900 results found
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Reporting - Time stamp visible while editing
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 voteHey Melody we appreciate you bringing this idea to us, its great to hear about the changes you would like to see in Xero and how meaningful they are. This is now open to the wider community and you can share with with friends and colleagues so they can vote and share their own experiences as well. We will monitor the community support and post any updates here.
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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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Reporting: Include read only access to all reports on Ledger subscriptions
Please provide read only access to Payroll reports, Employee data and GST Returns when a subscription is downgraded.
2 votesThanks for bringing this to us Vicki. We have moved this to Gaining Support so others can vote and comment and we can gauge community sentiment. Please note, if you do downgrade to a ledger plan you can publish reports prior to this so you have the data, but we acknowledge that you can't access live data.
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Company Accounts - Allow Administrator Access to company accounts and corporation tax filing (not just subscriber)
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 sharing this idea ⭐
We understand that limiting Company Accounts and Tax access to the subscriber can make it difficult for other trusted users, such as staff or accountants, to help prepare and manage filings. Allowing the subscriber to grant access to selected users would provide greater flexibility while keeping control with the organisation. It would also be helpful if other users could view, vote on and comment on the idea, so teams can share their feedback and show wider support.
We'll keep this feedback in mind as we continue improving the experience. We'll start to get a gauge of the support for this from your idea, here.
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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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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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Reports - Advanced dynamic reporting builder with multi-table joins and custom calculations
Dynamic reporting. So users are able to select tables and can join multiple tables, add mathmatical functions and but date and fileters in this dynamic report. This way and average joe don't need to setup pipelines for simple repoting. The option to drag and drop ccolumns would be super helpful. Take field glass reporting as an example. Scheduling features to all of the reports would be a game changer, then suddnely, users can setup piplines through Xero GUI instead of tinkering with the API to get this working.
1 voteThanks for bringing this to the community. Having a visual reporting builder with greater flexibility around data sources, and calculations formula could reduce the need to move data into spreadsheets or other reporting tools.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share the reports you currently need to build outside Xero.
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Reporting - Combine Contact Transactions Summary and the Supplier Bill Activity reports
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 voteThanks for raising this idea with us! ⭐ We understand you would prefer to see this information in one place, the spend money transactions alongside a supplier’s bills. Currently you do need to switch between reports. Others can now Vote and comment on this idea and we’ll start to get a gauge of the support for this from your idea, here. ✨
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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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Payroll AU: Set Date range for Payment Summary Details report
Can we run Payment Summary Details report monthly. Currently available annually
1 voteThanks for sharing your idea! Currently, the Payment Summary Details report can only be set to a financial year. However, the Payroll Employee Summary report allows you to select any date range and provides similar information.
We’ve reviewed your suggestion, and it’s now open for community support! Be sure to share this idea with any colleagues who might benefit so they can add their vote.
Other members can also leave comments to share how this feature would improve their experience with Xero.
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Reports - Highlight previously viewed transaction on list/report
Restore function where the previously viewed transaction is highlighted in a darker or different colour so you know where you are on a list of transactions. It used to be there but it has now gone :(
4 votesThanks for sharing your idea, Diana. We understand that having a way to keep track of reviewed transactions would help when working through large reports.
The suggestion is to add a visual indicator for previously viewed items, making it easier to remember where you left off and avoid reopening the same transactions.
For now, opening transactions in separate browser tabs can help keep your place while reviewing multiple items. We’ll continue tracking this idea here so the community can share feedback and use cases.
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BAS - Make draft bill creation optional when lodging BAS
To have the option to remove the draft bill feature when lodging your BAS through Xero. At the moment, the system automatically creates the draft bill when lodging your BAS and we are manually going back and deleting the draft bills.
It would be great to have option to disable this feature7 votesThanks for sharing your feedback on draft bill creation during BAS lodgement. We appreciate you explaining how this impacts your workflow.
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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GST Reconciliation Report - Save the filed amounts entries
AU There was a discrepancy between GST ac balance at EOQ on the Balance Sheet & the GST refund for the end of quarter BAS. Using the GST Reconciliation report would be a lot more helpful if the Filed Amounts could actually be saved and continuously show the correct unfiled running balance amount and the section "GST Account Summary " for unfiled GST was actually correct as a cumulative balance. I just did 3.5 years worth of GST Reconciliations and nothing saved so all the running balances are wrong and don't flow correctly from one year to the next -…
30 votesThank you for your candid feedback and engagement on this idea. The good news is we're actively working on a complete rebuild of this report on our new reporting platform ✨. This project is a top priority and is specifically designed to solve the issues you've raised. The new report will automatically pull in filed return amounts, allow you to drill down into transactions, and always show a correct, cumulative unfiled balance. We're in the development phase, and we’re also actively gathering feedback on the ability to make manual adjustments in the new report, which we know is a critical requirement. We are committed to delivering a report that makes this essential part of your workflow easier and more reliable. We'll be back with another update as we make progress 😊
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Workpapers - Capital Gains Totaled in Tax Schedule
When capital gains are reported via managed funds worksheets, why can these totals not be automatically tallied up in the capital gains tax schedule?
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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Journal Report - Reversal Filtering and Visibility Enhancements
I would like to request improvements to the Journal Report to make it more user-friendly for accountants and bookkeepers.
Currently, reversal journals and their original entries appear together, which makes the report difficult to read and slows down review during month-end and year-end close.
Please consider adding these enhancements:
1. Preferred enhancement: Reversal Filters
Please add filter options to control visibility of reversal-related journals:
• Show or hide original journals
• Show or hide reversal journals
• View only normal (non-reversal) journals
This would keep the full audit trail intact, but make the report much cleaner and easier to analyze.…6 votesHi Wilianti, thanks for taking the time to share this idea. Your notes on reversal filtering and visual indicators help clarify how these enhancements could support your workflow.
We’ve moved your post into Gaining Support, which opens it up for community votes and comments. It is now up to the community to show their interest, and this gives us a clearer picture of how many users might benefit from changes like these.
We’ll update this thread when the idea gains traction and is reviewed further by the product team.
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Fixed Asset - Export Registry in PDF or Excel format
Please make it possible to actually print or export a fixed asset registry to PDF or Excel. Not CSV. There is no use for the CSV at all? Except may if you import to another set of books.
But for reported and editing purposes you want it in either pdf or excel to sort quickly. No one has time to work through a CSV File!!! for quick reporting purposes.
1 voteThanks for raising this suggestion, Annelie. Being able to export the Fixed Asset Register directly to PDF or Excel could make it easier to use the report for year-end reviews and client reporting.
In the meantime, opening the CSV export in Excel or utilizing the Asset Summary report remains the most practical workaround.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If you regularly export the register, let us know which format you’d use most and how you’d like it presented.
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AU Tax - Master Chart of Accounts Mapping for Tax Return Imports
Allow the Import from Tax function to be mapped at the master level to a Master Chart of Accounts, this would enable account mappings to be consistent and eliminate additional entry and review time in the first year, with only new accounts being addressed.
1 voteThanks for bringing this idea to the community. We understand the request for Import from Xero mappings to be managed centrally through the Master Chart of Accounts rather than configured separately for each client.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share your use case.
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