25 results found
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Revert File Inbox to previous version. Don't Archive the folders
Revert File Inbox back to previous version. The new update where all folders are archived, doesn't allow for documents to be saved without being attached to a transaction. I love that with the original version I can use the folders to save important information for this client, such as bank statements, EOFY information & Insurance docs, for all parties to access.
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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Turn off JAX and remove prompts
I would like to know how to turn off JAX prompts and remove the icon from the middle of my screen when I am trying to send an email to a client. The comments are closed on the other post regarding this, however the question has not been answered. Please directly address how to remove this now that it no longer in beta.
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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Include Invoice numbers for payable payments and receivable payments in reports
Include Invoice numbers for payable payments and receivable payments in reports.
The information is available for payable invoices and receivable invoices but is missing for the payable payments and receivable payments. Reference information is carried through but not invoice number information.
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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Transaction Tagging System
Transaction Tagging System.
Instead of the simplistic Tracking Categories which only allows a two categories to be applied to a transaction, Xero should have a tagging system, where custom tags can be applied to any transaction in any quantity.
This system could replace Tracking Categories by using a format like "Location:HQ", "Location:Branch", and have custom tags like "SDE" (Shareholder Discretionary Earnings), "PST:Reimburse" (for taxes that can be refunded from the government at the end of the year), "Review Needed", "Approval Needed", "Accountant Review", etc.
Bonus points ff the tags can be applied to any object in Xero - Invoices, Transactions,…
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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Ability to sort the expense claims paid sorting by date of payment ascending or decending order
It would be great if we can have a SORT by date of payment feature in Expense claims window, while checking all claims. This will enable the users to check for any duplicate bills submitted twice before approving for payments.
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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Ability to export new Syft Analytics Dashboard
Ability to export new Syft Analytics Dashboard. The new features and presentation are great, but the function is only available to be shared as an interactive model. It would be great to be able to export this as a PDF document so it can be distributed as a formal report.
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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Unique codes on sales invoices bulk Import function
When doing a bulk import on sales import there should be a function to include a unique code to prevent the duplication of accounts. Example:
In the event of an import containing a 'Contact Name' eg. 'AA Locks' but the actual account in Xero is 'AA Locksmith' Xero currently imports the incorrect contact as a new account so I end up with duplicate accounts. If the Contacts Unique ID was part of the import it should match or reject if incorrect....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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Bill export file should include the 'Paid date' column
Bill export file should include the 'Paid date' column. The view currently includes the paid date information but export does not include it.
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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How to enter the budget per project or E&E Asset?
Would be great if Xero can have the option of entering the budget per each project or E&E Asset, so that way, the company can control the expenses per project and avoid any exceeding expenses per each month or identify some changes needed in the projection
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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Compact Dashboard
Seeing more information on the dashboard without scrolling. I do not need to see account graphs. I need to see the actual data on one screen.
1 voteHi Martin, thanks for your feedback. As you may have seen we're in the process of releasing a new Homepage which will be rolling out to all customers over the next few months.
Just to check with your idea here do you happen to have this new Homepage yet or are you referring to the existing Dashboard?
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Invoicing -Group Entities - Cross-Organisational Duplicate Bill Check
We have around 15 different entities as part of our Group, each of them has its own Xero account.
In terms of payables, is there a way for Xero not only to flag (as it already does) any payable invoice that we try to add under an entity where it already exists but, instead, flag it also as a possible duplicate if the same invoice number exists across all entities within our Group?
This would assist in ensuring that a bill is not paid twice as it might be potentially already paid from another entity that is different from the…
1 voteHi 👋 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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Report Codes ability to edit from Chart of Accounts, not separate area.
Report Codes ability to edit from Chart of Accounts, not separate area. I see that you have marked previous suggestions as completed, because you've added a button. It isn't a button we are seeking, it is the ability to edit directly within COA, rather than having to go elsewhere. The elsewhere is still a useful tool to help identify when clients have added their own codes, but from a click minimisation perspective why not have COA and Report Codes integrated, and provide us with a field to add our nominated report code.
1 voteHi 👋 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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Bulk inventory adjustments to include other adjustment fields (reference and tracking)
Great to see this new feature, for it to be truely usable it would need to include the other inventory adjustment fields for Reference and tracking. Can these be added, please?
1 voteHi 👋 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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Spend Money - Prefill details based on last entered
For Spend Money, to help speed up entry:
Prefill the last entry for that Contact. Most venders (e.g. "Uber") will be the same expense type over and over. Having the 1st item prefill from the last entry will save time.
1 voteHi 👋 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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CSV Receipt Import for improved Expenses workflow
Problem: Organizations processing bulk expenses are forced to manually enter each receipt into Xero Expenses one-by-one, creating significant administrative burden and delaying reimbursements. With the introduction of the new Expenses module, the public API is not deprecated and imported receipts are not shown anywhere within the current UI.
Solution: Add CSV import capability to Xero Expenses, allowing batch upload of receipts with automatic data extraction and validation.
Impact:
Reduce expense processing time by 85%
Decrease data entry errors by 70%
Improve employee satisfaction through faster reimbursements
Strengthen Xero's competitive position against emerging expense management platformsI can send you the…
1 voteHi 👋 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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Add Payments option on Invoices - please revert back its functionality.
Add Payments option on Invoices - please revert back its functionality.
The Add Payments option on Invoices no longer accepts commas eg. 1,000 and no longer provides the ability to calculate within that field. The older version of Xero had these features making it much easier to do everything wihin xero, instead of using external calculators...
1 voteHi 👋 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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Add NDIS Funding Period Tracking in Xero
With the rollout of the NDIA’s new PACE system, NDIS participant plans now include funding periods (e.g. monthly or quarterly). Providers and plan managers must track and claim within these timeframes, but Xero currently doesn’t support this.
Adding a Funding Period Tracking feature would let users:
Set funding period start/end dates per participant or support category
Track and report spend per period
Receive alerts for overspend or expiring funds
Validate invoices against active funding periods
This would help thousands of NDIS providers maintain compliance, reduce manual tracking, and strengthen Xero’s value in the disability sector.
1 voteHi 👋 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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Read Only - Allow viewing imported bank statement
Read Only - Allow viewing imported bank statement
Have it so Read Only users can view imported bank statement, I don't know why this isn't already a thing....
1 voteHi 👋 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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Reporting - PDF Preview - fix the scroll and zoom behaviour
The PDF preview pane is fantastic... except a page can be lengthy and it doesn't let you scroll on it.
If I hover my cursor on the PDF preview and scroll (using the scroll wheel of my mouse), it zooms. I almost never need to zoom on it. If I needed to Zoom I would hold control and scroll, like I would on any other browser page.
I have to move my cursor to this skinny panel either side of the page to be able to scroll, or grab the skinny scroll bar (to the right, not the left).
Get…1 voteHi 👋 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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Navigation - Restore Organisation Name
Expand the field to the right of Xero (top left) to show more than 2 letters for the active organisation.
In the Home view, I can see the company name (below Xero), but not in other views.
It would be so much clearer!1 voteHi Karen, just trying to better understand your idea here are you referring to the organisation name or the logged in users name?
Currently which ever screen you navigate to you should see the organisation name in the top left of the navigation bar next to 'Xero'. In the top right you'll be able to see your login profile picture, or if you haven't uploaded one this will show your profile name initials.
- Don't see your idea?