4801 results found
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Reporting |Credit Notes - Date allocated
When allocating a credit note to a customer invoice we need to be able to report on this event and no date is stored at the point of allocation.
In the current system you can see credit notes allocated against invoices only when in the documents as a credit note displays similarly to a bank payment. You can to an extent identify credit notes allocated against invoices by running reports against the Accounts Receivable ledger, filtered by source 'credit note allocation' but you cannot filter this in any way to see recent events. The date of the allocation is deemed…
6 votes -
Contacts - Combine Add/Remove group options
When viewing a contact, the options to "add group" and "remove group" are two separate functions, making moving a contact from one group to another very clunky. This request is to combine the add/remove feature, so you can simply select/unselect which groups a contact is in. This would mean that to move a contact from one group to another, you would simply deselect the old group checkbox and check the new group checkbox.
4 votes -
Account Transactions report - Include project column
Would it be possible to add Project Codes as a selectable column in the Account Transactions report? We would find this most useful as it would save time.
93 votes -
Quotes: Include Stripe PayNow button on quotes
With PayNow, we want the customer to use our stripe and pay on the quote. The idea behind this is that customer pays and then we send the product and issue the invoice. If we issue the invoice and then customer changes mind and doesn't pay, it will be a problem and we need to delete the invoice. So, adding Pay Now to the quote will solve this problem.
8 votes -
User roles - Reports access with no payroll (including accounts)
We want to give access to reporting to one of our managers however we don't want them to be able to view all payroll information. Therefore I am looking for a function that can give access to all of Xero except anything to do with payroll so all nominal codes to do with wages would need to be invisible etc. Journals would another thing that needs to be hidden.
11 votesThis is really useful to know, thanks Josh - Though we don't have immediate plans for change around this, we really appreciate you sharing the detail of how you'd see this permissions working best for you. We'll keep an eye across this one here, and let you know if there are any updates.
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Projects List - View balance owed per project
I'd like to be able to see how much our projects owe on the 'All Projects' page rather than having to click into each project individually.
13 votes -
Notification - When quote accepted
Ability to have an alert in Xero when a Quote has been accepted
15 votes -
Invoices: Resend failed e-invoices as an e-invoice
Invoices cannot be sent multiple times by e-invoicing - any invoice that was sent by e-invoicing can only be sent again after that by email. This is fine; that ensures that my customers don't have a billion copies of the same invoice in their drafts.
However, this is also true of invoices where sending by e-invoicing failed and the customer has not received the invoice at all.
I would like the ability to send by e-invoice to reset when the original attempt fails, because the only workaround I've found involves deleting and recreating the invoice with a new invoice number…
9 votes -
Fixed Assets - Option to Show Depreciation Expense in Cash Basis Reports
This is an ongoing issue for a lot of accountants, as seen in the forums: https://central.xero.com/s/question/0D51N00005Ok9naSAB/regarding-depreciation-not-appearing-on-cash-basis-reports
133 votes -
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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Bills - Include tracking category in Purchase Order PDF export
"Purchase order PDFs only include information that's relevant to your supplier. Fields such as the account code or tracking aren’t included on the PDF. "
It may not be relevant to the supplier but it's critical for the Accounts Payable person to match and code to the relevant account. We track POs based on Property category and also if they are extras to the contract.. A printed PO is attached to the Vendor bill but we have to go back to the PO in the system to see the expense code and if it's extra to a contract.
4 votes -
Invoice reminders - Option to send copy to self
It would be useful if copies of invoice reminders could be sent to myself, so we have evidence of the detail of the reminder that was sent.
Also, if invoice reminders get a reply, such as the person no longer works at a company, if would be helpful if those responses could be directed to my email. Also would be useful if we could get Read receipts on them.52 votesThank you for engaging with us about how we could develop Invoice reminders so you can get more out of using this feature.
We've begun some research to help develop the future of Invoice reminders. I'd like to share this form where you can sign up to be a part of this.
Our team may reach out for input in surveys or direct interviews throughout the research, and you feedback would be very valuable in this.
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Tracking - Link options within categories
It would be helpful to link our 2 tracking categories together. As it stands, we've got departments within our business as tracking category 1, and divisions as category 2. It would be so helpful if we could put default links in place, as each department links directly to a specific division in the business. That way, when we go to post sales & purchase invoices to the ledger, once a division is added to the tracking category field, the division is automatically populated.
11 votes -
AU Payroll - Merge duplicate employees
Employee - Merge Function
I cannot believe that there is no merge function for duplicated employees. Most payroll systems have this function. The error occurred between integration with time and attendance software and Xero.
7 votes -
Projects - Ability to add a budget that integrates with the overall budget
- Create a budget for each project and then integrate the budgets to the company's overall budget.
- Provide variance report for each project
- Provide variance report for all the projects together
53 votesUnderstand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
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Contact report / export - Including credit limits and terms
Report listing all customers including contact details, credit terms and credit limits
115 votesHi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.
From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.
When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks
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CIS - Registered users UTR number for verification for partnerships
Include the option to enter the Registered User's UTR number in CIS verifications as well as the Organisations UTR number which will allow partnerships to be verified - HMRC need both to verify a partnership.
31 votes -
Report Templates - Add Top suppliers and Top customers reports
In Xero HQ when we create a New Template for Reports and add reports according to our preference, We are unable to add reports like Top Suppliers and Top customers report in Xero HQ but those reports are available in individual client's organizations.
It would be great if we can add these reports in Xero HQ so it would be easy to generate month end reports from Xero HQ for all the clients.
3 votes -
Contacts - SAP field
SAP Field- ability to add a field for SAP# that is searchable and exportable.
3 votesHi Andrea, if you'd like to have a field to enter your SAP # into you could look to save this as the Item Code for inventory you set up in your org. You can search items from products and services in Xero , and export your inventory items so you'd be able to export all item codes if this is where you save your SAP #.
If you're looking for the step further of being able to scan inventory into the system - this isn't something we're looking to develop for and you can see more on this from the idea here
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AU Payroll - Notify employees when their bank or super details are updated
When Bank or Superannuation details are changed for an employee, Xero sends an alert to the Admin/Account owner of the account. The employee details who have changed should also be sent an email alert.
4 votes
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