4759 results found
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Update the invoice date for multiple invoices/ or invoices being sent.
Currently to update an invoice date it has to be done within the individual invoice. The issue I'm having is that there is often a delay between 'drafting', 'submitting an invoice for approval', it being approved, and when it gets sent out. The invoice date doesn't auto-update at any of these stages, and I'm needing to manually update each invoice issue date before they are sent out. It's a bit of a silly time waster that could be avoided easily. It would be good to be able to select multiple invoices from 'waiting to be paid' and select a menu…
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Desktop
The new widgets / updates on screen when Xero is first opened is way to busy. Dare I say it Xero needs to have icons on desktop like another accounting program.
For example Financial icon click on that and all associated widgets are there, a bank icon all information is there, sales, purchases etc etc. Not every business owner wants to see all that important information at start up1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Allocated credit notes on bank reconcile
When a customer payment or supplier payment are in the bank reconciliation, you can only allocate invoices. However if the payment has a credit invoice it would be good to be able to allocate them then, rather than going into the customer and supplier account and allocating. When there are lots of credit invoices this is a very long process.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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void bill
Can we please have the system stop telling us that there are duplicate bills after one has been voided? Once a bill has been voided, it no longer poses a threat so why does the system still tell us that there are duplicates?
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Intergrations with mechanics desk
Mechanics Desk Linked together sharing data and info to provide the customer with the best quality control measures and checklist possible, ensuring productivity and efficiency is met, COGS Cost of goods sold it tracked and Reconcile alongside bank statements displaying correct values calculating profit, expenses, income, gst, and internal expenses funds Introduced also tracking internal transactions between accounts. Integrating the clock in from both mechanics desk and zero together creating seemlessly perfect time tracking with no discrepancies tracking charged hours, & non chargeable hours
Allowing for Marine Vessel When inputting a vehicle allowing for Port Engine & Starboard Engine Details…2 votesHi Zachary, it looks like there is an integration with Mechanic desk available. If you've already integrated this with your organisation and looking for further capabilities to what it offers we recommend reaching out to their support directly (listed under the additional info section of the Xero app store).
As they designed and built the integration they can confirm what's possible and would need to make decisions of if this is something they'd be willing to expand their integration for.
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Bills View - Option to view next bill
Why is the next bill feature no longer available in bill preview?
The bill preview is a great feature in awaiting bills, allowing you to view the bill and xero transaction at the same time, before you schedule a bill for payment. There were up and down arrows allowing you to move through all the bill transactions & their respective invoice/s that were awaiting payment.However, in the last week it is no longer available. You have to keep clicking in and out of each bill to preview. Its time consuming. Can we please have this feature back?
2 votes -
Invoicing | Payments - Using tab and enter
Most people using accounting software are keyboard proficient. Having to use a mouse to see and click on drop down lists is inefficient. This is particularly bad when applying payments to the new invoicing system. I can see you've updated this so that you can tab across when you're creating a new invoice - please extend this functionality to the payment field. (All we really want is for you to #BringBackClassicInvoicing)
2 votesHi Amanda, are there any particular fields you're having issues tabbing through in the payments window? We recently released a change so you can now type in dates rather than having to choose from the calendar.
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Bills - Change draft bills to spend money
I would like easier access for entering multiple spend money transactions with a preview screen
I suggest either;
1) a separate email to send spend money receipts to like bills have; or
2) when entering spend money transaction, after clicking save and add another, allow the preview pane to be available after attaching a file so you can still see the details of the receipt when entering (just like the preview is there when you enter a spend money from the files section) otherwise you have to go out of spend money and back to files just so you have…
3 votes -
NZ GST - Export file to include "GST Return" in naming convention
The new modernised GST returns in Xero no longer export the report name in the exported file name. The document only has the client name and date, not the report type anymore. Should say "XXXX Ltd 30 11 2024 GST Return", whereas it currently only says XXXX Ltd 30 11 2024". Inefficient to have to manually add the words "GST Return" for each report produced in Blue Xero when sending multiple documents to clients. Is there a way to get it back? Within the document itself it says the report type, but would be preferred to be included in the…
6 votes -
Bank Reconciliation - see more lines when searching transactions to match to statement line
increase number of lines of transactions visible when reconciling the bank account as currently only 6 lines are visible which requires constant scrolling up and down to find the correct entries, even with filtering by supplier. A customer receipt can be entered with several lines and the lines cannot be filtered to just show receipts, it shows all the invoices outstanding too. As we issue hundreds of invoices, only seeing 6 lines means that it involves a lot of scrolling to find the relevant bank receipt entry and one bank receipt may have been split into several individual line transactions.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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duplicate bills
Bills are listed as 'duplicate' even tho they are monthly recurring bills so even tho the amounts are the same, the dates are different. Is there any way of these monthly bills not being listed as 'duplicate'. wastes a lot of time checking.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Repeating Invoices - Next invoice date as last day of the month
I have set repeating invoices to repeat at the end of every calendar month. This seems to work fine for 30 day months, however, in a 31 day month, most of the invoices automatically redraft on the 30th, and only some on the 31st. The parameters for each recurring invoice template seem to be the same so I can't figure out why this keeps happening. To avoid the extra work to change most of them to the 31st each time, this feature needs to work consistently, and automatically generate draft invoices for the last day of the calendar month, regardless…
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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aroflo
AroFlo → Xero Integration Ignores Quantities – Every Line Shows “1” in Xero
We use AroFlo to create purchase orders and invoices, and send them into Xero via the standard integration. In AroFlo, each line has the correct quantity, unit price, and total.
However, when the invoice arrives in Xero:Every line item quantity is set to 1
The real quantity is moved into the item description
This breaks inventory tracking, reporting, and makes invoices misleading for our clients
AroFlo support has confirmed this is a “limitation of the Xero API,” but from our research, Xero’s API does support a…
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Customer Statement – increase character limit on reference field
Hi everyone,
Our customers would like to see the full PO number in the customer statement. Could we increase the character limit of the reference field to 40–50 characters?1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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sorting
NZ GST returns - add multiple sorting
Currently, I can only sort by one column. When I click on Account, the transactions are sorted by account name. But when I then click on Contact, the transactions are sorted by contact name, and the account names become unordered. It would be great if I could sort by multiple columns. For example, first by account, then by contact.1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Xero - Version for Local Government
Hi Xero team,
I’m reaching out from a regional local government in Western Australia. We want to use Xero and appreciate its simplicity and usability. However, we’ve found that Xero’s current design is limiting for local government requirements — particularly in terms of transaction volume, internal controls, audit reporting, governance, and integrated project accounting.
I believe there’s a compelling opportunity for Xero to consider developing a dedicated “Local Government” edition or expansion, especially tailored for smaller regional councils. There are over 500 local governments in Australia, many of which are seeking modern, cloud-based, ERP solutions that balance simplicity with the…
2 votes -
Expense claims - Search or sort by Spent by
Ability to search, sort, & filter a table of expense claims by the 'Spent at' field
1 voteThanks for your idea, Ian. We'll start to get a sense of the interest from community in searching and sorting by the Spent by field from your post here.
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Notification - Advisor to receive email when W9 request is completed by vendor
When we send a W9 request to a vendor via Xero the only way we have to know if they have completed the W9 request is by logging back into Xero and manually navigating to that vendor to check in on it.
It would be great if admins/bookkeepers could receive a notification when the vendor completes the W9 request.
Having that email notification of a vendor completing a w9 request would also enable us to trigger other automations.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
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!
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Xero Accounting app - Ability to view Balance Sheet
Hi Xero Team,
I’m really disappointed to discover that the Xero Mobile App doesn’t provide any way to view the Balance Sheet - a core financial statement that forms half of any set of accounts and is the backbone of understanding a business’s position.
As a property developer, tracking CAPEX spends per project is critical, and not having quick access to this information on the go is a significant limitation. Even a simple dashboard or quick-glance view in the app would make a huge difference for users like me who rely on Xero to manage their businesses efficiently.
We all…
1 voteAppreciate your feedback here, James. It's good to hear the sort of information our customers would find most handy on the go.
This isn't something we have direct plans for atm, but we'll get a sens of the interest for viewing the Balance Sheet in the Xero Accounting app from the community here and I'll let you know if there are any plans made.
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reference
id love to be able to edit the reference field from the invoice tab. Also the ability to build edit the reference field from the same tab would be helpful. We use that field to know the category the sale is in. So some of our work is shipped, or its to a specific event.
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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