prior to this so you have the data, but we acknowledge that you can't access live data.
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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 - Advanced dynamic reporting builder with multi-table joins and custom calculations
Dynamic reporting. So users are able to select tables and can join multiple tables, add mathmatical functions and but date and fileters in this dynamic report. This way and average joe don't need to setup pipelines for simple repoting. The option to drag and drop ccolumns would be super helpful. Take field glass reporting as an example. Scheduling features to all of the reports would be a game changer, then suddnely, users can setup piplines through Xero GUI instead of tinkering with the API to get this working.
1 voteThanks for bringing this to the community. Having a visual reporting builder with greater flexibility around data sources, and calculations formula could reduce the need to move data into spreadsheets or other reporting tools.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share the reports you currently need to build outside Xero.
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Reporting - Combine Contact Transactions Summary and the Supplier Bill Activity reports
please add "Contact Cash Activity" / "spent Money and receive Money transactions" to "Supplier Bill Activity". i want to have everything in one place. it is extremely time consuming and tedious to keep switching between reports.
1 voteThanks for raising this idea with us! ⭐ We understand you would prefer to see this information in one place, the spend money transactions alongside a supplier’s bills. Currently you do need to switch between reports. Others can now Vote and comment on this idea and we’ll start to get a gauge of the support for this from your idea, here. ✨
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