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  1. When viewing reports ( e.g. transactions reports) if you change the date range of the report after you have looked at the transactions for a particular date range , the report comes up with "nothing to show" so you have to close it and reopen the report with the different dates - it's annoying and time consuming.

    3 votes

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    Hi Shelley, is this something you've approached our Support team about ? It'd be good to have them dive deeper into this if not already to confirm behaviours. 

    If you have transactions entered in your org for the dates the report is being run this should be reflected in your report results. 

  2. I need 'Invoice Value Discounting' where we provide a discount on nett price and a different percentage is applied dependant on the net amount. For example 5% applied on invoice of 250, 7.5% over 500, 10% over 750, etc. You would set these up in a table and you can decide which clients have IVDs

    3 votes

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  3. In the app, it would be a huge timesaver if you could create repeating invoices. I spend most of my time in the android app and this is the one thing it's missing 🙂

    3 votes

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  4. I would like to have the ability to create a bill with a negative balance. This way, I can control the full credit to the exact sales tax account. The current way a Credit is applied to a batch bill it takes a percentage off each line item (total due and sales tax). I have to remit tax in multiple states, and the way credits are handled throws off my totals to remit. Right now, I edit existing bills and apply credits within the bill for a workaround. It's a painful process. Creating a bill with a negative balance would…

    3 votes

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  5. Add simple manual and automatic backup schedules that can download data entry and activity on a daily, weekly, monthly or annual basis.

    This would address everyone's fear of losing all our hard work inputting invoices, receipts, data etc.

    3 votes

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  6. I'd like to see a chat /conversational interface like ChatGPT where we can ask it questions like

    What was our profitability last month?
    Where is our biggest opportunity to cost cut?

    If I want to get profit to $*** with the same revenues what areas should I focus on cutting the most?

    The goal here is to have conversational chat with Xero to dig through the data that's there and find action items to improve the business finances.

    3 votes

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    Interesting idea - Thanks for sharing, Carl. 

    Not something we have in the plans atm but we'll begin to get a sense of the interest surrounding this here. 

    In the meantime, if you'd like to get a view of insights from your org, you might like to look into Xero Analytics and Analytics Plus with Business Snapshot and Short term cashflows, two dashboards that give insight into your business information. 

  7. Sorting Manual Journal Entries with a specific description or reference for easy search and find

    3 votes

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    Thanks for the confirmation, Ann - I've just updated the idea title and categories to get this showing where others might be interested too. 

    Most recently we released a new Journal report with a lot more flexibility than the older version, and should help with finding a journal you're looking for. 


    You can search for a journal by filtering the Journal report by description 😁

  8. Please add a setting option or a column for display details about "Account" in the table shown in "Bills to pay" instead of only showing "Ref" which the information of "Account" is important and moreover we don't need to waste time to entry "Ref" for checking.

    3 votes

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  9. Currently the super funds appear in the super settings page in no particular order. It would be great if they appear in order so its easier to find and check if they have already been added or if a payment bounces and you need to check details.

    3 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  10. We have two accounts (bank & credit card) from the same institution. For bank feeds, please allow multiple logins from the same institution.

    Once we login for a bank feed on one of the accounts, we can't set up the bank feed for the other account. It just asks us to choose the already logged in account.

    This is documented here:
    https://central.xero.com/s/question/0D51N000055543jSAA/how-do-i-connect-two-accounts-from-the-same-bank-that-have-different-logins

    I also reached out to support. They said "a Xero user can only use one set of credentials (per bank) in a Xero organisation. We recommend that you ask another Xero user to login and activate the feed…

    3 votes

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  11. 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 votes

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    Hi 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. 

  12. When merging contacts within Xero if the contact you are merging has a gocardless mandate - carry it across to the new combined contact.

    3 votes

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  13. I want our employees to receive an automatic email when their leave balance is above a certain level, separate to their payslip. The email will be a prompt advising them of their leave balance and our company policy regarding taking leave. I'd anticipate the email workflow would be triggered once each payroll period, when it is completed, based on a conditional logic such as 'if balance is greater than X, this email is generated for Employee A'.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  14. When you have grouped various account codes together in the layout there should be an option to expand or collapse the report when it is being prepared without needing to go back into the report layout to open/close each group.

    I can't imagine it would be too difficult for the development team to bring the functionality from the layout stage to the report stage.

    3 votes

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  15. Please can we have the functionality to add more than one gocardless account to one organisation? We have a client account where funds are directed to a trust account under one account and then our normal gocardless account and would be great to be able to include both sets of transactions (at the moment we have one linked and the other is updated manually at the end of the month.)

    3 votes

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  16. In addition to individual accounts, it would be great to select a group total from the Balance Sheet (or P & L) to put in the Account Watchlist, eg if you have a number of loans and you want to see what Total Loans are on the dashboard.

    Somewhat related to idea https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45925384-dashboard-ability-to-group-accounts-in-the-watch

    3 votes

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  17. When processing backpay for employees where they have a Termination Date currently involves either an Unscheduled Pay run for a period the employee was employed or undo the Termination date, and run a payrun, then Terminate again.
    Both of these are very time consuming, particularly when there are some 40 employees over an 18 month period that need to be included who have a Termination date.
    It would be useful to have a function in a payrun to "include terminated employees" which keeps all the previous data, but includes them for the backpay without having to manual update each, just…

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  18. I already submitted and someone closed off my ticket incorrectly.

    I want the ability to have a default template for INVOICES and a different default template for QUOTES.

    Someone submitted this as already existing here https://central.xero.com/s/article/Set-default-invoice-quote-templates?userregion=true

    But the default invoice template set for the contact will override the organisation’s default template when you add an invoice, quote, customer

    3 votes

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  19. Provide the ability to add Custom Fileds to Chart of Accounts entries. Perhaps 3 each of the following field types... Date, Text, Number (to 2 decimal places), Logical Fields (Tick Boxes).

    3 votes

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    Hi John, to better understand how these custom fields would help - could you explain where you'd expect them to appear or how you might use them?


    For example, would you expect to be able to report on these? It sounds like you'd like them to be visible when entering an item such as posting a journal, or adding a line to an invoice however it'd be good to know how you expect these to differ to the fields that are available in those as well. 

    For example when adding an invoice you can enter an issue and due date, writes a text description and enter a price with 2d.p. 

  20. Xero app should have the option to slide up or down line items in quote & invoice

    3 votes

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