4894 results found
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Permissions - Ability to set level of Approvals for different transactions
Hierarchy of approvals of bills and Purchase orders
eg Invoices over £1000 go to tom to approve
10 votesWe appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.
To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.
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Reports - GL Summary comparison periods to show net movement per period
Reinstate the 'Compare With' drop down.
The key benefit of the old General Ledger Summary report was it's ability to show the net movement for multiple periods.
Xero is now without a single report to perform this core function.
1 voteHi Phil, thank you for this important feedback on the General Ledger Summary report.
We understand your point about the previous version's functionality. Losing the ability to easily show the net movement for multiple periods in a single report is a significant change, and we recognise how valuable this core function was for analysis.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea to reinstate the "Compare With" feature to show net movement per period, and now it can gain support from other community members. Along with votes, others can now comment to share how they used this comparative reporting feature for their financial analysis.🙂
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Xero Account app - Frequently Invoiced Customer List
In the iOS app: Create an Invoice. When you are selecting the customer to invoice: Who is it for?
Once you tap this field, a search window appears and you start typing customer name to find.
Below the search field it would be nice to have a list of the top 5-10 customers you have create invoices for.
1 voteHi Todd, thanks for your idea about creating a 'Frequently Invoiced Customer List' for the Xero Accounting app. We really appreciate you taking the time to let us know the changes that matter to you.
We've reviewed your idea, and it's now open to gain support from other community members.
Along with votes, others can now comment to share additional detail about how having a list of top customers directly in the invoicing screen could improve their experience with Xero. 🙂
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Navigation - Make popup windows moveable
The pop up boxes, creating a new item for example, should be able to be moved so that the underlying page can be seen. This is standard on most of the software that I use so it should be so on Xero.
5 votesHi Alan
Thanks for sharing this idea about being able to move popups, to see what's underneath them.
Now it's up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their votes and comments too!
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Invoicing - Template to split invoice lines to multiple codes
Please can there be a functionality in Xero to create a template that splits the invoice into two or more codes.
2 votesThank you for sharing your idea and letting us know what changes matter most to you!
We've completed our review, and your idea is now open for community support. This is your chance to rally behind it: please share the link with colleagues who would benefit, as their votes are crucial.
Other members can now also comment to share additional details on how this feature would improve their experience with Xero.
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AU Payroll - Add 'Save & Next' button to top of employee pay details screen in Pay Run.
In Xero Payroll, it would greatly improve efficiency if the "Save & Next" button appeared at the top of the employee pay details screen, not just at the bottom.
For businesses with detailed pay setups (multiple earnings lines, deductions, reimbursements, etc.), scrolling to the bottom of every employee’s pay screen just to click "Save & Next" is time consuming and disruptive to workflow.
Adding this button to the top would:
Streamline navigation during pay runs
Reduce unnecessary scrolling
Improve accessibility for users reviewing multiple employee pays in one session
This small UI change would make a big difference for payroll…
2 votesHi Liana, thanks for sharing your ideas for efficiency when processing pay runs, we love to hear your suggestions!
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.
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Invoice History - Add CC'd Email Addresses for Complete Audit Trail
Ability to cc and bcc when sending emails from xero.
This would be very useful as we have many clients that like to have various other people copied in.
2 votesHey Freya, thank you for raising your idea to add CC'd email addresses for Invoice History. This sounds like it could really improve the tracking and auditing of historic invoices.
We have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero. 🙂
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Xero Accounting App - Purchase orders in app search feature for tracking
I create a purchase order through the Xero App
I go to Categorise to an account - on my iPhone it has a search accounts feature, on my colleagues Samsung phone there is no search feature - he has to scroll through all the accounts listed to find the correct accounting code
Will this feature be added to Samsung phones?We also found this was the same when selecting Projects or Plant (tracking categories), on my iPhone I had a search feature, on his Samsung he did not and again would have to scroll through the extensive list we have…
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Checks - Increase unique cheque/check number limit from 6 characters
When writing a cheque, I am limited to a 6-digit unique cheque number. With QUickBooks I used the date as the checknumber. For example May 31 2025 would be 20250531, then I append a letter to it as 20250531a. With making payment on web sites and then entering checks into Xero this still allows things to sort properly. Being limited to 6 numbers makes it harder to keep track of things.
1 voteHi Stanley, thanks for sharing your idea and explaining your specific workflow for tracking payments. It's really helpful to understand how you use cheque numbers to keep things organised.
We've reviewed your suggestion to increase the character limit for cheque numbers, and it’s now ready to gain support from other community members.
Along with votes, others can now comment to share additional detail about how a more flexible cheque number field could improve their own record-keeping with Xero.
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Contacts - Option to add "New Project for This Contact"
Need the option on a contact page to open a new project for them. similar to the New invoice link
2 votesThanks for sharing your idea about adding a quick link to create a new Project from the customer's Contact record.
Now it's up to the community to get behind and support your idea, so you might like to share it with any colleagues that it could benefit, so they can add their votes and comments too!
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AU Payroll | Employee - View employment duration date below start date
The "Details" tab lists the employee's age under the "Date of birth" field.
Having "Employed for # Years & # Months" below the "Start date" field would be handy. It would give a quick, "at a glance" look at how long someone has been employed by a business for estimating notice periods and anticipating imminent entitlement to LSL.
Attached is what the "Date of birth" currently looks like (I've used my own name and birth year) and a mock-up of what I'm suggesting might look like.
Given that the "Details" tab already does almost exactly this, it should be a…
3 votesThanks for sharing your idea to display the employment duration for employees, much appreciated!
After reviewing your idea, we've now passed it to the wider community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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NZ Payroll - Update minimum wage increases automatically/prompt.
NZ Payroll - update minimum wage increases automatically
There are other payroll system they do this, and with the minimum wage requirements changing every year, there should be an automatic update or prompt to change anyone who is affected by this, to avoid the error in not paying out correctly as per the legislation,
1 voteWe appreciate you sharing your ideas with the Xero product community.
We've reviewed your idea and it's now out in the community so that others can share their support for your idea. We'll be in touch again along the way to let you know how it's going.
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Purchase Orders - Posting to General Ledger
The functionality to be able to raise and approve a Purchase Order which, at the point of approval, would create a double entry in the general ledger. Specifically:
• Debit a Work in Progress (WIP) expenses account (to reflect anticipated expenditure),
• Credit a creditors account (to reflect the anticipated liability).
This would allow the PO to reflect a commitment in the accounts, enabling better management of Work In Progress and projected costs before the supplier invoice arrives.
In an ideal world, to be able to allocate the PO to a Xero Project, so that WIP and anticipated costs appear…
12 votesHi Tristan, thanks for sharing such a detailed and well-thought-out suggestion. We appreciate you taking the time to explain the specific accounting impact and how this would improve financial visibility.
We've reviewed your idea for having approved Purchase Orders post to the general ledger and integrate with Xero Projects. This suggestion is now ready to gain support and feedback from other community members.
Along with votes, others can now comment on how having this visibility of committed costs could improve their own project management and financial forecasting in Xero. 🙂
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Hubdoc - Tags Should be Visible in Xero
We tag documents for organisation in Hubdoc, but have no visibility of these in Xero, which makes no sense. These don't need to be editable, but it would make sense that it showed what tags were on an invoice. Even if this was detailed in the history of the invoice. This would be a massive time-saver!
2 votesThanks for your idea on making Hubdoc tags visible in Xero, Natascha. We can definitely see how having that visibility on an invoice would be a massive time-saver.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.🙂
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Capture incoterms under Contacts & Invoices
It would be useful to capture Incoterms on a contact by having a dropdown selection for them. Additionally, if this information can be carried over to the invoice screen, it would be beneficial.
4 votesHi 👋 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 🙂
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Spend Money - Prefill details based on last entered
For Spend Money entry, I have two elements that would speed up entry:
Prefill the last entry for that Contact. Most venders (e.g. "Uber") will be the same expense type over and over. Having the 1st item prefill from the last entry will save time.
Right now "Save" is essentially "Save and Close" -- and then "Save & Add Another" creates a new blank item. I would like "Save" to stay on the same screen, so I can then use "Copy" from the "Options" menu to enter the same/similar item.
1 voteHi 👋 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 🙂
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Xero Accounting app | Reconciliation - Show tax for suggestions
Hi, on the mobile app, it would be really helpful, if when reconciling bank entries, when xero comes uip with its "suggestion", that is also displays the VAT line. Saves having to go into the suggeestion edit and check VAT is applied correclty
1 voteHi Ray, we understand how helpful it'd be to see the VAT/tax line directly on the automated reconciliation suggestion in the Xero Accounting mobile app. Currently, the mobile reconciliation suggestion card doesn’t show the tax line, which means extra taps and added steps.
This idea is now in the Gaining Support stage. Your votes and comments help us understand how important this feature is to the wider Xero community and guide our product team’s priorities.
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Depreciation - ability to add when creating an invoice for a fixed asset.
When posting an invoice as a fixed asset, why not choose the depreciation rate at that point, when the invoice is posted?
1 voteWe appreciate your idea—it's now live for the community to review!
This is where you come in: share it with your colleagues! Their votes are crucial, and their comments can add valuable detail about how this change would specifically improve their experience with Xero. Let's get the support rolling.
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Reconciliation - Overpayment Allocation Reminder
When reconciling bank accounts for money received a reminder of overpayments allocated to the clients account would be useful.
1 voteHi Tania, thanks for submitting this idea! We understand it'd be to have an automatic alert for unallocated overpayments during bank reconciliation. Without this, credits can be easily missed and left unallocated.
Right now, there’s no pop-up or indicator on the reconciliation screen to remind you about existing unallocated credits, so manual tracking is needed.
This idea is now in the Gaining Support stage. Your votes and comments help us see how important this feature is to the wider Xero community and guide what we build next.
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Customer Statement - CC/BCC on Outgoing Mails
Ability to add CC/BCC on every outgoing Statement Of Accounts to customers.
Purpose: Internal colleagues or stakeholders allows for a clear record of who received the statement and the context of the communication.
It enables easier response and ensures everyone involved is aware of the situation.5 votesWe understand how valuable it'd be to have the option to CC or BCC internal staff and key stakeholders when emailing Statements of Account. You’ve highlighted how this feature would streamline internal communication, support better record-keeping, and make it easier to respond to client queries.
At the moment, while CC/BCC is available when sending individual invoices, this functionality isn’t yet available for Statements of Account, which means relying on manual workarounds.
This idea is now in the Gaining Support stage. If this feature would help you, please vote and share your thoughts to help us prioritise it. The more support it gets, the faster we can work on making it happen!
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