Skip to content

For small businesses

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1584 results found

  1. It would be good to have a bank feed to account transactions matching report which could show which bank feed entries have been reconciled to which account transactions without having to click into each entry. Something like the attached would be good to enable someone to spot mismatched bank entries

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. It would be good if we have an option to recode item codes in bulk within invoices or bills using fine and recode option

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Hi,

    I would like to suggest a small but valuable improvement to the Projects section in Xero. Currently, in the "Quotes & Invoices" tab within a project, only the invoice number is displayed, which is useful for tracking. However, for many businesses, including ours, it would be incredibly helpful if both the invoice number and the reference field could be shown simultaneously in the project’s invoice summary view.

    This improvement would enhance visibility and make it easier to track project-specific details without losing sight of important invoice numbers.

    Thanks,

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. In most areas of xero you can enter dates in any format, however, in the 'new fixed assets' this errors unless its in the one format Xero accepts.

    Please make the date fields similar to the other fields in Xero, allowing any format e.g. 1/1/24, 1.1.24, 1-1-24, 1 1 24, etc

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Tracking category—I would appreciate being able to create a report that lists the number of times a particular tracking category is allocated in a particular time frame.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Show a Icon when viewing a list of Transactions to see if the transaction has any documents attached.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Hi there, we have been using tracking options for our projects and we have now reached the maximum number and reached the limit for it, but we don't want to delete the previous projects<. Just want to know, if we can increase options limit to numbers. Thank you.

    Limin Kaka Luo
    Thee Group

    26 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. We have noticed that for our clients with large transaction volumes (90k+), Xero struggles to generate the GL detail report. Xero often takes 5 minutes+ to generate the report, or in some cases is not able to generate the report for the full fiscal year (either showing a blank screen or popping up an error - "there is no data to display"). Sometimes we have to pull the report piecemeal by account type and then aggregate, in order to present the full GL detail.

    It would be great if Xero could focus on report performance, ensuring that the GL detail…

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Allow custom reports to be displayed in the Xero Mobile App?

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. The ability to remove the nominal accounts from a budget or show only selection of nominal accounts on a budget report. This would be useful so we can send budget owners a reports which shows only the budget lines that they are interested in and keeps actuals and forecasts in other nominal codes confidential.

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. As a NFP receiving multiple donations from multiple donors, we require summary of donations/purchases made by the donor/client as a single receipt including each donation/payment's invoice number, date paid, individual amount paid, total amount paid. The summary will need to include the NFP's logo, ABN, etc.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Appreciate you raising this in the community. It's not something we have plans for developing at this stage, we'll track the interest from your idea here and update you if there are any plans made.

  12. When using any report, when drilling down into more detail is great BUT there seems no way of then returning to the original report without re-running it after you have finished reading the drilled down info? Or have I missed something.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Would be good to get an example of a specific report you're drilling into, Lyn. You should be able to click the back button on your browser to return to the previous page / report you're on.

    Alternatively, right click and opening the drill down figure in another tab may also be useful here 🙂

  13. Automation of remittance advices being sent once payment batch is approved with Xero pay. Currently they are sent individually once the batch is approved and shows up on the bank account transactions list. It would be great to be able to send them out as a batch once the batch payment is approved. Also would be good if you could deselect any that you don't need to send out should that be the case.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. At the moment Xero allows you to change a CIS invoice etc that effects the CIS return that you have already submitted. It doesn't tell you that it would need to be resubmitted or that your action will effect your CIS report. Would it be possible for Xero to alert you that your action will effect the CIS report already submitted and advise you to resubmit it.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. It would be helpful when setting up new GL accounts in the COA if the screen would populate somewhere (even a drop down would be helpful) with the existing COA so you can see in same screen what’s already there and where your new account would fit logically

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Add the Project Name to the Receivable Invoice Detail report

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for sharing your idea in the community here, Trevor. We don't have plans for adding Projects to other reports in Xero at present but we'll start to get a sense of the interest for this in your idea here and share if there are any changes.

  17. Bank Reconciliation - Having a Reconciled By column.
    It would be very helpful to have a column in the bank account transactions screen that shows who reconciled the transaction. I have a client who thinks they are helping by reconciling their own transactions only to get most of them wrong. If there was a column showing the reconciler then I would very quickly be able to ascertain the transactions i need to review by running a history and notes report for that period.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. When running the GST Transactions Report, each and every line from each invoice is reported separately, creating a ridiculously large report.
    Perhaps there could be one single line per invoice, reporting the total GST for that invoice? Like it used to be?

    Thanks

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. We have standing orders set up for multiple properties for water rates, business rates, electricity and rent all of which are invoiced quarterly/six monthly/annually.

    Can we have the ability to create bank rules for supplier overpayments to a contact??

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. We run multiple branches out of one Xero ledger. We find the income and expenses by contact report very handy to track sales data, however it would be much more useful if we were able to filter by tracking catagory (for our instance we track branch locaiton).

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?