25 results found
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Repeating Invoice - Do not trim the Reference to 15 characters
The Repeating Invoices reference number is cut off which make it difficult to very navigate and find the correct Repeating Invoice to edit.
For invoices in other states (draft, pending approval, pending payment, etc.) the reference is properly wrapped which makes it easy to find what I need.
For Repeating invoices however, I need to open one by one to find the right one because the reference is cut off. there is no reason to cut off the majority of the reference - at least help wrap the text so that all the reference shows. It is especially cumbersome when…
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Add PTR to base Xero package
The Australian Taxation Office (ATO) allows partners to fill out and submit a Partnership Tax Return (PTR) without being a registered tax agent or accountant. However, TPR is currently only available in Xero Tax, which is a professional tax preparation software package designed specifically (and only) for registered tax agents and accountants.
Can I request that (like BAS and TPAR) the PTR report and lodgement features be made available in the base Xero software?
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Add planned payment date from inside the bill with a default of the due date.
Add planned pay date automatically as the due date or add a field into the bill entry screen so that you dont have to go back and add it from the bill list view.
Just a suggestion which i think lots of people would find helpful. It would give real time data from the bill screen and saves going into the bill list to add the planned payment date for the categories at the top to populate correctly.
I I believe that this enhancement would be beneficial for many users, as it would definitely save time by reducing the number…
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Tag for different payment methods
Can we please have a tag option of some sort that we can use for supplier ocntacts where we can mark if they are paid via manual batch payments, Direct Debits, Internationals or Credit Cards. Currently it is time consuming and tedious trying to navigate thousands of bills to pay where some are paid via direct debit or credit card and should not be batched for payments. However it is difficult to determine this without going through 1 by 1 or remebering off the top of your head. This also increases risks of duplicate payments. Could we have something int…
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Fix the duplicate bills notifications
Please can we have the duplicate bills notifications fixed? Currently we are notified via the pop up that there are duplicate bills - which is great and very helpful! However, once we have clicked into it and voided the duplicates.. the same duplicate error message still pops up again despite us having just sorted. Requiring us to go back into it and click keep all, even though there is nothing we can do as we have already voided the duplicate and obviously would not want to void the active one, and with nothing that can be done to the voided…
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view invoices by GST excluding amount
The main invoices view, where you can toggle between 'All', 'Draft', 'Awaiting Approval' etc. and search, only shows the GST inclusive total ('Due').
Generally speaking in day-to-day business you only ever want/need the GST exclusive amount, but at the moment you have to individually open each invoice to get that amount, or run a report.
And on an export of a view it only includes the GST inclusive and the GST amount as columns, but doesn't include the GST exclusive amount.If you could change that view to easily switch between it showing GST inc. and GST ex. amounts -…
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edit spend money from transaction report
Would like a pop out screen to view and edit transactions from the transaction report without having to arrow back to the report after each view/edit. Currently it is extremely time consuming with appx 7 back clicks to return to the report after each individual view/edit.
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assign multiple unassigned expenses to estimated expense xero projects
I would like to be able to select multiple unassigned expenses in projects to apply to an estimated expense at once.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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profitability in projects
we have recently set up our business so everyone is on xero, we would like people to be able to view profitability in projects, but not have the admin user.
Giving people admin user allows them too much access, but we want them to be able to see profitability on the projects so they can keep track.
is there a way we can give them access, without upgrading their user role??1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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international bank
Save international payee details on the Xero contact page
At the moment, we can only add international payee details when making a payment. It would be really helpful if we could store these details (like SWIFT code, routing number, IBAN, or account number) directly on the contact when setting them up.
For example, if I’m regularly paying a supplier in the US or Europe, I’d like to save their international banking info the same way I can with a UK sort code and account number. This would save time and fit into my workflow when creating bills.
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Improvement to project time tracking
For time tracking against projects it would be really useful if employees with limited access could add time in the same way an admin can via a drop down (rather than clicking in to the project first - which is more time-consuming)
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I want to remove currency columns from default transaction report in the template - not having to update to remove them all the time.
I want to suggest removing currency columns from default transaction report in the template - not having to update to remove them all the time. You end up with a double up and its harder to read. Every time I look at a ledger I have to untick the currency source columns and update. Can we just have Debit and Credit in the base template please?
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Invoice XERO user separately for Stripe Fees
In an ideal world when a client pays us via Stripe 100% of the fee would be reconciled and XERO/Stripe would invoice us separately on a regular basis for the applicable Stripe fees.
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Stripe Tax
Are there any plans to incorporate Stripe Tax into Xero Invoices/Xero Quotes? Since Stripe is a common payment method, it would help us streamline our processes if Stripe Tax was an option when creating Quotes and Invoices in Xero.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Add an option to assign expenses to particular invoices.
I'd like to be able to assign particular expenses to an invoice. Currently I can mark an expense as invoiced but it woul dbe much better if we could select which invoice it's actually been included on.
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Price to automatically update on a set date
Item price - to be able to change the item price on a set date and it update automatically on that date.
When we give customers notice of a price change, sometimes this is months in advance. Now I know I could add a note to the item, but seriously, this would mean checking the notes for every item which would become very tiresome + time consuming.
I would like the ability to go into a line item and be able to set a date when the price needs to change. The price would then automatically update on the specified…1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Frequently Invoiced Customer List - iOS App
In the iOS app: Create an Invoice. When you are selecting the customer to invoice: Who is it for?
Once you tap this field, a search window appears and you start typing customer name to find.
Below the search field it would be nice to have a list of the top 5-10 customers you have create invoices for.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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products and services
Products & Services - When creating a new item code, and saving the amount to $0.00 so that amount can be entered when creating invoices, it would be great if draft invoices rettained all the information that populates - such as description, account code and tax rate.
At present I am having difficulty saving a new item under Producst & Services with $0.00. Then when creating an invoice for my client to complete, manually entering $0.00 and saving, he opens the draft invoice and the item code is still visible but nothing else.
I have done a work around by…
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Pricing Plans for Ignite Grow and Comprehensive - make analytics optional
I see that in Aus the starter plans in Xero are going up by 7-12% again this year (July 2025).
Part of the sales pitch appears to be access to analytics. Subscribers on this level are mum and dad businesses, maybe an employee or two (as restricted by Xero).
They need a simple system they can use, they don't need or want sophisticated analytics systems. There's nothing in their accounts to analyse. They barely have time or inclination to do a bank rec.
I find it odd that xero restrict basic functions and compliance features like invoicing, bills, payroll and…
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Find & Recode - Discount
On invoices of more than 50 items, the automatic features of getting updated the Account or a Discount do not work (the page gets frozen and even if you wait for an hour, nothing happens).
Since this limitation seems not able to be worked around, would you be able to add a Find & Recode where one can add / change the Discount assigned to each row of an invoice?
This way one would be able to assing discounts per line/row in a easy manner.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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