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  1. 225 votes

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    Hi community, we appreciate your continued support on this idea. Your feedback has been valuable in understanding how additional data in the Account Transactions report would be useful for you.

    I'm pleased to share that our reporting team is exploring new ways to customise reports (e.g. add missing fields, pivot tables). We'd like to invite customers who regularly shape reports and use tracking categories to join an early study:

    • A 60-minute video interview where we share early concepts and ask for your feedback

    If you'd be interested in participating and giving your time, please complete this short survey -

    • Thanks so much to everyone who expressed interest in our reporting research. Recruitment is now full, so the survey is closed. We really appreciate your support!

    Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.😁

    Rory Thomson supported this idea  · 
  2. 30 votes

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    Thanks so much for sharing this idea, and to everyone who’s added their thoughts and votes.

    We can see why having a clearer view of which VAT return a transaction was included in would be helpful, especially when reviewing bills, invoices, and adjustments.

    We’ve moved this idea to Gaining Support so we can keep listening and better understand the demand for this improvement. If this would make a difference to your workflow, please keep the votes and examples coming — they really help our product team understand the impact.

    We’ll continue to share updates here as we learn more.

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    Rory Thomson commented  · 

    This feature would save a huge amount of time for accountants, bookkeepers and clients. When investigating VAT discrepancies or reconciling transactions, it can be incredibly time-consuming to determine which VAT return a specific transaction was included in. Having this information visible directly on the transaction would significantly improve efficiency, reduce manual checking and make VAT reconciliations far easier.

    Rory Thomson supported this idea  ·