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4711 results found
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Invoice Settings - Separate Number Sequence for Credit Note
Currently, in the Automatic Sequencing setting, the invoice & credit note share the same number sequence. However, for tracking purpose, we prefer to have a separate number sequence for credit notes. Therefore, would like to request an additional 'Next Number' field for credit note, which can come with an option to share or not to share the number sequence with invoice.
36 votes -
New Invoicing - Use the same button layout as other transaction entry screens
Why are the attach file buttons in the opposite order in New Invoice from the likes of Bills and everything else?
2 votesThanks for also sharing screenshots, Moyra. Appreciate wanting consistency in actions across Xero like this. New invoicing is built on updated technology, bills and other pages you see across Xero with the image in your first screenshot are yet to under go this update, however as we get to them they will adopt the same similar components and layouts that you see in new invoicing today. So while I'll move your idea here to not planned as we will not be updating the buttons in new invoicing, you can expect to see this same layout in other places across Xero overtime.
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Xero Accounting app - Create Overpayments & Prepayments
Would be really useful to have the ability to add Spend or Receive money transactions (overpayments or prepayments) within the mobile app. At p[resent the only options are bank fees or adjustments. So quite often reconciling transactions requiring this type of action need to be left until able to access a full web browser version.
6 votes -
Expenses: Set default due date
Can we please have the ability to set a due date for an expense? Currently it is set as the day it is approved, but we pay all our expenses for the whole month, on the 15th of the following month. It would be good to be able to set this as default for any expenses raised.
Thanks,
Sarah82 votes -
UK Payroll - Coding of Direct Employer NI and Direct Pension costs
In the Payroll software, we can only allocate Direct wages to the cost of sales. Unfortunately, that doesn't include Employer NI nor Employer Pension cost in the cost of sales.
Such coding would be useful, as we now use Birghtpay to do such coding.
Without this feature, the gross profit margin and overheads are incorrect.4 votes -
Chart of Accounts - Ability to lock individual accounts
The lock date feature is great for preventing back posting as a whole but we would benefit from a lock feature for specific nominal accounts - to prevent colleagues posting to a specific account until dates are unlocked.
32 votesThanks for your idea, Sarah - We'll get a sense of the interest here.
Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this?
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Reports - GST late filing adjustments
would be so much easier if the only amounts that show on the GST late file reports are amounts where the GST treatment has ACTUALLY changed. doing something as simple as changing a code in a filed period can create hundreds of pages of "late claim" adjustments but they are just in and out entries..... this also makes it harder to determine which entries have actually changed.
9 votes -
Chart of accounts - Add support for subaccounts
Xero should have the ability (similar to QuickBooks) to have sub accounts in Chart of Accounts.
67 votes -
Xero Projects - Custom report builder
Ability to be able to create your own custom project report in Projects. For example being able to create a report using the fields in both the Project Details report and the Project Financials report.
Also the ability to ability to amend the current reports in the format you want and then to save them to customs reports as you can do with other reporting.
52 votes -
Contacts - Add IBAN in account number and Swift in Routing number
There is an issue with the new contact edit settings, we cannot add IBAN in account number and swift in routing numberFinancial details. Since we have vendors globally, not everyone have US routing and acct number only. This needs to be fixed since we are relying on the bank details updated in contact
113 votesHi everyone, thanks for your on-going involvement in the idea here.
We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.
Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.
For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow of making foreign currency payments.
Within the contacts space in Xero, this is very much a piece of work we intend build a solution for, and while I can't give any timeframes as yet we'll share any progression with you all here.
Hi everyone, thanks for your on-going involvement in the idea here.
We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.
Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.
For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow…
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Chart of Accounts - Multiple Accounts Receivable and Payable
It would be very useful to be able to separate Accounts Receivable and Accounts Payable to classify the contacts between external and internal (intercompany/group). This would assist with the consolidated views for a group of entities.
4 votes -
Projects - Add Estimated expense in foreign currency
We have projects in Xero that estimated expenses in USD and AUD, but at the moment we are not able to set up tracked expenses in just our general currency (AUD).
37 votes -
Global Pay Run - Ability to select payable account for Deductions, Taxes and Post-tax Deductions pay types
The feature request is to allow the defining of current liability accounts for pay items with pay types set to Deductions, Payroll Taxes, and Post-tax Deductions. This will enable the tracking of payroll source deductions and taxes necessary for remittance reports to the tax authority (such as EI, CPP and income taxes for T4 and T4 summary completion in Canada).
There are two ways I believe Xero developers could achieve this goal.
Below is an explanation of what currently happens during pay runs:
For pay items with a pay type set to Wages, Allowances, or Non-taxable Allowances, the journal entry is credit Wages Payable the amount of net pay and debit the expense account defined when setting up the pay item. A separate pay stub is created for each employee that acts similar to a bill but is not editable. You must void the pay run and recreate if an error was made.
For pay items with a pay type set to Deductions, Payroll Taxes, Post-tax Deductions, or Employer Contributions, the journal entry is credit Accounts Payable for the full amount and debit the expense account of the expense account defined in the first pay item selected from the group above on the paystub, with exception of Employer Contributions which you can define the expense account when setting up the pay item. Xero will create a separate bill for each of these pay items in the name of the Contact defined when setting up the pay item.
To void a pay run, you must first remove all payments applied to bills or pay stubs related to that pay run. Voiding deletes all pay stubs and bills created for that pay run.
The first strategy would be to select a different accounts payable account for the pay items Deductions, Payroll Taxes, and Post-tax Deductions in the pay item settings.
The second strategy would be to allow editing of the bills.
I recommend the first strategy as the voiding logic would have to be changed as much. But this doesn't resolve the issue of having to void the whole pay run if you want to make a change of which account the transactions are posted to.
The feature request is to allow the defining of current liability accounts for pay items with pay types set to Deductions, Payroll Taxes, and Post-tax Deductions. This will enable the tracking of payroll source deductions and taxes necessary for remittance reports to the tax authority (such as EI, CPP and income taxes for T4 and T4 summary completion in Canada).
There are two ways I believe Xero developers could achieve this goal.
Below is an explanation of what currently happens during pay runs:
For pay items with a pay type set to Wages, Allowances, or Non-taxable Allowances, the journal entry…
2 votesThanks for sharing and engaging with Product ideas. While we understand wanting to see improvements to Global Pay Run, however as you may have recently read -
We’re making some changes to help you manage your payroll more effectively;
- From 23 July 2025 Global Pay Run will become read-only. You'll still be able to see all your past payroll information, however you will not be able to process any new pay runs after this date.
- Global Pay run will be retired after April 2026, at which point you'll no longer be able to access pay run.
With this update we want to be upfront here that we don't have any intentions of further developing Global Pay Run, and will close this idea.
For AU, NZ or UK businesses we have Xero payroll which is specifically tailored to your regions unique requirements. You can see more information of the plans this is available on our website, and reach out to our Xero Support team if you need any help transitioning. We also have multiple payroll app partners that integrate with Xero and you can review through our Xero app store.
Thanks for sharing and engaging with Product ideas. While we understand wanting to see improvements to Global Pay Run, however as you may have recently read -
We’re making some changes to help you manage your payroll more effectively;
- From 23 July 2025 Global Pay Run will become read-only. You'll still be able to see all your past payroll information, however you will not be able to process any new pay runs after this date.
- Global Pay run will be retired after April 2026, at which point you'll no longer be able to access pay run.
With this update we want to be upfront here that we don't have any intentions of further developing Global Pay Run, and will close this idea.
For AU, NZ or UK businesses we have Xero payroll which is specifically tailored to your regions unique requirements. You can see more information of…
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Dashboard | Account Watchlist - Change the order
On the dashboard, be able to reorder the accounts in the watchlist. At the moment they are shown by default in alphabetical order and can't be reordered.
23 votesHi community, as much as we were amped to share that there was work begun to solve for the idea, unfortunately this has been pushed back for now while the team get through a few other developments that are taking priority. As soon as there's change or news to share around the Account Watchlist we'll update you on this, here.
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Payment Files - Option to edit beneficiary on BACS file (remove PAIDOK)
The BACS file in Xero has a beneficiary reference of PAIDOK
Please make this editable
23 votes -
NZ Payroll - Ability to log start/end times in timesheets
The upgrade allowing start and end times and breaks to be entered into timesheets looks fantastic. Please can you let NZ users have access to it too.
86 votes -
Conversion Balances - Add Tracking options
Allow tracking options to be entered against all account codes for conversion balances. For existing businesses that use tracking and wish to migrate to Xero with opening balances, this is an important feature.
9 votes -
AU Payroll - Approve leave request from email
Approve employee leave requests directly from notification email.
As a Leave Approver, I want to be approve or reject leave applications directly from the notification email so that I don't have to continually login.
22 votes -
Xero Analytics | Short-Term Cash Flow - Change payment dates from within Short-Term Cashflow Screen
While reviewing the short-term cash flow report, a client may realise that there is a bottleneck and spread out some bill payments by changing the payment dates. It would be great to be able to do this from within the Short-Term Cashflow (on the same screen that the issue is identified) to see the results immediately and the improvement in cash flow.
8 votes -
Purchases Overview - ALL Unpaid
Make it easier to just see a list of all unpaid bills by having a selection option rather than having to search All and filter by paid date
3 votes
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