706 results found
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Quote reporting with quoted hours by staff member per task
Report for quotes not yet accepted, which will show each staff members estimated/quoted hours per task.
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.
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UK Payroll - Matrix format for pay run reports
Provide reports (for both draft pay runs and posted pay runs) in a matrix format like other Xero reports, rather than listed under each employee. The current format makes it impossible to carry out checks or to create further reports for management.
Given the latest update that improving payroll reports is not a priority for Xero, we are very close to leaving Xero and moving to another payroll provider for the next financial year, as all other softwares we have used during our careers have provided far more useful reporting than what Xero offers.
Xero's financial accounting reports are great…
2 votesThanks 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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Transition period for non UK organisations - managed financial year end
Can the transition period for change in financial year date be added to companies that are non UK organisations as well. we have a group of companies that all extended their financial year but i have only been able to use the transition period in UK organisations. Why is this not an option in non UK organisations?
2 votesHi Claire, thanks for raising this. We appreciate you sharing the want of having the transition period feature across all the regions while it is only currently available for UK organisations. Your idea is now in Gaining support status, meaning our community team have reviewed it and it's open for community support through votes and comments. We encourage others who would benefit from this to add their votes and share their use cases to help us understand the broader need.
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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!11 votes -
Income by Contact report - Extend chart
Would be great to run this report but be able to show Top 20 or 30 clients rather than just Top 10.
1 voteHi Brenda, just to confirm is it within the graph that you're wanting to increase the # of top customers?
Currently, if you run the Income by Contact report with Chart & table the chart will only show the top 10 but the table will give you an ordered list for all contacts that you received income from in the period.
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Profit & Loss - Change heading default to 'Net Profit / (Loss)'
I WOULD LIKE TO RECOMMEND A PRODUCT UPDATE ON THE PROFIT & LOSS REPORT.
THE REPORTS 'Net Profit' ON ALL REPORTS, EVEN IF SOME PERIODS HAVE A LOSS. CAN IT INCLUDE 'Net Profit/(Loss)' AS PEOPLE, ESPECIALLY THOSE NOT IN THE ACCOUNTING FIELD TO KNOW THAT BRACKETS MEANS A LOSS, MAY INTERPRET (LOSS) AS A PROFIT
2 votesHi Ntando, it'll be good to gauge interest from others in the community that'd like this terminology to be used as a default on the Profit & Loss report.
Want to be open this isn't anything we have any plans for atm with the customisation that's available.
As you may already be across, currently you can edit the heading of the row through the Edit layout, and then Save as Custom where you have the option to make the report the default for the organisation.
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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.
9 votes -
Bank Reconciliation - 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.
1 voteHi 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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Reports - Common date for next month
When reviewing reports (e.g., Profit & Loss, Balance Sheet), we often need to view monthly data from the start of the fiscal year up to the current month. Right now, we have to manually select the first and last day of each month every time, which is time-consuming and repetitive. This makes simple tasks like flicking through months to verify data more cumbersome than necessary.
- Add “Previous Month” / “Next Month” buttons These buttons would auto-update the report’s date range to the previous or next full month.
Example: From May 1 – May 31, clicking "Next" moves the report to…
5 votesThanks for submitting your idea on Xero Product Idea's, Jessica. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have any plans for adding more common date options in reports atm, but we'll begin to get a feel of the interest in this from your idea.
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Reporting | Account Transactions - Show Opening Balance in source column instead of date column.
When you run an account transaction report, for a balance sheet item, the opening balance always appears in the date column. It would be helpful if Xero could recode this so that the date column is balance date + 1, and the words "opening balance" appear in the source column. The advantage of this is that when you go to use the data, and put in a filter, you don't have to edit this.
1 voteHi Justine, thanks for sharing your feedback here regarding the Account transactions report. Appreciate the suggestion to improve the layout. We will move this idea to gain more support from the community so that other users who would also like to see this change can add their vote onto it. In the meantime, we'll monitor this space for traction.
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Trial balance - Customise/Hide Columns in Working Trial Balance for Review
Can we have the ability to hide or adjust size/ minimise "reporting codes" & "adjustments", "Adjusted balance", "Variance" & "Assignee" - making this more customisable for easy review & based on what is important for each person.
3 votesWe appreciate you sharing your idea and letting us know which changes matter most to you. Your idea has been reviewed and is now ready for community support.
Be sure to share this with any colleagues who would find this beneficial, encouraging them to add their vote as well. Community members can now also comment, offering more context on how this idea could improve their use of Xero.
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Manually enter figures in a Partnership Tax Return
Ability to be able to override and enter manual figures in a partnership tax return. This is currently causing me a lot of issues as i now have to upload via other software.
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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Reporting - Show invoice number by default on Aged Receivables/Payables Summary report
Aged Receivables/Payables Summary report to include invoice numbers by default, which is commonly available in other accounting softwares. It is crucial to know the number of invoices and unique invoice reference number for ease of reference when reviewing ageing.
1 voteHi!
Thanks for sharing your idea about the change you'd like to see on this element of reports.
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 votes and comments too!
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Reporting - New section for Bank Reconciliation reports
There are a number of things bugging me regarding the essential task of reconciling bank accounts. The Bank Reconciliation Reports are easy enough to create, but after that it all goes wrong. Nobody seems to have thought about what happens to them after the 'Publish' button is pressed! Here's what I think - and please please please vote for this or nothing will change.
1) I would like to see bank reconciliation reports having their own dedicated space. They are currently hidden away in Reports>Published, mixed up with all the other published reports. Please create a new Bank Reconciliation Reports…
1 voteThanks for sharing your idea about the improvements you'd like to see for bank reconciliation reporting.
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 votes and comments too!
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NZ Payroll - Select multiple employees on Leave transactions report
Leave transaction report - NZ. Could this be changed to select multiple employees & to change the format so that there is a column for employee as opposed to grouping by employee. This enables easier reconciling through Excel. The Australian Leave Transaction report is ideal - could NZ's be made the same or similar.
2 votesThanks 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 & 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.
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Reporting - Receivable and Payable Credit Note reports
Create a Receivable and/or Payable Credit Note Report which lists all credit notes issued/received, and the corresponding invoice they are linked to. This will help as when a credit note is issued the status is 'paid', however if I want to do a review of invoices and days until invoice is paid, I want to be able to exclude items that have been credit noted.
3 votesThanks for sharing your idea.
For now, the closest thing we have is to use the Receivable/Payable Invoice Detail (or Summary) reports.
You can use the Filter option on Source, to only show credit notes. However, the existing reports don't show the invoices/bills they're allocated to.
It's now 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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Contact Report - Reports with entity classification and DBA info
When pulling a Contacts report (expense by vendor, cash payments made to vendors, etc) out of Xero, please add the ability to "turn on" more fields from Contacts. For 1099 purposes, it's crucial to see "business entity" selections and "DBA names" (IRS-registered business name) when preparing the 1099 report. I know you can see this info within the 1099 report, but looking at one contact at a time is not efficient.
1 voteHi Nikki! Thanks for sharing your idea, and letting us know the changes that matter most for you. We can see why this feature would be useful when you want to see what entity type the contact is.
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 | PDF Preview - Enhance scroll and zoom behaviour
The PDF preview pane is fantastic... except a page can be lengthy and it doesn't let you scroll on it.
If I hover my cursor on the PDF preview and scroll (using the scroll wheel of my mouse), it zooms. I almost never need to zoom on it. If I needed to Zoom I would hold control and scroll, like I would on any other browser page.
I have to move my cursor to this skinny panel either side of the page to be able to scroll, or grab the skinny scroll bar (to the right, not the left).
Get…1 voteAppreciate your feedback, Sam. We don't have any immediate changes planned to the zoom and scroll behaviour of the reporting preview. For now we'll track interest your idea receives here and update if there's any progress around this.
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BAS - Include unfiled amounts when producing custom date reports for BAS audit purposes.
I currently can't export the quarterly activitiy statement due to too many transactions so produce monthly reports via custom date reports, however there is no option here to include unfiled amounts and therefore the reports are not matching the quarterly statement amount.
1 voteAppreciate your idea about BAS reporting, Michelle! It’s great to hear how including unfiled amounts in custom date reports could help with your audit workflow.
We’ve moved your idea to Gaining support, so it’s now open for the community to vote on and discuss. The more you can tell us about how this would fit into your workflow, the easier it is for others to see why it matters and for the product team to understand the impact.
Thanks again for getting the conversation started.
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