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  1. New Cash Summary report vs Old: In the new report when you customise the new report to adopt the "Working Capital with other cash movements" format & report Gross, i.e. with VAT figures, the "Other Cash Movements" in the new version are STILL reported Ex VAT. IN the equivalent Old version, they were termed as "Non operating Movements" and would correctly apper as Gross, i.e. VAT included figures. In the new report instead, VAT on these items is reported as a consolidated item seperately below as "VAT movements". There needs to be a feature to report the above as Gross…

    16 votes

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  2. I would like to export batch payments but instead of a summed up amount for a supplier I would like to have separated invoice line items.

    Eg, 5 invoices for OF should result in 5 lines on the CSV import for the bank instead of 1 line with the total.

    21 votes

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  3. When selecting Remove and Redo for Spend transactions, all attachments are lost.
    If the attachments are receipts that were photographed using the Xero app, they are not kept on the Xero app either.
    This means that selecting Remove and Redo is the same as throwing the original receipt in the shredder, not just in the bin to potentially be retrieved later.
    A pop-up warning asking if you'd like to save the attachments to the File Library before removing and redoing would avoid the loss of the transaction's supporting documentation.

    13 votes

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  4. I have invoices that have a fixed due date, e.g 4th of the month, and would like invoices to be generated, and dated, a fixed number of days (e.g. 7) before this.

    WHen it's not near the end of the month then setting the invoice date and the due date to be 7 days after is fine. The issue arises when the invoice dates cross a month boundary as the varying number of days in the month makes this awkward. I either need to accept a movement in the due date or set the due date to be fixed and…

    1 vote

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  5. Quote Titles should show up in the reporting so that clients can see which projects they are looking at. This is much different than a reference which is typically a job or project number that the client needs reference to.

    4 votes

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  6. I would like to see the ability to customise the Fixed Asset Schedule. Currently it defaults to alphabetical order. In order for us to display the Fixed Asset types in a more logical order we need to name the fixed assets 1- Land, 2 - Buildings etc. We cannot add page breaks either which would be appreciated. We should be able to Edit the layout as we can with the other reports.

    20 votes

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  7. We need a report that will give us a list of lapsed customers. We as a small business need to be in touch with customers who haven't had any transactions with us for 6 months or a year. It would be great to have a feature or report where we can easily find these customers. On our old accounting system, all of our customers had a " last invoice date" column so we could easily pull a report for any of these customers who hadn't been invoiced for 6 months or more.

    7 votes

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  8. Do you have the currency option on Trial Balance as you do the profit and Loss and Balance Sheet?

    9 votes

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  9. If budgets could be locked once approved and also history of any changes made. This would be very helpful.

    2 votes

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  10. Users with the Sales (quoting and invoicing)/ Invoice only role to record prepayments in Xero.

    14 votes

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  11. Bank Transfers - they are great and easy - but it would be awesome if we could just improve them in the following ways - some of these suggestions incorporates other suggestions - but thinking if you are working on improving this functionality - it would be great to do it all at once. Currently when you create a transfer from the Bank feed - you can only select a bank account and enter a reference - it would be great if you could also, add tracking code(s) on that screen too (as currently if you need to attach tracking…

    18 votes

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  12. Draft Bills - Ability to create Credits from Draft Bill sent directly to Xero email

    Suppliers email credits as well as Bills, why not have the ability to process a bill or credit through this area, a supplier is not going to invoice credits to one email address and invoices to another. Why can we not select if it is a bill or credit and process.

    Purpose: to allow processing of credits through the Draft Bills seamless

    cost effective: reduce the need for additional software such as dext or hubdoc, use xero.

    Current process: open the Draft Credit, download the…

    270 votes

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    Appreciate the interest here, everyone. Being open this isn't something we have current plans for. 


    Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂

  13. To request with Xero to add in Debit Note feature, which it is issued by buyer/ purchaser to the seller where under this circumstance a debit note is given by the buyer/purchaser to the seller to reduce the total value of the bills/invoices.

    Currently, only supplier can issue credit note, but as buyer in Xero can't really generate debit note if encounter return of stock/reduce total value of purchase invoices & etc

    17 votes

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  14. The ability to use item codes when completing a manual journal.

    12 votes

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  15. Under current simplified depreciation rules, small businesses deduct the balance of the small business pool at the end of the income year if the balance at that time (before applying the depreciation deductions) is less than the instant asset write-off threshold.

    Currently Xero's pool does not apply this rule & continues depreciating at 30%. It would be great to have a product update so the correct application of current tax rules applys to the pooling system in Xero.

    131 votes

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    Appreciate the traction this idea's gained - Thanks for your support, everyone.

    Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central

    We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.

    That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.

  16. We run a music festival of 10 concerts. Each concert is set up as a tracking category. It would be great to spread the direct and admin costs across evenly acoss all 10 concerts in a way that doesn't involve entering each invoice across 10 lines.

    7 votes

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  17. Instead of manually keying in the Project number, it would be good to have a prefix running number for projects.

    7 votes

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  18. Fault on new contact page - when an invoice is paid using an overpayment is show £0 in the amount paid column! If an invoice is ONLY paid with an overpayment it therefore shows £0 paid £0 due. It should show the full amount paid by any payment method.

    11 votes

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  19. I have around 100 billable expenses each month, I click on the 'Billable' in Expensify and that comes through to xero, but there are many that need to be entered into xero directly.
    We need a report showing unbilled expenses where we can click on the items to mark them as billable in bulk, rather than line by line, which takes up a lot of time.

    22 votes

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  20. We need a way for Xero to know that there was a chargeback on an invoice through GoCardless so that the payment applied against the Xero invoice is removed.

    There have been instances where a customer's bank did not accept the charge made against the bank account and GoCardless charged us back for the invoice. We didn't collect the payment, but Xero still has the invoice marked as paid. When reconciling AR this month, there was a few invoices that were charged back but were still showing paid.

    16 votes

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