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  1. Until recently I have been manually importing my monthly BlueVine Statements into Xero. This is a far from ideal approach since from a reporting and receivables standpoint, the data will always be stale and out of date. This leads to events like automated past due reminders going out for receivables that have actually been received and marked as paid.

    I just recently learned of the bank feed integration with Yodlee, but the quality of the data provided by this service is heavily flawed by sending over incorrect analysis codes with transactions that cannot be removed or edited. While it does…

    1 vote

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    Appreciate you sharing why the Yodlee feed doesn't currently fit your needs, Jeff.

    We're always keen to hear the new feed connections our customers would most like to see. We don't have immediate plans for a direct bank feed with BlueVine, however we'll start to get a feel of the this through support in your idea here, and can keep you updated if any plans are made.

  2. Improve Reconciliation and Match Rule efficiency: show complete Statement Line Reference field.

    Currently just the first 2-4 words are shown. Details needed for quick use of Match Rules "OK" button are buried--requires clicking "more details" on each statement line, plus another click or Esc key to hide pop-up details window if "OK" button not used.

    1 vote

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    Hi 👋 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 🙂

  3. Invoice only users should be able to access certain ledger accounts.
    Also they should be able to have access to file option just under the settings option.
    Especially be able to add files related to bills etc

    1 vote

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    Hi 👋 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 🙂

  4. It would be nice to have more options to view more columns featured in the draft bills and bills so we can have more options to search for the supplier invoices.

    1 vote

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    Hi 👋 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 🙂

  5. Multiple bank account with similar currency but to apply individual exchange rates for accounts with the same currency.

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    Thanks for sharing your idea about the option to hold a separate exchange rate against bank accounts in the same currency.

    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 votes and comments too!


  6. Description / Pain Points:

    1. Refunds: Manual credit notes are required for Shopify order refunds, which is time-consuming and error-prone for high-volume merchants.

    2. Taxes: Xero only supports reporting for one region. Duties and taxes from other regions must be tracked manually, causing discrepancies and extra work.

    Suggested Improvement:
    - Auto-generate credit notes for refunds.
    - Support multi-region tax reporting to match Shopify calculations.

    1 vote

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    Hi 👋 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 🙂

  7. We would like to automatically transfer daily sales data (excluding GST) from Xero into our custom system. However, the current sales reporting options in Xero do not allow us to select a “Today” filter.

    At present, we have to manually set the date each day to get the daily sales amount, which makes automation difficult and time-consuming.

    Idea / Request:
    Please add a “Today” filter option (similar to existing options like “This Month” or “Last Month”) so that businesses can easily pull daily sales data without manual date entry.

    This would:

    Enable easier automation with integrations and custom systems

    Save…

    1 vote

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    Thank you for your valuable contribution and for providing a clear, detailed explanation of your need for a "Today" filter in sales reporting. We appreciate you highlighting how this feature would significantly improve the automation of daily sales data transfers to your custom system.

    We have completed our initial review of your idea, and it is now open for community feedback and voting. We understand that enabling more efficient, real-time data access is crucial for many businesses.

    To help your suggestion gain traction, we encourage you to share it with colleagues and other professionals who would also benefit from this change. Their votes and comments will provide essential insight into how this improvement could enhance the Xero experience for everyone.

  8. Inventory Item List.

    Included in this report is the unit cost which is manually set. Would it also be possible to please add another cost field to the report ? I would like to see the last PO unit cost. Any variance would be used to update the unit cost if in NZD

    1 vote

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    Hi Graham, thanks for sharing your idea, and letting us know the changes that matter most for you when tracking inventory costs.

    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.

  9. Feature Request: Streamlined User Re-invitation & Access Request Process for Organisations. To the Xero Product Team,

    Firstly, thank you for continuously developing a fantastic platform. We rely on Xero daily for our core business operations.

    We are writing to highlight a significant administrative challenge we face and to propose a feature that would drastically improve efficiency for organisations with a large number of employees, such as ours with 200 staff.

    1. The Problem: Inefficient Invite Management & Access Issues

    Currently, we experience a high volume of access-related issues that are incredibly time-consuming to resolve manually. We estimate receiving ~50 requests per…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Hi 👋 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 🙂

  10. The two-way communication between Xero and integrated software/apps needs to have at least some settings options – currently, there are none. At this point, it’s either connect or disconnect. The way Xero and the integrated software communicate is based solely on what they envision businesses using Xero would like as features, with a strong focus on streamlining processes. To make things as simple as possible, all invoices and costs added to Fergus (and many other project management apps) just go straight into Approved.

    When staff members, contractors, or anyone with access to the software/app can add costs to ongoing projects…

    1 vote

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    Hi 👋 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 🙂

  11. I would love a bank feed (ideally a direct feed) that supported Apple Card. A number of other financial programs support it - Xero should too!

    1 vote

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    Thanks for sharing, Peter.

    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. 😊

  12. As well as my self-employment, I received income through Employment that currently I cannot declare through Xero's MTD for Income Tax implementation, and therefore I cannot use Xero for filing. The addition of allowing me to declare income through Employment via Xero would allow me and others like me to do so.

    1 vote

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    Hi 👋 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 🙂

  13. A Custom Aged Receivables report that can be generated with additional fields selected (banking details as per attached Netcash Template) for import to Netcash to create a debit batch. Xero will then also have to make provision for to the banking details fields on the contact's account as required by Netcash.

    1 vote

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    Hi 👋 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 🙂

  14. You have today added a great new feature - the ability to upload Accounts Payable invoices to generate the Draft transaction.

    Can I suggest that you have a look at the options available after the invoice has been approved, to then quickly navigate back to the Draft Bills.

    This is because it's likely that we upload in batches then approve, however to navigate back to Draft to pick up the next invoice takes quite a few steps!

    1 vote

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    Hi 👋 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 🙂

  15. Xero does not alert you if a customer has a credit that could be applied during batch approval of invoices.

    We batch approve and batch email all our invoices; it it is frustrating that we are sending out invoices without credits being applied.

    Surely this would be easy to implement?

    1 vote

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    Thanks for sharing this idea about how bulk invoice approval could be improved for you.


    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 votes and comments about how they'd find this helpful too!

  16. When we receive communication from Xero regarding a case query, it is necessary to log into Xero again to read the answer
    This is time consuming and annoying- would love a fix for this.
    Is there a way to view the answer and perhaps log in when we are ready to respond?

    1 vote

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    Hi 👋 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 🙂

  17. non-us contractor payments are listed in 'review duplicate bills' in a completely random date order, as imported from Gusto. Non-sensical. Either sort by date as a default or allow sorting by date.

    1 vote

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    Hi 👋 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 🙂

  18. Separate the Analytics menu from Reports; removing the needless navigation for a submenu

    1 vote

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    Appreciate your feedback, Ravinder. Lets start to get a gauge of the community support through your idea here 😊

    Our product team are watching the feedback through this forum closely and if there are any updates we'll share with you, here.

  19. Have recently had a client complain that the card processing description says 'credit card processing fee' however the client paid with debit card and therefore doesn't think they should have been charged processing fee. This terminology needs to be updated to 'card processing fee' for more transparency.

    1 vote

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    Thanks for sharing your idea about making this description clearer.


    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 votes and comments, too.

  20. Need search feature in Xero me for adding tracking categories to timesheets instead of having to scroll through 50 plus jobs

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    0 comments  ·  Payroll  ·  Admin →
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    Thank you for submitting your idea! We've completed our internal review.

    The next step is up to the community. Please share this with your colleagues so they can add their vote. Every vote and detailed comment is crucial for showing us the wider impact and helping us prioritize this enhancement for Xero.

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