900 results found
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Quotes - Ability to send delivery note upon quote acceptance
A way of converting quotes accepted into order acknowledgements and / or delivery notes before creating the Invoice would be helpful. I use a work around with templates, but it shows prices which you don't really need or want on delivery notes and the attachment PDF is still labelled as a quote.
16 votesHi Rob thanks for sharing this here. We can see how having an order acknowledgment or delivery note upon quote acceptance could be useful to have. We will open this idea up to get more support from the community. Just to add on to your last two points, you can edit the way the PDF attachment shows. You can also create DOCX templates, so that the price does not show. If you require further support with this, please do not hesitate to raise a case with our support team.
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Fixed Assets | Depreciation - processing without posting journal
You can run depreciation, without posting the journal entries (so it rolls over to the next financial year without changing the current financial year accounts).
10 votesHi Katrina, 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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Manual Journals - go to draft invoice screen after importing rather than posted screen
If I import a manual journal via CSV, after I click import, Xero takes me to the Posted screen.
The manual journal I imported is sitting in the Draft screen.
Xero should take me to the Draft screen.
4 votesThanks for sharing back, Sam. Just tested and can see what you mean here. I've reached out to our product team and will round back with any updates, here.
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FIxed Assets - Manually adjust depreciation dates/periods
At present, fixed asset depreciation in Xero follows standard monthly periods, which can make it difficult to align depreciation expense with businesses that report on a 4-4-5 calendar. Allowing users to override depreciation period dates would improve accuracy, reduce manual journal adjustments, and make the module more practical for retail, hospitality, and other businesses that use non-standard reporting cycles.
5 votesThanks for sharing this idea ⭐ We’re moving it to Gathering Support so we can gauge the level of interest from the wider Xero community in supporting custom depreciation periods, including 4-4-5 reporting calendars.
Feedback and votes will help us understand how broadly this functionality is needed, as well as the impact it has on businesses that use non-standard reporting periods. Please continue to vote and share any additional details about how this would help your business.
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Reporting - Ability to change the presentation or base currency at a report level
Ability to run detailed transaction and other reports translated to another currency.
When you are running a multinational business, the ability to convert all data back to 1 currency for reporting is invaluable. Though the entity may trade in one currency, being able to report in another is also important.
Also, looking at the detailed transactions for analytics is important but difficult when it's in a foreign currency. Having a multicurrency TB for export/import and reconciliations would also be handy.
11 votesHi team, we appreciate all the engagement so far. We understand that when you’re working with multiple currencies, being able to view and present reports in a different currency can make it easier to communicate results.
At the moment, report currency is tied to your organisation’s base currency, which means you can’t switch the presentation currency directly within a report.
For now, these reports and spreadsheet exports can help bridge the gap when you need converted views for reporting. We’re continuing to track interest here and share it with the team.
We’ve moved this to Gaining Support so others can add their use cases and help us better understand how this feature could add values.
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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.
9 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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Xero Tax Au - ability to share deductions
I would love to be able to share deductions between spouses in individual tax returns. Quite often spouses have donations or investment related expenses that need to be split. This would save time.
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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Xero Tax (AU) built in calculator function
I would love a built in calculator in Xero tax like we have when completing manual journals in Xero. It would save time if we could do the calculations within the tax returns instead of outside and then manually bringing them in. As this is already a feature we are used to in Xero it would be great if you could bring it across to Xero tax.
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 - Show "Items per page" dropdown on narrow windows
In the reporting module, the "Items per page" dropdown now disappears from the bottom bar at narrow window sizes (even when there's still plenty of room to show it), as a result of the latest interface refresh.
As part of the large population of Xero users who work in a half-screen view by default, this is yet another assault on our ability to do our work in peace - it feels like no one on Xero's design team is considering the fact that it's not always used as a full-screen application.
Please adjust the scaling to include this critical dropdown…
3 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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Fixed Assets - Ability to print reports from Fixed Assets screen
Be able to print reports from the Fixed Asset screen.
9 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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Foreign Currency - Balance Sheet and Accounts Payable Aging Report Do Not Reconcile
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…
5 votesThanks so much for taking the time to share this idea and explain the impact it’s having for you.
We understand how important it is for standard financial reports to reconcile, especially when even a small difference creates extra work during reconciliations, reporting, or audit review. We can absolutely see why this matters.
Your idea has now been moved to Gaining support so other customers experiencing the same issue can add their votes and comments. This helps our product team better understand how widespread the impact is.
While we can’t promise any specific changes or timing, please know your feedback has been captured and shared in the right place for visibility.
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Reports - Show account codes in a different column from Account Name
Need to seperate the Account Code & Account Description/Name into different columns on reports
7 votesHi Ian, thanks for bringing our attention to this. We can see how having account codes displayed in their own column, rather than combined with the account name, could make reporting easier to read and work with.
At the moment, account codes and names are shown together when the option is enabled in reports, and can be split manually after export if needed for further analysis.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular reports or workflows where separate columns would be most useful, we'd love to hear more about them.
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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.
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XPH - Allow more than 20 favourite reports in dropdown
I really wanted to vote for this previous idea https://productideas.xero.com/forums/967121-users-setup/suggestions/50529057-navigation-favourite-more-than-20-reports but it was already actioned and completed last year.
However, that was before the new partner hub when suddenly once again the maximum number of reports in the menu in practice manager has been limited to an arbitrary number of 20 which is far too low.
This is a backwards step and frustrating. Please reinstate the fix you already did last year per link above. As a practice manager I regularly use more than 20 favourite reports and do not wish to trawl through the full reports screen to find…
2 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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XPH - PAYG only installments generated with BAS title
PAYG Instalments generated from XPM read as a BAS, wording should be updated.
2 votesHey Ashley, thanks for bringing this to us 🙂So we can review this idea fully can you give us a little more information around what you experiencing with as much details as possible.
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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.
25 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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MTD ITSA Allow manual entry of Property Income
It would be extremely helpful if Xero allowed UK Property Income to be entered manually within the MTD ITSA return, rather than requiring transactions to be entered into the ledger or quarterly journals to be posted.
A common scenario is where a sole trader already uses Xero for their business but also has separate UK property income. Whilst it's possible to separate the figures using tracking categories, this still mixes business and property transactions within the same accounting records.
Allowing manual entry of the quarterly property income and expenses for MTD ITSA would:
- Keep business and property records completely separate.
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3 votesThanks for sharing this idea. We can see how allowing manual entry of UK property income for MTD for Income Tax would be desirable.
We’ve updated this idea to Gaining Support so we can better understand how many customers this would help and the different scenarios people need it for. If this is important to you, please add your vote and share any additional detail in the comments, especially how you currently manage property income outside Xero and where the current workflow creates extra work.
We’ll continue to review the feedback and keep this idea updated here as it progresses.
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bringing back the year-to-date view in the analytics chart
bringing back the year-to-date view in the analytics chart for net profit or loss
2 votesHi Amanda, just to confirm are you referring to the Xero Analytics dashboards? Or the Net profit or loss on the Homepage?
This'll help ensure I get your feedback to the right team. Thanks
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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…
33 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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New Manual Journals - Improve tab key behavior when entering lines
The new manual journal has added more tabbing which takes more time and has started hurting my hand. We went from a whatever it was to 7 tabs to get to the same spot in each line. It is nice to have an option to copy the line to the next line and select with a space. That seems to have added one tab. I could take it or leave it as a tab. I don't need that as often. But do we really need to tab to the trash column. Are we going to use that enough to need…
5 votesAppreciate your suggestion here. We can see how more streamlined tabbing through fields in Manual Journals could support faster keyboard-driven data entry and a more consistent workflow.
We've moved this idea to Gaining Support so we can continue gathering interest from the community.
If there are specific parts of the tab sequence you'd like to see improved, please continue to share them here. That context is valuable for the team as they review this idea.
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