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  1. Save and Next option for Timesheet approval.

    Rather than having to go back to the beginning for each and every timesheet approval you should be able to save and view next in the same way you can with bills.

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. CIS Deductions need to show at the bottom of the invoice on advanced invoice templates as seen on the standard invoice template.

    15 votes

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  3. “Send via Xero Network” feature in your invoicing system, which have negatively impacted our workflow and client payment behavior.

    Since the update, this option now appears at the bottom of the invoice, while the sending process begins at the top. This disjointed placement is not intuitive and often leads to it being overlooked. More importantly, the system does not remember this selection, requiring us to manually enable it every time we send an invoice.

    This has had a direct impact on our cash flow. Since the update, we’ve noticed a significant drop in timely payments. Many of our clients rely…

    2 votes

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    Thanks for your idea and sharing what would help your experience when sending using the Xero Network, Kelly.

    We don't have further changes planned around this right now but will start to get a sense of interest from your idea, here.

  4. 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 votes

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    Thanks 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:

  5. 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 votes

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    Hi 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!

  6. Until recently when I saved a packing slip the default name was eg 'Packing Slip Inv - 4080'.

    Then recently after you dated your system the packing slips are now called eg 'Invoice Packing Slip Inv - 4080'.

    Can you change it back to remove the word invoice as it can cause confusion and staff may send the wrong document to suppliers and customers as both look like invoices.

    I am changing the name manually but it was simpler and clearer before Xero added the word 'invoice'

    If you can change it back that would be great and I'm sure…

    1 vote

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    Hi, thanks for sharing your feedback about this.

    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.

  7. Move multiply rows in invoice template and insert multiple rows in invoice template

    2 votes

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    While we don't have any work planned for being able to move multiple lines at a time, I've slightly adjusted the title of the idea here for this specifically, and we'll continue to track the interest for adding multiple lines at once from this idea.

    If there are any plans made we'll share update on each idea respectively. Thanks

  8. E-Invoicing
    Is it possible to set e invoicing up at customer contact level. This would then allow me to bulk send my invoices as I currently do, rather than one by one

    2 votes

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  9. Dont automatically open a new tab when clicking the contact link in the new invoice or give option to turn this off.
    There is Alt+click shortcut on all browsers to do this already.
    Making this auto open as default leads to too many unnecessary tabs and attributing to a more messy workflow

    8 votes

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    Thanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.

    With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.

    We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.

  10. Create a Receivable and/or Payable Credit Note Report which lists all credit notes issued/received, and the corresponding invoice they are linked to. This will help as when a credit note is issued the status is 'paid', however if I want to do a review of invoices and days until invoice is paid, I want to be able to exclude items that have been credit noted.

    1 vote

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    Thanks for sharing your idea.

    For now, the closest thing we have is to use the Receivable/Payable Invoice Detail (or Summary) reports.

    You can use the Filter option on Source, to only show credit notes. However, the existing reports don't show the invoices/bills they're allocated to.


    It's now 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.

  11. In New Invoicing, I need the ability to view the files in the file library prior to attaching them to an invoice, as I can do in Classic Invoicing. This is because when received into the file library, the files aren't always in the same order as they were scanned. I tried attaching a file using New Invoicing and it wasn't the right file and, because I couldn't return the file to the file library, I had to rescan the document back into the file library. Without the ability to view files prior to attaching them to the invoice, users…

    27 votes

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  12. When sending invoices to Xero email address, the currency defaults incorrectly instead of taking the currency already set for the contact. We expected the contact’s currency to be applied automatically at the stage of creating the invoice, but this is not happening.

    1 vote

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    Hi, thanks for sharing this idea.

    We've reviewed it here, 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!

    As well as adding their votes, other members can now add their comments to share how this change would also help them.

  13. I have entered selling prices excluding GST but have noticed that some personnel have been invoicing inc GST yet xero hasn't adjusted the price of the item to add 10%. I need the item price to be the same either way of invoicing.

    Can we make this happen some how ? so the price of the item is the same either way. MYOB manages to adjust it, you just set the price as either including or excluding and it adjusts it automatically when charged out. Maybe Xero should aim to improve this aspect of the program.

    1 vote

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    Hi Kelly


    Thanks for this suggestion. You're right that currently the tax inclusive/exclusive setting on the invoice would change the overall invoice total.


    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.


    In the meantime, you might want to tell all staff to enter invoices with the same tax treatment, to avoid accidentally under/overcharging for the same item. If you create all invoices on a tax-inclusive basis, you can enter the default sales price for your items including GST. Otherwise, you would need to enter the prices excluding GST.

  14. In Xero’s current TPAR setup, there’s no field to enter a country code for suppliers. This becomes a problem when reporting overseas suppliers. I received a validation error from the ATO: "The Postcode field is 9999 therefore the Country field cannot be blank or a country name other than Australia must be entered." To prevent this issue and simplify reporting, it would be helpful if the Country field auto-filled with "AU" by default, but remained editable for cases involving international suppliers.

    1 vote

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  15. Would love to see the Accounting menu split so that there are new menus for Reporting & Bank Accounts. Show under the Accounting menu all the actions (journals, fixed assets, chart of accounts, advanced accounting, plus favourites). Then a separate menu for Reporting - listing the different reporting sections Adviser, Custom, Drafts, Archived etc. plus favourites). And a separate menu for Bank Accounts (reconciliation report, bank accounts, bank rules, etc).

    1 vote

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    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  16. There is currently an option for a DEA to be table based when setting it up, however this doesn't do any of the calculations for the DEA. Instead, they need to be calculated manually & entered as a fixed amount. There is also no way of keeping track of the amounts deducted until the total has been paid within Xero, this also has to be done manually. This can especially be difficult if the employee's pay varies each period.

    17 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  17. Bills - View bills awaiting payment summarised by supplier with the ability to expand supplier to view invoices and select individually or make changes if required.

    You need to use the awaiting payment screen to create batch payments. To make payments you have to select each individual invoice for a supplier which takes time and is inefficient.

    Having the ability to view the awaiting payment screen showing summary (total) for the supplier would be helpful. You can still filter dates so you can see everything owed to a supplier within date range. Much like an Aged Payables report. You can…

    1 vote

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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea to show a summary of bills awaiting payment by supplier 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.

  18. AutoPay reporting - Xero needs a report that will show all the customer paying by AutoPay or show the percentage of invoices setup with AutoPay or even just have AutoPay Active/AutoPay offered in a separate column on the list of repeating invoices so we could sort by that information to determine how many of our customers are using AutoPay.

    1 vote

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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea to introduce better visibility of the Autopay status of an invoice 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.

  19. Having RHB Malaysia corporate bank account feed in Xero.

    1 vote

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    Thanks for sharing the bank you'd like us to build a feed with, angel. We appreciate you taking your time to share changes that would be most meaningful to you.

    This isn't something we're developing just atm, but it'll be good to get s sense of the interest from your idea here.

    You can find out and stay updated with Xero releases on Xero Central.

  20. Increase word count limit on xero me timesheets 'notes' feature. Make it much larger or unlimited ideally.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Thank you for letting us know that you would like to see an increase in the word limit for timesheet notes through the Xero Me app.

    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.

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