990 results found
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Account transactions report - Option to Group by year
In the Account Transactions report, the Grouping / Summarising box should allow you to group/summarise by Financial Year.
For example so you can look at multiple years in a row, but you still get subheadings/ breaks for each financial year. This would be really helpful when looking at recurring expenses like finance / insurance payments.
Thanks
2 votesThanks for your engagement and sharing your idea here, Phil.
We've reviewed your idea and will now watch as it gains support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Business Snapshot - Remove loan bank account from current ratio
I would like to request that the parameters around the business snapshot ratio's (specifically current ratio) exclude long term loans that are connected to a bank feed.
Currently if a long term loan is connected to a bank feed it must be allocated as "Bank" this then over rides any account type or account mapping settings otherwise designating the account as a long term liability in regard to ratio's. Xero simply assumes if it is "bank" it must be an overdraft or credit card and therefore is a current liability. This deems any ratio's within the business snapshot relying on…
9 votes -
Activity Statements - Export Sorted Transactions
Activity statement line items can now be sorted in the Activity Statement report in Xero, which is great to be able to review transactions by Account Name, to group similar transactions. However, transactions do not keep this order when exported to CSV or PDF. If manually sorted by the user in the Activity Statement report, the exported report should keep the same sorting preferences.
1 voteHi Luke! We're grateful for your engagement, and for clearly letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Account Transactions report - Tax Inclusive or Tax Exclusive
Add column/filter to include "Tax Inclusive or Tax Exclusive" invoice setting on Transaction Report.
7 votesThanks for confirming, Jeremy. It sounds like the Gross and Net columns that can be included in the Account Transactions report would provide what you're after. Let me know if there's something I'm missing.
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VAT reconciliation - Show which VAT return transactions are submitted on
Like Sage I would like every item to have the VAT return Date and month it was recorded on attached to it and if/when it was adjusted which return the adjustment was submitted on as well.
23 votes -
Practice Manager - Add documents to Management Reports from outside Xero
Management Reports: I would like to add reports created outside of Xero in my published Management Report packet that I send to clients. There should be a way to upload a PDF or excel document to the Management Report Packet from outside Xero
5 votes -
Reports - Edit spend money transactions from the Transaction Report
Would like a pop out screen to view and edit transactions from the transaction report without having to arrow back to the report after each view/edit. Currently it is extremely time consuming with appx 7 back clicks to return to the report after each individual view/edit.
1 voteThanks for your engagement and for sharing this idea about editing Spend Money transactions directly from the Transaction Report.
We've reviewed your suggestion, and it's now open to gain support from other community members. We can definitely see how having to click back and forth to the report after each edit is a time-consuming process.
Along with votes, others can now comment to share additional detail about how your idea for a more direct editing workflow could improve their experience with Xero. 🙂
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Fixed Assets - Ability to update pool type for a pooled asset (AU)
There needs to be a way we can change the pool type for an asset if we've accidentally selected the incorrect pool.
1 voteHi Melody, thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have any immediate plans for adding this feature in Fixed Assets, but we'll monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Fixed Assets - Add tax depreciation for UK
Fixed Assets - Add tax depreciation for UK
At the moment, only the Australian version of Xero offers a tax depreciation function. We need this feature in the UK version too if Xero Tax is to be considered as a serious Tax software.2 votesWe appreciate your feedback on how we could help you get more out of using Fixed Assets in the UK version of Xero.
Though we don't have any immediate plans for this we'll keep watching the support for this grow here, and update of there are any changes planned. Thanks
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Reports - Add planned payment date direct from reports
It would be really helpful if there was the option to add a planned payment date for all invoices listed on a particular aged creditors report. Having customised reports so that only invoices on particular job sites are listed, it then seems very inefficient to have to access 'bills to be paid' and manually, individually search each of the invoices listed on the report to schedule a payment date for them. Could this not be a function, whereby you can schedule them all for payment directly from the aged creditors report?
3 votes -
Fixed Assets - Allow dates to be entered in any format
In most areas of xero you can enter dates in any format, however, in the 'new fixed assets' this errors unless its in the one format Xero accepts.
Please make the date fields similar to the other fields in Xero, allowing any format e.g. 1/1/24, 1.1.24, 1-1-24, 1 1 24, etc
5 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.9 votes -
Manual Journals - Assign to a customer as a Bilable Expense/Credit
It would be good if the "Manual Journal" can be linked to Customer and view at "Billable Expenses - Outstanding".
3 votesThanks for submitting your idea on our Xero Product Ideas site. As you mentioned, it isn't currently possible to assign a manual journal to a contact like this.
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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VAT - Support multiple VAT accounts for control and suspense
Can the VAT account be split into two, a method that Sage utilises?
A vat control account and a VAT suspense account.
The VAT suspense account will show the balance of the Dr or Cr of vat payable or owing from transactions included in the VAT return, this is where the Vat payments to/from HMRC are posted.
The VAT control account shows the balance of transactions where input/output VAT has been realised from invoices raised/received, but are not yet included in the VAT return typically because the the company is operating the VAT cash scheme.
These two accounts could be…
3 votesHi Robert, being upfront this isn't something we have any intentions of changing in the near term. We will continue to track interest in your idea here for the time being but would be quite a fundamental change to the way tax works in Xero.
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Reporting - Output PLS Report in TrustEasy Format
PLS Report (EFT Reconciliation Report): Currently it merges first two fields of client name and surname and if that could be fixed with ability to export in .csv / excel please. It would be great if it PLS report could be exported in TrustEasy format to manage fee from refund (attached).
11 votes -
Profit & Loss - Show dividends/distribution/Income tax after net profit
Standard layout, which is the one that clients generate and use to check their profits, shows dividends paid, Income tax expense or distributions. This makes the client very confused as these are not part of the operating expenses. Clients do not need to know how to edit or prepare a new layout to take these expenses out. Also, we as accountants can't customize P&L for each of our clients.
This needs to be address urgently.
86 votes -
Reports - GL Summary comparison periods to show net movement per period
Reinstate the 'Compare With' drop down.
The key benefit of the old General Ledger Summary report was it's ability to show the net movement for multiple periods.
Xero is now without a single report to perform this core function.
1 voteHi Phil, thank you for this important feedback on the General Ledger Summary report.
We understand your point about the previous version's functionality. Losing the ability to easily show the net movement for multiple periods in a single report is a significant change, and we recognise how valuable this core function was for analysis.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea to reinstate the "Compare With" feature to show net movement per period, and now it can gain support from other community members. Along with votes, others can now comment to share how they used this comparative reporting feature for their financial analysis.🙂
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Account Transactions Report - Group/summarise by Related account
Reporting - Account Transactions Report - Add Related Account to the options for Grouping/Summarising
2 votes -
History & Notes - Enhance visibility of notes
Suggestion for Enhancing Note Visibility in Xero
When writing notes for any invoice, bill, or manual journal in Xero, the notes are typically placed in the History column. However, this makes them less visible to someone new who might review these documents. If these notes could be added as sticky notes at the top corners of the page, they would be more prominent and could help avoid potential mistakes caused by missing information. Additionally, creating an alert for anyone new accessing these documents would ensure they are aware of important notes. Highlighting these notes could further enhance visibility and capture…
9 votes -
AU Tax - Withholding tax on interest income for foreign resident entities
Create a tax code/rate which we can apply to interest income to withhold 10% tax for foreign resident entities and this amount is automatically populated to the Activity Statement at item W3.
5 votes🌟 Thanks for sharing your feedback on this idea. We appreciate the time taken to do so. The community team has reviewed this idea and moved it to Gaining Support. This means the idea is now open for community support through votes and comments. If this could benefit your workflow, please add your vote and share any extra context about how you’re currently managing this process—your input helps us understand the broader impact and priority of ideas like this one. 🌟
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