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For small businesses

Customer ideas for Xero's business & accounting features, subscription & support, user roles, contacts and Xero Payroll

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4873 results found

  1. Ability to set a specific account for Salary Sacrifice amounts to go into instead of a default gross wages account.

    2 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi Gemma, we took a closer look at your idea and can see we misunderstood your idea, our sincere apology for the mistake.

    We've now updated your idea to Gaining Support so that the community can show their support for it.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  2. When you go to enter a leave request manually (not employee entered), if you select the dates first, and then realise 'oh I meant this to be sick leave, not annual leave' and change the leave type, the dates 'reset' to current date, and don't retain the information you've already entered.

    This means you can accidentally enter an incorrectly dated leave request, having done all the hard work of calculating the hours and dates, then realised at the last second that the 'type' of leave is wrong - everything resets!

    I don't always work top-down, I want my work to…

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for submitting your idea and detailing the changes you're looking for!

    We've reviewed your suggestion, and it's now open for community support and feedback. The next step is to get your colleagues involved! Encourage them to vote and comment—the more input we receive, the clearer the benefit is for everyone

  3. 1 vote

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  4. We send CIS statements to our SubContractors each month and the tool that does it is very good.

    However we get no visibility of what the Subcontractor sees. Please could you add an option to bcc all the emails to a nominated address.

    4 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  5. When comparing the Profit & Loss by projects, it would be very helpful to have an option such as “Hide zero balance projects” after selecting all projects. Currently, when we select all projects (we have more than 100), the report also shows those with zero balances (no transactions). This makes the report slower to display and download, and we have to manually remove those projects afterwards. Would it be possible to add such a feature to improve efficiency and reporting usability?

    1 vote

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    Thanks for sharing this valuable idea and detailing the specific improvements you're targeting!

    Our internal review is now complete, and this feature proposal is live for community engagement!

    To push this forward, please share it with colleagues who would benefit, to cast their vote.

  6. Xero Analytics Dashboard - Filter by Tracking Categories

    The ability to filter Analytics dashboards (ideally the whole dashboard, or individual widgets) by tracking category.

    Purpose:
    • View performance of each category through the same set of graphs
    • Compare categories side by side over chosen time periods

    This would make Analytics much more useful for businesses that segment results using tracking categories.

    4 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  7. Only show 'open items' on Balance sheet

    Have an ability to match items in a balance sheet account, so only the 'open amounts' (which make up the total) are visible eg for accruals - don't have to see all the old accruals, and the invoices that have cleared these out. Would be able to see summary of just the 'open amounts'

    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 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.

  8. At the moment, when we email a statement from Xero, the customer only receives a static snapshot plus invoice links that reflect the balance at that point in time. If a payment or new invoice is issued after we send it, we must send another statement manually for them to see the updated balance.

    It would be extremely helpful if Xero offered a secure link or customer-facing portal where each customer could view a live statement of their account at any time — showing all outstanding, overdue, and paid invoices in real time — without us needing to resend updated…

    11 votes

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    Hello Daria, I've reviewed your idea, and it's a great one! Thanks for submitting it.

    Now it's up to the community to get behind and support it.

    The more votes and comments it gets, the more attention it will receive from our product team. Be sure to share your idea with colleagues and friends who might also benefit from this feature!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  9. I have seen the new Xero update, and the search bar has changed (only looks and complaints)
    1. The search bar stays open, so you manually have to close it, which is slightly annoying.
    2. Your search stays in the bar when it is closed. So when you open the bar again to search for something else, you have to delete the original search. If it has been a while since you last searched, you forget, and it can be so frustrating.

    If the search bar were fixed (actually finding things I were searching for), I wouldn't mind. But this…

    1 vote

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    Interesting to get your feedback on this, Jodie-May. It'll be good to get a sense of the wider community appetite in this too. Our teams are paying close attention to the feedback on the new experience and I'll share if there are any updates for you here. Thanks

  10. Put Tracking Categories back under Accounting. Same as Chart of Accounts, Tracking Categories needs to be accessed regularly.

    1 vote

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    Really good to get your feedback on the navigation you'd find most helpful for your use here, Sejal. We'll keep an eye on the community traction this gets from others here and I'll share if there are any updates.

  11. Our clients would like and update to the bank reconciliation screen, color coding spent items and receive items so that they can tell at a quick glance if it was money that has come in and money that has gone out of the bank account.
    Having everything as white makes it difficult to do their coding.

    6 votes

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    Thanks for sharing your idea to colour code spent and received items on the bank reconciliation screen.

    We've reviewed your request and it's a great one. Now, it's up to the community to show their support.

    Be sure to share your idea with colleagues and others who would benefit from this feature so they can add their vote and comments. This will help our product team see just how important this improvement is to our users.

  12. For the report templates, would it be possible to include a tax computation as part of the Annual Financial Statements? This schedule would show the income tax calculation for the year as well as the resulting tax asset or liability at year-end.

    5 votes

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    Thanks for sharing the changes you want to see!

    We've given it a look, and now it's time for the community to rally behind it! The more support it gets, the better. Make sure you pass this along to anyone you think would benefit so they can add their vote and share their thoughts on how this would improve their use of Xero.

  13. For the Annual Financial Statements, it may be useful to include the entity’s registration number directly beneath the entity’s name in brackets — for example:

    The New Company (Pty) Ltd
    (2025/######/07).

    This can be applied on both the cover page and in the header for consistency

    2 votes

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    Thanks for submitting your idea and letting us know what changes matter most to you!

    We've reviewed your suggestion, and it's now live for the community to vote on and support. To help it gain traction, be sure to share it with colleagues who would benefit—their votes and comments will help us understand the full impact this change could have!

  14. The Contacts listing in Xero shows amount owing on left and amount receivable on right, it would be more 'readable' to accountants if it were the other way around:

    They Owe - left side / debit / current asset
    You Owe - right side / credit / current liability

    2 votes

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    Thanks for sharing your idea about how you'd like the "You Owe" and "They Owe" columns to be the other way around.


    It's worth noting that the current orientation matches the Spent/Received columns in the Reconcile tab of the bank account. You might like to raise a separate product idea if you'd also like a similar change there (or maybe an option to swap the columns around).


    In the meantime, we've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share this idea with any colleagues that this could also benefit, so they can add their votes and comments too!

  15. New Tracking Report has no summary option - the existing summary option will be retired in November meaning more work will be involved in manually working out the summary balance for each tracked item. Please give a summary option similar to "old" report that is being retired.

    8 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  16. Verifactu is a mandatory invoice verification system in Spain, introduced by the Anti-Fraud Law, which seeks to increase transparency and tax control by automatically sending invoicing records to the Tax Agency (AEAT) in real time to prevent fraud. Supported invoicing programs must ensure the integrity, traceability and preservation of invoices, and include a QR code and the mention "Veri*Factu" in the document. Implementation is progressing, with the use of adapted software mandatory for taxpayers from July 2026.

    30 votes

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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 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 votes and comments too!

  17. I wondered whether Xero had any plans to introduce a Bank Feed for the AllStar Credit Card?

    1 vote

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    Hi Martin, it's not a feed we have immediate plans for atm. However it'd be good for us to get a sense of the demand in this through your idea here.

    We will keep an eye on the support in this and share if there are any updates.

  18. I think the new menu bar is great as its closer to the original layout from about 9-10 years ago.

    But super annoying that I can only access Products & Services via Sales.

    All our purchasing is run through Xero, all our sales is run via external POS that we import summary csv, not detail, so no products or services.

    Seeing as the new navigation bar is already quite full and having a separate productions option is not visually viable, would it not make sense to have the Products and Services link feature in both Sales & Purchases?

    I mean,…

    1 vote

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    Really appreciate your feedback on the new navigation, Fiona. I've made sure to share this back with our product team. They are taking on board and considering all feedback carefully.

    For now we'll get an understanding of the interest from community in this through your idea, and I'll let you know if there are any plans made for this, here.

  19. Can we bring in all Journals made in the financial year not just what we create in workpapers (I picked a job we have completed to test, to see what we might like to see & this is something that would be handy, so we don't double up JNLs), also shows that the system will talk back & forth

    4 votes

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    Thank you for submitting your valuable idea and specifying the critical changes you need.

    We have completed our internal review of your submission. It is now live and awaiting community support.

    Your idea's success depends on collective action. Please share this with colleagues who would benefit. We also encourage comments, which allow other users to share details on how your idea would improve their overall experience with Xero.

  20. Before the update, we were able to add settings like Report Codes to favourites, so it would appear automatically on the drop down list. Can you please reinstate the ability to add specific settings to favourites

    47 votes

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    Thanks for letting us know how this favourites feature matters to you.


    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 votes and comments about how this would benefit them, too!

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