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  1. When reconciling have a tab to go straight to uploaded files i.e. invoices, receipts etc
    Tab could be in section with ‘Create new’, ‘Find and Match’

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  2. Being able to email the W9 request directly from within Xero with the email template created would be a game changer and help us help our clients and save time with W9 management before end of year.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  3. Being able to email the W9 request directly from within Xero with the email template created would be a game changer and help us help our clients and save time with W9 management before end of year.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  4. When posting a journal it would be useful to see the VAT on each row, rather than a total at the foot of the journal. Each line would show Net, VAT (if applicable) and Gross.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  5. I quite like the dash board feature and shared it with some clients. However, when they click on the link, it rolls over to current period. It would be good to either integrate this with reporting or allow a dashboard to be saved so it can be shared to show data at a point in time

    3 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  6. In the Contact card, under the Contact Details tab, it would be helpful to have all contact information linked to the relevant staff member. For example, being able to associate a person's name with their job title, mobile number (or direct dial), and email address.

    Currently, the email field links to a person's name, but the phone number field does not offer the same functionality - there’s no option to associate a name with the phone number. This can be limiting, especially when the staff member is a project manager or someone who primarily uses a mobile or direct line.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  7. Add Payments Screen on Invoicing
    We are still having to use mouse to enter the BANK ACCOUNT details. You can tab to the BANK ACCOUNT, but once there you have to USE MOUSE to enter bank account. We still have the whole chart of accounts listed in this field, Kelly has said this was fixed so I have lodged a case for that, but still not able to just tab and type enabled.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  8. Could XERO please be improved to allow for partial deliveries. It would be good to be able to confirm actual quantities received and show the balance outstanding

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  9. Ability to have a Xero Printer installed on the computer and can choose that printer when a bill is presented via email or on a vendor website. So you'd choose to print (rather than save as PDF) on the bill and the printer is called XERO BILLS PRINTER and you print directly into Xero bills - no downloading and uploading or downloading and emailing.
    I know there are many options to get bills in Xero and I am most appreciative of that; but they are all similar in some ways - uploading and emailing only - whether it be direct…

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  10. Add ZWG as a currency in Xero and ZIG currency

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  11. Customers often ask for a copy of an older invoice that's been paid. When either resending or downloading it, Xero creates a new PDF that shows the invoice as paid with a 0.00 balance.

    I should be able to send an exact copy of the original that clearly states it is a copy. In fact, HMRC states that a request for another copy of a VAT invoice SHOULD be as per the original and state that it's a duplicate.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  12. Be able to send customers a link to be able to view their statements when they would like. Be able to access all invoices for their account both past and present and be able to share the files associated with their account

    1 vote

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    0 comments  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  13. Creating a new user set up list which has a list of items for you to complete to set your business up so you know at a minimum what should be done like must do, should do, optional or good to do. Create a list to complete and refer to, also include a link to learning material

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  14. Create a task list for new users of what they need to set up or complete in order to start working. Include links to the learning material for those tasks. New small business owner and I was not sure what exactly I had to set up or edit before just jumping in so I learnt when doing the tasks that I needed to set up a default invoice as example

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  15. Its really distracting and stressful having pop ups and flashing bits. I am doing a difficult job and you are meant to be a tool, not an annoyance. Its also eating up my desk space and time trying to figure out how to turn them off one at a time - IF I CAN. Some don't even turn off. This is not a shopping experience. Its a workspace. Could you treat it like one please?

    1 vote

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    0 comments  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  16. The lack of warnings, pop ups or anything relating to accidentally finalising STP for the wrong financial year is pretty disappointing.
    I work on a large screen and didn't see the tiny little 2025-26 drop down menu top right. I've selected the employees to finalise and proceeded with the wrong year. At no point was there a warning, note, message or anything to bring light to it being the wrong year.
    Yes I know I should have concentrated more, yes I realise now the financial year is displayed at the top of the confirmation screen, but for something that has…

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  17. Hi Xero Team, I’d like to provide some feedback regarding how timesheets integrate with payroll in Xero Payroll. Currently, each timesheet period is directly tied to the payroll calendar, which means that once a payroll is posted or finalised, the related timesheet period automatically closes. This setup prevents employees from entering or submitting any hours that fall after the posting date, even if those hours occur before the end of the pay period. In practice, this creates challenges for businesses that: Need to finalise payroll a few days in advance to allow time for approvals and payments, and Still require…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  18. Add Analytics report to custom report packs

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  19. Expand “Analytics powered by Syft” to include full report functionality.

    The current Analytics powered by Syft integration within Xero provides a useful set of visual dashboards and graphs, but it lacks several essential features available in Syft’s standalone product — such as Grouping, detailed Profit & Loss reporting, and the ability to drill down into figures for transaction-level insights.

    These functions are fundamental for effective financial analysis and are expected within a tool branded as “Analytics.” Without them, users still need to rely on exports to Excel or switch between different reporting views in Xero, which defeats the purpose of…

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  20. Please allow us to update the batch payment export file for FNB in South Africa. The current export file does not have all the fields needed by the bank.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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