185 results found
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Account transactions report - Comparatives
Essential for cash flow and projections, an annual report divided by month that includes source and base currencies.
The "Account Transactions" report currently enables us to overview all accounts (Balance Sheet and P&L) in both currencies (source and base) but lacks a feature to display 12 months alongside each other.
4 votesWe're grateful for your engagement and letting us know how adding comparative options in the Account Transactions report could benefit you.
This isn't something we have direct plans of right now, however we'll continue to gather community interest in this and share if there are any updates.
In terms of cashflow projections, if not already you may want to check out Short term cashflows with Xero Analytics.
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Bank Feeds - Direct feeds for Griffin Bank
Are there any plans to include Griffin Bank for automatic bank feeds soon?
2 votesThanks for submitting your idea on Xero Product Idea's, Shubham. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have plans for a feed for Griffin bank atm, but we'll start to monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Manual Journal page - TAB after date should go to auto reverse date
Come on Xero, this should be the flow already, the tab position after entering the date should go to the reversing date, we accountants enter a lot of manual journals that are reversed and it is a pain in the **** to have to mouse click on the auto reverse date to be able to enter the date...
This is a easy fix, this is just the tab index in the page...
3 votesThanks for sharing this great idea, Leandro. We can see how changing the keyboard tab order on the Manual Journal screen would make entering reversing journals more efficient.
We've moved your idea to the 'Gaining Support' stage. This means it's now visible to the wider Xero community, who can vote and add comments to show their support. This collective feedback is a key way our product team gauges demand for new features.
While your idea is gaining support, we wanted to share a couple of other related ideas that you and other supporters might be interested in:
- There's an existing idea to have the reversing journal automatically update when the original journal is edited. You can find it here: Manual Journals - Editing journal with auto-reversal to update related journal/s
- For a potential workaround in the meantime, some users explore third-party browser extensions which can offer more customised keyboard navigation.…
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Reports - Shortcuts for navigating Financial Statement Reports
Shortcuts for Financial Statement Reports
It would be extremely helpful to have shortcuts to navigate financial statements.
E.g. 1 would go to the first page of the report, 2 would go to profit and loss, 3 to balance sheet etc. this would assist with quickly switching between different reports in the financial statements.4 votesHi Emile, appreciate you sharing this suggestion for specific shortcuts that would improve efficiency when working in reports. This idea is open for fellow community members to support through voting and comments.
We also have an existing idea for more shortcuts in Xero - we'd encourage you to also add your vote to that broader idea here: Navigation - More keyboard shortcuts in Xero.
Voting on both helps us in two ways: it shows our Reporting team the specific need you have, and it also contributes to the overall demand for more keyboard efficiency across all of Xero.
Thanks again for your valuable contribution to the community!
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Invoice Template - Setting for Decimal format
Invoices Australia
An update in the last few months bought inconsistency into the invoicing format in terms of the decimal points on the unit pricing. It would be good to be able to define this - to two, three, four decimal points so that there is consistency on the invoices rather than some units at two and some at four decimal points.7 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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UK Payroll - Add filters to all reports, i.e. leave overview and Auto enrollment.
It will be great to have meaningful payroll reports. E.g., the leave overview is a blunt tool, as it shows all employees, including those who have left. The same applies to the Auto Enrolment Summary Report - it is a basic on-screen report with no filters, etc. And, yes, includes historical employees. Where there are filters, these overlook some choices which should be present. E.g., wage type, which payroll runs are they- monthly, quarterly, weekly, etc
2 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoice payments - Only offer ACH (not credit card)
I'd like to enable one-click payments from customers when I send them an invoice, but only ACH, not credit card. As it is, if I enable ACH payments via Stripe, the system displays credit card options to the customer. When I try a custom branding theme without the credit card display, Xero will not allow any Stripe payment mechanism.
2 votesThanks for letting us know what you're tried, Roland.
We appreciate you taking your time to share changes that would be most meaningful to you.
If we make any plans for changes around the ways in which you can offer ACH for your customers I'll update you here.
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Invoice History - Add CC'd Email Addresses for Complete Audit Trail
Ability to cc and bcc when sending emails from xero.
This would be very useful as we have many clients that like to have various other people copied in.
2 votesHey Freya, thank you for raising your idea to add CC'd email addresses for Invoice History. This sounds like it could really improve the tracking and auditing of historic invoices.
We have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero. 🙂
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Pricing Plans - Make Analytics optional on Ignite and Grow plans
I see that in Aus the starter plans in Xero are going up by 7-12% again this year (July 2025).
Part of the sales pitch appears to be access to analytics. Subscribers on this level are mum and dad businesses, maybe an employee or two (as restricted by Xero).
They need a simple system they can use, they don't need or want sophisticated analytics systems. There's nothing in their accounts to analyse. They barely have time or inclination to do a bank rec.
I find it odd that xero restrict basic functions and compliance features like invoicing, bills, payroll and…
2 votesHi Craig, we really appreciate you taking the time to share such an honest and detailed perspective on our pricing plans. We hear your frustration and understand your concerns about ensuring our plans provide the right value and features for small businesses, especially in light of the upcoming price changes.
Your feedback is an important part of how we learn and grow. We've reviewed your suggestion to make Analytics an optional feature on the Ignite and Grow plans, and it's now open for the wider community to see and support.
Along with votes, others can now comment to share how this kind of flexibility in our plans would impact their business. Hearing these different perspectives helps us get a much clearer picture of what our customers truly need from Xero.
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Hubdoc - Tags Should be Visible in Xero
We tag documents for organisation in Hubdoc, but have no visibility of these in Xero, which makes no sense. These don't need to be editable, but it would make sense that it showed what tags were on an invoice. Even if this was detailed in the history of the invoice. This would be a massive time-saver!
2 votesThanks for your idea on making Hubdoc tags visible in Xero, Natascha. We can definitely see how having that visibility on an invoice would be a massive time-saver.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.🙂
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Batch payment - Warning if contact has not be paid in the last year
It would be great to have a warning pop up when creating a batch payment if a supplier has not been paid in ie 1 year. Recently a Supplier was paid however in the 2 years since they were first added into Xero (and no bills paid since) the business was sold and the bank account changed. Additionally if Hubdoc could read bank accounts and a warning pop up if they differ from that in Xero.
1 voteThanks for letting us know that you would like to see a warning when paying suppliers that haven't been paid for over a year.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
A second idea has been created from this one for the suggestion of adding a warning within Hubdoc if a different bank account number is entered in Xero. You can view this here - Hubdoc - Warning if supplier bank account in Xero is different
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NZ Payroll - Option to remove Salary Hours on Payslips
Please update to have the option of removing salary hours on payslips.
We just need the Gross Salary for that line and not the hours.
When we have employees working accross different days of the week Xero Payroll round the hours and so in our example someone on 100 hours working 11 days per fortnight, Xero Payroll rounds the Salary Hours to 99.9999 on the payslip which is close but not correct. Currently no workaround for this.1 voteThanks for sharing your idea to add the option to remove salary hours from a payslip.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank Feed - Connect to Bulkley Valley Credit Union
Could you please look into connecting to the Bulkley Valley Credit Union (BC, Canada).
1 voteThanks, Megan for submitting your idea! We've taken a look, and it's now ready for the Xero community to rally behind. Other users can now vote and offer their thoughts on how this could enhance their own Xero journey.
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Invoice templates - Prevent past invoices from updating when a template is amended
Amendments to Invoice Templates.
If you make amendment to an Invoice, the amendment should only be applied from the date & time of the amendment & should Not apply the amendment to all your previous Invoices on your records already sent!
Note, currently the only way around this is to create a new template with the amendment.1 voteThanks Ian, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Emails to BIlls - Auto capture the bill as tax exclusive
You can set your company preference to tax exclusive or tax inclusive, but the Xero email bills to Xero function does not follow the company settings and always puts to tax inclusive. Can this be as per the company settings? Eg we would like it to always be tax exclusive.
0 votesThanks Dominique, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Bills - Change file name when downloading bills
It would be really handy when downloading bills if the default file name is the Reference [invoice] number and not a random internal Xero reference or document ID. Even better would be Supplier name + Reference [invoice] number
1 voteThanks, Jo, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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Invoices - display autopay label to users who do not have standard/advisor roles
Current user role permissions require the Standard or Advisor role to use the auto pay feature for invoices. However, this role also reveals financial information that a sales rep should not have. Our sales reps, therefore, have Invoice Create/Edit capabilities. Within these capabilities, or perhaps as an optional toggle, I would like them to be able to set up auto pay and see if it is active so they can get it set up for clients as part of the closing process.
1 voteThanks Diane, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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UK Payroll - Monthly P30 report
It would be great if Xero Payroll could produce a Monthly P30 report which we can send to our clients with HMRC bank details and the Accounts reference, with the month reference on the end.
Other payroll software do this and it is really helpful for our clients.1 voteThanks for sharing your idea with us,Gary. We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.
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AU Payroll - Automatically remove allowances in payslip during annual leave
When calculating annual leave the ordinary hours changes to include allowances. The loading is then based on this figure. However the allowances are still included as separate lines on the pay template and need to be removed manually. Can this be automated as it needs to be done manually for all employees for every annual leave period?
I can opt not to include allowances in the calculation, but it makes sense to gross up allowances in the ordinary rate for this purpose.1 voteThanks Lisa, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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NZ Payroll - Allow employee date of birth to be optional
Please remove the requirement to have a date of birth for an employee.
We have been asking for this to be removed for years, Xero recently told us it was an IRD requirement. We contacted our account manager at Inland Revenue and they said it is not an IRD requirement and that they have been in contact with Xero Payroll to make the field non-compulsory.
The workaround that Xero gives of adding a made up date does not work and causes issues where IRD send letters that the date of birth does not match that client.
It is not a…1 voteThanks Raelene, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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