907 results found
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MTD - Bring through HMRC reference within Xero
On HMRC ASA there is a list of clients signed up for MTD for IT with references starting 'X*IT'. These references should be available to Xero so it would be good for that reference to show in Xero within the MTD tab
8 votesThanks for raising this idea with us, and we are happy to move this to Gaining Support. However we would love if you can give us more details on how this would look, and how this would improve your MTD for IT experience.
You can share this idea with your friend and colleagues so they can vote and comment. This will make it easier for the Product team to gauge community interest in the idea.
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Reporting - Show date/time stamp when report was run in header of spreadsheet
Currently, It prints TITLE, COMPANY, DATE/ PERIOD. Please can you add to DATE/ PERIOD 'as @ TIME OF PUBLISH'. This would solve issues where I am looking at two identical spreadsheets but am unable to tell which is up to date.
12 votesThanks for sharing this suggestion — we can see how adding “as at time of publish” to the DATE / PERIOD would make it much easier to tell which published spreadsheet is the most up to date when reports look otherwise identical.
We’re moving this idea to Gaining Support so we can keep tracking interest and feedback from our community. While we can’t make any promises about if or when this might be added, the support and examples shared here help our product team better understand the impact and usefulness of this change 💥
If there are any updates to share, we’ll post them here.
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Reporting - Include column headers on every page of multi-page report exports
As I inquired on how to modify a report to allow for printing the column headings on multiple pages, Xero Support told me that I should "export the report and add the headings on page breaks".
Come on, Xero. That response was like a QuickBooks response! Surely someone at Xero must realize that when a report spans multiple pages, the user frequently may need to refer back to page one to be sure they understand what the numbers they are viewing are related to. Multiple page reports SHOULD have the column headings repeat on every page the report prints on…
4 votesThanks for raising this idea, Alan. We can understand how including column headings across every page of a printed or exported report could make longer reports much easier to read and review.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your reporting workflow, add your vote and share which reports you use most often where repeated headings would be most valuable.
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CIS - CIS Materials Income account
When setting up Xero for a registered Subcontractor it would be really useful if Xero automatically created a revenue code for CIS Materials Income, like it does for CIS Labour Income.
When setting up a registered Contractor, Xero automatically creates CIS Labour expense and CIS Materials Purchased. But for Subcontractors to invoice CIS Materials Income they have to create their own code. But this is not mentioned in the support articles.
If Xero cannot add this code to the Subcontractor CIS set up, then can they at least add guidance in their support articles please.13 votesThanks for your feedback on CIS account setup for subcontractors. We appreciate you highlighting how this could improve the setup experience.
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 - Freeze header row
Would it be possible to freeze the header row on the screen when running reports.
61 votesThanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, 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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Manual Journals - Ability to archive repeating journal
Archiving repeating journals
We have had a number of repeating journals over the years. We have gotten to the point where when we want to update these journals, we have to trawl through these. It would be nice to archive the ones we don't need any more so we can just see the ones we need.12 votesHi team, appreciate raising this idea with us. As noted by others right now it is possible to delete a repeating journal.
If you need to repeat the journal again in the future you could turn one of the previously posted journals into a Repeat journal to start this up again.
We don't have any plans for adding an archive option in the short term but will continue to watch the interest for this here.
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Custom Reports - Allow richer layouts and formula outputs
Custom Reports Formatting & Formulas
1 - more options like spacers (not just page breaks), lines, section dividers
2 - text box more flexible = between lines, not just at the beggining and end of the whole reports
3 - allow formulas to display text results (if statements), not just numbers5 votesHi everyone, thanks for sharing your feedback here. We understand why having more flexibility in custom report layouts and formulas could help create more tailored reporting outputs.
The idea is to provide additional formatting options and expanded formula capabilities, allowing users to build reports that better align with their reporting needs.
We’ll continue tracking engagement and feedback from the community here.
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UK Tax (self-assessment) - a "completed button" for each tax return section/schedule
It would be helpful to have a check box for each section of the tax return that marks it as completed so you know what is done and what still needs to be done.
We find that we have to continually go back and check which sections are completed and which are not which can be time consuming, especially if you are working on multiple tax returns at once or if you are going between tax returns waiting on information from clients. An overview of some sort or a check mark beside each schedule would be very helpful.
3 votesThanks for sharing this idea, I can see how a clear way to track which sections of a tax return have been completed would be especially helpful when you're working across multiple returns or waiting on client information.
We've moved your idea to Gaining Support so we can gauge community interest and better understand how many others would find this helpful in their workflow.
If this would make a meaningful difference for you, it would be great to hear more about which schedules or stages are the hardest to keep track of today.
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Fixed Assets - Tracking Category column
On the Fixed Asset Register can there be a column for showing Tracking Catergories?
We deal with clients in the Hospitality Industry and a portion of them operate multiple sites.
It would be handy to have an option in the Fixed Asset Register so we can quickly identify which assets belong to Pub A, Pub B, Pub C etc.
The inclusion of a filter to only show the Fixed Assets of a particular site would also be a huge benefit.
We know that the Register can be exported to Excel which will show the Tracking Catergories but something within Xero…
25 votesThanks for sharing your idea about the change you'd like to see on the Fixed Assets page.
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 about how this would improve the page for them, too!
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Fixed Asset - The investment boost should be excluded if the purchase date is before 22 May 2025
The investment boost should not be included if the purchase date of the asset is before 22 May 2025. I have tested this and if you choose the option for investment boost, Xero still applies investment boost to the asset despite the purchase date of the asset being before the entitlement date. This seems a lot easier to fix than a lot of improvements made to Xero.
3 votesThanks for sharing this idea with the community, Nicola.
We understand the request for Xero to prevent the Investment Boost option from being selected for assets purchased before 22 May 2025. Adding a date-based restriction could help reduce the risk of applying the deduction to ineligible assets.
In the meantime, you can review the Investment Boost selection for assets in Accounting > Fixed assets and update any incorrect settings manually.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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Company Accounts - Pulling resignation dates from Companies House
For Company Accounts - the directors feed from Companies House and include the resignation date in the Company Information section of the accounts. However, the final report doesn't include the resignation date against the director. Whilst, there is obviously a work around to include the date as if it's part of the directors name, it relies on manual intervention and given the information is already there, it seems odd that it isn't automatic.
3 votesThanks for taking the time to share this idea — we can see why this would be helpful.
We've now moved this idea to Gaining Support 🌟. This means we've recognised it as a valid feature request and we're now gathering feedback from customers to help us understand the level of demand and the impact it’s having.
We agree it would make sense for the resignation date to flow through automatically into the final report when that information is already available in the Company Information section.
At the moment, this isn’t done automatically, so the current workaround is to manually include the resignation date in the director details where needed for presentation in the final accounts.
If this is something you'd like to see improved, please add your vote and any extra detail about how it affects your workflow. That helps our product team better understand the demand and the use case.
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AU Tax: superannuation Income Stream
When Superannuation Income Stream information is imported from ATO Prefill, the amounts are automatically included in the individual's taxable income calculation. In some cases, this treatment is not correct, however there is currently no option to retain the imported schedule while excluding the income from taxable income calculations.
Attempting to adjust the schedule can result in validation errors, leaving deletion of the entire schedule as the only practical workaround. This removes useful prefill information and reduces the audit trail within the return.
2 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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Reporting - Profit and loss report to show transactions including and excluding GST
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.7 votesThanks for sharing your idea, and letting us know the changes that matter most for you Nelson!
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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UK VAT - Flag foreign suppliers for UK Reverse Charge reporting
For the purposes of calculating UK reverse charge, it would be useful if foreign suppliers could be 'flagged', allowing a report to be run that would show all payments to foreign suppliers within the quarter. Using currency to search for foreign suppliers is not sufficient, as sometimes the payment is via credit card, and sometimes the payment is in sterling (such as to Guernsey).
3 votesThanks for sharing this idea 💡 We’re moving it to Gaining support so we can gauge community interest and understand how broadly this capability would benefit Xero customers, particularly those who need to identify payments to overseas suppliers for UK reverse-charge reporting. Please continue to vote and share any additional examples or use cases in the comments. Your feedback will help us better understand the need and level of support for this request.
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Contacts - Add or assign contacts to contact groups directly from within the contact record
It would be nice to be able to attach customers to groups within the contact details screen. Due to the way Xero works, every single customer has to be attached to at least two different groups for reporting purposes. I have one group called Customers so that I get every customer an no other entities in reports. The next I have to attach the customer to a state since there is no availability to create reports of sales by state.
3 votesThanks for bringing this idea to the community. We can understand why being able to add a contact to a group directly from an individual contact record could make managing contacts more efficient, particularly when you're already updating their details.
At the moment, contact groups can only be managed from the Contacts list. From there, you can select one or more contacts and use Add to group to assign them to an existing contact group in bulk.
We've updated the status of this idea to Gaining Support so we can continue tracking community's interest.
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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?
18 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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US sales tax on purchases
If I record sales tax paid on purchases in the US, Xero reports that as a negative liability on the balance sheet. It should either be reported on the P&L or the line item it applies to should be grossed up on the P&L.
3 votesHi Camille, thanks for sharing this idea and the context behind it.
We can see how having a dedicated way to track US sales tax on purchases could make it easier to manage reporting, reconcile costs, and maintain visibility of tax paid to suppliers.
I've updated the status of this idea to Gaining Support, so if this is something you'd like to see in Xero, please keep on voting and sharing how this would support your workflow.
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Customer List
Please create a customer list report with options to list the fields in the contact details. The export sucks because one cannot filter it or choose the fields to export.
2 votesHi Suzette, are there any specific contact details that you would be looking to get in a report? If you can share a little more on your use case this will help when sharing back with our product teams. Thanks!
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Reporting - Excel export change behaviour of total row value where column formula used
If I have a report and a column is a formula.
When I export that report to excel, the column has the underlying formula in each cell.
The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.
A total row with an amount should always be the total of the cells above it. Never any other formula.
Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells…
2 votesHi Sam, really appreciate you coming into our Xero Support team about this so we could get a closer look into the behaviour that you've mentioned.
I've re-opened this and slightly adjusted the title of your idea now that we have a clearer picture. Just to highlight for others coming across - currently when you export a report to Excel the formula in the column takes precedence over the total calculation.
There are no plans for changing this at this time, however we'd like to get a wider sense of thew interest through the idea here so that our product teams can consider this in future planning. Thank you
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Export documents - Standardise export button location across all screens
Why is the export function in all different locations across many screens?
Standardize where functions are for easier user experience.
2 votesAppreciate you bringing this to the community. Having the Export button in the same place across Xero could make navigation more intuitive.
I’ve updated the status to Gaining Support so we can continue tracking interest. If this would help your day-to-day work, add your vote and let us know which location you’d prefer best.
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