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  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. Please INCLUDE GOOGLE SHEETS for ALL downloadable reports in Xero. Some reports are downloadable only in Excel. SUPER FRUSTRATING!!!!!!

    1 vote

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    Hi Johann, so I can get your request in front of the right team, I just need to check which reports you're specifically referring to. Would one of them be the VAT 201?

  8. I'd like to be able to see how much our projects owe on the 'All Projects' page rather than having to click into each project individually.

    13 votes

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  9. It would be really useful to have a report the same as the "Billable Expense Report - Outstanding" that shows the same info but for paid invoices, preferably with the ability to filter by invoice number or bill number

    34 votes

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    Thank you for sharing your feedback and voting on the idea here, community. While we've reviewed this idea and appreciate the needs in what you're wanting here, we want to be open that we don't have any plans for developing a billable expenses report of this nature in the near term.

    We will continue to track the interest here, and share if anything changes.

  10. I need to search Invoice descriptions to find Invoices that have certain quote references.

    I've found a workaround for this using an Account Transaction report and filtering on description. However I can't find a way to use an OR operator.

    For example I can create a report that finds all quote references with "A0", and I can modify that to display a report that finds all quotes with a reference that contains "L0".

    However, I can't find a way to create a single report that contains all quote references with "A0" OR "L0" (or "A0" OR "A1" OR "A2")

    8 votes

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    Thanks for the detail in your idea here, Paul. I had a bit of a test of this myself and have checked in with our reporting team. 

    It doesn't quite appear in the modal once the report's run - this is something that we'll look to improve. 

    However, it's possible to enter multiple terms which will each be searched and return results for (like OR as an operator) - All you need to do is enter a comma(,) and space between each condition. 

    For example A0, L0 or A0, A1, A2, 🙂

  11. In Find and Recode allow Advisor only to tick the range of items to show ... 1,000 or 5,000 etc. 200 only is a pain.

    2 votes

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  12. Please provide better organization tools to published reports archive such as being able to sort published reports by report end date (cut-off date)!

    Sometimes we have to go back and reperform a client's bank reconciliation because they don't always know what they are doing, or new transactions cleared in the subsequent period affect previously published report. It doesn't take long to see the published reports archive get disorganized and hard to find a published report.

    1 vote

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  13. I would like Xero to remove or make it optional when making batch supplier payment without swift code or linking with bank account as not every company will link their xero with their bank. Current batch payment is not applicable to my company as we do not link our bank account with xero. This compulsory swift code for bank processing is really not user friendly & our company book keeper has to enter supplier payment 1 by 1 for 20 invoice payment.

    5 votes

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  14. Could Xero either provide notifications to users when their bank feed has automatically retrieved their transactions or have a place in Xero where a user can see the time their feed has automatically been updated. This would help those people who receive notifications from their banks when somebody has successfully logged in know that it is from a legitimate source.

    2 votes

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  15. Currently the "Total Cash In and Out graph" on dashboard shows the total cash received and the total cash spent through all of the bank accounts in Xero. This graph excludes transfers between bank accounts as don't they affect the overall total.

    It would be nice to be able to customize that graph to exclude certain transactions. Ie. if a shareholder loan is made, this would show up as cash in.

    7 votes

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  16. It would be really great if we could add a description to a Batch Deposit, instead of it coming up automatically as "Payment: multiple items"
    I know we can add a reference but being able to put your own description would also be great too.

    Cheers Janice Nuttney

    2 votes

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  17. Projects - it would be really helpful if we could select Projects as favourites (with the star like in reports) so when we click on the Projects heading we see our favourites in the drop down list, like we do with reports we use frequently. See image for example.

    3 votes

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  18. Rather than the very small, blue writing to preview a current GST period, can this please be bigger and a button.
    A lot of clients do not know this feature is in the GST Return area as its too small to find easily and previewing the current return is useful for businesses to know what their current result is looking like, especially if they are using this feature for cashflow/GST saving.

    1 vote

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  19. Consolidate Depreciation posted to GL per asset category - currently my deprecation is reflecting per asset in the GL expense account. The Asset Register and Depreciation Schedule already serve the purpose of the per line item amount and basis for a reconciliation. Duplicating the detail adds a large amount of data into my GL ,especially when the asset base starts to grow. Please can it rather be consolidated in the GL per asset category per month ?

    6 votes

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  20. Archive bank transactions so you can only see for example, from the start of that financial year or the start of the year you are in. Currently we can see all transactions from when we started to use XERO in 2021.

    7 votes

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