929 results found
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Profit & Loss report | Custom - Ability to format formulas
When using a custom Profit & Loss report in a set of Financial Statements, you are unable to format formulas to be in bold or underlined. It would be beneficial from a visibility perspective to have these in bold, so they stand out as formulas.
Can this be updated so to enable formatting at this level.
101 votes -
Receivable Invoice Detail - Top Customers report to exclude overpayments
Suggested improvements to Receivable Invoice Detail - Top Customers report.
The definition of this report is attached. It provides a list of sales invoices and credit notes by contact.
If a customer has an overpayment on their account, the report incorrectly treats this cash payment as a sales credit note and reduces the customer's sales figure by the overpayment. Please can this report be corrected to only include sales invoices and sales credit notes? Thank you.
24 votesThanks for sharing your idea, Maeve.
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 - Header and footer customisation
Hi Xero Team,
We are in the process of registering Xero as our Computerized Books of Accounts with the BIR. In line with this, we would like to share some suggestions that may help Xero meet the BIR requirements.
For report generation, it would be helpful if the footer could include:
The type of book,
A timestamp and date,
The name of the person who generated the report, and
The software version number.
At present, the footer only shows the date and type of report. Adding the generator’s name, exact time, and version number would make the reports more aligned…
32 votesThanks for sharing your idea, and letting us know the changes you would like to see to the headers and footers of your reports. We've reviewed your idea and now it's up to the community to get behind and support it.
Please note Xero operates on a continuous delivery model, which means we're constantly updating and improving our software. Unlike traditional software Xero doesn't have version numbers or release dates so we are unable to provide this information.
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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Balance Sheet and Accounts Payable Aging Report Do Not Reconcile Due to Rounding
It is unacceptable that two standard financial reports within the same accounting system produce different balances solely because of the system's rounding method. Such inconsistencies create unnecessary complications during reconciliations, financial reporting, and audit processes.
Describing this as a software limitation does not address the underlying issue or its impact on users. Standard financial reports are expected to reconcile with one another, and the Accounts Payable Aging Report should match the Balance Sheet. Even a one-cent discrepancy requires investigation, explanation, and additional manual effort, undermining the reliability and efficiency of the system.
Financial reporting depends on consistency and accuracy. Users…
4 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
4 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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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,…
5 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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MTD for IT - Allow more than 10 tracking options for Landlords
Currently for businesses there is a restriction to report 10 categories for landlords. I have landlords with more than 10 properties and who want to report by property but the MTD submission won't allow more than 10.
Please can this be increased for landlords with a large property portfolio6 votes🌟 Thanks so much for sharing your idea with us, and for taking the time to explain how increasing the number of tracking options for MTD for Income Tax could make managing larger property portfolios easier in Xero.
We’ve reviewed your idea and moved it to Gaining Support so other community members can vote and comment on how this could improve their experience too. This helps our product team get a better understanding of the interest in this feature, the different customer scenarios it would support, and the impact it could have for those managing property income through MTD for IT.
If you know others this could help, feel free to share the idea with them so they can add their support as well.
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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 - Freeze header row
Would it be possible to freeze the header row on the screen when running reports.
55 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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Trust Beneficiary Header Update Automatically
In the financial reports, the Beneficiaries header shoudl be able to be updated automatically with the name of the beneficiary.
Having Beneficiary 1 there and having to edit it each time a report is generated is a complete waste of time for something that should eb automated.
Editing individual reports not only wastes time but also increases the risk of errors in spelling or having a standard naming process across a business.
Have raised this with support and its not available. Seems like it would be a pretty simple fix and something that should have been a standard implementation.
4 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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Fixed Assets - Intangible Assets with dedicated Amortization schedules
It would be useful to be able to add intangible assets to the Fixed Asset Register and actually have them classified as intangible assets on the register, rather than everything being classed as a tangible asset as it is currently. Then you could expand on this and allow setting for annual impairment write-offs or amortisation policies.
6 votesHi Jake, thank you for bringing this suggestion to the community. We understand why having a dedicated way to manage intangible assets could be valuable, especially when you’re tracking items like software, patents, trademarks, or other non-physical assets. Keeping these records separate from physical fixed assets can help make reporting and compliance reviews much clearer.
Currently, Xero Fixed Assets is primarily designed around physical assets and depreciation.
One option for now is to create custom asset types and map them to the relevant accounts in your Chart of Accounts. While this does not provide a separate amortisation workflow, it can help you keep these assets organised and track their values over time.I’ve updated the status of this post to Gaining Support so we can continue to gather feedback and votes.
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Fixed Assets - Ability to print reports from Fixed Assets screen
Be able to print reports from the Fixed Asset screen.
6 votesHi Leasa, if there is a Fixed Assets report that you'd commonly use you may find it useful to Favourite this report so it's readily available from the Reporting menu in the blue banner.
Do want to be open here that we don't have any near term plans for adding report options from within Fixed Assets. Thanks
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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.11 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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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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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…
23 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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Budgets - Increase Budget Import CSV Line Limit
Please increase the limit of lines allowed in the budget manager import from 500. This is to save time from splitting the budget uploads into smaller files.
17 votesHi everyone, thanks for your feedback on increasing the CSV import line limit for budgets. We understand that the current 500-line limit means splitting larger files into smaller uploads, which adds extra steps to the process.
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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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?
17 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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Reports | Payroll - Monthly breakdown option in reports
It would be great to have the option to present all reports in month-by-month format. It is possible with P&L and cash summary reports using the compare to function, but impossible for payroll reports. Thinking this could be really useful for STP finalisations and payroll reconciliations.
4 votesHi Jess, thanks for highlighting this improvement.
We can see how a monthly breakdown (or comparison) within payroll reports could make it easier to review trends, compare payroll costs across reporting periods, and support management reporting.
I've updated the status of this idea to Gaining Support. If this is a feature you'd like to see, please keep voting and share how a monthly breakdown would support your reporting workflow.
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5 votes
Hi team, we'd like to come back to you all here as this is something we're working on at present.
Xero's developing UAE VAT support that'll help you calculate your VAT and file returns with guided workflows - You can see more on this from our website, and we'll share another update with you all here, as soon as this becomes available. 😊
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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.
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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