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  1. Having the option to include a digital signature in the report templates, the ability to paste an image into the text section would suffice for this. Useful for the statement of disclaimer where the firm needs to sign off every report. Currently the only way to do this is by exporting the report to a PDF manager and pasting the signature in.

    44 votes

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  2. New General Ledger - It would be good if you can have the option to have the code number first before the account name

    This will make looking for items easier

    7 votes

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    Appreciate the feedback for the General Ledger Summary report, Kala. 

    I wanted to confirm it is possible to reorder columns within the General Ledger Details report (like my image below). Is there a specific reason you'd like this in the summary too, or does this possibly meet the needs you're after? 

  3. Add a Date to Estimated Expenses in Xero Projects - Useful Feature in order to plot project Cashflows

    4 votes

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  4. We need to deposit > 50 transactions on a daily basis. We can't marry up our remittances to our deposits recorded in Xero when done in multiple parts. It's messy and not workable for large volume businesses.

    63 votes

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  5. See card number when reconciling

    There is no longer a card number on the bank statement line when reconciling.

    This was really useful as we have multiple business cards connected to the same account and we need to know which employee made the transaction (which we identified through the credit card number)

    3 votes

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  6. I would like to be able to see net owing on my Dashboard. Not having the ability to see a separate net figures means that without calculating vat, I can never see the true position of the business finances.

    1 vote

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  7. Ability to have a ‘Print now’ option in Invoices, so the invoices can be printed in one click.

    Purpose: To save users time from having to open the PDF and click Print again.

    89 votes

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  8. 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.

    8 votes

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  9. Please add ability to filter inventory reports by tracking codes, so you can see quality purchased and sold by tracking code.

    33 votes

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  10. The new W-9 Request feature is nice. However, it would be even better if there was a way to send the request using the Organization's email address rather than the Bookkeeper's or Accountant's email address. Contractor's might disregard the email request if they don't know who the Bookkeeper or Accountant is and don't recognize the sender's email address.

    1 vote

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    Hi Lara, while not a complete solution for what you're after as you still need to send from an external email provider - I wanted to share a recent update we've made so you can now link directly to your email client from the W-9 in both Contacts and 1099. We've also provided an email template which you can easily edit to adjust any details you'd prefer such as adding the organisation title. See more on this in our help.

  11. 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!!!

    4 votes

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  12. It would be really helpful if there was a way of adding a description/note to conversion balances. For example, if a creditor balance relates to a specific loan, it would be useful to be able to note this somewhere. Currently, reports only show 'conversion balance' as the description for the transaction and it isn't possible to add a description to the conversion journal. It makes it difficult to keep track of historic debtors and creditors and this information needs to be kept elsewhere, duplicating work.

    3 votes

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  13. It would be great if we could have an option to use find & recode to change to several accounts at the same time (similar to cash coding), rather than having to use the function over again each time. For example, if a client codes many transactions to general expenses, it would be useful to have a single screen where you can change the coding, with a column for "Current Account" and a second column for "New Account".

    3 votes

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  14. in the old invoicing, you can create a new Client Expense on the fly. You cannot with the new invoicing page

    5 votes

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  15. Customers receive an email with "Pay Now" option to pay online with Stripe.
    Customers will, instead of clicking Pay Now, just call up with CC and ask to pay invoice.
    Having the Pay Now button in the invoice screen would make this so much easier to process.

    Just let me pay an invoice using credit card from within the invoice screen

    6 votes

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  16. At a quick count there at least three different date selectors used in Xero. This makes it clunky for users and some date selectors are functionally outdated. Examples, the date selector used in Invoices (best) vs the one used in Reports (worst) vs the one used in Leave.

    Use the same date selector(s) across the entire product. One that allows for:
    - Keyboard entry of date(s), multiple formats eg 23/08/23 as well as 23 Aug 2023 (Invoices does this)
    - Shortcuts like 'This financial year' etc - where applicable
    - Quick year jumps (unlike the date selector in Reports -…

    3 votes

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  17. Suggest Bank rules. When Xero suggests a Contact & Account during the reconciliation we should also have an option to make that a rule so they can use it in cash coding as well. If that is not possible then have the suggested transactions auto fil on cash coding or have a check box like in the reconcile screen to show suggestions

    1 vote

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  18. Xero needs to include the field indicators on their printed cheques like all the other Canadian compliant software companies.

    Right now Xero directs Canadians to have their printer include the field indicators on the preprinted stock, but this makes alignment very difficult and most printers won’t. Even the companies that they suggest to provide the stock do not include it.

    2 votes

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  19. For Ledger only clients, who dont need or use the dashboard, there should be an option on the dashboard edit to identify the client as a "Ledger Only Client".

    2 votes

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

    4 votes

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