4889 results found
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Inventory - Add a year end report with a last purchase date
Please can you create a year end inventory report with last purchase date please associated with an item. This was a feature on sage.
1 vote -
Global Payroll: YTD Earnings and deductions on Payslips
An Employee's payslip gives the current pay period earnings, deductions and net take home pay. It's missing YTD earnings and deductions information on a payslip. Please consider including the same in your future updates. Thanks, We are a Canadian based business.
3 votesHi community, 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.
We appreciate your input on how we can improve Xero for you, however with this change coming we don't have any plans to further develop Global Pay Run, 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 your regions unique requirements, you may want to explore transitioning to Xero…
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AU Payroll - Warning for missing employee bank details
A warning or prompt should come up when an employee has no bank details recorded - similar to when an employee's bank account is updated when a payroll is posted.
This can be acknowledged by the user and allow them to move on.
When the ABA is exported - this prompt should come up, every time an ABA without bank details is exported - as the payment could fail and the employee will not be paid.
8 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
17 votes -
Xero Accounting app - Bank reconciliation - allow foreign currency payments to be reconciled
Xero allows invoices to be created in a foreign currency (with the premium subscription plan) but when clients make these payments (which get converted to the base currency) they are not able to be reconciled in the Xero app as both the currency and amount are different so they don’t match.
On the web, there is an option that can be unchecked to show foreign currency items, which then allows the payment to be reconciled. In my case it is ‘show NZD items only’.
A similar item would ideally be added to the Xero app so those paid in a…
16 votes -
Reporting - Allow Tracking Reports to be Edited
It would be useful if we were able to edit the layout of the tracking reports so that these can then be included in management accounts and other custom reports.
1 vote -
Reports | Trial Balance - Combined 'Account Code' and 'Description' columns in .CSV
Can you get the new TB to download with the account code and description in the same column as was possible in the old TB. (see attached)
It's a great column to upload into tax software as a description, instead of having to mess about with 2 separate code and description columns.1 vote -
Foreign currency gain loss report - Show contact from invoice
Foreign currency gain loss report to show the invoice contact too
1 vote -
Account transaction report - GST control account to also show the related account and amount
Another product idea to suggest is to have Account transactions report account code GST control account to also show the related account
For example invoice number and invoice amount on how the tax amount derives from.1 vote -
Sales invoices - Allocate overpayments and credits once published
Kelly Munro shut down discussion on an idea I suggested, because she was under the mistaken impression that she had resolved the issue, which she had not. I suggested that it would be useful to be able to allocate payment of purchase invoice against overpayments and credits. While what Kelly suggested was correct - that this is possible to do when an invoice is first raised, it is only possible at this stage. It is not possible later. I have a client whose main supplier operates a very complicated system of prepayment for orders. This results in a large number…
3 votesHi Heather, while maybe slightly brash do appreciate the feedback.
With your added detail we're happy to have the idea in the forums here that we can get a feel for the appetite on - You're always welcome to reply to an update I've shared on an idea too and we can review this.
Please understand it's not my intention to inhibit customer feedback, but will do our best to highlight and share places where features and capability in the product do exist but may just be unknown by users.
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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 -
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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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 -
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 -
Invoice Payment: Bpay integration - Using BPay reference number for invoice reference number
Ability to use BPay reference number for invoice reference number.
Purpose: Users can easily have an option to utilise BPay reference number as their invoice number.
25 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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