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  1. Ability to easily see which bills have not been scheduled for payment.

    There are tabs for each date that payments have been scheduled. An "unscheduled" tab would be useful, showing bills awaiting payment without a planned payment date.

    Will save users time having to sort the bills by planned date to see which ones need scheduling.

    44 votes

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    Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂

  2. It would be great if possible to run an invoice detail report which reflects customer location.

    7 votes

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  3. Ability to apply a vendor credit note to a customer invoice. Currently need to code to a clearing account than go to the customer invoice and apply to the same clearing account to clear. Would be nice to have the ability to apply directly to the customer invoice.

    3 votes

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  4. We need to be able to run a report of historical Expense Claims, by Customer contact in order to see what Expenses were entered for a certain time period. The Expense Claims Detail report does not show anything when I run it. I need the Expense Claim Report to be able to be sorted by our Customers names, not sorted by our employees.

    8 votes

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  5. In History and Notes, that current 1000 transaction search you have is too restrictive given the limited search fields you have available.

    Due to performing more than 1000 specific transactions (e.g., deletions), I can't see the ones performed in the earlier part of the day.

    So obviously by being able to isolate a particular time period in any given day (e.g., 9am to 11am), that would solve the issue.

    In all honesty, limiting the search to 1000 transactions was ridiculous in the first place. Who came up with that number??!!!

    2 votes

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  6. Create a Bank Reconciliation Report only which would be the current Reconciliation report without trial balance, AP, AR, Fixed assets, general ledger exemptions and journal entries.
    I know you could custom create the report but xero generated would be more professional and would also includes any additional bank accounts .

    2 votes

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  7. Tracking Categories do not show in Xero Me mobile app when I approve my employees' timesheets. This means I cannot check that they have allocated their time to the correct Tracking Categories, so I have to approve timesheets on the computer making Xero Me useless for Timesheet approvals. Please show Tracking Categories in the Xero Me timesheets app.

    30 votes

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    Hi everyone 🤚 thanks for the idea and support. I thought I'd pop in here to share that it can be possible to have your tracking options show in the Xero Me mobile app when approving timesheets. However to do this you'll need to choose the Total hours worked timesheet setting (instead of the Start & end hours option). Appreciate that this may not be suitable in all our customer's workflows, so we'll continue to monitor interest in this idea.

  8. The change if made in prior quarter should be made either available in amended Activity statement report or should carry forward till that particular financial year. Unfiled amount shouldn't be carried forward for infinite period of time.

    2 votes

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  9. Add an option to import a single column with positive and negative values, or 2 columns with debits and credits would be a massive help. I've attached how Zoho handles this.

    2 votes

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  10. At the moment you only get a small amount of the bank reference line to see for transactions so I find myself constantly having to click on the details link to reconcile. Can we have the option to display the whole (or at least more) of the reference line?

    22 votes

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  11. There should be a way to remove unnecessary motivational responses like "Great Job!" when finishing a bank reconciliation.

    I do the bank reconciliation every day and don't consider the task difficult or special, so the "Great Job!" just seems patronising. A simple "You've reconciled all the transactions for this account" is all that is necessary for a business application like Xero. Some people might like it but I'd prefer my accounting software to not pretend to have a personality like that.

    3 votes

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  12. I need the option to auto reverse repeating journals to be available. This is neccessary for accruals.
    Auto reverse is available on regular journals but not repeating.

    7 votes

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  13. When calculating Leasehold Improvements as a Fixed Asset, the term is often not whole months even when using days it still does not calculate correctly for example we need to use 2.67 years to reconcile to our workbook.

    2 votes

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  14. Custom reports- why there such a large gap of blank wasted space between the account names and the first column!! We create month x month reports ie 12 months of columns wide, so it is very frustrating when you create a PDF with all those columns on it and there is that great wasted space before the first column!!!

    3 votes

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  15. Currently, Xero offers an excellent feature enabling us to view notes and actions related to invoices and transactions. However, I think it would be highly beneficial if we could also access a detailed history of changes made to reports, such as budget manager reports and GST. Recently, I've encountered instances where my final GST reports were inexplicably reverted back to draft status. This unexpected behavior has resulted in confusion and inefficiencies within our financial management process. Regrettably, I have been unable to identify the responsible party behind these changes, leaving me puzzled and concerned about the security of our data.

    2 votes

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  16. An inventory report - similar to the inventory item summary, but that allows the user to compare figures to prior periods. This will allow retailers and even manufacturers, to easily track seasonal trends in sales.

    15 votes

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  17. Under Bank Statements, you should be able to search all records with an Unreconciled Status. When you Search and select "Unreconciled" in the search bar, you still get ALL records -- reconciled and not.

    29 votes

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  18. Please help us to create folders with an iPhones to upload our bills, statements, etc for our monthly uploads. Thank you.

    3 votes

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  19. I was requesting for "Account Type" and "Source" as options that can be added to "Journal" report.
    Staff replied these options are available in "General Ledger Details" report and "Journal ID" is also available in "General Ledger Details" report now.
    However, the "General Ledger Details" report does not have accounting entries posting date and who was it posted by.
    Please add (1) "Account Type" and "Source" to "Journal" report, or (2) "Posted Date" and "Posted By" to "General Ledger Details" report.

    6 votes

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  20. When running an account transactions report, the ability to add a column to show line items that are marked as billable expenses or, a filter option to filter for billable expenses.

    38 votes

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