679 results found
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MTD VAT - Show MTD VAT reports after downgrade to Ledger plan
Historical MTD VAT reports can't be seen after subscription downgrade!
We have just realised that we have lost access to a client's MTD VAT reports after their Xero subscription was downgraded to ledger after de-registering for VAT and becoming dormant. We can see all their pre 2019 VAT reports under "Filed with HMRC" or "Published" but there is nowhere to view the subsequent MTD returns and the detail behind them. Not great when you are preparing a final set of accounts prior to dormancy.
These reports may well be needed in future in the case of a VAT inspection or…
3 votes -
Reporting: Excel Export - Adjust default row height on exported reports
When exporting reports to Excel they are coming in with very narrow row heights. By Default Excel will create a row height 4 points larger than the font. Eg: default font is 11 points and row height is 15 points. If I increase the point size, the row height increases.
My exported reports have the general data at 9 points but the row height is at 11 points - and I'm constantly having to modify my spreadsheets.
It appears that Xero believes that a 2 point difference between font size and row height gives enough white space to make the…
1 voteHi Karen, we wanted to share a quick update regarding the idea to adjust the default row height on exported Excel reports.
This idea is now classified as Gaining Support, and we’re continuing to monitor it as part of our ongoing efforts to improve reporting features.
To the community, if this improvement would benefit your workflow, please feel free to vote and share your thoughts.
Thank you for contributing your ideas!
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Reports - Re-order columns and rows using cut & paste
Instead of dragging rows and columns (which takes forever when you have long reports), can you implement a cut and paste instead?
1 voteHey Rachael, we’ve updated this idea's status to Gaining Support. This feature could simplify customising reports by offering an alternative to drag-and-drop, saving time when working with larger reports.
If you’d like to see this improvement, please vote or comment to add your voice. Community feedback is essential for ongoing enhancements at Xero.
Thanks for participating in the Xero Product Ideas community.
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Reports | Budget Variance - Add line highlight
As someone who is colour blind, I find the Budget Variance Arrows are similar / same colour which makes viewing budget variance at a glance a challenge.
It would be great to have an option to have lines highlighted a colour if above/below budget instead. Even better if this colour option was customisable.
5 votes -
Report's - GST Audit report, option to print PDF version by Account number
When reviewing the GST Audit Report we are able to sort by account number, but when printing in PDF it reverts back to date sort order. Can we have an option to print to PDF in account code order.
107 votesHi everyone, as you may have seen in recent communications - We've rolled out a new and improved New Zealand GST experience.
While we've made many changes, we want to be open that transactions will only print in date order. This isn't something we have plans for changing in the near future and we'll move the idea to not planned. If our position of this changes at any point we'll be sure to update you of this here.
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Reporting - Consistency in the default naming convention for dates
I know this is not critical for the reporting accuracy of Xero within, but it would be a great help to those who extract many times a report from Xero and have multiple clients handling. I hope Xero Support can find ways to be consistent in their naming convention by default. And not overriding names thru Report layouts. Thanks!
6 votesAppreciate sharing your thoughts on date conventions used across reports in Xero, Danmark. While there's standardisation across the way dates are shown across Xero, there can be slight differences based on region, as well as the period being reflected.
For example all regions excepting US will show date format as Date Month Year, where-as US will be formatted as Month Day, Year.
When Xero reports for a general period like an entire month or year this is abbreviated to the shortest date format that represents that period e.g June 2025 or 2025 respectively, however when running a report for a singular 'as at' date the entire date is shown such as 13 June 2025.
While I appreciate it doesn't mean a change to the formatting that you're requesting here, hopefully this sheds light on where date formatting may differ and gives more assurance that there's a structured approach to how…
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Reporting - Custom Complex Formulas
Ability to create custom formulas in reporting, specifically to be able to (+) some accounts and (-) others. Support referred to this as custom complex formulas, but it is a simple formula. We just need to be able to customize them.
10 votes -
Reporting - Sankey Diagrams
I would like to suggest adding the capability to generate Sankey diagrams within Xero. Sankey diagrams are highly effective in visualizing the flow of resources, such as money, energy, or data, through different stages or categories. They could be used to illustrate cash flow, revenue distribution, and expense breakdowns in a more intuitive and engaging way.
By adding Sankey diagrams, Xero could offer users a more dynamic and insightful view of their financial data, helping them better understand how money moves through their business, leading to improved decision-making and reporting.
6 votesInteresting idea and good to hear the different visualisations that'd help our customers understand their business, Paul. This isn't something we have immediate plans for but will be good to get a understanding of the interest from the community here.
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Reports - "Find a Report" search (from 'Home' tab) returns results from all tabs
Quality of Life suggestion:
At present, typing in a report name into the "Find a Report" search-box will only give you a return if you're in the correct tab (eg. searching from the 'Home' tab will not return any 'Custom' or 'Drafts' reports).
I suggest that reports from other tabs be included, at least when searching from the 'Home' tab, with an icon/heading to distinguish the tab-origin of the report.
(I appreciate 'Published' and 'Archived' returns could run into the hundreds, so perhaps a toggle/filter would suffice to omit/include those returns as desired)
1 voteHi Jonathan, thanks for this fantastic 'quality of life' suggestion. We really appreciate you taking the time to detail not just the idea, but also how it could work in practice.
We've reviewed your proposal to enhance the "Find a Report" search box so it returns results from all tabs – like 'Custom' and 'Drafts' – not just the one you're currently viewing. We can see how this would make finding the right report much faster.
Your idea is now open for other members of the community to support and add their thoughts to. Along with votes, others can now comment on how a global search for reports, perhaps with the filters you suggested, would improve their own day-to-day workflow.
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Reporting - Run P&L / Income Statement in Amount order
I would like to have the option to run an income statement with categories sorted by Descending/Ascending order and not just alphabetical.
4 votes -
Reports - Option to export as CSV
Currently all reports can be Exported to PDF, Excel or Googlesheet. Please add an option to export to CSV. This file would not have report headings, just column headings.
When exported data is to be imported into another system it is time wasting to have to remove the heading lines and convert the file to csv.
Seeing that Xero requires all it's import files to be in csv, it's odd that this is not an option for the reporting side of things.7 votes -
Aged Receivables - Include credit limit
We would like to see the credit limits included in the Aged Receivables Details, as well as in the Summary. This way, when we are working with detailed reports, it will be easy to see if a customer has exceeded their limit without having to run a separate report.
The amount could be placed as an extra column on the total amount of each client in the report.10 votes -
Reporting - Update Custom reports for change in chart of accounts
When a custom P&L is created it does not update if there is any change in the chart of accounts. For example, if we move a nominal from the P&L to the BS it will still show in the P&L if the custom report was created before the move. This is a major flaw and when raised with Xero we are told to just re-do the custom reports, some of which take a long time to do.
7 votes -
Sharing Economy Reporting Regime Report (SERR)
The ATO has announced a Sharing Economy Reporting Regime Report (SERR) where all Sharing Economy businesses also known as 'EDP operator' (electronic distribution platform) also known as "Intermediary" are required to report twice a year. When will this Report be prioritised by Xero?
1 vote -
Reports - Include name of user in account transaction report
Name of user in account transaction list - Would it be possible that the username of the person who edited or created a specific transaction be visible when downloading the account transaction? This is to make it easier to track who updated the information.
6 votes -
Aged Payables Report - Group by Planned Date
Allow the Aged Payables Report to be grouped by the Planned Date.
2 votesHi Alison, while there's no direct option to group by Planned date in the Aged Payables Detail report atm, if you change Group to None, once run you can click the Planned Date column header within the report to re-order by this field and it'll group all payable invoices by Planned Date.
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Income and expenses by contact - Filter using tracking category
We run multiple branches out of one Xero ledger. We find the income and expenses by contact report very handy to track sales data, however it would be much more useful if we were able to filter by tracking catagory (for our instance we track branch locaiton).
11 votes -
Reports - Change the position of group totals in custom layouts
At present we are able to edit the layout of reports by rearranging, creating formulas, and grouping accounts. It would be INCREDIBLE to be able to customize the following.
1) Group font (size and boldness only)- right now it defaults to a much larger BOLD font than the underlying accounts. It would be nice to choose these sizes and weights
2) Customize the Group Total's Location - at present it shows only as an additional labeled row with the corresponding total. It would be a neater presentation to just have the group total show right in line with its main…
2 votesHi Michael we're grateful for your engagement here, however we ask that each post is contained to a single idea for a feature.
We've identified that there are existing Xero Product Ideas relating to customising fonts and styles in reporting, and collapsing and expanding account groups. We've gone ahead and added your vote to these ideas, so that we can gather support and gauge interest for these ideas separately.
We've also adjusted the title of this idea to reflect your suggestion to change the position of group totals in custom layouts. This idea can now gather support through votes and comments from others in the community.
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AU Tax - Schedule EFT reconciliation reports
Provide the ability to schedule requesting on a daily basis the EFT Reconciliation reports in XPM, currently being a manual request locked behind Business settings permissions.
Provide also the resulting reports in either a Custom Reports area or standard reports so admin staff without the Business Settings permissions can view the ATO EFT reconciliation reports, filtered by date and Tax Agent Number. Possibly add a permission to view these reports as a separate permission.11 votesThanks for supporting and sharing with us how scheduling of reports could enhance your workflow. While we don't have immediate plans for this feature, we have a pulse on the ideas for this in community here and will be sure to update if there's any change to automate these for you.
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Profit & Loss - Separate Expenses
Separate the INCOME TAX EXPENSE from the normal operating expenses in the Profit & Loss Statement. for example:
- Net Profit Before Tax
- INCOME TAX EXPENSE
- Net Profit After Tax
This is the basics of accounting apps.121 votes
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