888 results found
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Custom Reports: Allow custom column layout to display GL Accounts across columns instead of rows
Allow users to create custom report layouts where Chart of Accounts (GL Accounts) can be mapped directly into columns rather than being fixed to rows. This will let users build side-by-side comparative views of specific Sales or Expense accounts across line items
(Allow users to multi-select or group specific account codes into dynamic column categories)
1 voteHi 👋 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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prior 2014 tax return
with CURNN (client update, return not necessary) you can pick returns from 1985 to now.
Is it possible for prior 2014 tax returns can be done in the same process?
At the moment when I want to do a 2013 tax return, I have to create a 2014 tax return, print it, cross out the year and use a pen and write 2013 on all the pages. then mail that to the ATO with a cover letter.Is it possible for Xero to produce a basic template tax return where we can pick a dropdown for 2013 or prior years,…
1 voteHi 👋 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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Bank Reconciliation report - Show Separate Debit and Credit columns
Bank Reconciliation - With Separate Debit and Credit columns with their totals
Currently both DR and CR amounts show in one column. Would love to see them in their own columns when reporting.Also, a larger description/reference area would be great.
6 votesHi Sousana, 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. You may share it with your friends and colleagues who may also find this to be a useful addition to Xero. They will be able to add their votes and comments on it too.
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Corporation Tax - Allow PDF attachments to CT600 submissions
As a practice that recently migrated from IRIS to Xero Tax, I am highly disappointed to find that Xero strictly forces a standard filing block with no capability to attach ad-hoc supporting PDFs. For companies with complex technical information packs (such as detailed claims data), this limitation creates massive compliance hurdles and forces us to rely on external portals. Please introduce a 'Select External PDF' tool for the final CT600 submission stage to match the capabilities of desktop software like IRIS.
1 voteHi 👋 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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Ability to change default setting in tax returns
I've discovered that in the new Xero when you create a tax return for a new client it defaults to agent address and agent trust account for refunds. Given the new AML laws, we do not want our account as the default. Can we either have the ability to change what addresses and bank accounts are set too by default or have them both changed to client?
1 voteHi 👋 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 - History and notes for setting changes
History on Fixed asset settings (the global settings that control depreciation rules) - If any changes are done to the default effective life or rate setting(applied to new assets) Xero does not log those setting changes in the History and Notes. Add a History tab within Fixed Asset Settings timestamped log of “effective life default changed from 5 years to 7 years”. Also if any changes are done to the default settings an option to bulk change all assets changed to the previous effective rate without manually editing them.
4 votesThanks for your idea, Imelda. Appreciate how this note in the history could be useful for businesses.
This isn't something we have plans for right now, but make sure to share your idea with others that could benefit and we can get a better sense of demand here.
In terms of the second request you've made we have another idea around bulk edit of assets that you may like to join and can stay updated of any progress through.
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XPH - Sync Xero Organisation Details with Client record in XPH
When adding a new client to Practice Manager or HQ and creating a Xero Organisation to link to said client, the basic Organisation details (e.g. ABN, contact details, address details) should automatically pull through to save double entry. This should also work vice versa, when you create the Xero Organisation with all the client's contact details, then create the client in Practice Manager or HQ and link the two, these details should pull through to the corresponding details in PM/HQ
5 votesHi Jordan, thanks for sharing your idea here. We understand how updating client details in separate systems can add extra admin time.
A sync between Xero organisation details and Xero Partner Hub records could help keep information consistent and reduce manual update across your practice. We’ve moved this idea to Gaining Support so we can continue monitoring interest and share the feedback with our product teams.
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timestamp
When in the report editor, it would be good to be able to see a timestamp showing when the last save was.
At the moment, you cannot see when the last save was until you exit the report.
1 voteHi 👋 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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Account Transactions Report - Limit contacts to filter to those in the account.
When filtering Account Transactions report by contact, show only contacts in the report, rather than all contacts.
Would make conducting a review a lot easier - i.e. if you are reviewing one account in particular.2 votesThanks for sharing this idea Megan. At the moment, while you can filter the Account Transactions report by contact, Xero doesn’t narrow that filter list down to only the contacts that appear in the selected account and date range. Instead, you need to search for and select the contact you want from the wider contact list.
We are moving your idea to Gaining Support. This helps us gauge community interest and better understand how many customers would benefit from Xero surfacing only the relevant contacts found in the report results.
For now, the best available option is to search for the specific contact you want to filter by.
We’ll continue to keep an eye on the feedback and update the idea if there’s any progress to share.
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Access to company accounts and corporation tax filing for people who are not subscribers but actually do all the work
Many business owners/directors do not actually do their own accounting, preparation of accounts or corporation tax returns yet they are probably the subscriber to XERO.
I think the company accountant/bookkeeper should be allowed access to this area as the people that I do accounts and tax returns for would have no idea how to manage this area of Work and yet they’re the subscribers - the only people who have access to it. This is illogical.1 voteThanks 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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Find & Recode: Add bulk toggle for Tax Treatment (Inclusive vs. Exclusive)
Description:Please add an option in the Find and Recode tool to mass-update the "Amounts are" tax treatment setting (Tax Inclusive / Tax Exclusive) on invoices, bills, and credit notes.Currently, if an import file of 100+ invoices is mistakenly processed as Tax Exclusive instead of Tax Inclusive, Find and Recode cannot fix it. Recoding the tax rate natively holds the line total the same and ruins the unit pricing. The user's only current recourse is to manually open and edit 100 individual invoices, or delete them one by one and re-import. This feature is heavily needed in Find and Recode to…
1 voteThanks 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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Cashflow manager - Include GST PAYG and Super
Automatically include GST, PAYG and Super in the cashflow manager report. This would be quite easy an implementation, as all that needs to happen is the report pulls the BAS & Super payment settings (for the dates), and adds in the amounts to cashflow manager.
3 votesHi Rav, 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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Xero Accounting App - Make analytics dashboards available on mobile
Currently visual dashboards are not available on tablet or mobile. It would be good for them to be available for reporting-on-the-run.
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you Simon.
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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Account Transactions Tab - Display account and GST status for a transaction
Display account and GST status when viewing account transactions page
Another post said "While Xero works on failed AI features like Jax and auto reconcile which no one asked for... basic features like this are missing and causing suffering." I agree.
Seems dumb Xero does not display the essentials of a transaction.
Like most people, I spend > 60% of my time coding and checking for correct account and GST status, so why not have those displayed when the data is very easy to show. Just add those columns.
2 votesHi Peter, 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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Reporting | Edit report layout - Allow printing from Edit mode with all accordions expanded
Being able to print off the reports in the 'edit' mode so you can see the expanded breakdown of the accordian would be very helpful to ensure that Notes match Statements of Financial Performance and Position (especially useful for our juniors who often can't work out where their subcodes are if there have been reporting changes)
4 votesHi there, appreciate the need to allow printing from edit mode and for the screenshots as well. We’ll start to track support on your idea from the community, here.
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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Ability to group custom reports
Ability to group custom reports, i.e. to save reports to custom groups (like in QuickBooks).
1 voteHi 👋 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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Bank Feeds - Include description for bank accounts
For bank accounts - it would be good to have the contact and description concatenated as for other accounts. This way account lines could easily be matched.
6 votesHi Jenny, 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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add contact spent money receive mony to bill activity
please add "Contact Cash Activity" / "spent Money and receive Money transactions" to "Supplier Bill Activity". i want to have everything in one place. it is extremely time consuming and tedious to keep switching between reports.
1 voteHi 👋 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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Xero Tax (UK) - Link between personal and partnership tax to import individual partner profits into personal tax
It would be useful to be able to automatically import the individual partner profits from partnership tax directly in the partnership schedule within personal tax. This would increase efficiency and reduce the likelihood of errors.
6 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you sharing how a direct link between partnership and personal tax returns could support your workflow. This idea is now in Gaining support status, which means our community team have reviewed it and it's open for community support through votes and comments. We'd love to hear from others about how this could benefit your practice, so please continue to share your feedback and vote if this resonates with you.
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US Sales Tax - Use Tax application and returns
U.S. State Returns - USE TAX PROCESSING NOTES
6/10/26
Note: the following notes are based on treatment of Use Tax in California and South Dakota. I believe that the procedures listed would apply to most states that impose a Use Tax.
What is Use Tax?
Use Tax is the term used to describe the “Sales Tax Equivalent” that applies when an organization purchases a taxable item/items from a vendor and the invoice for the purchase does not contain a charge for the appropriate sales tax. The amount of the Use Tax is typically the same amount as the Sales Tax…1 voteThanks so much for taking the time to share this idea and explain the use case in such detail ✨ We can understand how improved support for use tax application and returns would be beneficial for your business, especially where the accounting treatment needs to reflect the true acquisition cost of purchased items.
We’re moving this idea forward to help it gain support and to better understand how much interest there is from the wider community. While we can’t guarantee this is something we’re planning to deliver in the near future, hearing from customers like you helps us assess the impact of this need and where it sits alongside other priorities.
We really appreciate you taking the time to highlight this and add your perspective.
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