926 results found
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FA Disposal - Stuck at "Show Summary"
Disposals - Stuck at "Show Summary" - When disposing of an asset and you have not rolled back depreciation to the prior-financial year , only the prior-month; it would be helpful to the user if (1) an "error" message prompting the user to roll-back depreciation back to the prior financial year in order to proceed (2) the user would receive the error message at the time of pressing the "Show Summary" button . At the moment, if the depreciation was not rolled back far enough, the "show Summary" button remains on the screen with no prompt / no message as…
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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Tab toggle and Review Comments
Add tab toggling over 2 windows so that one can make back-end amendments and go straight back to reviewing an accounting report.
To supplement month-end/year-end review and sign offs, add a feature for Review Comments and Tracking.
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 Analytics - Cash flow forecasting bulk updates
More flexibility for cash flow forecasting - manual upload to edit upcoming items rather than one by one
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.
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I would like to see report codes made available to non-partner users
Iou'd like to see report codes made available to non-partner users.
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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7th May Provisional Tax amount is shown seperately from 7th April Terminal Tax
The Tax summary table in the tax return needs to show the 7th May provisional still owing as seperate to the remainder being due for terminal 7th April. Currently itt is grouped all in terminal meaning it is incorrect as doesnt show clients they need to pay an amount a year earlier
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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AU Tax - Allow the Supplementary Income section to be printed directly after the main Income section in the ITR
To confirm, there isn’t currently a way to move the Supplementary income section so that it appears straight after the main Income section in the printed ITR.
When using the new layout, Xero Tax does let you customise print settings, but this only lets you choose which main sections to print and reorder the sections that are available in the print pack, but it doesn’t let you change the internal order of the Individual return such as the Supplementary income section.This makes it difficult if you quickly want to look in the ITR and review all of the income…
1 voteHi Carly, thanks for raising this idea.
We can see how placing the Supplementary Income section directly after the main Income section could create a more consistent reading flow and reduce the need to move back and forth between pages during reviews.
I’ve moved this idea to Gaining Support so we can continue tracking interest and share the feedback with our product teams.
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GST default on a copied invoice defaulting to GST Inclusive / Incorrectly
A slight bug found - I just had a supplier ask why we had charged less for the last 2 months. I checked and it looks like Xero defaulted to "GST Inclusive" invoices when copying an invoice that is GST-Exclusive, even when:
1) the previous Invoice is set to "GST Exclusive"
2) the Financial settings, tax defaults, For sales is set to for"Based on last sale"
3) Note - No Contact defaults for GST set.Somehow, my $500 + GST invoices = $575 has been reduced to $500 including GST.
Previously Xero would copy over the invoice exactly, but now…
5 votesHi everyone, thanks for sharing your feedback on this idea. We can see why this would be useful. We have reviewed this idea and can see that currently when you copy an invoice, the financial settings of the organisation take precedence over the settings from the original invoice. This idea is now in Gaining support status, which means it's open for community votes and comments while we monitor interest from users.
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Reporting - Include Invoice numbers for payable and receivable payments
Include Invoice numbers for payable payments and receivable payments in reports.
The information is available for payable invoices and receivable invoices but is missing for the payable payments and receivable payments. Reference information is carried through but not invoice number information.
4 votesHi!
Thanks for sharing your idea about the change you'd like to see or this element of reports.
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 too!
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Report Templates - Add letters in Numbered Heading Section
Would love to see it as a feature so that we can add letters in Numbered heading section so we can link notes.
2 votesHi team, appreciate coming into Xero Support after our recent update here and apologies for any confusion.
To confirm, there is no way to add letters into 'Numbered heading' atm.
An option for now may be to add letters to the front of your schedule heading, however appreciate this this is a little different from the formatting you're trying to achieve here.
While this isn't something we have direct plans for right now, we'll start to get a sense of the wider interest from others in this here and share if there are any updates. Thanks
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Journal Report - Show Tax rate
I feel like I'm taking crazy pills.
With the old style and the new style, there doesn't appear to be a way to show the journal with GST rate - it only shows the total GST as an extra line at the bottom of the journal.
And while I'm requesting features that'll never be implemented, why not offer the ability to show journals Gross of GST (as well as the GST rate).
2 votesThanks for sharing your idea, we appreciate you explaining how important it is to see tax rates at the line level.
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 Transaction report - Preview attached files without having to drill into transaction
It would be great if we could add a "files" column to account transactions to view attached files without the need to drill into each separate transaction. This feature is already available in VAT returns.
12 votesJust to check, would this be from the Account transactions tab of a bank account or from the Account Transactions report?
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Quotes - Reporting with quoted hours by staff member per task
Report for quotes not yet accepted, which will show each staff members estimated/quoted hours per task.
1 voteHi Darren, thanks for sharing your idea, and letting us know the changes that matter most for you. We'll move this idea to gain more support from the community and monitor this space for traction. However, could you please provide some more clarity on what you mean by quoted hours by staff per task? Is this for a specific area like payroll or projects in Xero? Cheers
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year to date
It would be nice to be able to select "year to date" when choosing comparison periods of quarters or months on the balance sheet and profit and loss statements. Right now the only way to do so is to manually do the math on how many months back the fiscal year end began, which is especially inconvenient for entities with non-calendar year ends.
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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pack date range
Every new year tax year (1 April) the reports for the previous year that we are still using ie 31 March 2025 automatically change to the 31 March of the current year ie 31 March 2027 and the Last Financial year changes to 1 April 2025 to 31 March 2026.
In the drop down box for the Pack Date Range Custom would it be possible to add a Last financial year -1 so that it reads the date range for the previous year that we are still compiling for ie: Date range 1 April 2024 to 31 March 2025.1 voteThanks for taking the time to explain how you’re using the Pack date range and why you’d like a “Last financial year -1” option. This isn’t something we’re actively working on right now, so we’re moving your idea to Gaining support. This lets other partners and small businesses add their vote and specific scenarios, which helps our product teams understand how many people are impacted and how this should be prioritised alongside other reporting work.
In the meantime, the best available workaround is to set the prior year using a Custom date range and reuse that report pack where possible.
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Reporting | Profit & Loss - Ability to change headings in the report according to industry specific terminology
The statutory profit and loss account includes the wording "cost of raw materials and consumables" in the Cost of Sales section. This makes no sense for my clients in the service industry. Can we not have a tag named "Cost of Sales" or "Purchases" which is more generic and applies better to direct expenses attributable to sales in the service industry?
2 votesThanks for submitting your idea on Xero Product Idea’s Melanie. We’ll start to track support in 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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Auto sales tax - Ability to edit invoice with auto sales tax
This is a known issue that needs to be voted on to be prioritized.
The Auto Sales Tax feature in Xero (from Avalara) disallows the ability to edit an Invoice account category. This is a huge limitation that will have massive repercussions as time goes on. Please fix this promptly.
9 votesWe're grateful for your engagement and letting us know the changes that matter to you.
We request that each post is for a single idea, I've just split your one here so we can gather support for being able to edit the invoice or Find and recode transactions with sales tax separately - you'll find the other idea I created for you 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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MTD for IT - Hide specific obligations from your client's view.
Disable or hide specific MTD for IT obligations, including the end of year update, from your client's view.
2 votesThanks for sharing this idea about controlling MTD for IT obligation visibility. We appreciate you explaining how more granular control over what clients see could help streamline practice workflows.
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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UK Tax - Importing Rental Income to Xero Tax
Following the introduction to MTD for ITSA, we will be reporting a number of clients rental income to HMRC using Xero, which we previously did not. As a result of MTD for ITSA we will be preparing more Tax Returns using Xero Tax.
It is currently not possible to import rental income & expenses, from a client's Xero account directly to Xero Tax (where as you can for sole trade businesses). Unfortunately these figures need to be typed in manually.
Would it be possible to add this feature into Xero Tax?
2 votesThanks for sharing your idea of importing rental income into the personal tax return.
We've reviewed your idea and now it's up to the community to get behind and support it.
It is worth noting that our MTD for IT functionality will include the option to include rental income/expenses and will utilise tracking categories to do this.
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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Giving Statements for Year End
It is crucial to be able to print or email statements to multiple or all contacts with received money transactions at once showing each received money transaction for the contact in a time period on individual/separate pages by contact. This is really needed functionality because any nonprofit entity needs to send giving/donation statements at year end. I have tried multiple reports and statements. I can create an Account Transactions report showing all the clients and the received money entries, but it doesn't allow me to separate contact on their own page. The functionality under Business and sending statements would be…
8 votesHi Justin, thanks for sharing your idea again, I understand the challenge of creating a statement for a contact who only have receive money transactions. We've reviewed your idea agree its something others have asked for, so 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 Analytics - Cash flow forecasting customisation
More flexibility for cash flow forecasting - categorisation by account code, manual upload to edit upcoming items rather than one by one, customising summaries (like month end balances).
1 voteAppreciate you sharing how we could improve Cash flow manager, Vanisha. I've just split your idea into 2 so we can track the customisation and bulk update portions separately.
You'll find the idea for bulk updates across here.
If there are any updates planned for either of these we'll let you know on the respective idea. In the meantime share your idea with other colleagues that'd also find this useful to help build up the support in this. 🙂
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