992 results found
-
PAYE EMAIL REMINDER PLEASE
Instead of upgrading the homepage, could you at least make it possible for email reminders to be sent to Employers about PAYE due? I'm accruing fines & tax interests because of late PAYE payments. The least Xero could do is send a reminder 3-4 days prior to the due date.
My accountant only notified me of the overdue payments when he stumbled across the penalties. IRD failed to send me a notice/email/letter about the due payments (I don't know why). So please, Xero, could you please make an email reminder service possible for GST and PAYE of employees? It will…
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 🙂
-
alphabetically
please for my sanity give us the ability to sort alphabetically in 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 🙂
-
An invoice detail report that also incorporates the Billing and Delivery addresses
An invoice report that also incorporates the Billing and Delivery addresses. This is essential if you do consignments such as in freight forwarding and you want to report on a group of customers per the consignment or you want to create a delivery list. The work arround at the moment is to export all invoices and clean the spreadsheet out to exclude what you dont want
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 🙂
-
Short-term cash flow - Automatically include loan payments or bank transfers
It would be helpful if loan payments and bank account transfers were added automatically.
Adding these manually is time-consuming.
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We've moved this idea to Gaining support so other users who want this feature can also add their vote to it. We'll keep an eye on this for more traction.
-
Payroll AU - Add running totals to Transaction Listing Details Report
Can a total be added under the amount on this report.
If a total was available, I wouldn't need to export to excel simply to add a total before sharing the report.Ideally, the total would also apply to groups on the report, ie, total by employee and total for all employees.
1 voteThanks for letting us know you'd like the Transaction Listing Details Report to have a total per Employee and or Group when you filter the report by Group.
As you've found, the report will only show itemised values. One work around would be to export the report to Excel or Google sheets and add a summary total manually. We'd also suggest taking a look at the Transaction Listing Summary Report.
We've reviewed your idea and it's now open to the community to get behind and support your idea. 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.
-
Compare date range in tracking summary
There's currently no option to "Compare with" or use compare periods within the Tracking Summary report. A basic need when a business needs to compare sales from each trading division on a monthly basis, comparing with previous month's trading
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 🙂
-
MTD for ITSA - Facility to export a PDF of quarterly returns
It's currently not possible to export the Income Tax Self Assessment figures for the MTD for Income Tax quarterly submissions as a PDF to include them in a documents pack for client's approval via e-signature in Xero.
This would be helpful from April 2026, so accountants can gain client's approval prior to submission with HMRC.
5 votesThanks Mandy, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
-
It would be better if for the fixed asset reconciliation report, there is business use percentage column in there.
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
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 🙂
-
Manual Journals - Ability to post journal entries to bank/cash accounts
Remove the limitation on posting manual journal entries to bank/cash accounts. I end up spending way too much time on manual workarounds (payroll entries for example, you have to use a "bill" to replace the functionality of a journal entry). It ends up taking way more time working around the limitation than its worth. As a new user of Xero, I'm incredulous. I've worked with multiple accounting software platforms over the years, and never been exposed to such a massive limitation like this. It's almost a dealbreaker, and for some clients it certainly is. I've been looking for a viable…
145 votesThanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
-
Profit & Loss - Ability to show percentages with Tracking Categories
On the Profit and Loss report there is no ability to show percentages, if tracking categories are used as a filter. We want to see COGS as a percentage of trading income, and Net Profit as a percentage of trading income.
8 votesHi Karen, thanks for submitting this idea. Showing percentages in the Profit & Loss report when using Tracking Categories would make it easier to see how different projects, departments, or locations are performing at a glance.
This feature would give you clearer insights and save time by reducing the need to export data and crunch numbers in spreadsheets.
This idea is now in the Gaining Support stage. If this would help your reporting, please add your vote or share your thoughts, it really helps the product team understand the impact.
We’ll keep this thread updated with any news.
-
Payroll NZ - Generate employment verification letter
Employment verification letter would be helpful for employers to provide to employees upon request.
1 voteThanks 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.
-
Reports - Add Tracking Category Column/Breakdown to Trial Balance
Trial balance with a column for Tracking Category. Currently I need to download each TB individually if I want it by tracking category, which is very time consuming and inefficient.
2 votesThanks 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.
-
Reporting - Make the Edit Report layout more seamless
Is there a plan in place to update the Edit Report layout to be more user friendly!
In particular, it is clunky inserting tables and being able to edit like a simple word doc (bold, italic, line spacing etc.)
Also 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)2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and split it to ensure the community can get behind and support both. You can view the other idea here. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
-
MTD For Income Tax (UK) - Accounts selection
When we eventually have to submit quarterly IT reports to HMRC, it will be very very helpful to be able to select which income accounts, and which expense accounts are include in the submission. Similar to being able to produce a custom profit and loss report. The reason being that some income or expense categories might be something that only gets included in the year end tax return calculations. My particular scenario as a sole trader is operating only one bank account, into which goes all my income, but out of which comes not only 100% business expenses, but also…
9 votesWe appreciate you sharing your idea! We've reviewed it, and it's now open for the community to support.
Now's the time to get the word out! Please share your idea with others, so they can vote and comment on how this would benefit them.
-
MTD for Income Tax (Employed Income)
As well as my self-employment, I received income through Employment that currently I cannot declare through Xero's MTD for Income Tax implementation, and therefore I cannot use Xero for filing. The addition of allowing me to declare income through Employment via Xero would allow me and others like me to do so.
3 votesHi Oliver, thanks for sharing this idea. We appreciate you highlighting how important it is to declare employed income alongside self-employment income within Xero’s MTD for Income Tax implementation. Our product team is aware of this request and it’s on their radar as we assess future improvements. In the meantime, please add your vote and comments on this idea to help us understand demand across the community 🙂
-
NZ GST - Keep separate Late Claims tab
The New GST layout needs to keep the "Late Claims" separate on the transaction details report. Lumping them all together with income or expense and then the totals don't tie into the numbers on the face of the GST return is frustrating. I can see you can filter by "late claims" but we don't want to have to export and manipulate the data when sending the documents to clients.
It doesn't make sense that the detailed transaction report doesn't match the face of the GST return without manipulating
90 votesThank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.
Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.
We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.
-
Notification - Advisor to receive email when W9 request is completed by vendor
When we send a W9 request to a vendor via Xero the only way we have to know if they have completed the W9 request is by logging back into Xero and manually navigating to that vendor to check in on it.
It would be great if admins/bookkeepers could receive a notification when the vendor completes the W9 request.
Having that email notification of a vendor completing a w9 request would also enable us to trigger other automations.
5 votesThanks 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!
-
BAS - Include unfiled amounts when producing custom date reports for BAS audit purposes.
I currently can't export the quarterly activitiy statement due to too many transactions so produce monthly reports via custom date reports, however there is no option here to include unfiled amounts and therefore the reports are not matching the quarterly statement amount.
1 voteAppreciate your idea about BAS reporting, Michelle! It’s great to hear how including unfiled amounts in custom date reports could help with your audit workflow.
We’ve moved your idea to Gaining support, so it’s now open for the community to vote on and discuss. The more you can tell us about how this would fit into your workflow, the easier it is for others to see why it matters and for the product team to understand the impact.
Thanks again for getting the conversation started.
-
Reporting - Manual Journal Report
Report that extracts manual journal entries (only) with user details - for audit purpose.
2 votesThanks for sharing this idea. We've reviewed this and now other users can add their votes and comments to support it.
For now, there's a way you can get a report on the manual journals, but without listing the user details.
To do this:
1) Run the Account Transactions Report for the relevant date range.
2) Click the Accounts dropdown and click Select All.
3) Use the Filter option to select Source = Manual Journal.
4) Click Update to generate the report.
Although this report won't list the users, you can click into journals to view their details, the History & Notes will show who entered it.
-
Reports - Add reports for eInvoices
Hi Xero Support,
We've been generating individual e-invoice from Xero/Invoici for months, however, we could not find any report on e-invoice generated through Xero/Invoici.
This report could help us in ensuring accuracy of the data exported to MyInvois portal. We would require a specific report on the generated individual e-invoices to make sure that they tally with the sales invoices report from Xero.
Thanks!
8 votesThanks for sharing this valuable feedback about your experience with e-invoicing.
We've reviewed your idea for a dedicated report on generated e-invoices. We understand how this would be crucial for ensuring the accuracy of data you export to the MyInvois portal and for tallying with your Xero sales reports.
Your suggestion is now open to gain support from the wider community. Along with votes, others can now comment to share how an e-invoicing report could improve their own reconciliation and data validation processes. 🙂
- Don't see your idea?