Settings and activity
26 results found
-
13 votes
Caeden Bright
supported this idea
·
-
432 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Caeden Bright
supported this idea
·
-
9 votes
Hi Caeden, thanks for sharing your idea about IR10 validation. It’s great to understand how automatically matching Box 29 with the main tax return could make audit workflows smoother.
The community team has reviewed this and moved it to Gaining support, so it’s now open for votes and comments. If you’d like to see this in action, sharing a bit more about how you’d use it in your practice could help others understand its value.
We’d also love to hear from anyone else with thoughts or experiences around this as it helps our team understand the impact. We’ll keep you updated as the idea develops.
Caeden Bright
shared this idea
·
-
70 votesCaeden Bright
supported this idea
·
-
6 votes
Hi David, thank you for the suggestion to add descriptions identifying the IR10 Key Point will feed through to. We will move this idea to submitted for other users to add their support and comments to.
In the meantime, the IR10 and AIM mapping from Xero to Practice Manager support article is a useful resource which contains information on how the fields are mapped.
Caeden Bright
supported this idea
·
-
19 votesCaeden Bright
supported this idea
·
-
287 votes
Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.
We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.
Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.
Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here.
Caeden Bright
supported this idea
·
-
33 votesCaeden Bright
supported this idea
·
-
213 votes
Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.
The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.
I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.
Please keep the ideas and feedback coming to show your support for this idea.
Caeden Bright
supported this idea
·
-
31 votesCaeden Bright
supported this idea
·
-
240 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Caeden Bright
supported this idea
·
-
Navigation - Freeze bar at the top of the page to save scrolling
-
photo2.png 168 KB -
photo1.png 151 KB -
Screenshot%202025-10-16%20140059.png 4 KB -
Screenshot%202025-08-06%20120523.png 119 KB -
Xero ribbon 2024-11-22.jpg 74 KB -
Xero Ideas.pdf 188 KB -
Screenshot 2024-05-21 091159.png 7 KB -
Blue banner heading fix.doc 252 KB -
Blue banner heading fix.pdf 173 KB -
Xero headings.jpg 20 KB
234 votesHi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
Caeden Bright
supported this idea
·
-
-
4 votesCaeden Bright
supported this idea
·
-
15 votesCaeden Bright
supported this idea
·
-
24 votes
Hi everyone, while we appreciate hearing how we could make processes more efficient for our customers using Xero, this is not an idea we would be able to take action on.
Inland Revenue do not currently allow correspondence to be sent with a tax return via the Gateway services. This may be feedback that you could share with your IR Account Manager. Thanks
Caeden Bright
supported this idea
·
-
4 votesCaeden Bright
supported this idea
·
-
97 votes
Thank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.
This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.
Caeden Bright
supported this idea
·
-
117 votes
Hi team, back to share an update as work progresses. 😊
Our team are in active development of 2025 (and future years) tax returns to provide pre-population of loss balances bought forward. We'll also provide warning on the return where data differs from that received from IR.
I'll loop back again as we roll this out, along with further details of the change. Thanks!
Caeden Bright
supported this idea
·
-
38 votes
Hey everyone, thanks again for your support in this idea. We've made more moves in this space with work now underway to make a change to how report fields work.
We'll be making these non editable within a report once a Report field's been added and run on a report at the client level, so they maintain their auto updating capabilities.
I'll be back again to let you know when this rolls out next year!
Caeden Bright
supported this idea
·
-
1,208 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Caeden Bright
supported this idea
·
