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  1. I'd like the Reconcile pages to allow me to select some all of my bank accounts to display. This would aggregate the unreconciled statement lines and display them all in date order to be reconciled all the same time.

    Reason 1: Convenience. I use several bank accounts and would prefer to reconcile all of the transactions in one go.

    Reason 2: Error reduction. The most common error I see relating my clients' bank balances is their misuse of Transfer (setting the wrong account, using it for accounts that aren't linked etc.). If they could see both accounts and therefore both…

    9 votes

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  2. Under the 'New Invoice' creation page, it would be great to add a contact's VAT number as you are creating the contact, on the invoice page.

    Just add one line under the address.

    Then one would not have to navigate to the Contacts page to add the VAT number

    4 votes

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  3. Add end date to Bank Rules

    Can we have the option to add an 'end/final date' to a bank rule.

    4 votes

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  4. Batch Deposits: allow adding over-payments and pre-payments to a batch deposit from the Invoice > Awaiting Payments tab.

    Currently a bank deposit that includes over-payments or pre-payments will not match recorded batch deposits because over-payments and pre-payments cannot be added to batch deposits. This causes a lot of wasted time communicating with client accounting staff to understand how to reconcile the variances.

    51 votes

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  5. It would be good if there was a warning if an adviser user inadvertently enters a date in a prior accounting period which has been locked. For example year end is 31 Dec 2022 and a current year bill is entered as 17/11/22 instead of 17/11/23

    5 votes

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  6. Re: Handling of Mutly-currency/translating foreign currency amounts into the functional currency

    Multy currency is currently not fully supported in xero.

    A foreign currency transaction should be recorded initially at the rate of exchange at the date of the transaction and then, at each subsequent balance sheet date, foreign currency monetary amounts should be reported using the closing rate.

    This is true in xero only for Bank accounts, accounts receivables and payables set in foreign currency but not for other account.
    As a result users are required to input periodical manual adjustments at each balance sheet date.

    We ask Xero to…

    91 votes

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  7. Given that the HMRC reminders are non-customisable, sporadic and could be taken away at any time, could we please develop email reminders for VAT submission deadlines in Xero?

    62 votes

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  8. being able to sort by description on find and recode

    119 votes

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  9. DEAR XERO. CAN YOU PLEASE CHANGE THE GST AUDIT REPORTS SO THAT THEY SHOW THE ACTUAL NARRATION THAT IS ON THE BANK STATEMENT INSTEAD OF THE PAYEE NAME. WHEN RECONCILING TRANSACTIONS XERO ADDS IN A SUGGESTED PAYEE NAME WHICH OFTEN GETS ACCEPTED, OFTEN ITS INCORRECT. THIS IS THE DETAIL WHICH SHOWS ON THE GST AUDIT REPORT. IF I AM CHECKING THE REPORT I NEED TO SEE WHERE THE ACTUAL PAYMENT WENT, FROM THE BANK STATEMENT - NOT WHERE SOMEONE HAS INADVERTENTLY SAID IT WENT WHICH MAY OR MAY NOT BE CORRECT. THERE IS A LOT MORE INFORMATION ON THE BANK…

    20 votes

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  10. Users in Xero can see the figures of the repeating invoices.

    Purpose: Users can easily see the figures and forecast their sales, especially those who are having many repeating invoices.

    234 votes

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  11. Dear Xero HQ, appreciate if we could have the function to Export a Report on the Exchange Rates used for a period of time (in Excel Format). Thank You

    39 votes

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    Hi 👋 - Is there a specific purpose this report would help with? 

    Also to better understand the idea would this be on a client basis or across all clients that are managed by a practice? 

  12. On the Account transactions report bank accounts or other accounts it would be great help to have the invoice date as well and paid unpaid status

    4 votes

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  13. I would love if when we merged Invoices into 1 from drafts it doesn't leave the draft that I need to manually go back and delete. This can cause double ups of Invoicing.

    6 votes

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  14. Expenses module: We want the ability to customise the Expenses Claim Reference.

    All expenses under the Reference are set as "Expense Claims," which makes it impossible to search specific claims/events or others. Can this not be customised within the expenses Module ?

    The recommendation from Xero is to revert to manual expenses, which defeats the objective of paying for the Expenses module. Any chance this can be added or will we need to remove the feature as there is no point paying for something we need to do manually?

    19 votes

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  15. Ability to Rollover Actuals as Budget for New Year - or rollover LYR Budget to TYR

    3 votes

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  16. It would be great to have the option to email a customer invoice as a csv or pdf or both. We are getting an increasing number of requests to send the csv version of invoices for our customers and this is currently quite a manual process to email the exported invoices.

    7 votes

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  17. Now that NZ has 7 days transactional banking by all banks, can BNZ who is only providing Xero with bank feeds Tuesday- Saturday, (per Xero support) now send Monday- Saturday, so Saturday/Sunday transactions can be reconciled Monday's and information be up to date.

    8 votes

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  18. Hi all,

    I want to run an accounting transactions report... if I filter the contact, it comes up with the whole list (I have loads archived!). Would it be possible to be able to filter out the archived contacts or at the very least, be able to type in the one I want?
    My predecessor saved all PayPal transactions by their individual addresses so have had to archive them all to make my actual contacts list manageable!

    4 votes

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  19. Get rid of (or just hide) "Tracking Transfers" when printing PDFs of manual journals. Seeing descriptions are more important than the background tracking.

    8 votes

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  20. An updated, functional VAT reconciliation report.

    The existing VAT reconciliation report isn't particularly useful. It has to be populated manually and the figures that do populate automatically can't be drilled down into. Not helpful.

    VAT reconciliation aren't really a problem for us as we can use the Detailed Account Transactions report to identify the transactions posted directly to the VAT account i.e. transactions that have a category of VAT, whether it be a VAT payment, VAT on imports or just simply a miscoding by the client. Essentially it highlights those transactions that will affect the VAT ledger balance but won't…

    20 votes

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