4772 results found
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Bank accounts - Note sections for accounts
It would be useful to have some sort of 'notes' section within each bank account. We have several bank accounts for various purposes (mostly to use as 'savings' for various tax liabilities (for example, corporation tax, VAT etc)-but it would be useful, for managing cash and future liabilities to have a notes section to keep track of what is due and when, rather than having to do either run a VAT return or P+L every time I need to remind myself and how much needs to be put aside.
2 votes -
Quote - Ability to create template in Quote section
Please consider adding templates in your quoting section , this is a simple but extremely helpful and time saving tool to have when quoting , saves huge time and at the end time is money.
The inventory items in the templates need to automatically update with latest prices when utilized.
Really hope you consider this …
10 votes -
Contact Record - Add Description column to Activity page
Ability to add "description" column on the individual contacts page. We often need to look through a supplier/customer to quickly see what types of purchases/sales we make, so having descriptions on this page is needed. Currently we have to run a report which is an unnecessary long way around.
13 votes -
Aged reports - Ability to add SUM formula to Total Column when exported to Excel (like old reports had)
Aged Receivables + Payables reports - Ability to add SUM formula to Total Column when exported to Excel (like old reports had)
1 voteAppreciate your feedback on the change from older reports to new. While we don't have any direct plans for making updates to the formatting of formulas when exporting to excel we have just made some updates to excel export of reports I wanted to highlight for you here, where we've;
- Adjusted the default zoom from 150% to 100%, and slightly change the size of title and currency fonts to make the report easier to read
- Made small changes to the formatting of cells in rows to create more consistency across the report
We'll stay tuned into the support for other changes coming through the site here an let you know if there's any news on this, here.
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Invoices - Option for 'Tax point' field in invoices
The need to have an occassional tax point date that is different from that of the invoice date has arisen, usually found in the retail sector, and there is not currently an ability to add the field to the sales invoice form. Can there be the ability to have this feature added, albeit a hidden one? Currently the work around is to create an invoice outside of Xero and send that version to the client, causing additional workload. We have been seeing this from vendors for years but the workaround there is entering in the tax point as the invoice…
4 votes -
Contact | Notes - Edit from main page of a contact
The new notes section is a good idea one of which I suggested however its really not very freindly to use.
its buried at the end of the contact detail which means you have to navigate here.
The window is far too small - want a lot larger window at least 3 times the current box size which would make it easy to see and edit.
Would like it to appear on the invoice page so that one can see and edit as necessary when creating invoices.
There is a lot of white space on the invoices and I feel…2 votesHi Peter, good to get your feedback on this feature and though we appreciate hearing the changes you'd like to see it's good to keep each idea on a separate thread so we can get an understanding of the interest for each alone that the team can consider.
We have an idea surrounding the ability to view contact notes when invoicing over here that I'd recommend joining, and have adjusted the title of your idea here to reflect your first ask of moving this notes section somewhere it could be more readily edited on their record. You're welcome to start new ideas for each of the additional points you've made here.
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Purchase orders - Default tax rate to last selected
Purchase orders reset to 'include GST' ever time you start a new PO. Why does it not just remember the last setting like invoicing does. (Or an option to lock it to a setting)
Ability to add more information to invoices like customers phone number or email. It's an option. Saves warehouse staff or anyone having to look up the information. (At this time I use the country for the phone number and contact for the email)
1 vote -
Fixed Assets - Change behaviour to recognise new asset when account type updated on existing transaction
An Information message to advise implications of editing the "Account Type" when posting a bill for a Fixed Asset.
"If an approved bill or spend money transaction is edited, and the account code is changed to one with a Fixed Asset account type - a draft asset won't be created". ie- it does not automatically update the transaction to include the item on the fixed asset schedule. Unless the item is manually added to the fixed asset register, it will not be included in subsequent depreciation runs.Ideally the system should be designed to fully complete the edit or should…
11 votes -
Expenses - Ability to search and sort for submitter user
Expenses search and sort.
If you only have access as a user and not full access to the accounts, searching past expenses is a painful experience.
What a painful thing searching for expenses in Xero is.
Can't filter by date range, or search for a particular description, or search by account. And they're in some unfathomable order which you can't sort by date.
Suggestions: Sort by date option to help answer questions like 'did I remember to file that expense 3 months ago'
Filter on date range: 'Show only expenses between January and March last year'.
Search on description: List…
16 votes -
Checks - Add Company Name to vendor check voucher
It would be nice to be able to have our company name on the check voucher so the vendor will always know who the payment is from.
7 votes -
Quotes - Attach file from library
The upgraded Quotes layout does not allow me to attach pdf's from the Files Section.
The only way to do this now is to download pdf from Files. Open Quote and Save it. Upload pdf.This has significantly slowed down the workflow - please can Xero Quotes be able to add attachemnts from Files and before Saving.
5 votes -
Contact - Include contact phone number on invoices and quotes
Ability to customize quotes and invoice templates to include contact's phone number(s), similar to including address.
17 votes -
Subscription - Have an itemised subscription invoice by Xero Organisation
Have an itemised subscription invoice by Xero Organisation, so that it is easy for us to on charge the costs to our clients.
18 votesHi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file.
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Contact | View recent invoices/bills - set default date range
The longer I use Xero the more supplier invoices it stores.
When I use the recent bills report it takes so long to go back to the beginning 2015 in my case before it allows you to put in a date search.
It would be great if we could have a function to archive old supplier and customer invoices- not losing them altogether but just in the background to be viewed if needed.5 votes -
Reporting - Ability to Bulk Archive Published Reports
It would be useful if we were able to select published reports in bulk to archive them, rather than having to do them one at a time.
8 votes -
UK Payroll - Be able to download payslips by employee group instead of one big batch of all employees
When you're in the pay run screen, you can only download ALL payslips as one PDF file. We need to be able to download payslips by employee group so they can be sent to the individual managers of the employee groups for review/approval.
18 votes -
Global Pay Run - Hide Voided Pay Run from Main Pay run page
Hiding Voided Pay Run from showing on the Main Pay Run Page.
It will be great to have a functionality that allows you hide payruns that have been voided from showing on the main payrun list.
When approved payruns cannot be edited, the only option is to void and create a new one. If a functionality can allow editing approved pay run, then there will be no need. But now, we need to have a function to hide the voided payruns.
A screenshot has been attached for clearer understanding for voting and implementation.
2 votesHi team, we appreciate your feedback and sharing how this idea could benefit your business. However, as you may have received recently communication of - We’re making some 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.
This means that we don't have any plans for further development of our Global Pay Run product, and will move any ideas related to this on the site to Not planned.
If you're from a region where we offer dedicated payroll products (AU, NZ and UK) specifically designed for…
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UK Payroll - Auto schedule pay runs and filings
For clients we have with director only payroll, if we could schedule all the filings and pay runs to be done automatically and we just get a pop up box just before they go to confirm nothing has changed for a number of different clients rather than one at a time? I believe Sage Payroll are working on this and Keypay payroll system can already do this too. Just wondering if there's anything on the radar for Xero to to the same?
2 votes -
User Role: Ability to only create drafts + view reports
Can we have one more category of user role in Xero (A user role with Ability for only to create all possible drafts + View reports)?
This kind of user role can help to minimise recording errors when any transaction (Quotation, Invoice, Bill, expenses, transfer, receive and spend money) can have two steps approval. It can provide more verification flexibility /security for the business which managed by more than one person as well.
View reports can help the initiator to check the effect of the transaction after approval.
We are looking for your kind consideration.
Thank you
6 votes -
Reconciliation - Notify users when there are new entries in Discuss tab
the discussion tab in bank reconciliation is a wonderful tool to communicate issues encountered in doing bank reconciliations. What would make it better would be if there is an option to notify specific users when a new entry or response has been entered in the tab. This would increase productivity for service providers and allow their clients to respond quicker to queries from their service provider
16 votes
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