4801 results found
-
Invoicing - view contacts last few invoices (at least 5)
Hi Xero Team,
I’d love to suggest a feature that would really improve efficiency when invoicing clients with recurring or frequent billing.
In QuickBooks, when selecting a contact on an invoice, it would show a quick reference of that client’s last 5 invoice amounts. This helped a lot with ensuring consistency in recurring invoices, especially when amounts vary slightly month-to-month.
In Xero, the “Add Last Item” toggle doesn’t quite solve this, since many clients have more than one invoice per month — so it may not reflect the most relevant or recent invoice for the context.
It would be amazing…
1 voteThanks Dusanke, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
-
Manual Journal Entries - Add detailed history
Hi Team,
We would like to highlight that in India, it is a regulatory requirement to maintain an edit log (Audit Trail) based on the Triple ‘W’ Approach – When, Who, and What.
For example, if a journal entry is edited, the system should capture and display:
Previous values (amount, GL code, date, narration, etc.)
Since this is a regulatory requirement, could you please confirm if an enhancement can be made to comply with this, and share an estimated timeline?
Looking forward to your confirmation.
1 voteThanks for submitting your idea, Dilip.
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.
-
NZ Payroll - Notification when an employee is added or removed
Can we please have an automatic email notification to the subscriber when a organisation adds or removes an employee - This would be required for the purposes of updating billing when the ability to add additional employees for $4 takes place in September 2025.
1 voteThanks for submitting your idea, Todd.
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.
-
Xero Tax (UK) - Aligning sole trade accounts expense categories to mirror tax return
It seems we can only class expenses within the profit & loss as staff costs or other charges. Ideally the breakdown should match the tax return.
1 voteThanks for submitting your idea, Victoria.
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.
-
NZ Payroll - Copy timesheet tracking
It would be great if we could copy timesheet tracking each week. We have a client that has extensive tracking for timesheets - with some employees having time tracked to a number of different tracking codes. It would be a huge timesaver to be able to save the tracking for each employee so we do not need to enter it each payrun.
1 voteThanks Jo, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
-
UK Tax - Vat number on Vat Tab
Please show the VAT number on the VAT page. At the moment either need to go via the Financial settings or drill into a VAT return to see the VAT registration number. Would be good if quickly visible on the VAT page
1 voteThanks for sharing your idea with us, Rowan. We appreciate you taking the time to let us know what changes matter to you.
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
-
Bills - Add 'Make Payment' option available in Canada for 'Bills'.
In Canada, 'Make Payment' button is not available in 'Bills'. It would be nice to make payment directly from the Bills instead making payment from the bank.
1 voteThanks, Urjit for submitting your idea!
We've taken a look, and it's now ready for the Xero community to rally behind. Other users can now vote and offer their thoughts on how this could enhance their own Xero journey.
-
Account Transactions Report - Show all categories when grouped by tracking
Reports eg Transaction reports, should be able to be summarised by tracking category. Currently if a bank transaction is spread across a number of tracking categories, the transaction report will report this as 'multiple categories'. This is very unhelpful.
1 voteAppreciate what you're asking here, Simon. However when grouped or summarised by tracking and a bank transaction has multiple lines that are coded to different categories its not possible to show these all on the report.
On the flip side of this, if you run the report on a Grouped by basis you'll be able to see the transactions related to the multiple categories and can drill into the transaction to view the detail.
Alternatively, adding a Related account column to the report you'll be able to see the account the transaction is coded to. Then, running the report for the related accounts e.g Sales would give you the line by line breakdown so you can view each tracking option the transaction has been allocated to.
-
Batch Payment - New Bills/payee's highlighted in Batch Payment Summaries
Accounts Payable - New Bills/payee highlighted in batch payment summary
I review the batch payment summaries for our organization after they have been approved by managers but I would like some further controls - it would be great if there was some indication on the batch payment summary that this was a first time bill payee and/or if Xero could check for duplicated bank account numbers in the batch payment summaries.
1 voteHi Dionne, we’ve reviewed this idea and it’s now in the Gaining support stage. We understand how highlighting new payees or duplicates in batch payment summaries could help make reviewing batch payments quicker and easier.
This idea is open for more votes and comments from the community, so if this sounds useful to you, feel free to add your support or share your thoughts.
Thanks for being part of the conversation!
-
Tracking Summary Report - Allow editing of report layout (e.g. filtering by account code)
The current Tracking Summary Report is quite inflexible. I'm unable to filter by Account Code, edit the report layout, nor save as a custom report. It would be good if this report design could be refreshed to include these features, and to bring the report inline with the newer style reports.
1 voteWe're grateful for your engagement and for letting us know the changes that you would like to see to the Tracking Summary report.
Our Community 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.
-
Blank Report - Ability to change layout of rows and columns (e.g Tracking Options and Dates in rows, and Account Codes in columns)
The Blank Report only allows Account Codes in rows. It would be good to have the option to Tracking Options for a particular Tracking Category, and Dates in the rows, and Account Codes in the columns. This would be particularly useful as the current Tracking Summary report is quite inflexible (you can't filter for a particular Account Code, nor edit report titles and labels).
1 voteHi Lee, we appreciate your engagement and letting us know how we could improve the Blank report for 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.
-
Invoicing - Increase the number of billable expenses shown on the selection screen
Xero decided to limit the number of billable expenses one can view at a time when invoicing to 10, as was explained to me, because some organizations have a large number of billable expenses and it taxes the system and slows down the process of invoicing if more than 10 show. The exact opposite effect happens, however. Now, one has to page through dozens of windows to find the billable expense, instead of simply scrolling through 100+ bills. Even worse, there is no way to sort the bills, so the target of the invoice may be on page 36 taking…
1 voteHey Scott, really appreciate your feedback on our update here. We want to be transparent that the change to billable expenses in invoicing was something that we implemented due to lots of feedback that we received, and we don't have intentions on returning to the previous behaviour. On review, we first marked this as feedback based on it being a removal of a new feature, however we will shift this to Not in Pipeline to set expectation.
This means other members will still be able to vote on this idea, and we can track if this is still an idea that trends.
-
AU Tax - Depreciation worksheets
You can't create a stand-alone worksheet for depreciable assets then feed the figures to a chosen label. Depreciation has to be created within the label e.g. rental worksheet/D5/D1. For assets created within a rental schedule you can print nice depreciation worksheets. For assets created at other labels, you sometimes can't print a nice worksheet and the information displayed at the label is limited. The assets worksheets attached to a rental property in a Trust return doesn't show the cost or acquisition date of each asset.
1 voteThanks for sharing your idea with us, Jennifer!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
-
Contacts - Ability to select a person instead of company name for all instances of use
In nearly every other business program, a Contact refers to a person and not the business name. The person should be the primary entry entered for contact information, and the business name is an attribute to that person, not the person an attribute to the business as it is currently set up in Xero. We often have to change the specific person (or entity like Accounts Payable) who a quote or invoice or other document needs to go to, and the only way to do that currently is to change the primary person under the business name each time we…
1 voteHi Joshua, we're grateful for your engagement and letting us know the changes that matter to you.
Our Community 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.
We've also found a similar idea that relates to invoicing, so we've added your vote there too.
-
Invoice Template - Allow Multiple Payment Services
It would be great to be able to show two payment services on the invoice template. Currently you can only select one option from the drop down. We offer POLi payments and credit card payments via Stripe but cannot currently display both options using the invoice template. We have to manually select both options on each invoice & this is quite time consuming when issuing a large number of invoices.
1 voteThanks for sharing, Julie - It's good to hear you're aware of the ability to provide this on an invoice by invoice basis. It's not something we have plans for extending to Invoice templates/branding for the time being, but we'll track the interest from your idea here and share if any plans are made. 🙂
-
while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN numbe
while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN number is being displayed. Additionally, we would like to include page numbers for easier reference by our customers.
1 voteHi 👋 , just to get a better sense of what you'e asking here. It sounds the Quotes you create may be quite large and span multiple pages - Are you asking for the ability to enter a custom header that would appear across each page of your quote?
-
Activity Statements - Export Sorted Transactions
Activity statement line items can now be sorted in the Activity Statement report in Xero, which is great to be able to review transactions by Account Name, to group similar transactions. However, transactions do not keep this order when exported to CSV or PDF. If manually sorted by the user in the Activity Statement report, the exported report should keep the same sorting preferences.
1 voteHi Luke! We're grateful for your engagement, and for clearly letting us know the changes that matter to you.
Our Community 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.
-
Custom Invoice Templates - Allow More Contact Fields on Templates
Allow all feilds to appear on a Xero invoice not just the select few.
currently there can be added https://central.xero.com/s/article/Fields-you-can-insert-into-a-custom-template-AU#InvoicetemplatefieldsShould include everythig in the contact cards, like Fax, 2nd mobile, and all the other fields.
1 voteHi Bradley, we're grateful for your engagement and letting us know the changes that matter to you.
Our Community 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.
-
AU Payroll - Option to hide Payroll from navigation bar
Wish I could remove it from the top row of tabs. Keep it simple.
Previous versions allowed it to be removed by turning off the Payroll Add-on. Cheers Pete1 voteHey Pete, thanks for sharing this feedback with us.
We're grateful for your engagement and for letting us know that changes like being able to remove the Payroll tab are important for sole traders like yourself who want to keep the interface simple.
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. 🙂
-
Invoices - Add a "Add payment and send invoice" button
Can you add a "Add payment and send invoice" button on the payment option, if the customer has paid straight away, I have to add the payment, it then exits the screen, you have the option to send a receipt (but no invoice?) and you have to go back into the transaction to send a paid invoice to the customer
0 votesHey Olga, thanks for your engagement and for sharing this great idea with the community.
We've reviewed your suggestion to add an "Add payment and send invoice" button. We can see how this would streamline the process when a customer pays straight away, saving you the current hassle of adding the payment and then having to go back into the transaction to send the paid invoice.
Your idea is now open to gain support from other community members. Along with votes, others can now comment to share how this improved workflow could enhance their own experience with Xero. 🙂
- Don't see your idea?