900 results found
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AU Tax - Integrate live ATO client account balances to generate a consolidated 'Total ATO Debt' report
The ATO are pushing hard to collect debt, and as Accountants we want to keep a finger on the pulse of amounts owing to the ATO for our clients.
At this point in time, i am not aware of a report we can generate through the ATO portal which tells us ALL the debt which is owed by our clients, across all their accounts, Tax, GST, Super etc.
Yes there is an integrated debt report we can run, but it only shows the ICA debt. By accident if someone has an ICA debt and a tax debt both will appear…
2 votesHi Richard, thanks for sharing this idea. We understand how having a report that shows a client's total ATO debt in one place could make it easier for practices to monitor outstanding tax obligations and prepare for client conversations.
We'll keep on monitoring the interest on this idea. If this is something you'd like to see, please keep voting and let us know what information you'd like to be included in this report.
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Fixed Assets - Ability to set a default screen
When we enter into the Fixed Assets screen, the default should be the Registered tab rather than the Draft tab because that is the most commonly used screen.
3 votesThanks for sharing your idea, Kirsten. It's good to get this understanding from customers on the different flows they would find most useful. This isn't something we have direct plans of right now, but will start to get a sense of interest in setting a default screen here. I'l be sure to let you know if there is any movement around your idea.
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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?
2 votesHi 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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Projects - Add Project Field to Find and Recode Tool
The Find and Recode appears not to include Projects so where one wants to set the Project name in the invoice or bill field based on, say, the Tracking category (This is what we need to do) there is no option other than to go through every invoice and bill and set it manually.
10 votesThank you for sharing your idea and providing details on the desired improvements.
Your proposal has been reviewed and is now open for community support. To help it progress, we encourage you to circulate this idea among colleagues who stand to benefit, asking them to vote.
In addition to voting, community members can comment to provide further insight into the value this enhancement would bring to the Xero experience.
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Xero Tax (UK) | Increase the 1MB file size limit and allow multiple supporting documents
The supporting document for the Corporation Tax return is limited to one document of less than 1MB, which is sometimes not large enough for R&D claim supporting documents, even after compression.
2 votesHi Stephen, thanks for sharing this suggestion. We understand the value of having more flexibility for attachments to support tax filing workflows.
We’ve moved this to Gaining Support while we continue tracking the interest and feedback shared here.
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Statement of Cash Flows - Option to exclude Credit Card accounts from Cash and Cash Equivalents
Credit cards are setup to enjoy the benefit of bank feeds. But under reporting standards they are treated as trade payables. So that means at year end a work around needs to be added. Is there any chance you could setup the report so as to exclude credit cards? For those that need it the work around is
At the core is Xero’s faulty treatment of credit cards.
If we take the approach credit cards are trade payables (as per accounting standards) and not akin to an overdraft, then the work around for the cash flow statement becomes as follows.…
1 voteAppreciate you raising this idea. We understand the request for more control over how accounts are classified in the Statement of Cash Flows, such as the ability to prevent credit card accounts from being included in Cash and Cash Equivalents.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would help your reporting, add your vote and share when you’d find this most useful.
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Manual Journals - Date shortcuts to work with pre-entered date
When you use a date shortcut (eg +7) it DOES NOT WORK when using manual journals.
Here's a video demonstrating the problem: https://www.loom.com/share/6f035e84ebce42cab95c67dbbe65a608
I posted this feedback a few days ago and the reply from Xero admin was the function does work as designed, and since the thread is now closed, I've reposted with a video of me using the date shortcuts and demonstrating how they don't work.
1 voteHi TJ, thanks for sharing the short video - I can see what you mean here.
To clarify how date shortcuts work in Manual Journals, they’re based on the current date rather than any date already entered in the field. If Xero doesn’t recognise the shortcut you’ve entered, it defaults to today’s date.
If you want to enter a date from a previous month, the shortcut to use is “Date in a month”, as shown in our help table. For example, 8/Jun or 6/8 would enter 8 June 2026.
I understand the behaviour you’d prefer, so I’ve slightly amended the title of your idea. This isn’t something we have plans of developing for shortcuts at present but we’ll start tracking interest in this date shortcut behaviour from your post.
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Reporting - Add a quick part access to compare previous months on Balance sheet report
I thought it would be a good idea in the standard balance sheet (compare previous months)
If there was a tick / option to have this in reverse order
6 votesThanks for sharing your idea here Miriam, and letting us know the changes that matter most for you. As you may already know, currently the only way to achieve this is to click on Edit layout and arrange the order of the columns.
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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AU Tax - Pre-filling Children's Private Health Insurance
Why does Xero not pre-fill the Private Health Insurance information of someone who is on their family's PHI?
i.e. a young adult/teenager who is still on their parents health insurance. (Code F on the tax return).I am having to manually enter the information every time I create a return for one, which is frustrating given that the information is already on their ATO pre-fill report, and it prefills fine for their parents.
6 votesHi Emily! We really appreciate your feedback on this. At this moment, the information we pull is directly from the ATO exclusively for one sole return, and so won't automatically fill into the young adult/teenagers return as you've found.
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!
We'll keep an eye on any traction this gets in the community and will keep you updated if there are any updates. Thanks.
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Budget Variance Report - Dynamic Actuals YTD plus remaining Budget forecast comparison
The ability to compare two budgets is available but I want to be able to compare a full year forecast that is comprised of actuals YTD Plus budget for the remaining periods with the full year overall budget , this doesn't appear to be possible. Comparisons actual month v month budget, actual YTD v Budget YTD and Actual YTD+Budget v Full Year Budget are a standard requirement and currently not possible in XERO.
1 voteThanks for sharing this idea, Lorna. We understand the request to add a full-year forecast column to the Budget Variance report that automatically combines actuals year-to-date with the remaining budget for the year.
This would allow users to compare their projected full-year result against the original full-year budget directly in the report, without manually combining actuals and remaining budget figures.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your forecasting workflow, add your vote and share your use case.
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Reports – Add TIN and Address Columns in Reports for PH (BIR Compliance)
Hi Xero Team,
I would like to suggest a feature enhancement that would greatly benefit users in the Philippines.
Currently, when generating reports (such as Transaction Reports, General Ledger, or Contact-based reports), there is no option to display the Tax Identification Number (TIN) and registered address of contacts as columns.
Including TIN and address fields in report columns would significantly improve efficiency and accuracy in preparing BIR compliance reports such as:
- SLSP (Summary List of Sales and Purchases)
- QAP ( Quarterly Alphalist of Payees)
- SAWT (Summary Alphalist of Withholding Taxes)
At present, users need to manually extract or cross-reference this…
2 votesHi Georgia, thanks for sharing your idea, and letting us know the changes that matter most for you. We'll open this idea up to the community so they can share their thoughts and add their votes. In the meantime, please feel free to share this with your friends and colleagues who might find this feature useful as well. Cheers
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Reports - Cash basis income and accrual basis expenses on Profit and Loss report
For clients needing income tax done on a cash basis, the expenses needs to still be on an incurred basis. A Profit & Loss report is need to reflect this situation.
1 voteThanks for putting this forward. A Profit and Loss report that combines cash-basis income with accrual-basis expenses could be useful where the reporting treatment differs between income and expenses.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If you use this type of reporting, let us know why or when such report is required.
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Projects - Bulk Edit time entries for projects
Ability to enter search criteria for time entries and then make batch edits to the selected entries. Similar to the find and recode function for accounting transactions. Sometime projects change and/or split into multiple projects. Please add the ability to search for time entries by date, employee, project name, task, etc., and returning a list of the time entries that meet that criteria; select the time entries desired and then make bulk edits to the selected items.
8 votesHi Roger thanks for sharing your idea, and letting us know the changes that matter most for you. We can see how this idea can be helpful for some users. The best way indeed is to describe it as Find and recode for Projects. We've reviewed this idea and moved it to gaining support. Its upto the community now to get behind it. We will continue monitoring it for more traction.
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Payroll AU: Employee Remuneration report tally to exclude header in total count
Summary items tally at the bottom of the report page incorrectly includes the header - meaning the tally is always one to many. For example the Payroll employee summary report, or any report, for 3 staff in total will say 4 items at the bottom. A quirk that means your quick view of a report is always out by one. A quirk that can be removed as the tally is wrong and therefore no value.
1 voteThanks for sharing your idea, I can see how relying on the report's line tally could result in an additional employee included in the count.
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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Personal Tax (UK) - Repayments to be shown separately
Tax repayments on UK Tax Returns are automatically offset against the January payment on account, even when it's requested to be sent by cheque or bank transfer. There should be the option for this to be shown separately on the calculation as it will confuse clients when they want to know what is due for payment in January.
2 votesThanks for sharing your idea here, Robert. We appreciate your feedback on how showing repayments separately would provide more clarity.
We're getting a sense of wider interest from the community in this here and I'll share if there's any progress.
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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.
3 votesHi Colin, 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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Personal Tax (UK) | Update help box on shareholding %
UK Self-Assessment Tax Return - reporting dividend information.
On the 2025/26 self-assessment tax return in the section for employment, if the company is a close company further details need to be added such as whether any dividends were paid during the year and the shareholder's % ownership in the company.
I note that the help box relating to percentage shareholding of close company refers to "if no dividends were received, enter 0". This doesn't reflect what this section refers to i.e., percentage shareholding. So the help box needs updating.
2 votesHi Simon 😊 Thanks so much for taking the time to share this and for explaining the issue so clearly. We can see why this is confusing — the help text on the percentage shareholding field refers to dividends, when that field is actually asking for shareholding information.
We appreciate clear guidance is especially important in this area, so we’re moving this idea to Gaining Support so we can keep tracking interest and feedback while this is reviewed further. Thanks again for raising it and helping us improve the experience.
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Reports - Ability to select multiple accounts when running the uncoded statement line report
Uncoded transaction report only allows you to pick all accounts or a single account in the filters.
I have a client who has 10 accounts but only half of them are current and non personal accounts. I either have to run the report 5 times or have the report being 13 pages long.
It would be good if we could select multiple accounts in the filters.
2 votesHi Victoria, thanks for sharing this idea. We understand that having the ability to select multiple bank accounts when running the Uncoded Statement Lines report could be useful for reviewing specific accounts without including all results.
The idea is to add a multi-select account filter for the Uncoded Statement Lines report, allowing users to choose specific accounts and create more focused reports for review.
We encourage the community to vote on this idea if you’d find this reporting improvement useful.
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AU Tax - Automatic Medicare Levy and Medicare Levy Surcharge schedule updates
I would like an advance schedule for medicare levy to check through whether they were full time in the defence force or foreign person etc.
and a schedule for medicare levy surcharge to input the date periods + to confirm if spouse/dependents had private health insurance
1 voteThanks for sharing this idea. We understand the request for automated Medicare Levy exemption and Medicare Levy Surcharge schedules in Xero Tax.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and let us know which Medicare Levy or surcharge calculations you'd find most useful to have automated.
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Reports - Show Expense Descriptions from Xero Me App in Account Transactions Report
When reviewing quarterly and annual figures from the Profit and Loss report’s account transactions, we currently have to click into each Xero Me app expense to see the description and confirm it’s coded correctly. Expenses entered via bank feeds or bills display descriptions properly in the Account Transactions report, but Xero Me submissions do not.
This inconsistency makes it difficult to quickly identify and verify transactions without drilling into each one. Competing platforms such as MYOB, QuickBooks, and HandiLedger display expense descriptions consistently, regardless of how the expense was entered.
An internal workaround suggests entering the description manually in the…
7 votesThanks so much for sharing your thoughts! We’ve reviewed your idea, and now it’s time for the community to weigh in.
If you know colleagues who would love this feature too, be sure to send it their way so they can upvote it. Aside from voting, other users can jump in and comment to let us know exactly how your idea would help them get the most out of Xero.
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