900 results found
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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.
26 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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Recode Transaction - Ability to change tax treatment on transactions instead of remove and redo
It should be a straightforward matter of going into a transaction to change its status from GST included to GST excluded or no tax, instead of having to remove, redo, undo reconciling and then reconciling the whole thing again etcetera. Especially when there is a file attachment, this is a very awkward, convoluted operation. I daresay in MYOB it is very simple. Just check transaction report, find any faulty coded ones, correct, rerun report, done.
5 votesHey Margriet, 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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Fixed Assets - Dispose of multiple assets at once via bulk import
It would be great if I could fill out and import a CSV template to dispose of multiple assets at once.
1 voteThanks so much for sharing this idea and for explaining the need to be able to dispose of large numbers of fixed assets in bulk. 🙂
We’ve opened this up for others making it easier for those in the community with the same need to add their support. In the meantime, grouping similar items into a single asset and using partial disposal may help reduce the number of individual disposals required. Thanks again for taking the time to share your experience—we’ll update this idea if its status changes.
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Reporting - Show date/time stamp when report was run in header of spreadsheet
Currently, It prints TITLE, COMPANY, DATE/ PERIOD. Please can you add to DATE/ PERIOD 'as @ TIME OF PUBLISH'. This would solve issues where I am looking at two identical spreadsheets but am unable to tell which is up to date.
13 votesThanks for sharing this suggestion — we can see how adding “as at time of publish” to the DATE / PERIOD would make it much easier to tell which published spreadsheet is the most up to date when reports look otherwise identical.
We’re moving this idea to Gaining Support so we can keep tracking interest and feedback from our community. While we can’t make any promises about if or when this might be added, the support and examples shared here help our product team better understand the impact and usefulness of this change 💥
If there are any updates to share, we’ll post them here.
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Fixed Asset - Automatically write off Small Business Pool balance
Would be great if when posting depreciation and the pool balance is under $20,000 that it write the balance off without having to do a manual adjustment to the pool to clear it to nil.
2 votesThanks for sharing this idea. We understand the request for Xero to automatically write off Small Business Pool balances that fall below the applicable asset write-off threshold when posting depreciation. This could reduce manual adjustments and save time during year-end processing.
For now, eligible balances can be adjusted manually in Fixed Assets, where appropriate.
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 share your feedback.
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Fixed assets - Feature for auto recording trading of old for new asset
FA-0003
Original price : 9,565.22
Less: Accumulated Depreciation: 2,235.15
Book Value: 7,330.07
The business purchased new asset (actual value) 25,652.17
Less Trading in Value 6,956.52
Net Book Value 18,695.65
The trading in amount of $6956.52 was used againt the first asset, which had a book value afrer depreciation was 7,330.07.
Advise me how to dispose it off with trading value. This feature is not available in Xero1 voteHi there 👋, we appreciate you raising the idea with us here. There isn't a direct feature for managing these sort of Fixed Asset situations such as; where an old vehicle is traded for a new one. However, it's possible to process this within Xero using Fixed assets disposal, Bills and potentially Manual journals.
I see you've also been in contact with our Xero Support team for direct help on recording this - As they suggested we'd recommend connecting with your adviser if you're uncertain on how to best record this transaction in your organisation.
We'll begin to get a wider sense of interest of an all in one tool for these Fixed assets scenarios from your post here, however I want to be open that this isn't something we have planned in the short term. Thanks
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CIS - Include verification codes on the CIS Suffered report
It would be a good idea to include verification codes in the Manual CIS Suffered report. It would allow a check before submitting the monthly report to HMRC.
2 votesThanks for sharing this suggestion. We understand the request for the CIS Suffered report to include the subcontractor verification code alongside the existing payment and deduction information.
This could make it easier to cross-reference subcontractor details when preparing and reviewing CIS returns.
I’ve moved this idea to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know what you'd like to see included in the report.
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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 - Include column headers on every page of multi-page report exports
As I inquired on how to modify a report to allow for printing the column headings on multiple pages, Xero Support told me that I should "export the report and add the headings on page breaks".
Come on, Xero. That response was like a QuickBooks response! Surely someone at Xero must realize that when a report spans multiple pages, the user frequently may need to refer back to page one to be sure they understand what the numbers they are viewing are related to. Multiple page reports SHOULD have the column headings repeat on every page the report prints on…
4 votesThanks for raising this idea, Alan. We can understand how including column headings across every page of a printed or exported report could make longer reports much easier to read and review.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your reporting workflow, add your vote and share which reports you use most often where repeated headings would be most valuable.
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Reporting - Freeze header row
Would it be possible to freeze the header row on the screen when running reports.
62 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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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.13 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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Manual Journals - Ability to archive repeating journal
Archiving repeating journals
We have had a number of repeating journals over the years. We have gotten to the point where when we want to update these journals, we have to trawl through these. It would be nice to archive the ones we don't need any more so we can just see the ones we need.12 votesHi team, appreciate raising this idea with us. As noted by others right now it is possible to delete a repeating journal.
If you need to repeat the journal again in the future you could turn one of the previously posted journals into a Repeat journal to start this up again.
We don't have any plans for adding an archive option in the short term but will continue to watch the interest for this here.
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Donation Receipts - Ability to add signatures on charitable donation receipts
New Zealand Inland Revenue Department requires reciepts to be signed by an authorised person. . This does not appear to be possible possible with Xero at present by inserting an electronic or jpeg signature. With a significant number of receipts our charity issues this can only be done manually and a scanned copy sent.
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We've opened this idea up to the community to add their thoughts and votes. We'll track interest on this idea in the meantime. Cheers
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Fixed Assets - Add a "Business Use Percentage" column option to the Fixed Asset Report
Some fixed assets have certain business use percentage. And this would be very much helpful for reporting purposes especially in the financial statements attaching the fixed asset recon report showing the business use percentage
10 votesHi Krizza, we understand how having a Business Use Percentage column available in the Fixed Asset Report would make it easier to review and present asset information, particularly for assets with both private and business use.
While Xero currently applies the business use calculation in the background, having the percentage visible directly in the report would help reduce the need to check individual asset records.
We’ve updated the status to Gaining Support so we can continue tracking interest and share the feedback with our product team.
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Custom Reports - Allow richer layouts and formula outputs
Custom Reports Formatting & Formulas
1 - more options like spacers (not just page breaks), lines, section dividers
2 - text box more flexible = between lines, not just at the beggining and end of the whole reports
3 - allow formulas to display text results (if statements), not just numbers5 votesHi everyone, thanks for sharing your feedback here. We understand why having more flexibility in custom report layouts and formulas could help create more tailored reporting outputs.
The idea is to provide additional formatting options and expanded formula capabilities, allowing users to build reports that better align with their reporting needs.
We’ll continue tracking engagement and feedback from the community here.
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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.
3 votesThanks for sharing this idea, I can see how a clear way to track which sections of a tax return have been completed would be especially helpful when you're working across multiple returns or waiting on client information.
We've moved your idea to Gaining Support so we can gauge community interest and better understand how many others would find this helpful in their workflow.
If this would make a meaningful difference for you, it would be great to hear more about which schedules or stages are the hardest to keep track of today.
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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…
25 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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Fixed Asset - The investment boost should be excluded if the purchase date is before 22 May 2025
The investment boost should not be included if the purchase date of the asset is before 22 May 2025. I have tested this and if you choose the option for investment boost, Xero still applies investment boost to the asset despite the purchase date of the asset being before the entitlement date. This seems a lot easier to fix than a lot of improvements made to Xero.
3 votesThanks for sharing this idea with the community, Nicola.
We understand the request for Xero to prevent the Investment Boost option from being selected for assets purchased before 22 May 2025. Adding a date-based restriction could help reduce the risk of applying the deduction to ineligible assets.
In the meantime, you can review the Investment Boost selection for assets in Accounting > Fixed assets and update any incorrect settings manually.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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BAS - Remove merge cells when exporting Activity Statement report to Excel
The suggestion is to remove merged cells from the Activity Statement Excel export.
Currently, the Activity Statement export contains merged cells in the headings, which makes the spreadsheet more difficult to manipulate, analyse and work with in Excel. Users need to manually unmerge and reformat the cells before they can easily use the exported data.
3 votesHi, thank you so much for taking the time to raise this idea ✨ We really appreciate you sharing how merged cells make Activity Statement Excel exports harder to work with.
Your idea is now open for community support through votes and comments. Other community members can add their vote and share how this would help them too. Their feedback will help us understand the level of community interest and the impact this has across customers, which helps inform future improvements. We’ll keep an eye on the conversation and review the feedback.
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Reporting - Credit limit and Customer Activity report in one
Customer Credit Limit vs Sales Report
I'd like a report that combines customer credit limits with their sales activity in one place.
Currently, there is no single report available that provides this information. I run an Aged Receivables Report to include Credit Limits (which only shows customers with active, outstanding balances).
Run an Income by Customer Report for historical sales data.
Export both to Excel and manually merge the dataset and add in missed customers.
For a customer base of approximately 700 customers, this process takes an entire day to complete.
A report showing Customer Name, Credit Limit, Current Balance,…2 votesThanks for sharing your idea, and letting us know that a single report showing sales activity and the customer credit limit would be something that you would like to see developed in Xero.
We've opened this up to the wider community and now it's up to them 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 share additional detail about how your idea could improve their experience with Xero.
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