217 results found
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Short-term cash flow, mix invoices with projections
When viewing the 90-day short-term cash flow projection, payments from our on-site shop show 90 days of predicted income. However, for customers with existing invoices in the system, only those invoices are displayed.
The issue arises when customers have only 30 or 60 days of invoices, causing a drop-off in the cash projection after 60 days.
Proposed Solution:
- Combine existing invoices in Xero with predictions for future invoices.
- Automatically remove these predictions when an actual invoice is entered into the system.
28 votesHi 👋 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.
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Invoice - Show credit applied on PDF of invoice
Display the Credit Note/s applied to an invoice and payments made by date on a PDF document. Why is it that we can view these in the system but we cannot see this when printing invoices.
It would be so helpful to have this for clients to view exactly what they have paid and exactly what credit notes have been applied to an invoice.If it is already on the systems for us to see, is it that hard to reflect this on the printed /emailed versions of invoices?
please address this Xero!
17 votesHi 👋 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.
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CIS - Annual CIS statement for subcontractor
Would it be possible to create an annual CIS subcontractor statement, showing the Gross, CIS deductions and net payments for all 12 months in the tax year please?
19 votesHi 👋 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.
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Quote should have share option in mobile app
Like in xero mobile app in Invoice we Have option to share Invoice via other apps by getting its Link (Even we can send that link to clients with SMS)
Quote should have similar share option in app.
6 votesHi 👋 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.
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GST Reconciliation Report - Save the filed amounts entries
AU There was a discrepancy between GST ac balance at EOQ on the Balance Sheet & the GST refund for the end of quarter BAS. Using the GST Reconciliation report would be a lot more helpful if the Filed Amounts could actually be saved and continuously show the correct unfiled running balance amount and the section "GST Account Summary " for unfiled GST was actually correct as a cumulative balance. I just did 3.5 years worth of GST Reconciliations and nothing saved so all the running balances are wrong and don't flow correctly from one year to the next -…
16 votesHi 👋 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.
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Extend Search Functionality to the Reporting Menu
One thing I really like in the new Organisation menu is the search bar. When you click the organisation name, the cursor automatically lands in the search field, so you can start typing straight away. It makes switching between orgs quick and seamless.
It’d be great to see this same experience in the new Reporting menu. Favouriting reports is useful, but it doesn’t cover every scenario. For power users, being able to click into the Reporting menu and have the cursor automatically placed in a search field - just like in the Organisation menu - would make it much faster…
5 votesHi 👋 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.
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Bank Rules - Option for prepayments
There are often periodic top up payments for accounts (e.g. Tolls) and a periodic statement provided after the fact.
It would be useful to be able to set up a bank rule to apply these and reconcile the prepayments as the statements come in.
12 votesHi 👋 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.
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Contacts - Default cursor to search
I'd just like the cursor to already be IN the search field when I open Contacts please.
Thanks9 votesHi 👋 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.
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Better user permissions
With the lack of user permissions customisability it is really hard to convince larger clients that Xero is a viable alternative.
The permissions structure is so restrictive. Are there any plans to make this more flexible?
5 votesHi 👋 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.
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Xero Me - Ability to reconcile credit card account for expenses
It is impossible to us the credit card bankfeed function and allow for the credit card user to account for these expenses in Xero Me.
Solution: allow for credit card transactions to pull through into Xero Me via automatic sychronisation. This should provide a more streamline approach to recordinng individual company card expenditure, remove time in reconciling missing receipts and remove duplication.10 votesHi 👋 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.
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Allow Projects as a Plan Add On
As a 1-man business I only need limited features, but the Project feature is one of these that feels essential to my line of work. It is only available in the highest pricing plan and is not available as an add-on. This appears to price out small businesses who want this feature. Please consider allowing this as an add-on, even if it isn't to be available in different pricing tiers.
2 votesHi 👋 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.
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Compliance with Spanish tax agency for Verifactu
rifactu is a mandatory invoice verification system in Spain, introduced by the Anti-Fraud Law, which seeks to increase transparency and tax control by automatically sending invoicing records to the Tax Agency (AEAT) in real time to prevent fraud. Supported invoicing programs must ensure the integrity, traceability and preservation of invoices, and include a QR code and the mention "Veri*Factu" in the document. Implementation is progressing, with the use of adapted software mandatory for taxpayers from July 2026.
4 votesHi 👋 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.
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GST default on a copied invoice defaulting to GST Inclusive / Incorrectly
A slight bug found - I just had a supplier ask why we had charged less for the last 2 months. I checked and it looks like Xero defaulted to "GST Inclusive" invoices when copying an invoice that is GST-Exclusive, even when:
1) the previous Invoice is set to "GST Exclusive"
2) the Financial settings, tax defaults, For sales is set to for"Based on last sale"
3) Note - No Contact defaults for GST set.Somehow, my $500 + GST invoices = $575 has been reduced to $500 including GST.
Previously Xero would copy over the invoice exactly, but now…
3 votesHi 👋 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.
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Average currency value used when reporting of Profit & Loss Statement in an alternative currency
When presenting the Profit & Loss in a different currency from the file currency the exchange rate is as the last date of the Profit & Loss Statement (P&L). While this is appropriate for the Balance Sheet it is not so for the P&L. I would like to be able to extract a P&L report knowing the figures are based on an average exchange rate for the period as opposed to a single date rate.
3 votesHi 👋 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.
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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 👋 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.
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Subtotal feature within invoice
Function to have sub total line in the invoice.
Often I have multiple separate jobs on a single invoice that I need to separate out the cost.It could be a selection you could make in the item dropdown column.
Once selected it would be great if you could choose an auto feature or selection feature.
Auto Add: Adds the lines above it until is reaches another "subtotal section"
Selection feature: Where you highlight the rows you want to add the subtotal for.Naturally once the subtotal is selected in the Item dropdown, that line would not be included in…
3 votesHi 👋 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.
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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 👋 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.
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Allow the editing of Bills even after payments have been applied without having to delete all the payments.
Allow the editing of Bills even after payments have been applied without having to delete all the payments.
e.g. When reconciling Bank Statements against a Bill using the Split feature to match the bank transaction with the line within a Bill, I need an option to allow me to modify a cost within a Bill without removing ALL payments?
The Bill still can't be reconciled until the amounts are correct, so what is the issue?
2 votesHi 👋 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.
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autosave
Please reconsider the decision around autosave in 'new' invoicing. It's a nightmare. Users should have the option to use it or not.
Because there is a lag in invoicing and I type and tab more quickly than invoice can manage ... I tab through the dates and find myself in the invoice number field, which means I type over it and get a nonsense invoice number. Then I have to come out. Find what the next invoice number in the sequence should be and start all over again.
All extra - maddening - steps I never had before.
Either xero…2 votesHi 👋 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.
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Bills Preview - Use cursor arrow keys to cycle through bills
When previewing bills in 'awaiting payment' or 'awaiting approval' there used to be up and down arrows to cycle from one bill to the next or previous. The arrows have been removed from the interface with no plans to bring them back.
Previously, we could review the account and GST coding of each bill, as well as having the attached invoice open to the right, including the abillity to review the Xero ocntact bank details by clicking on the contact name. Now, without the abiity to cycle between bills easily, it means we need to close each bill before clicking…
5 votesHi 👋 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.
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