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1. Audit Trail Report

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   85 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

   Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

   Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

   That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be most helpful for you.

   • User Permissions - History recorded of role changes and ability to add description
   • History & Notes | Include item for invoice Sent (Via email or E-Invoice)
   • Contacts - View all transactions history & notes from contact record
   • Document pack - History of reminders sent in Tax

   Since this idea was originally started we’ve uplifted the History and Notes to provide easier control and search of events, and we're continuously working to improve reporting and data integrity in Xero.

   Your details and insights shared here have all been fed back to our product teams and are incredibly useful as we shape our future roadmap. We appreciate you all for sharing your thoughts.

   Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

   Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

   Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

   That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be… more

   Donna Munro supported this idea  ·  24 April, 2025

2. Reporting - Ability to create own report code structure

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   202 votes

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   19 comments  ·  Reports & tax » Reporting  ·  delete…  ·  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 in the works for the UK - You can stay in the know of new features through our Xero Central Product Releases article and see what's 'coming soon' in the next quarter through The Long and Short of It

   We’re committed to helping you deliver the best service to your clients, however we want to be upfront that creating a fully bespoke solution like what's asked here is not in the pipeline. Should our position change around this we'll update you, here.

   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… more

   Donna Munro supported this idea  ·  18 September, 2024

3. Invoices - Multiple due dates for payments/deposits along with the ability to offer trade terms

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   submitted  ·  58 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Donna Munro commented  ·  24 May, 2024  ·  Edit…  ·  delete…

   This would be a good addition to the Xero features. I'm very surprised that it isn't already here ....

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   Donna Munro supported this idea  ·  24 May, 2024

4. Reporting - Ability to consolidate multiple Xero organisations

   250 votes

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   99 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.

   We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets. 

   For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store. 

   We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned. 

   We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value your input in helping us understand what matters most to our customers, and we’ll continue to review this idea for future consideration.

   Thanks again for your understanding and for being such an engaged part of the Xero community.

   Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.

   We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets. 

   For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store. 

   We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned. 

   We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value… more

   Donna Munro supported this idea  ·  12 January, 2024