10 results found
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Spreadsheet-style navigation in bills & invoices
Data entry would be much faster if Xero worked like a spreadsheet:
• Enter = down to next row • Tab = across columnsMost users are already used to this behaviour from Excel/Sheets, so it feels natural. It would save time and reduce errors when entering bills and invoices.
3 votesHi Donough, you can already press Tab key in Xero to move across columns. We do have additional shortcuts as well. You can refer to the Xero Central article Tips and shortcuts for more information, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Bank reconciliation - account allocation
When a contact is selected in the bank reconciliation it would be very helpful if the account and tax rate could be pre-filled from the details in the contact record. Example - I have setup Caltex as a contact with the default account as MV - Fuel & Oil and default tax code of GST on Expenses. When I select Caltex in the bank reconciliation as the Who the account MV - Fuel & Oil is prefilled to the What and GST on Expenses is pre-filled in the Tax rate. This is similar to how the account and tax rate…
2 votesHi Sharon, you can already do this in Xero!
The most effective existing tool is Bank Rules. You can set up rules that autoamtically idenitfy specific bank statement details, and allocate them to a predetermined Contact, Account, and Tax rate. Once set up, Xero suggests the correct coding, requiring only a click of "OK" to reconcile.
Xero also uses memorisation feature that remembers how the last transaction for a specific contact was coded, auto-filling the details for subsequent transactions.
We have a bit of help around this in Xero Central about bank rules and reconciling your bank account but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Option to copy superannuation payment to bill
Have a button to copy a Superannuation Payment to a draft bill, to simplify reconciliation of the payment.
I pay myself every week, and pay superannuation as part of the process. While the details are in front of me, I create a bill for the superannuation payment, which Xero then recognises as matching the payment when I do the reconciliation - I don't need to find the numbers again when it's time to reconcile the payment.
Offering a button to automate that bill creation would streamline the process.
From where I sit, it looks simple. Might not be so simple…
1 voteThanks for sharing this idea about adding a button to copy a Superannuation payment to a draft bill to make reconciliation easier. We understand the workflow pain you’re trying to solve.
From an accounting and payroll-reconciliation perspective, converting payroll super liabilities into a bill can introduce duplication of liability. If a bill is coded to a superannuation expense, it double counts expense and creates an extra payable. Best practice is to clear the existing superannuation payable when you make the payment (ideally via Auto Super), rather than re‑creating it as a bill.
To keep Payroll reports and your General Ledger aligned, we recommend using the Superannuation Accrual or Superannuation Payments report and reconciling payments against the superannuation payable liability. This avoids overstating costs or liabilities and maintains clean auditability.
If you need an extra hand with using the Auto superannuation payment feature you can raise a case with our Xero…
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Supplier Invoices - draft preview
I am not liking downloading an invoice in suppliers invoices/drafts to view the invoice to coorect the draft to then approve. It's more steps, more time and adds another copy of the invoice in download form to my laptop storage. It feels like step backwards. Can we please go back to having a preivew in the drafts screen as that is where the preview was used most.
1 voteHi Lexi, you can preview a Draft bill as well as view a side by side preview of attached files to the Draft bill from the quick view option on the Bills list.
If you click the eye icon to the left of the Bill in the list view this will open the Bill so you can view it's contents. From here you can click the 'Files' button to View any attached documents.
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VAT on Journals
When posting a journal it would be useful to see the VAT on each row, rather than a total at the foot of the journal. Each line would show Net, VAT (if applicable) and Gross.
0 votesHi Andy, you can already do this in Xero.
When creating a manual journal, click the “+” icon next to the Tax Rate column header. This will add an extra column showing the tax amount breakdown, with the net amount displayed in the final debit or credit column.
If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Link to invoices on issued Statements - Custom Clients
Link to invoices on issued Statements - Custom Clients
It would be beneficial to have a "review" type option on statements issued where clients can click into the review and see which invoices show as paid or unpaid. From there they can see in a single screen view what they need to attend too.
1 voteThis is already possible within Xero Nicole!. While not specifically as described but your customers can click on a link when they open an invoice or a statement emailed to them, and this will take them to their outstanding invoices in Xero. If you'd like to try this out you can email a statement to yourself and follow the link. 🙂
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New Invoicing | Price History
Dear Xero Support Team,
I hope this message finds you well.
I would like to request a feature enhancement within the invoicing function in Xero. As a business that offers custom pricing to different customers, I often sell the same product at varying prices depending on the customer relationship, volume, or promotional discounts.
Currently, when creating a new invoice in Xero, I am unable to view the previous selling price I offered to a specific customer for a particular product. This makes it difficult to maintain consistency and analyze pricing strategies.
Feature Request:
It would be extremely helpful if Xero…1 voteThanks for coming to us with this Idea Dexter, I am happy to say this is already possible within Xero . While not specifically set out as you have described, the option to 'Add contacts last items' will populate the invoice with the last items so you can see the price that was charged etc the last time you invoiced the customer.
If you'd like to try this out before taking action in your own org, you can use the demo company to test it. 🙂
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Jax - Invoice Due Date
JAX currently does not pull the customers due date from the customers file. Because that feature isn't live yet, JAX doesn't help our organization to be able to use JAX to create invoices. I wanted to bring it to your attention in the hopes your product team is working on it. You may already be working on it, I just didn't see it listed anywhere.
Our customers have different invoice due dates depending on how their account is setup. Because of this, we would have to look up each due date for the customer and manually change it. It would…
1 voteHi Brandy! Did you know it's already possible to do this in Xero via JAX?
To get JAX to automatically use your contacts’ default due dates, simply prompt it once to apply the default dates set in each contact’s profile.
From then on, JAX will create draft invoices that use those contacts’ specific due dates.
If you’d like an extra hand setting this up, you can raise a case with our Xero Support specialists 😊
To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks
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Tracking Summary Report - bring back the ability to run this report by specific account code
In the new Tracking Summary Report (from 11 Nov 2025 the old report is no longer available) had removed the ability to run the report by specific account codes. Please bring this feature back as we use it to identify and track costs in the specific account codes. This also enable us to identify and correct any transactions that are missing a tracking code in each specific account code. We do not use this report by account type which is the only option in the new report.
1 voteHi Cecilia, thanks for sending in your feedback about the new Tracking Summary Report!
Just to clarify, you can run the report for specific account types like Assets, Liabilities, Sales, and so on—similar to the Account Groups options in the old report.
We’ve updated the idea status to Existing Functionality since the new Tracking Summary report works the same way as the old one, just with a few terms changed here and there.
If we have misunderstood you, please get back in touch.
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Reports - Include which bank account an amount was reconciled to
Please could you add a code column on the Account transactions tab under Bank Accounts to show which account the amount was allocated to.
1 voteHi Leanne, I know it's been a while since you started your idea here. However, not getting community support overtime this will soon be removed from the forums.
Atm, there is the ability to add 'Related account' as a column in the Account Transactions report, which may meet the needs of what you're after here.
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