4824 results found
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Contacts - View unallocated Overpayment/Prepayment/Credit at a glance
When looking at a customer's account in Contacts, there should be a spot in the invoices due that shows clearly if there is an unallocated overpayment, prepayment or Credit at a glance.
There also needs to be a better report just for unallocated Prepayments, Credits and Overpayments.
I find the Receivable Invoice Summary isn't wait I'm looking for as it doesn't fulfil the job required.
37 votes -
Quotes - view contact address
Why is it that customers address details are not shown on the invoice and quotation listings. this is causing time issue problems
These were shown in the classic view in invoices but not in quotations
I’m my mind this is a retrograde step and needs reviewing3 votesHi all, appreciate the interest around this. Being able to view a contact's address would be built separately for invoices and quotes.
We have an existing idea for this in new invoicing that you may like to add your vote and join across here - you'll see this is something we're actively working on.
I'll slightly adjust the title of your idea here to reflect the Quote side of things and we can keep you updated if there's any change for this. Thanks
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UK Payroll - Option to edit the Payroll dashboard
It would be helpful to edit the layout of the Overview payroll dashboard, as you can do with the normal Xero accounting dashboard.
I can't understand why the 'pay employees' widget is at the bottom, surely running payroll is the primary function so why isn't that at the top? Not all business use the leave and timesheet function, they should be considered secondary.
4 votes -
AU Payroll - Revert to the "Pay Employees" page after a pay run has been filed
Please automatically revert to the "Pay Employees" page after a payrun has been filed. At the moment after a payrun is filed with the ATO we are taken back to the "Post Payrun" / "File" page. You then have to click on "Close" to be taken to the "Pay Employees" page. Why the extra step?
4 votes -
AU Payroll - Customise and edit details on dashboard
Payroll Overview Dashboard - Can you please make this editable so that it can be customised to what details we want to see at an easy glance? Also the Calendar populates all 'holidays/public holidays' regardless of what state/country you're in. This should be customisable so that you can opt to only have your relevant holidays shown.
1 vote -
Short term cashflow - Filter by project
I would like to evaluate cash flow by project. To be able to see when cash was received and payments made for each project. It will be a useful tool to manage a project and decide when to invoice and to know when we are funding projects from our own cash. At present there isn't a report which I can run to see cash flow by project. Could you please consider building one. Thank you.
1 vote -
Global Pay Run - Create Spend Money transactions
When posting a pay run, Xero should automatically create spend money transactions with all relevant details and links to the pay run.
Currently, this is done manually by creating spend money transactions for each transaction and there is no link to the payslip.
This will save a lot of time in reconciling a pay run and improve the connectivity within Xero.
4 votesHi community, you might've heard that we’re making changes to Global Pay Run to help you manage your payroll more effectively;
- From 23 July 2025 Global Pay Run will become read-only. You'll still be able to see all your past payroll information, however you will not be able to process any new pay runs after this date.
- Global Pay run will be retired after April 2026, at which point you'll no longer be able to access pay run.
Considering that we'll retire this feature we want to front-foot that we have no plans (as requested in this idea) to develop Global Pay Run.
If you're in AU, UK or NZ there's our Xero Payroll product that's been specifically tailored to your regions unique requirements. Find out more about the pricing plans this is available through on xero.com, or connect with specialists if you need a hand. Alternatively,…
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Cash Coding - Date filter for Cash Coding
Can we add a date filter within the cash coding tab so we are able to only cash code transactions for a particular period?
8 votes -
My Xero - Show company logo in drop down
You can upload your logo and it appears on your invoices. Great. But here is an easy win, replace the initials on the Menu drop down with the company logo too? It would just be a nice touch.
20 votes -
Chart of Accounts - All Debits as Positive & all Credits as Negative Values
Pls can you consider providing an option to view all Debit balances as positive values and all Credit balances as negative values (in brackets) on the Chart of Accounts as well as accounts on the Dashboard?
That way it's immediately obvious if a balance is owing TO the business or BY the business, without having to first determine if an acc is set up as an asset or a liability on the Chart of Accounts.
6 votes -
Tracking categories - Spread costs across tracking categories
We run a music festival of 10 concerts. Each concert is set up as a tracking category. It would be great to spread the direct and admin costs across evenly acoss all 10 concerts in a way that doesn't involve entering each invoice across 10 lines.
8 votes -
New Invoicing - Add line number
Add a new field for "Row number" in customized invoice. So that we can see how many lines items in one invoice & fulfill client needs.
35 votesHi Shawn, to make sure we understand the idea here - would you like this field to be visible to the contact. Say when a certain branding theme is applied? Or just an internal to view when creating invoices in Xero? Thanks
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BAS - Export lodgement confirmation
Once an activity statement (BAS or IAS) has been lodged via Xero, when we generate the activity statement and export to PDF or Excel can it include the lodgement confirmation details, including date and time lodged, person/user that lodged, any lodgement confirmation numbers etc.
This information is shown in Xero, but not on the report when exported.3 votes -
UK Payroll - Notifications to disappear for all users once action has been taken
At the moment when one staff member accesses notifications on the main Xero dashboard and actions it i.e tax code changes the notification will not disappear for all users on the Xero subscription. It would be a good idea that this could disappear for all users once actioned to completion to ensure that work is not duplicated by two or three other staff checking that same notification.
14 votes -
AU Payroll - Set up birthday and apprenticeship anniversaries reminders in Xero Payroll
Could we include a notification when a staff member has a birthday? This has multiple benefits including allowing us to check if their award salary or benefits need to change and also be able to congratulate them on their birthday. Surely it wouldn't be a huge change to make but would be a unique and helpful change for many SME as I currently need to create a new Google calendar for staff birthdays, creating additional work especially when we have 50+ staff and low retention in hospitality. Thank you.
215 votesHi everyone, thanks for your feedback and votes on adding birthday notifications to Australian payroll - we understand how this could help with team celebrations and managing age-based award rate compliance.
After reviewing with our product team, this feature isn't currently on our roadmap, and we'll update the status to 'Not in Pipeline'. Right now, setting up an external calendar could help you track these important dates.
We appreciate you all taking the time to share your feedback with us, and will continue to watch the traction this idea receives through Votes. If there is any change, we will share an update here.
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Bank Reconciliation - Automatic payment allocation to oldest invoices first
If you have multiple invoices for the same client, a feature that allows you the option to automatically apply bank transactions receiving money from the client to the oldest invoices first moving closer to date would be mighty helpful. At the current moment, we have to manually split out each transaction to the invoices when reconciling bank transactions; it stands to reason that if you have a client with multiple invoices and they pay off in chunks, you would want to apply payments to their oldest debt first; having this as a selectable option for a contact / bank rule…
12 votes -
AU Payroll - Show leave balances on payslip in days and hours
Show leave balances on payslip in days and hours and not just hours. Easier for staff to understand their leave balances in days than only in hours.
217 votesHey everyone, thanks for all your feedback on displaying leave balances in days on payslips. We recognise that many of you are keen to see this feature.
Our product team has reviewed this suggestion. While we understand the value it'd bring, it isn't on our foreseeable roadmap. As a result, we're updating the status of this idea to 'Not in Pipeline'.
We're keeping this idea open for votes to help us gauge its popularity when we next review our payroll priorities. We appreciate you taking the time to share your thoughts with us.🙂
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Xero Accounting app - Ability to send purchase orders
Send purchase order from mobile app
Frustrated as the platform needs tons of updates it’s terrible
Can’t mark off paid jobs
Can’t search for job name
No job name on invoicing why simple things that should be available66 votes -
NZ Payroll - Option to change employee anniversary date when on unpaid leave for more than 1 week
Where an employee takes unpaid leave for more than one week, it would be helpful if you could enter in the date in which the unpaid leave applies from so that the anniversary date can automatically be reset. The current set up is rather antiquated, and needs to be automated to ensure accuracy and ease of use.
2 votesHey team, thanks for your input. We appreciate your needs here, and have a bit of an update. For any organisations that started using Xero payroll in NZ from 5 August 2024, you'll find you can adjust the employee's sick leave entitlement date from their employee record. See more detail around this on Xero Central.
For all other organisations, don't worry this is also in the works but just has a little more complexity to it, we'll keep you updated of when this is made available to all remaining organisations, here.
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Multicurrency - Make transaction FX rates available to the API
It seems to calculate values (unrealised gains) for international transactions we need exchange rates.
However after retrieving the rates from XE.com, as well as another provider, we are unable to pull the exact FX values used by Xero, which means we cannot recreate the value from Xero reports. This interferes with our ability to automatically reconcile and may cause confusion for accountants if they cross check.
Xero support advised us that they pull live FX rates at 11pm of the timezone of the organisation, however in general it is not possible to pull these live rates historically from XE.com.
We…
5 votesHi Brendan, appreciate the detail provided along with your idea here. We have a separate community forum where you can log ideas related to improvements for Xero's API. While they have a few ideas around exchange rates what you've raised doesn't appear to have been requested yet.
We'll close the idea in this forum but you're welcome to copy and paste your detail from this to create a new idea in the forum there where others interested can join and we have experts that can keep you updated of any changes surrounding this. Thanks
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