903 results found
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Report Templates - Add Tracking summary report
add more reports into report template, for example payroll report and tracking summary. Thank you.
109 votesHi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
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XPM Report Builder – Access individual rental property schedule line items and property-level fields
XPM Report Builder – Add Detailed Rental Property Schedule Fields for Practice-Wide Reporting
It would be extremely useful if Xero Practice Manager Report Builder could access and report on the detailed rental property schedule information already contained within Individual Tax Returns in Xero Tax.
At the moment, the only rental property information available through Report Builder is the aggregated Net Rental Profit/Loss (Net Rental Income) at the individual tax return level. The underlying property-level rental schedule details and individual income and expense amounts are not available for reporting.
We would like Report Builder to allow practices to extract rental property…
8 votesAppreciate you bringing this to the community. The key request is to make property-level rental schedule data available in Report. This could make it easier to review individual properties across a practice, particularly where clients have multiple rental properties or different types of rental expenses.
I’ve updated the status to Gaining Support so we can continue tracking interest. Add your vote and let us know which rental schedule details you’d like to see available.
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NZ GST - Automatically generate draft bills or invoices when filed
After filing a tax return why not automatically add it to the bills to pay section of the dashboard as you already have all of the information??
17 votesHi everyone, appreciate the detail you’ve all shared around this. We understand you’re looking for GST lodgements to automatically create the related bills or invoices in Xero, so your tax obligations are reflected in your accounts without manual steps.
Having this connection between GST filings and transactions could help make reconciliation and tax workflows more seamless.
We’ll continue to track feedback and interest from the community for this idea for our Product team's assessment.
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AU Tax - Separate the permission to 'Pre-Lodge' tax returns
Please segment out the user permission for the ability to pre-lodge in tax returns to a separate, granular security option, so that we can nominate specifically by user who is able to pre-lodge to the ATO, given this transmits data to the ATO (and we would like to restrict this so it is completed only by certain users and at certain stages of the preparation process rather than 'too early' when the return is still very much subject to review and change).
17 votesHi everyone, thanks for helping us understand your workflow needs.
We can see how having a separate permission for pre-lodgement could help practices manage access more effectively and better align with their internal review and approval processes before information is sent to the ATO.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how more granular permission settings in Xero Tax could support different practice workflows.
Please keep sharing your votes and examples of how this could work for your team.
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New Manual Journals - Use 'Enter' for keyboard navigation to next cell
The new manual journals screen doesn't allow enter as a navigation button - would be great to use this considering it's on the number pad of a keyboard and is the fastest to click to the next journal cell.
Low contrast bright whiteness aside (obviously we all hate this) - there needs to be a way to compact the journal lines somehow as we can only see 24 lines (may vary for others) on a full screen and we need to be able to see the DR/CR balances at the bottom.
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.
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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MTD for ITSA - Submission Confirmation
I note that HMRC does not offer a submission receipt for MTD for ITSA. Could Xero generate a PDF stating that the return has been filed, as other than taking a screenshot we have nothing we are able to send to the client confirming the return is submitted
8 votesThanks for sharing and supporting this idea.
We can see how a formal submission confirmation for MTD for Income Tax would be helpful, especially when you need something more suitable than a screenshot to share with clients as proof a submission has been made.
We’ve moved your idea to Gaining support so other community members can vote and add detail on how they’d use this. That feedback helps our product team better understand the demand and the impact this would have in practice.
If there’s anything specific you’d want included on a confirmation document — for example the filing date, business or taxpayer name, period covered, and submission status — feel free to add that in a comment, as it gives the team more context to review.
We’ll keep you updated here if there’s any change.
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Xero Analytics - Add widget to track actuals vs budgets
When we're looking at Xero analytics page, we would like to be able to clearly track our income against our budget.
We also we would like to be able to track our net profit against a KPI line.49 votesHi team, with Xero Analytics you can use the Business Health Scorecards to track your net profit against a KPI line.
You can choose a pre-built KPI, or create your own, and assign a target to track against that KPI.
If you'd like you can also, display this as a widget on your Analytics dashboards, to visually compare your KPI to the target line.
We appreciate those that have voted here are also looking for the ability to rack actual v budget and will continue to track the interest here and share further updates. Thanks
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New Manual Journals - Increase width of Title field
In the new Manual Journal screen, please widen the Journal Title field. It is currently so narrow that longer, descriptive titles cannot be viewed while they are being entered.
Screenshot 1 shows the limited visible space in the field. Because I cannot see the full title as I type, my current workaround is to draft it in Notepad and paste it into Xero. The full title then appears in the page heading, as shown in Screenshot 2, but it still cannot be reviewed properly within the actual field.
There is a substantial amount of unused horizontal space in the new…
10 votesThanks for sharing here, Julie. Our product team are monitoring feedback on the new manual journals experience closely.
For now, we'll get a sense of the wider interest in your idea and I'll make sure to let you know if there are any updates.
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NZ GST - Add "Make Payment" Option When Filing GST Returns
When a GST return is filed through Xero, it would be great to have a "Make Payment" option. As Xero already connects to myIR to file the return, this seems like a logical extension of the existing integration and would mirror the payment option available when filing directly through myIR.
8 votes💥 Thanks for sharing this idea and letting us know that the addition of adding a Make Payment option when filing NZ GST returns could make the process more seamless by reducing the need to switch to myIR. This idea is now open to the community to vote and add a comments. More votes and real-world examples will help demonstrate the demand and the different use cases for this improvement.
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AU Tax - CGT exemption codes for Trusts
Cuurently, if there was a capital gain in the tax return with an exemption that has been added through a CGT worksheet it is not being shown on the printed version of the return at item 21. And further this exemption code is not being transmitted to the ATO. This needs to be amended as lodging the return without these codes means we are lodging falsy misleading tax returns. If this is happening for companies and super funds this will also need to be fixed for their returns as well.
7 votesThanks for bringing this idea to the community. We understand the request for CGT exemption codes to flow automatically from the worksheet into the relevant return fields and ATO lodgment data.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this is something you’d find useful, add your vote and share your experience.
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Account transactions report - Option to group by MONTH
Account Transactions report - add functionality to group by MONTH so that there is a visible break between the data / transactions shown between (for example) January 2026 and February 2026 (if the report is run for the period 1 January 2026 to 28 February 2026 in this example).
16 votesThanks for sharing, Deon. Appreciate how this would be useful for your business and getting an overview of transactions within a period.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.
We'll keep a track on the interest your idea builds here and share if there is any progress.
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AU Tax - Report Builder filter by sign status
Create a report that includes Sign Status. However, when I try to set it up, the only option available in the dropdown is Client Status.
I would like Sign Status to be added as a selectable field in the report filters to make the report more useful and easier to manage.
9 votesThanks for sharing this idea, Anjellyn. We understand the request to filter reports by e-signature status. Having these statuses available as report filters could make it easier to track outstanding signatures across client tax returns without checking each return individually.
We've updated the status to Gaining Support so we can continue tracking community interest. If this would help your workflow, add your vote and let us know how you'd use it.
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Manual Journals list - Ability to set default for number of journals shown
Currently when you go to Journals, there are 25 journals showing. I have to constantly change this to 50 or 100 to view journals.
Can this default be changed to say 100?6 votesHi Catherine, it sounds like the key suggestion is for Manual Journals to remember the selected page size, so users don't need to switch from 25 to 50 or 100 each time.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd like the setting to work.
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Posting Details / Audit Report & Supplier Statement Reconciliation
Bookkeeping Controls & Reconciliation
I would like to suggest two features that could significantly improve bookkeeping accuracy, audit review and reconciliation in Xero.
- Posting Details / Audit Report
A report to identify what transactions were entered into Xero, when they were entered, which accounting period they relate to, and who entered them.
Two separate date filters are required:
Created/Posting Date: When the user actually entered the transaction in Xero.
Transaction Date: The accounting date given to the transaction.The report should cover:
Purchases and credit notes
Sales and credit notes
Manual journals
Bank transactionsKey columns: Posting Date, Transaction Date,…
5 votesThanks 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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Exportable “InvoiceNow Success Report” at Xero Organization & Invoici App Level for IRAS GST Reconciliation
Exportable “InvoiceNow Success Report” at Xero Organization & Invoici App Level for IRAS GST Reconciliation
🚨 The Problem:
Currently, the Invoici app dashboard lacks a reliable way to isolate and extract sales invoices and purchase bills that have been successfully transmitted to IRAS via InvoiceNow.
• Flawed Filtering: Unchecking "show failed" and "show not submitted" still displays transactions marked as "document validation failed" (typically non-GST bills where "no tax" was intentionally selected).
• No Export Option: There is no way to export this filtered information from Invoici into Excel.
• In XERO, insufficient Audit Trail: Currently, successfully transmitted details to…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.
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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Quotes - Ability to send delivery note upon quote acceptance
A way of converting quotes accepted into order acknowledgements and / or delivery notes before creating the Invoice would be helpful. I use a work around with templates, but it shows prices which you don't really need or want on delivery notes and the attachment PDF is still labelled as a quote.
16 votesHi Rob thanks for sharing this here. We can see how having an order acknowledgment or delivery note upon quote acceptance could be useful to have. We will open this idea up to get more support from the community. Just to add on to your last two points, you can edit the way the PDF attachment shows. You can also create DOCX templates, so that the price does not show. If you require further support with this, please do not hesitate to raise a case with our support team.
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Fixed Assets | Depreciation - processing without posting journal
You can run depreciation, without posting the journal entries (so it rolls over to the next financial year without changing the current financial year accounts).
10 votesHi Katrina, 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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Profit and Loss - Present accounts in order of value
Our board have frequently asked that our management accounts/Profit and loss etc is displayed not in alphabetical order but in order of value. Currently, I manually change the order but this takes far too long.
10 votesHi Liz, thanks for your suggestion. We understand that being able to sort Profit and Loss lines by value could make it easier to highlight key income and expense areas when reviewing reports.
For now, you can use Edit Layout in the Profit and Loss report to manually reorder accounts and customise the report layout.
We’ve moved this idea to Gaining Support so we can continue tracking interest and share your feedback with our teams.
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Reports - Ability to include any reports into the Management Report pack
Flexibility to select what reports are included in a report pack, e.g., Payroll Employee summary
Hi Team.
I’m struggling to understand why Xero hasn’t resolved this issue. What technical limitation prevents certain reports from being included in a custom report pack, especially when other reports in the same reporting window are available for selection? The process doesn’t seem particularly complex, so it’s unclear why this remains a problem.Since the reports are generated individually and not merged, it should be possible to allow users to include whichever reports they need in a custom report pack.
Given the substantial subscription cost,…
8 votesHi Pieter, thanks for starting the conversation around this. Being able to include additional reports, such as the Payroll Employee Summary, in Management report packs could make it easier to create complete management and client reporting packs without needing to combine documents manually.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If there are other reports you'd like to include in the report packs, let us know which ones would be most valuable for your reporting workflows.
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Managed Fund Schedule for Company Tax Returns
Please add a managed fund schedule to the company tax return workpapers, similar to the schedule available for individual returns. This would provide a structured way to enter managed fund distribution components and automatically populate the relevant sections of the return, reducing manual calculations and improving accuracy.
4 votesThanks 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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