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  1. Report Templates - Trust tax rate 39% 2025 and 33% in comparatives in annual accounts tax note

    48 votes

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    5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for raising the idea with us here, community.

    Currently, there's no functionality in Xero to have a single row have two different formulas for each column, or have two columns appear when grouped. (Example, the 2024 column cannot be calculated with 33% tax if the formula for the row is calculated with 39%)

    Right now as Paul's noted 🙏, we'd recommend using a 'Custom' row in the Notes report and have the row heading be similar to 'Tax Payable (33% 2024, 39% 2025)'.

    In doing so, you'll then be able to manually input the figures into this section of the notes report after you click 'Update layout'.

    We don't have any immediate plans for developing this capability, but I want to assure you interest for this has been shared with our product team and we'll update you if there's any news.

    Craig Purdy supported this idea  · 

  2. NZ Tax - edit bulk email addresses

    23 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Craig Purdy supported this idea  · 

  3. Manual Journals - Editing journal with auto-reversal to update related journal/s

    47 votes

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    16 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited. 

    While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time. 

    We'll move the status back to submitted and keep you informed if there is any movement.

    An error occurred while saving the comment
    Craig Purdy commented  · 

    This would be fantastic!

    Craig Purdy supported this idea  · 

  4. Reporting: Account Transactions Report - Show Files icon & number attached

    106 votes

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    submitted  ·  28 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Craig Purdy supported this idea  · 

  5. Depreciation Schedule - Add Page breaks

    9 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Craig Purdy supported this idea  · 
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    Craig Purdy commented  · 

    Self explanatory as we have lists going across multiple pages with sometime no Asset Type heading at top of a new page.

  6. Practice Manager | Depreciation Schedule | Print - Asset Serial Numbers

    11 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Craig Purdy supported this idea  · 

  7. Workpapers | Depreciation Schedule - Include fixed asset numbers

    11 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Craig Purdy supported this idea  · 

  8. Workpapers - automated page breaks in notes

    25 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Craig Purdy supported this idea  · 

  9. Reporting - Ability to create own report code structure

    200 votes

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    19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

    We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

    As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

    To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

    We see the value in providing more customisation in reporting. Right now we have some more codes…

    Craig Purdy supported this idea  · 

  10. Xero Tax (AU) - Ability to show the difference between original tax and amended tax returns

    117 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Craig Purdy supported this idea  ·