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  1. I want to hide the VAT line from below the subtotal on the 'Invoice email' template. I can hide it on the 'Invoice PDF' but not on the 'Invoice Email'. I'm not VAT registered so it currently says VAT 0%. But thus may look confusing to my customers. I would rather it was either hidden or removed.

    3 votes

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    Hi Sam, sorry we've not updated you here sooner. This is possible through your email settings. If you open the Email template that you apply to invoices you'll find a check box for 'Include action to online invoice and detail summary'. You'll want to deselect this option to remove that detail from showing in your invoice emails. Just a note it does strip back a bit of the formatting of the email but will help you achieve what you're after here.

  2. When filling the GST to ATO through Xero and selecting to Lodge and save bill as draft, I can't find any billing information in the draft bill (nor approved bill) .I don't know where to pay this bill, I need the billing details which have not transferred with the bill.
    I have to do this manually, save the pdf to desktop then attach to draft bill (do it the old way like 20 years ago)???
    This should not be a new idea. It should be a minimum to have a draft bill with the related bill attachment.
    Can you do…

    2 votes

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    Hi there, when lodging directly through Xero, payment details are displayed at the top of the statement page once it's been lodged, including various payment options such as Bpay, credit card, and others.

    Please note that these payment details are only available when you are connected to the ATO in Xero and lodging directly through the platform. This is because the payment details are provided directly by the ATO and are specific to your entity. 

  3. Accountants need to to be able to amend the account to which an invoice or one of the lines on it is allocated, as we can with the edit function in Classic Invoicing. We also need to be able to edit the Tracking Category of an invoice or line on the invoice. This is vital for our organisation and likely to be so for others businesses where invoices and bills are booked by financial staff and checked by Accountants. The ability to copy a previous invoice is also used all the time and saves a huge amount of time. Also…

    2 votes

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    Appreciate your idea here, Michael. While it won't be possible to retain Classic invoicing, it is possible to Edit, Copy and Void in New Invoicing.


    That said, a couple of the Copy to options (to a purchase order or bill) are planned for new invoicing but aren't there quite yet. You can stay updated on these through the ideas I've linked.

  4. In the new format Bank Reconciliation report, can we please add a 'select' option for the bank account field, similar to the 'Account Transactions' report and how we can 'select' multiple CoA codes to look at at the same time?

    I have a client that has 30+ bank accounts, and having to run the bank reconciliation report 30 times to check if they are reconciling/have errors is very painful.

    123 votes

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    Hey community, just following on from Kelly’s update a few weeks ago, you can now add multiple bank accounts to the Bank Reconciliation report 🎉

    In the new Bank Reconciliation report pack, you can now click ‘Add report’ to add in a new Bank Rec Summary report for each of your accounts - removing the need to run the report again each time you change bank accounts.

    Thanks again for all your feedback on this one 😊

  5. Currently, when preparing financial statements or other reports in Xero, you have to export the report to PDF to work out if you will need to insert page breaks to keep all related content on one page, or to ensure that a heading doesn't end up on one page and the information on the next. This can sometimes mean exporting a report multiple times if there are multiple page breaks required.

    It would be helpful if in the drafting stage, Xero reports showed some sort of indicator (i.e. a dotted line), so that you could identify where a page would…

    69 votes

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    Hi everyone! Today we released the new preview panel to all users 🥳

    Any report that you can edit the layout of now has a PDF preview on the right of the screen. You'll be able to instantly see how any changes you're making to your reports will be reflected (including page breaks).

    We thoroughly appreciate the input and feedback we've received from customers which has helped refine this end result. Thank you

  6. The old version we used to be able to hit the Enter button whilst we are keying in the number keys to the right of our keyboard. In the new version we have come to realise that the Enter Button makes the decimal points pop up... instead of just being able to put in 50 for fifty dollars. I have been using the Enter key over near those numbers on the right since xero began and I am really hoping this is fixed ASAP if that is ok please

    1 vote

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    Thanks for raising this with us in product ideas, Leanne. Appreciate it's been a few months since you first started this, however just coming back across and testing with the current experience it appears this is now working as you'd like to see here - When entering data in fields of a row in the invoice, if you press enter you'll move across to the next field. Also within an amount field like Qty or Price when you type in a figure and press enter this will move fields and round the amount to the nearest whole number, unless you have inserted a decimal point.

    Let me know if there's anything you feel I'm missing within your idea here. Thanks!

  7. I use repeating journal entries a lot and hence all the fields except debit and credits are filled out. Might be good to be able to use the keyboard arrows to quickly go from one row to the next in a column field and even be able to go from credit cell to debit cell by just clicking on the left arrow button.

    2 votes

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    Hi Brett, on doing a little more testing you can use the Enter key and the up and down arrows to move to the previous or next row of the same cell 😊

    Just make sure you press Enter first and then you'll be able to move, up, down, left or right using the arrow keys.

  8. When an invoice is approved it must stay in the shape of an original table where the ledger account column and the tracking category columns are present, (presenting this information in a line with a small font is ridiculous).

    2 votes

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    Hi Melissa, coming across your idea here you may have already noticed that a couple of weeks ago we released an update to the view of an invoice so all details are now shown in separate columns (similar to classic). 😊

    Thanks for your feedback and sharing how we could improve things for you, here.

  9. Transaction/summary report for suppliers but showing history in aged format, to be able to report on what we;ve spent with a supplier for the last 12 months - Each month!

    Xero really need to look at producing a report generator like sage had, so we can create any report we need.

    2 votes

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  10. Could you please add "due in 10 days" in the drop down on an invoice?

    1 vote

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    If this is the common selection for due date you can set this up as a Default in your Invoice Settings, Denise. It's also possible to set this up as a default for individual contacts if you'd prefer too. 🙂

    Alternatively, you might find it handy to use the shortcut when entering your invoices. You can simply type +10 in the due date field and it will set the date to 10 days after the Invoice Issue date.

  11. Option to attach files to individual fixed assets

    Purpose: Ease of reference, being able to attach files and documentation that related to an asset

    681 votes

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    Hi community, we've now released the ability to attach a file to a Fixed Asset to all organisations using the new FA's experience. As mentioned in my last update, the 'Attach files' option is found at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.😊

    We appreciate there are some Australian businesses using pools that are still on the older Fixed Assets experience and won't have access to the Attach files' feature atm. While we complete work to help move you all to the new experience I've created a new idea. Add your vote to stay updated.

    If you'd like to stop using pools this is possible, however it requires you to turn off tax reporting - This does have impact on other aspects of your fixed…

  12. General Ledger Exception Report

    Getting new updates and new reports is fine but can you please keep this GL Exception report (old version) or else make arrangements to create the same report in the updated versions of General Ledger Reports.

    This report is very useful and crucial for setting up work papers.

    50 votes

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    Hey community, thanks for your interest in this idea, and for sharing your feedback on the new reporting experience.

    We’ll be rolling out a new version of the General Ledger exceptions report, and you should see start to see it pop up in your reporting centre from today 🎉 

    Unlike the older exceptions report, this is a dedicated report. So you'll no longer need to navigate to the GL Summary to find it - saving you a couple of clicks!

  13. Would be great to be able to turn off online payments for specific customers.
    Would also be good to be able to choose which online payment methods we accept or dont accept rather than currently having to take them all or nothing.

    2 votes

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  14. 582 votes

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    Hi team, back again to let everyone know that the recent changes in Bank Reconciliation page have now been rolled out to 100% of users. 🎉

    As mentioned in my last update this includes a bar at the top of the page so you can search and filter statement lines based on your preferred criteria, and the options to the right side of the Search enable you to set a date or amount range to help filter down your view.😁 You now also have the ability to view up to 50 unreconciled statement lines on one page - See our blog for more recent updates

    We thank you all for your contributions in this idea. I know there are some that are interested in still seeing the ability to sort from this view, and I wanted to share the new idea that's been raised where we'll begin to track this…

  15. When invoicing it should automatically add more lines as required rather than having to manually add extra lines.

    2 votes

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    Hi there 👋, like mentioned (Thanks Freya) when using new invoicing and you enter any data in the current line a new line will automatically be added below so you don't need to manually add new lines 🙂

  16. I get a monthly insurance bill for all my rental properties. Would like to associate the cost of each to the appropriate property.

    1 vote

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    Hi Coleman, this is possible with the use of Tracking. You could set up one of your tracking categories as properties and list each of your properties as an option. Then when you're entering documents in Xero you can assign each line of your bills, invoices and other document types to the property it relates. 🙂

  17. Have an option that allows you to drag and upload receipts from desktop

    5 votes

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    Hi team, we're going to move this idea across to delivered. As mentioned in my last update there are a few automated ways you could get your receipts into Xero.

    You can;

  18. Current volume limit is too low. I can't even run the account transaction report including all the account codes for the whole financial year. It's not ideal to run a few report and add together. Strongly recommend Xero increasing the volume limit for the report.

    2 votes

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  19. When managing the finances for rental properties it would be great if a default rate could be set up against the 'Account' for rent payments so that the Unit Price ie weekly rent, doesn't have to be entered each time (52 times a year)

    2 votes

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  20. It would be great if there was a way to create a new invoice from the Billable Expenses report.

    2 votes

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