31 results found
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Reporting - Sales by item customer
In Sales by item report we need a column of Customer as well, since it's not available so we are not able to get the details which customer ordered which product.
23 votesHi all, rounding back to this idea as mentioned in my last updated - You can use the Inventory Item Detail report, adding a Contact column and Group by Item name to achieve what's being asked here.
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New Invoicing - Show Reply To email address when sending
New Invoicing - Show selected From Email
The old invoicing would show which Email address would be used as the from email when emailing an invoice to a client. This is an important double check to be sure I'm using the correct email address for the particular client. Since this has been removed I now have to remember to check the Email settings in a different tab before sending every invoice, which is very time consuming and is the primary reason I switch back to Classic every time I try the frustrating "New Invoicing" system after suffering through its hard…
18 votesHi team, coming back around the idea here I wanted to share that with the new invoicing send window, you'll be able to see the reply to when sending an invoice from the right side preview.
Appreciate there may be some in the discussion here that would also like the ability to change this when sending which isn't currently in our plans however please do vote on this idea if that's something you'd like to see. 🙂
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Invoicing - Remittance advice to customer
Allow remittance advice to be sent by email to a customer when they have paid an invoice
6 votesHi team, appreciate it's been a while since this idea was started. To confirm atm, when a customer has paid an invoice there is the option within Xero to send them a Receipt you'll just need to have the Standard or Adviser role in the org.
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Contacts - UK specific address fields in contact record
At present when editing a contact, the fields are in USA format with Zip code and State - it would be much better for the UK if we could see Postcode and County
5 votesHi team, apologies as it appears we may have missed updating this idea with a change we've made sometime ago in contacts.
When editing a Contact record you'll now find that the Address fields are responsive to the Country that is selected. For example if selecting United States you'll be able to enter a State and Zip Code, whereas if you select United Kingdom the fields will be Region and Post Code.
Thanks for engaging with us on this, here.
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4 votes
Thanks for your continued feedback on this idea to have the ability to hide, or remove the item code in an invoice or bill. ✨ We're happy to share that there is existing functionality that can help with this. As noted by some in this thread, you can customize your invoice and quote templates to prevent the item code from appearing on your customer-facing documents. To do this, simply download your DOCX template from Xero, open it in Microsoft Word, and delete the <<ItemCode>> field. Re-upload the saved template to Xero, and your invoices will no longer display the item code, even though it remains a required field in Xero's inventory system. At Xero we are always looking to improve our customers' experience and we thank you for bringing this to our attention, however as there is functionality for this idea, development is not currently on our radar.
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Spreadsheet-style navigation in bills & invoices
Data entry would be much faster if Xero worked like a spreadsheet:
• Enter = down to next row • Tab = across columnsMost users are already used to this behaviour from Excel/Sheets, so it feels natural. It would save time and reduce errors when entering bills and invoices.
3 votesHi Donough, you can already press Tab key in Xero to move across columns. We do have additional shortcuts as well. You can refer to the Xero Central article Tips and shortcuts for more information, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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delayed sending of invoices
Provide a feature to allow delayed emails sending of invoices. such that they can be prepared at any stage and set to send at a later date/time without the need to login and send on that day.
3 votesHi Thomas, did you know it's already possible to do this in Xero?
To send an invoice on a later date, you can set up a repeating invoice in Xero. If it only needs to be sent once, follow these steps:
> Create a new repeating invoice.
> Set the invoice date to the date you want it sent (for example, 20 October 2025) and choose a due date (for example, +7 days (27 October 2025)).
> Under End date, select the day right after the invoice date, in this case, 21 October 2025.
> Enter your invoice details as usual.
> Select Approve for sending.
On 20 October 2025, Xero will automatically create the invoice and email it to your customer.
To ask questions about using Xero in community you can post or join Discussions on Xero Central.
If you need an extra hand you can raise a…
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Bank Feed - Connect with Fidelity Bank
Please allow direct bank feeds with Fidelity. They are one of the largest financial institutions in the world!!
3 votesHey community, thanks so much for weighing in on this one!
Just to clarify, certain Fidelity Bank accounts already have bank feeds in Xero through Yodlee or Flinks. If you’re unsure about your own account, it’s worth reaching out to Xero Support—they can confirm whether a feed is available for you.
Given this, the status has been updated to Existing functionality.
We really appreciate your input and encourage you to keep sharing your experiences, it helps us improve coverage and service for everyone.
If we’ve missed the mark or misunderstood the idea, please get back to us.
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Purchase Order - When copying text into a field, pressing 'tab' shouldn't delete it
Please allow us to press tab after pasting text into the box, for quick copy/paste. Currently, if you add text and then press tab, it removes the text completely. You can only add the text and then click out of the box for it to stay.
3 votesHi Kelly, coming back to your idea here I wanted to check if this is still the same behaviour that you're finding.
I haven't been able to recreate, and find when copying text to the description field of a purchase order and pressing 'tab' contents remain as the cursor moves across to the next field.
If you''re continuing to get this behaviour would you be able to raise a case with our specialists at Xero Support for a closer look to see if there's anything they can suggest to help. Thanks
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Bank reconciliation - account allocation
When a contact is selected in the bank reconciliation it would be very helpful if the account and tax rate could be pre-filled from the details in the contact record. Example - I have setup Caltex as a contact with the default account as MV - Fuel & Oil and default tax code of GST on Expenses. When I select Caltex in the bank reconciliation as the Who the account MV - Fuel & Oil is prefilled to the What and GST on Expenses is pre-filled in the Tax rate. This is similar to how the account and tax rate…
2 votesHi Sharon, you can already do this in Xero!
The most effective existing tool is Bank Rules. You can set up rules that autoamtically idenitfy specific bank statement details, and allocate them to a predetermined Contact, Account, and Tax rate. Once set up, Xero suggests the correct coding, requiring only a click of "OK" to reconcile.
Xero also uses memorisation feature that remembers how the last transaction for a specific contact was coded, auto-filling the details for subsequent transactions.
We have a bit of help around this in Xero Central about bank rules and reconciling your bank account but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Chart of Accounts - Suggestion for audit trail
Add audit trail for changes to the Chart of Accounts: addition, deletion, editing, archiving...
2 votesHi Christine, did you know this is already possible in Xero? You can view the audit trail by going to Accounting > History and Notes. This provides a record of certain changes made in the Chart of Accounts; including, but not limited to, updates to account type, name, tax settings, and status.
To ask questions about using Xero in community you can post or join Discussions on Xero Central.
If you'd like to try this out before taking action in your own org, you can use the demo company to test it. 🙂
Thanks
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Manual Journals - Import of CSV file journal entry for Canadian payroll
Canadian Payroll - Xero should allow import of CSV file journal entry for Canadian payroll
2 votesHi Barb! Did you know it's already possible to import manual journals from a CSV file in Xero?
To find a copy of our import template file, you can click Reporting>All reports>Journal Report>Import and then download the template.
You can view the steps in our Xero Central article. To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks
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New invoicing - Allow invoices to be emailed when using einvoicing
Allow invoices to still be emailed when using e-invoicing
2 votesHi team, rounding back to this idea I wanted to confirm that it's possible to choose whether the invoice is sent as an einvoice or emailed. There is a toggle within the invoice where you can choose to send as an einvoice.
Once an einvoice has been sent you'll also find you have the option to send as an email if you choose as well.
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Chart of Accounts - Show which codes have no recent entries
Can we please add a feature to allow you to view the inactive Chart of Account Codes? This can show when the last transaction was and highlights which account codes are inactive that may not be needed.
2 votesHi Joshua, returning to your idea here I wanted to highlight the General Ledger Summary and Detail reports. If you select the More option to Include opening and closing balances, along with Net movement you'll be able to see the accounts that have had activity in the period versus those that are inactive. 🙂
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AU Payroll - Bulk approve timesheets
A 'select all' feature to approve all unapproved timesheets would be great.
8 plus years now of having to tick in a tiny box for all my casual/part-time staff is getting a little tedious, especially when a slight error opens the timesheet up and you have to then back out of the page to start all over again.
It shouldn't be too hard from a coding point of view should it?
Thanks, Bob2 votesHi there. It's been a little while since we've provided you with an update about your idea to bulk update timesheets.
As Yana mentioned, it's now possible to use the filter at the top to only show the timesheets the payroll admin needs to approve. Timesheets can then be bulk approved by ticking the box in the top column.
We hope this feature speeds up timesheet approval for you. 😊
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Reports - Add custom Watermarks
Would be nice to add multiple permanent Custom Watermarks to your reports (i.e. one that says "For Internal Management Purposes Only" or something similar).
2 votesHi team, thanks for sharing with us here. Custom Watermarks are available for Practices when using Export > Styled PDF.
You'll see a Watermark option with a few pre-selections or the ability to add a Custom watermark where you can enter the text you want including; letters, numbers, common symbols and punctuation marks.
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Supplier Invoices - draft preview
I am not liking downloading an invoice in suppliers invoices/drafts to view the invoice to coorect the draft to then approve. It's more steps, more time and adds another copy of the invoice in download form to my laptop storage. It feels like step backwards. Can we please go back to having a preivew in the drafts screen as that is where the preview was used most.
1 voteHi Lexi, you can preview a Draft bill as well as view a side by side preview of attached files to the Draft bill from the quick view option on the Bills list.
If you click the eye icon to the left of the Bill in the list view this will open the Bill so you can view it's contents. From here you can click the 'Files' button to View any attached documents.
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Bulk edit invoice add Online Payment
We have invoices sync over from our PSA/CRM system. As we provide managed services, once a month we submit invoices that need to be collected on direct debit. Currently we have to go in to each invoice, got to edit, select add Online Payment, select direct debit, then save and update invoice. Not only is this a waste of time, but also a risk we will miss some.
We are not able to set particular customer to Direct Debit payments as any project work or new devices are invoiced non-direct debit.
Please would you add the ability to bulk update…
1 voteHi Andrew, have you considered setting up an invoice template with the payment service you'd like to offer for these type of invoices? While you can do this on an invoice by invoice basis, it's also possible to set up an invoice template with this applied.
If you only want this for certain contacts you could also update their contact record so that branding is automatically selected when you create invoices for the contact. See our Xero Central article here 🙂
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New Invoicing | Price History
Dear Xero Support Team,
I hope this message finds you well.
I would like to request a feature enhancement within the invoicing function in Xero. As a business that offers custom pricing to different customers, I often sell the same product at varying prices depending on the customer relationship, volume, or promotional discounts.
Currently, when creating a new invoice in Xero, I am unable to view the previous selling price I offered to a specific customer for a particular product. This makes it difficult to maintain consistency and analyze pricing strategies.
Feature Request:
It would be extremely helpful if Xero…1 voteThanks for coming to us with this Idea Dexter, I am happy to say this is already possible within Xero . While not specifically set out as you have described, the option to 'Add contacts last items' will populate the invoice with the last items so you can see the price that was charged etc the last time you invoiced the customer.
If you'd like to try this out before taking action in your own org, you can use the demo company to test it. 🙂
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Jax - Invoice Due Date
JAX currently does not pull the customers due date from the customers file. Because that feature isn't live yet, JAX doesn't help our organization to be able to use JAX to create invoices. I wanted to bring it to your attention in the hopes your product team is working on it. You may already be working on it, I just didn't see it listed anywhere.
Our customers have different invoice due dates depending on how their account is setup. Because of this, we would have to look up each due date for the customer and manually change it. It would…
1 voteHi Brandy! Did you know it's already possible to do this in Xero via JAX?
To get JAX to automatically use your contacts’ default due dates, simply prompt it once to apply the default dates set in each contact’s profile.
From then on, JAX will create draft invoices that use those contacts’ specific due dates.
If you’d like an extra hand setting this up, you can raise a case with our Xero Support specialists 😊
To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks
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