1359 results found
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OCR reader to enter bills by line item on bulk entry
It would be fantastic and much more efficient if the bulk uploading of bills allowed for the bills to be entered by individual line item.
At the moment it gives one line, without a description- with the grand total of the bill which defeats a lot of the purpose of being able to bulk upload bills, as they still need to be manually adjusted.
Xero have already shown it has the ability to extract data from a bill but haven't taken the feature to it's full potential1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Add the receipts for "billable expenses" to the invoice created using them
When I invoice my client for expenses our staff have incurred which they have tagged as reimbursable by the client using the "billable expenses" feature, add the receipts attached to the items I am billing to the invoice. All clients expect the receipts to be attached and they are all in Xero, at the moment I have to laboriously manage them separately.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Select a date for credit note allocation
When allocating a credit note, either an invoice or bill, be able to set a date for the application, rather than defaulting to the date the credit note was created as it will fail occasionally when using lock dates.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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NZ GST - Styling PDF export
Ability to add report styling to the PDF export so you can show logo. Like you can do with other reports.
6 votesHi all, we appreciate this feedback raised through a broader idea and would like to better understand the direct interest in this through this idea.
While not in our roadmap atm, this is something we understand the needs in and will keep you updated if there is news to share, here.
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Phone app
Make all features available on phone app that are available on pc / laptops.
There’s various basic functions that cannot be done on the Xero app designed for phones. Many small business users who are on the road for work want to action expenses and invoices as they go and have the same functionality on their phone as the laptop. Features are currently missing e.g:
- adding a discount to an invoice
- adding a category
- deleting a quote
And much more. It would be great to be able to do everything on your phone.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Project Module Improvement
…to assign expenses, including purchase invoices and expense claims, to specific tasks within projects rather than grouping them all together.
The purpose of this is to gain a better overview and to organize expenses based on individual tasks.
The Project module in Business Central 365 is built in a very efficient way, and some of its simple features could be applied in Xero to give users a better overview of hours and expenses within projects — including those spent, to be invoiced, and already invoiced.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Restore Tracking Categories to a high level and intuitive menu location. It used to be in the Business menu but is now buried under Account
Please restore Tracking Categories to a high level and intuitive menu location. It used to be two clicks away in the Business menu but is now buried under Accounting>Accounting Settings>Accounting>Tracking Categories. We use this to create job codes on a regular basis. I had to ask Grok where it had gone as your Help section couldn't tell me.
And while you're at it make the SAVE button more obvious - you have to scroll down to see it after creating a new job code. Awful UI, not "beautiful"1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allow projects to import project time from jibble
Time submission within xero projects is not well suited to our business. We use Jibble projects which is more feature rich for our needs. It would be great if this could be imported to xero. This would also require xero clients to be shared with Jibble.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Actual days to pay per invoice
In UK, the Office of Small Business Commissioner is working on improving payment times for small businesses, via the Fair Payment Code. To obtain an award under the code, you need to submit evidence that you pay 95% of all your invoices within 30 days (for small suppliers) or 60 days (larger suppliers). Currently there is no report in Xero that reports actual days to pay per invoice. I have been using the Payable Invoice Summary report with various filters applied (Payable Invoice, Paid) and exporting it to Excel where I manually add a formula to count the days between…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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draft bills
Title: Make Supplier Name Clickable in Draft Bills
Description:
When entering a draft bill in Xero, the supplier field is auto-suggested — often using AI — but it remains a plain text box. This prevents users from clicking through to the supplier’s contact record to view past bills, which is a critical step in avoiding duplicates and checking billing patterns.
Once a bill is approved, the supplier name becomes a clickable link. But during the draft stage — when users are actively entering and verifying data — this functionality is missing.
Suggested Improvement: Make the supplier name clickable in draft…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability to edit reconciled statement in Xero phone app
It would be help helpful to be able to edit reconciled transactions within the Xero phone application.
I often want to fix something on the go and have to wait until I can get to a computer.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bank Rules Placeholders
Placeholders for dates in bank rules descriptions for example reconciling monthly payroll and having the month it relates to pull through on the description through a bank rule.
21 votes -
To allow individuals who are not Xero business partners to file SA returns
I have been told I can use Xero to submit quarterly returns and the final submission but I won’t be able to submit my SA return as Xero only allows Xero partners to submit SA returns using Xero. The software therefore does not fulfil my needs as I want to file my own SA return. Will Xero allow me to file my SA return ?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Report - Ability to generate report for latest COA created
Report which lists (chart of) accounts by their creation date. Handy to update an exported excel report based from a Xero report. It would show where updates in the existing excel report are required before updating latest figures
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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tracking category
When will the ability to add a shortcut to the settings like "tracking category" and "Fixed Assets" to the "accounting" dropdown menu be re-activated like you could do with the old task bar, or is this another case of "we don't care about our customers bookkeeper's productivity being lost" as all the other dropdown menus appear to have all the shortcuts?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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multiple pages on the allocation screen
Please add to product ideas to have
* multiple pages on the allocation screen.3 votesHi Leonie, trying to better understand your idea here. When you say payment and credit allocations screen - is this when reconciling your bank account? Or somewhere a bit different.
If you can share a bit more detail of where in Xero, and how this feature would help I can ensure it's shared back with the right product team. It'll help others in the community here understand if this is something they'd like to support, too.
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Aged Turnover report for both Suppliers and Customers
The delivered response to my previous idea was no correct. The aged summary/detail reports only show what is outstanding.
The report I am requesting is to show the turnover, monthly across 12 months so that we can see what we have spent with a supplier each month for that year, but also what a customer has spent with us.7 votesAppreciate you creating a new idea to confirm what was missing within Xero's reports that you'd like to see, Les. Being open this isn't something we have any plans for right now, but we'll continue to track the interest through your idea here and we'll share if there are any updates planned.
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Bank Reconciliation - Sort statement lines by most recent date
I always want to reconcile my newest transactions first, as they are freshest in my head. It's actually become pretty maddening not having this feature.
6 votes -
Invoicing - Option to add outstanding amounts to subsequent invoices at the bottom.
Could you enhance customer accounts by automatically adding outstanding amounts from previous invoices to the next issued invoice as a separate line item called 'outstanding fees'? This ensures customers can pay the full amount due, not just the current invoice.
7 votes -
History and Notes report - Contact details
It would be really useful to see the contact name on the History and Notes report.
We use this report to track bank account changes but we also check newly added supplier bank account details. Seeing which contact each line relates to would help us group them and know if an 'Edited - Bank.....' relates to the same contact as a 'Created' so we don't need to go into each line7 votes
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