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  1. The 'old' balance sheet showed the fx rates as a note at the bottom - can we have the option to add this to the new balance sheet layout.

    69 votes

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    Hey community, thanks for sharing this one!

    Once we’ve completed the upcoming retirement of our old reports on 31st Jul, the team will shift focus to foreign currency disclosures. Understand that this feature was available in the older reports, and many in this community are keen to see it return! As soon as there’s more to share on that work, I’ll update everyone here.

    In the meantime, as a workaround, you can manually calculate this (this information can be accessed from your organisations’ settings screen) and add it into a text block at the bottom of the report.

  2. I would like to protest the removal of the ASB direct bank link for paying invoices.

    The attraction of Xero is that it makes it faster and easier to run a business. The direct payment link was one of the features I appreciated most as it removed the friction from the process of monthly bill payments.

    Connecting and interacting with your bank electronically is one of the key deliverables of Xero webware and it seems daft to remove it.

    Can Xero review this decision please?

    35 votes

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  3. Currently a client can upload a number of invoices and then create a batch payment for these invoices. When they make a payment for 1 of the invoices in the batch, you have to remove and redo the payment then match the separate invoice up, and then recreate the batch payment, excluding the amount which has now been paid. Would be easier if like with invoices, the batch payment could be split, saving the new to remove and then recreate the batch payment.

    192 votes

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  4. Ability to show more statement lines during reconciliation in one page.

    Purpose: To save users time from scrolling and changing the page.

    830 votes

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    Hey community, thanks for your continued interest and feedback on this idea.

    We’ve just rolled out some changes to in-app reconciliation that could also be relevant to this group.

    Did you know you can conveniently reconcile transactions on your mobile with the Xero Accounting App?

    With our recent update, the Xero Accounting app now includes more transactions on a single page. Enabling you to reconcile faster, and at a place and time that suits.

    For more information, check out Xero App page

  5. New bills screen - bugs/design that need to be fixed:
    - when filtering the currency column disappears
    - the planned date font size is smaller than the due date font size meaning I can't zoom the screen
    - the from column isn't wide enough so most suppliers' names are wrapping, meaning each transaction takes up 2 lines and results in fewer transactions on one screen and more scrolling, whereas there is wasted space between the planned date, paid and due date columns which could be made narrower

    43 votes

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  6. Bills: unapprove option

    Have the option to unapprove a bill so it can revert back to draft/awaiting approval rather than having to void a bill and re-enter it.

    180 votes

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  7. Currently, when preparing financial statements or other reports in Xero, you have to export the report to PDF to work out if you will need to insert page breaks to keep all related content on one page, or to ensure that a heading doesn't end up on one page and the information on the next. This can sometimes mean exporting a report multiple times if there are multiple page breaks required.

    It would be helpful if in the drafting stage, Xero reports showed some sort of indicator (i.e. a dotted line), so that you could identify where a page would…

    58 votes

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  8. At the moment, you need to raise a credit note to write off a bad debt, which then records the invoice as "paid" which is extremely irksome, and factually incorrect. There needs to be an actual "write off" option so that the debts don't show up constantly in your reports and you can claim a tax deduction for them, but they don't get recorded as paid.

    492 votes

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    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

  9. 504 votes

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    Thanks for your support and rating of the idea here, community.

    While there's 'building on beautiful' work across Bank Reconciliation pages at present, the team have also been making improvements to improve and increase automation when reconciling your accounts. Though this doesn't directly relate to sort and filter capability, this should help improve your experience when reconciling accounts with Xero -  doing more of the heavy lifting for you by matching or suggesting reconciliations.

    Being open, the platform in it's current form cannot cater for sort or filtering through all statement lines in an account (some businesses that have 000's of unreconciled lines!) which is where the building on beautiful work is critical - However, we're exploring possible improvements that could make navigating through unreconciled lines simpler such as bringing the navigation to the top of the page and increasing the number of statement lines that are shown…

  10. Option to attach files to individual fixed assets

    Purpose: Ease of reference, being able to attach files and documentation that related to an asset

    548 votes

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    Hi everyone, thanks for joining and supporting this idea.

    We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.


    To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.

    That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.


    As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.

  11. When reviewing the GST Audit Report we are able to sort by account number, but when printing in PDF it reverts back to date sort order. Can we have an option to print to PDF in account code order.

    15 votes

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  12. The ability to have accounts display in GL account number order on reports. It boggles the mind that this is not an option already!

    66 votes

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  13. This should be automatically added to your account, rather than having to save to Xero manually each month

    500 votes

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    Hi team, as noted (thanks Geoff) we're leveraging Xero's existing eInvoicing capabilities for this work which is the reason it'll only be an option within the regions that have the Peppol network available.

    As this is adopted by more bodies across the world, in turn the availability of this feature would naturally broaden, too - Read more through our Blog

    As of today, AU and NZ Xero accounts registered to receive eInvoices can join the Beta to have their subscription invoices sent via eInvoicing - check out this Xero Central article to find out how to opt in.

  14. Bring back the "days overdue" at a glance. This is a very helpful tool to quickly assess which customers are a priority to contact.

    15 votes

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  15. We would like the ability to reconcile transactions against a statement in addition to just reconciling from the bank feeds.

    There have been so many issues with bank feeds, that often we find the statement balance does not match Xero. The issue with running the reconciliation report is that some banks will have some transactions from the closing date in the current statement and some of them on the next statement. The only way for us to break it out and match the balance is to export transactions to a spreadsheet and then change the date of those transactions in…

    43 votes

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    Thanks for these use cases it definitely helps when sharing back the needs of the idea here with our teams internally. Being upfront there are no plans at present for developing the ability to auto import a copy of the bank statement when importing feeds, or means to separately reconcile against statements versus what's been imported to your b bank account in Xero. 

    We'll continue to review and let you know if there are any plans of change to share with everyone here. 

  16. Allow users the ability to import and export bank rules.

    This would save time having to manually create similar bank rules in Xero, and ease with new client organisation setup

    358 votes

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    Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.

    With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.

    We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.

  17. Awaiting payment - max 200 bills.
    I have a supplier who I pay monthly and there are always over 200 bills. I want to make one batch payment for the whole amount, but currently I have to do it on two - the first 200 bills, and then the remaining. Please can this 200 limit be increased?

    12 votes

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  18. Reinstate the bank activity graph for contacts (clients) which used to enable us to see all bank activity for all bank accounts on the client contact page. Give us back our credit control eyes!

    9 votes

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  19. We desperately need an audit trail report available for advisors.

    I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
    1 - the ability to include an 'edited date' column
    2 - the ability to include a 'notes' column
    3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
    4 - a unique un-editable transaction identifier for all transactions, not just bills/invoices

    It must be exportable to excel with…

    323 votes

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  20. Would be useful to be able to narrow column width, especially when decimals are removed and more months are required on 1 page. Similar to Excel, where we can change width and height of rows or columns.

    26 votes

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