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  1. Can we please get the ability to Import N26 statements into Xero either directly by live feed or by Hubdoc PDF import.

    3 votes

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  2. We have spent a significant amount of time creating our financial statement templates using the report codes to ensure consistency and quality. Using Edit Layout can cause significant issues, including notes not matching the numbers in the balance sheet. As a result, we require the ability to remove access to the Edit Layout function for selected users.
    This is a significant quality and risk issue.

    1 vote

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  3. Include notes that have been left on transactions in the 'Discuss' tab on the Bank Reconciliation Summary Report.

    34 votes

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    Thanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.

  4. A button you can click to reverse the order of the columns in Reporting
    Typically the reports show the month in question closest to the account descriptions and then the prior months in columns to the right but we'd like to look at our current year starting with the earliest month in the column next to the account descriptions and the remainder of the year in columns to the right. This is particularly useful when building out projected cashflows.

    25 votes

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    You can re-order the columns of your report with the layout editor, Robbie. 🙂


    Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout. 

    If you're like to make this the default layout there is also an option for this - see our help here & here

  5. 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")

    9 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, 🙂

  6. When reviewing a VAT return documents, the ability to see the invoice without having to go in to bills to pay to find the invoice and review it was great. How about adding a next and previous button to the top of the screen when you left click on an invoice within the VAT return?

    At the moment we have to click the x in the top right corner and then left click on the next invoice to review. when review large VAT return with many transactions you can get lost and end up clicking in to an invoice you…

    4 votes

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  7. It would be great to be able to toggle between amount and percentage when splitting a transaction from cas coding.

    1 vote

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  8. Add a function to allocate transactions in an account against each other so you can easily identify which transactions are making up the balance (e.g. in a PAYE you would allocate the payment to HMRC against the payroll journal).

    1 vote

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  9. Be able to set an automatic default tax rate when new sales or expense accounts are created. In our country, the sales tax rate changed, and by default when I create a new account, it gives the old tax rate. Unless I change the Default tax rate for this specific new account to the current tax rate, I will be given the old tax rate by default. This has given us accounting problems that are sometimes hard to trace when one doesn't change the tax rate manually each time a new account is created.

    5 votes

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  10. While our primary business banking account transactions import automatically via a bank feed, the process of importing the transactions from our payment processors/gateways into their respective bank accounts in Xero are manual and add many hours of admin - there is already some integration with these gateways to support payments and this could be extended to include transactions flowing into Xero.

    3 votes

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  11. One of the most irritating features when using the Aged Receivables Detail report for Credit Control purposes (downloading to Excel and pasting into an email) is that when selecting the Date Range under Aging periods and the Invoice Date under Aging By, it continuously defaults back to the first option.

    Kindly allow the setting of a default to prevent the system from continuously defaulting back to the system setting.

    1 vote

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  12. 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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  13. 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.

    31 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.

  14. 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.

    16 votes

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  15. Prior to the new reports we were able to select different colours for budget variances on our Xero reports. Green for on budget or better than budget and red for below budget.

    This was immensely useful when going through reports in monthly management meetings as it meant over or under performance in any line was easily recognisable.

    Please can you bring this simple feature back!

    3 votes

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

    7 votes

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  17. Allow businesses to adapt their Xero Dashboard with "Widgets" such as reminders of submission dates for next payroll run, CIS submission, VAT Return etc. Also show current outstanding values for net pay, CIS & PAYE/NIC payments, VAT payment/refund.

    11 votes

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    Hi Sharon, a few ideas rolled in the one here. While appreciate the detail it would not be possible for the teams to work on these widgets at once. 

    It would be good to get a view of the interest in each. 

    I've adjust the title of your idea here to reflect your first idea on reminders. We have another for the ability to show tax on the dashboard you may like to join & support, and welcome to start any others for particular widgets you'd like to see so we can begin to get a sense of the interest in each. 🙂

  18. When I run a supplier bill activity report it would be HELPFUL if the description column actually contained the description of the invoices, or at least the start of it. For example, say a supplier is for office rent then I put in the description what period or month the rent is for. Then, if I run a supplier activity report I would expect the ******** description column to show me the helpful description I entered. Instead I get INV Ref: xxxxxx which repeats the xxxxxx from the reference column next to it. Noe useful at all, and the info…

    20 votes

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  19. There’s no functionality in Xero to produce an individual remittance advice for a single bill included in a batch payment, it would be great if this could be done.

    17 votes

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  20. 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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