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  1. Would it be possible to add Project Codes as a selectable column in the Account Transactions report? We would find this most useful as it would save time.

    80 votes

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  2. The ability to transfer any one year budget or overall budget to another year
    This will facilitate annual budgeting as you don't need to start from scratch

    15 votes

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  3. Thank you for the 'Today - tomorrow' options in date selections but we would really benefit, and use regularly, a 'Yesterday' option given we often Invoice customers 'after' they have collected goods etc.

    ... just a thought

    18 votes

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  4. GST Return Export

    It is annoying that the new GST return layout does not export the essential fact that it is a GST return and the period. The new GST return now just exports the business name and the end of period date.

    It needs to have the words "GST Return" or similar.

    1 vote

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  5. When depositing checks, I often search for the customer name or invoice number and deposit ONE CHECK AT A TIME. While this is less efficient than batch deposits, it works fine for our low volume of checks (most customers pay by CC or ACH now). That said, it would be more convenient to navigate to business/invoices/awaiting payment in one step than navigating to invoices and then clicking on the awaiting payment tab in a second step. IOW, you should show the sub-navigation within invoices so you can go to the exact tab you want.

    3 votes

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  6. Where the Xero bank account balance and the bank's account balance don't match, but the account has been fully reconciled, Xero displays both balances.

    It would be good if Xero would also show the difference, ie, how much is the difference between Xero and the bank.

    2 votes

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  7. Invoices - Prefix in Date Format

    It would be great we could choose an invoice prefix in a date format that automatically updates each day. For example 20231123-01, 20231124-01 02 03 etc.

    I track my invoices by the date in which I send them so this feature would save me alot of time instead of having to manually update the date in the invoice prefix each day.

    8 votes

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  8. Reports - Aged Receivables: I would like to be able to include the VAT rate/VAT rate name as a column in the aged receivables detailed report to avoid manually checking each invoice in the list

    1 vote

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  9. The ability to add a monthly Profit and Loss Graph to the dashboard. This feature was available in my old accounting software (Wave Accounting).

    5 votes

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  10. Account Transactions Report

    It doesn't make sense that you can separately select the 'Contact' column and the 'Description' column, but that the 'Contact' details show in the 'Description' column.

    It feels like the 'Description' column in the Account Transactions report is wrongly pointing to the 'Contact' data!

    If the 'Description' detail is not available in the Account Transactions report, this column should be withdrawn from the options available for selection.

    It would be great to get this issue fixed.

    145 votes

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    Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.

    For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to. 

    To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.

    If you're trying to find the account a bank transaction or system account line has…

  11. While in Dashboard and in a bank account, if I have a bank rule being used and you see it on the right with the vendors name, please add the gl acct in that same box so I can look at each gl account before I hit OK and save. Some vendors are used with different expenses so not seeing the particular gl acct makes me do extra steps by click on details and checking there.

    2 votes

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  12. We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that sorts descending by gross invoice amount but groups the contacts within the contact group together. In Xero, I cannot figure out a way to accomplish this.

    6 votes

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  13. The ability to have accounts display in GL account number order on reports. It boggles the mind that this is not an option already!

    87 votes

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  14. Direct Payments - Change of status - Scheduled to Paid

    Currently within 'Manage direct payments' the Status doesn't change on future dated payments once they've been paid. ie. Once a scheduled payment is made change the status to PAID.

    1 vote

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    Thanks for the confirmation, Michael. While it's not something we have direct plans around atm I've slightly updated the title of your idea and we'll keep an eye on the interest for this. If there's any change we'll share this with you, here.

  15. When a revalued asset is created (e.g. roads in a local government authority), it is essential that a revalued accumulated depreciation is also able to be added at the same time. This is a basic accounting requirement for councils when they revalue their various infrastructure assets.

    7 votes

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  16. Reports - Date Option - Start of Fiscal Year to End of Last month

    9 votes

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  17. It would be nice to have an option in the invoices settings to have approved invoices automatically marked as sent.
    This would be mainly for users that send their invoices with another program, so the invoices they enter in Xero are always sent.

    1 vote

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  18. Greetings, is it possible to add a "Make a Deposit" option to the + Menu in the task bar? We've studied the batch deposit procedure, and it seems cumbersome. It would be helpful to have a simple process to click Make a Deposit from the main options, have the Undeposited Funds account appear, select items from the Undeposited Funds account, choose which account to transfer funds to, and save the deposit with the option to print a deposit slip and summary. If you already have this process in place, I would like to learn it, please. Thank you.

    5 votes

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  19. New Xero Activity Statement Report

    It would be great if the new activity statement report automatically converted standard BAS to simpler BAS when importing into Xero Tax like the old ones has done for ages. We don't like having to produce two different types of reconciliations within our practice because then there are two different ways of doing things, which confuses junior staff. We want Xero to make things easier and automatically import the needed data as the old activity statement report does.

    2 votes

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  20. The new mobile functionality for Outstanding Invoices adds more steps to being able to see when an invoice is due.

    In the past, it was a one button press into Outstanding Invoices and it was easy to see the dates for when all invoices were due.

    With the new system, now when you press into Outstanding Invoices, you cannot quickly see the due dates, and it's cumbersome to have to dig into each client by pressing View all invoices, only to then be able to see the due date.

    I believe the previous system was far more effective for a…

    3 votes

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    Thanks for your feedback on the change in the mobile app, Mike. I've passed this onto the team however do want to be upfront that there's no immediate plans around this atm. 

    Instead, the 'Sales' tab invoice list screen might help what you're trying to view. This will show all the invoices and due dates in the same screen. 

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