900 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.
110 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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Report Templates - Remove Borders on Financial Statements when exporting
When exporting the FRS105 Financial Statements, Hide the borders of the tables on the signature space and Directors and other Information page.
6 votesThanks for bringing this idea to us, its always great to hear how we can improve the experience. We have opened this idea up for votes and comments from the wider community so we can gauge the interest. We will monitor this idea and any updates will be posted here.
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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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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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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.51 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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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?7 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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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).
17 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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Fixed Assets - Improved Reporting functionality
I would like to see improved reporting ability around the fixed assets register as follows:
A full Fixed Asset Register - not just by category - with ability to run / export this outside of the depreciation generating module
Show the split of depreciation between amount brought forward at year start and charge in the year, not just the full cumulative total
Depreciation methods do not need to be shown line by line on the asset register, but a separate report showing these would be good
6 votesThanks so much for sharing this idea! ✨ Our Community team has reviewed it, and it’s open for the community to vote and comment. Please share it with anyone who might find it helpful, and add a comment with examples of how this reporting would make a difference. We appreciate you helping build support and share useful context.
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Fixed Assets - Increased functionality running Depreciation calculations
I would like to see increased functionality around 'Running Depreciation':
A more flexible date range - we need to run depreciation proposals/forecasts for budgets, long-term forecasts etc.
6 votesThanks for sharing this idea Jon, and for outlining the different improvements you’d like to see around running depreciation.
I’ve added my votes to these related ideas:
- Fixed Assets | Depreciation – processing without posting journal
- Fixed Assets – Manually adjust depreciation dates/periods
- Fixed Asset – Export Registry in PDF or Excel format
I’ve also acknowledged the related Improved Fixed Assets Reporting functionality idea. To make it easier for the community to vote and comment on each request, we’ve split the remaining aspects into separate ideas. This should help us better understand which improvements are most important to the community.
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Fixed Assets - Ability to Veiw by Asset
I would like to see increased functionality around 'Running Depreciation':
Ability to see the depreciation proposal by asset not just category
5 votesThanks for sharing this idea Jon. We’ve split the request to view depreciation proposals by individual asset into its own idea, making it easier for the community to find, vote on and comment on this specific request.
Separating the different aspects will also help us understand which improvements are most important to the community. Thanks again for raising this with us 😊
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Fixed Assets - Separate Posting Function
I would like to see increased functionality around 'Running Depreciation':
Clearly separating the posting function ('Confirm' button) from the forecasting element to avoid mis-postings
5 votesThanks for sharing this idea around improvements you’d like to see around running depreciation.
To make it easier for the community to vote and comment on each request, we’ve split this into a separate idea so others in the community can find and vote on each idea with ease. This should help us better understand which improvements are most important to the community.
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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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NZ Tax - IR6 returns, display both full tax credit and allowable
When you print the tax summary and worksheets it only shows the allowable overseas tax credits column, and not the actual overseas tax credits column.
It would be much better if it showed both columns - this would make the tax returns easier to check (and clearer for the clients).
4 votesThanks for sharing this idea and explaining that showing both the full overseas tax credit and the allowable amount on printed IR6 tax summaries and worksheets could make it easier to check the figures and explain them clearly to clients. If this would help in your workflow too, please add your vote and leave a comment sharing how you use these reports or what difference seeing both amounts would make. The idea is open for votes and comments, and your feedback helps us understand the level of interest across the community. 🌟
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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,…
10 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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Report - Transaction Posting Details report
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 sharing this idea. We understand the request for a unified audit report that filters by both Posting Date and Transaction Date, rather than relying on separate reports to review transaction activity.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote if this would improve your audit workflow.
Regarding your idea on suppliers' statement reconciliation, I have split this idea and merged with a similar suggestion to continue tracking interest separately.
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Trial Balance - Option to display Trial Balance report in a single-column format
Instead of a trial balance in two columns (debits and credits), have a single column trial balance that sums to zero. This is possible in the comparision columns, but for some reason not in the current period.
4 votesThanks for bringing this to the community. We understand the request to have a single-column Trial Balance that shows the net balance for the current period.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share which reporting or import processes you’d use it for.
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New Manual Journal - Stop the 'Total is out by' decreasing as numbers entered
The variance at the bottom of the journals in red changes when you type in a balancing number, but it happens before you click out of the DR or CR box. It seems to decrease as soon as you enter an amount by the first number you enter.
I have uploaded some screenshots to demonstrate this better.In the "Before Entering Data" screenshot, you can see my variance is $35,329.
I then enter a number in the "Balancing figure" line that is starting with a 2 and the total variance at the bottom in red decreases by 2 as soon…5 votesThanks for sharing this idea and the screenshots showing how the variance changes as you enter a balancing figure in a manual journal. We appreciate you explaining how you use the variance to work out what to enter next. This idea is now open for votes and comments, so others in the community can share their experiences too. If this would help your workflow, please add your vote and let us know how you’d use it. We'll keep a pulse on the interest this idea receives and share if there are any updates. Thanks again for bringing this to us. 👍
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e-Invoice - Exportable InvoiceNow Success Report for IRAS GST F5 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 votesThanks for sharing this idea. We understand the request for an exportable InvoiceNow Success Report that shows successfully transmitted e-invoices and bills for GST F5 reconciliation.
Having this information in one report could make it easier to cross-check InvoiceNow transactions against GST reporting without reviewing transmission history individually.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know which fields you’d need in the report.
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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.
11 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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