19 results found
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Include tax dates as reporting date option
When running reports, for the date range within the drop down, have 'last tax year' and 'this tax year' as options. Similar to the this and last financial year.
Makes running reports for dividends, trivial benefits, payroll etc, much faster and better flow of information for accountants and clients.
Should be a simple task for xero and will have a positive impact on all users.
21 votesHi Everyone, thanks for supporting this idea. It sounds like you're referring to how you can apply a date ranges to reports?
Most reports in the UK version of Xero already allow you to set a range from the drop down, such as last/this month, last/this quarter, last/this financial year.
Is there a specific report where you're not seeing this option?
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Multicurrency report options - ability to change base currency on a report level
Ability to run detailed transaction and other reports translated to another currency.
When you are running a multinational business, the ability to convert all data back to 1 currency for reporting is invaluable. Though the entity may trade in one currency, being able to report in another is also important.
Also, looking at the detailed transactions for analytics is important but difficult when it's in a foreign currency. Having a multicurrency TB for export/import and reconciliations would also be handy.
7 votesHi 👋 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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Profit and loss report to include GST option
Can you raise an enhancement request for the P&L report to give 2 options- Includes GST and Excludes GST to give an option to the user(similar to the current option of Cash or Accrual)?
If a user selects "Includes GST ", a new line item gets added showing the GST account, else default option is "Excludes GST " meaning no change to the current report.5 votesHi 👋 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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How can we produce a report showing all of our clients that have made a personal super contributions (label D12 in their tax returns) in the
How can we produce a report showing all of our clients that have made a personal super contributions (label D12 in their tax returns) in the 2025 year so far for all lodged returns?
3 votesHi 👋 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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Show the ABN on aged debtor and creditor reports
It would be great to have the ability to display the Customer/Supplier ABN on reports with the contact's name.
3 votesHi 👋 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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"Last week" common selection date range
When selecting a date range in reports, please can a "last week" / "this week" common date selection be added?
1 voteHi Arthur, is there a particular report you'd find this selection most useful for? It's unlikely we'd add this as a common date range across all reports at once - it'd be good to better understand the reports this would be most helpful for you on. Thanks
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Reports - Highlight previously viewed transaction on list/report
Restore function where the previously viewed transaction is highlighted in a darker or different colour so you know where you are on a list of transactions. It used to be there but it has now gone :(
2 votesHi 👋 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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There are two concerns regarding XERO Blue Report extraction. One is to apply a page break after each ledger when extracting general ledger
There are two concerns regarding XERO Blue Report extraction. One is to apply a page break after each ledger when extracting general ledger details while selecting all ledgers. The other is to extract the transaction list by edit period. This will be helpful in identifying differences between the same report taken for two different periods.
2 votesHi 👋 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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Allow users to export the data behind the report, not just the report itself.
If each report had the option to export the transactions used in the report, with the transactions showing all the data that was input, including tracking categories, the limitations of just about every report available would have a workaround.
As it wouldn't be a report, but a data dump, it wouldn't need any formatting.
This capability was just about the only thing that redeemed Sage 200 reporting.
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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Stop shifting dates for reports with custom periods
PLEASE DO NOT CLOSE THIS ONE JUST BECAUSE YOU MISUNDERSTAND
Reports with custom periods currently have their dates 'shifted' every month or quarter (yes, they do, no matter what 'Xero support' say - unless that has been fixed, of course). This shouldn't happen, as they do not use relative dates (they should be fixed, at least by default). This is either a bug or bad design.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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Native "Profit and Loss Detail" Report
Direct Profit and Loss Detail Report with Tax Columns (Match QuickBooks Functionality)
- The Feature We Need
We need a dedicated Profit and Loss Detail report. This should be a single report that shows every transaction, grouped by account, including the Tax Rate and Tax Amount for every line. It should look and work exactly like the "Detail" report in QuickBooks Online.
- Why the current "Account Transactions" report is NOT helpful Xero often tells users to use the Account Transactions report as a workaround, but this is not a proper solution for these reasons:
Too much "Cleaning" required: The Account Transactions…
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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Link Notes Back to Statements
Can you please add a link the note that takes us back to the statement it relates to? i.e. when we click on the note number in the statement, it takes us to the note. Can we get the reverse done too? Then we can more easily check that the note reconciles with the statement figure.
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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profit and loss
Would it be possible to have the current P&L have the option to be formatted better? As I need to separate P&L for different accounts that have been created on the COA (tracking is not an option).
When I make a blank report, I want to merge and follow the same format as the standard P&L, when I make a custom one, it looks terrible lots of additional lines and the headlines are to the right while the sub headlines are to the left. When I want to add a formula, I cant fully separate this and causes confusion 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.
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Tab toggle and Review Comments
Add tab toggling over 2 windows so that one can make back-end amendments and go straight back to reviewing an accounting report.
To supplement month-end/year-end review and sign offs, add a feature for Review Comments and Tracking.
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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I would like to see report codes made available to non-partner users
Iou'd like to see report codes made available to non-partner users.
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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year to date
It would be nice to be able to select "year to date" when choosing comparison periods of quarters or months on the balance sheet and profit and loss statements. Right now the only way to do so is to manually do the math on how many months back the fiscal year end began, which is especially inconvenient for entities with non-calendar year ends.
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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I am advocating for a graph showing cumulative revenue for each month of the year compared with past years. It is actually a simple graph t
I am advocating for a graph showing cumulative revenue for each month of the year compared with past years.
It is actually a simple graph to produce.
It is quite a useful graph as it provides an early warning of what needs to be done now so that whatever needs to be done can be done within the time frame. An easier way to say this is that it provides early information in order for us to act on time.
I only advocate that this be done for revenue only and not for anything else as the idea of the…
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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Allow "Future date" for planning on reports. Example: Income Statement (Profit and Loss)
The reports pick up transactions only up to the current date, regardless of the date range specified in the report.
For example, I use the income statement (profit and loss) as a useful report for my fiscal year close out, where I'm trying to minimize the income from the business by purchasing products and services I need in the coming year or paying myself to convert to personal income. When running depreciation on fixed assets, the depreciation expense is posted for the end of the month, and as a result is not included on the income report.
The date selection…
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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Tax Rec - has been changed but doesn't work for NZ
For NZ tax calc we reconcile to the figure after Dividends and tax expense. I see that there has been an update done (I am assuming for Australia) which is not suitable for NZ. Can you have an option for the tax amount to be either pre or post?
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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