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  1. I have been following a number of ideas, and it is apparent that some confusion often occurs when using the terminology 'Bills' and 'Invoices'.

    Could we have the option within Xero for bills to be referred to as 'Supplier Invoices' or 'Purchase Invoices', and invoices referred to as 'Customer Invoices' or 'Sales Invoices' to avoid this confusion, as they are in every other accounts package I have used?

    5 votes

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  2. I want a payment report of invoice payments made into my bank account, the report would show date of payment, method of payment and actual .

    36 votes

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  3. Ability to have the prior year comparatives track the report periods. Currently if a variance column is added to the reports the "Compare with" disappears.

    2 votes

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  4. Can we please have a function where we can filter the data based on the last payment date to show only invoices paid within the date range in the filter?

    8 votes

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  5. Please please can you sort your system so that when we are bulk importing our annual jobs that it is possible to import the budget also - I have asked for this for many years but to date nothing has changed. I hope that now that you have finally updated the system, after several years of empty promises, perhaps this is now a possiblity. It is far too time consuming to enter the budget manually with over 1000 jobs and would speed up our invoicing if the budget field was imported instead of having to look elsewhere for the fee.…

    18 votes

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  6. Could you move the navigation buttons in the Financial Statements format (or any format with multiple pages) to the sticky bar at the bottom so you don't have to scroll to the top of the page to move between pages. some format pages are extremely long and it is a waste of precious time

    15 votes

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    Hi team, appreciate the interest and raising of the idea here, however we want to be open that this isn't something we have plans of developing for. 

    Atm, if you're quite far down the page you could use the home button on your keyboard to quickly navigate back to the top. 

  7. Add Notes reference for Statement of Cash Flows for totals.
    When preparing financial statements it is not possible to add a Notes reference for total lines. This is extremely frustrating as we normally have a note reconciling the net operating cash flows to the net operating profit. This requires PDF correction after exporting from Xero.

    Please add functionality to add a Notes reference for total lines in financial statements.

    2 votes

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  8. Hi team
    It would be great if you could replace the underscores with spaces when downloading PDF reports from Xero - currently we have to tidy this up before sending reports to clients which takes unnecessary time.

    4 votes

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  9. We need to be able to create a report that lists inventory item sales and includes the customer name AND other customer contact information such as email address or phone number.

    There have been occasions where I've needed to contact a large group of customers that have purchased a product from me due to a misprint in a book or an update to a title. At present, the only way I can do this is to export my inventory report and add the contacts manually. Xero Support Specialist - Daniel has confirmed this.

    6 votes

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  10. Set a bank rule that only autofills the contact name - Often the same contact is used for sales or purchases to different accounts. Currently bank rules force you to choose an account. I'd like to set the contact automatically with the bank rule, then choose the account during reconciliation. Saves me typing the contact each time.
    ALTERNATIVELY - I saw and voted for another idea that there could be a drop-down list of possible applicable rules, then I could write 2+ rules for the same contact and matching criteria, and choose the appropriate rule. This would be even faster,…

    2 votes

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  11. Hi, I was wondering if it is possible to include some non financial data in zero ledgers for reporting?
    For Example - I would like to include a 'No. of Transactions' for a period that would not be a financial number (so no balancing required) but, this number would be available to add to reports i.e creating a cost per transaction.
    We used to call these 'SKU's' and generally they would Non Financial KPI's like:- production days, FTE's, LTI's or Units produced.
    Any help would be great.
    Regards Iain Vernon

    2 votes

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  12. Currently, you are able to pull the Contact Transactions Summary and ledger for only one contact at a time.

    If you can add the ability to pull more than one contact's transactions at a time, it would be great. It should work the same as "Account Transactions" where you choose the accounts you want to pull, just for Contacts.

    6 votes

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    Hi Elizna, you can run the Receivable or Payable invoice detail reports for multiple contacts at a time. Is there something specific about the Contact Transactions Summary that's missing from these reports that you'd want included ? 

  13. Although you can save a custom Account Transactions report as the new default report, Xero still displays the original default Account Transactions columns if you drill down to account activity from Balance Sheet or Income Statement.
    This currently requires re-adjusting the column settings every time.

    67 votes

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    Thanks for signalling your interest and sharing with us through this idea, team.

    We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.

  14. On the notes section to the financial reports in adviser reports templated under the groups, I would like the accounts selected to be in alphabetical order. At the moment the only option is to manually drag and drop - with a large number of accounts this is extremely time consuming. An automated function would assist.

    10 votes

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  15. Recommendation is to add graphs as a report on Xero. Clients can see their turnover an example over a few months which can be sent to them direct from Xero !

    15 votes

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    Is there a specific report or reports you'd like to do this with, Suveera. 

    Xero analytics is one way of getting more of a visual view of an organisations performance, or alternatively you'll find there are a couple of reports like the Income and Expense by Contact reports that enable you to show a chart of your top 10 customers or suppliers. 

  16. I have a client who is VERY mobile active. I noticed on the bank reconciliation page that notes are multiple taps away. On a transaction, three dots, then view note, and then one more click to go back. It was be fantastic if the default on the bank reconciliation page on mobile was to show notes first, like the discuss tab is defaulted to show first on the web application. Then I could instruct my client to view the bank reconciliation on their mobile to see what information I am requesting.

    2 votes

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  17. The new reports are significantly slower than the old reports. I was wondering if this has been experienced/ shared by other users? And if Xero were working on improving this?

    Appears Xero has gone backwards in terms of efficiency...

    5 votes

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  18. Support Quick Method of GST/HST tax calculation for Canadian small business. Small business corporations in Canada have an option of so called Quick Method of GST/HST tax calculation that is based on a marginal percentage from the sales revenue amount instead of full balance of taxes collced and paid. Many small businesses choose to use QM because it frequently and significantly (upt to 30%) reduces GST/HST taxes payable. Current GST/HST tax report does not support the QM and the manual workaround method through tax adjustment is not 100% corret in terms of the line numbers in the report. Enabling QM…

    9 votes

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  19. On the Receivables and Payables Detail report, include a flag that shows when a planned payment date has been manually identified (as opposed to the credit terms due date). Will simplify cashflow forecasting

    6 votes

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  20. Description Field with the bank narration

    This happened as a couple of newer client and new to xero in the contact field wrote something incredibly different to the bank narration which makes it very difficult to review the general ledger information.

    For example in the General Account the transactions descriptions are all listed as "John Smith" when if the bank narration option was available I could see it is Officeworks, KFC, etc and this would make it easier to realise these are miscoded and reallocate.

    33 votes

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