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4711 results found
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Reconciliation - Add Reference without clicking add details
It would be helpful to access the reference field in the bank reconciliation screen without needing to click "add details"
8 votesHi team, thanks for sharing how this idea could make your workflow a little simpler when reconciling. While we're continuing to work on efficiencies to reconciling in Xero, I want to be open that adding the reference field to the main screen is not in our short term plans. We're continuing to stay engaged with the interest from our community across ideas in this space and if there is any news we will share with you, here.
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Bank reconciliation - Apply bank rules automatically by default
Ability to automatically apply bank rules by default.
Purpose: To save time from having to manually choose to turn-on bank rules.
58 votesHeya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen.
While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks
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Projects | Tabs - Ability to filter by status
To add Sort and Filter into Quotes & Invoices and Task & expenses inside a Project, so we can filter by Price/Status/Draft/Awaiting payment/Paid or sort we we want it
6 votesHi Millena, is there a specific reason you'd like to do this in the Project tabs versus in a report?
We have similar ideas for the ability to filter by status in reports so trying to understand if there are extra needs here or if we should merge your idea in with that one. Thanks🙂
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Contacts - Ability to set alerts and reminders for credit control
Hi, I will be looking after the credit control activity of the organisation I recently joined. After looking at the portal, I think it would be useful to be able to create alerts for specific schools, for specific dates, reminding me I need to contact them on those days and be able to switch reminders, on or off, with the opportunity to select the dates (ex if invoice not paid by ... the reminders will switch back on automatically on on the date I set up). Do you think this functions can be implemented presuming it would be useful to other users other than only just me? Thank you
Hi, I will be looking after the credit control activity of the organisation I recently joined. After looking at the portal, I think it would be useful to be able to create alerts for specific schools, for specific dates, reminding me I need to contact them on those days and be able to switch reminders, on or off, with the opportunity to select the dates (ex if invoice not paid by ... the reminders will switch back on automatically on on the date I set up). Do you think this functions can be implemented presuming it would be…
6 votesThanks for the suggestion, Samantha. There are a lot of different types of alerts and notifications that our customers would like to see Xero develop.
When you mention credit control I wanted to highlight Credit limits that can be set for a contact and may be of some use to you here.
There is also the ability to set Invoice Reminders for when invoices are overdue and you may want to set up for contacts.
We don't have other alerts or warnings planned at this stage but will begin to get a sense of the interest for your idea here.
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Reporting | Draft - Warning or prompt to Save
Could you please implement a warning sign when closing a report in draft especially if changes have been made anywhere in the report or within the layout (example: Do you wish to save draft").
Reason: I often forget to click on 'save draft' or accidentally navigate away and end up losing all changes.
6 votes -
Xero Project reports - Click into transaction from report
Xero Project feature idea
- drill down transaction from Xero Project reporting
- Report template Xero Project layout can not be saved to custom report template
- assign project to Payroll
- Inactive jobs, still showing in the list although its in the different section, in my opinion the inactive project should not show up at all, should make the same like employee list where there is a dongle to show inactive Projects.
13 votesAppreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams.
I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.
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AU Payroll - Amend leave requests
Allow employees to edit/cancel approved leave if it's not yet been taken. Any changes should be resubmitted to the approver.
10 votes -
South Africa Tax - Domestic Reverse Charge Vat SA
Domestic Reverse Charge vat has been introduced in South Africa for precious metal supplies and allied products. Please could this feature be added to the SA Xero?
28 votes -
Reporting - Add Graphs and Pie Charts in Management Accounts for KPI
Add Graphs and Pie Charts of KPI's to the Management Accounts report as some client prefer picture diagrams.
28 votesAppreciate your feedback around how more visuals in reporting would aid when presenting business information to stakeholders.
Though not direct within the Management report - Xero Analytics provides visual tools to assess and get insight into your business with Short term cash flows and Business Snapshot.
Alongside this, our reporting team have also started release of a graph in the 'Expenses by Contact report' - It's available if you're running a US organisation atm, and will be with other regions soon
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Inventory - Part exchange feature for tracked items
When raising a sales invoice for the part exchange of a vehicle there should be a feature to record the entire sale and then debit the A/r account for the amount of cash payment owed and them debit the remaining balance to a tracked inventory account.
EG.
CR Sales 8,500
DR A/R 3,500
DR Tracked inventory 5,000
1 vote -
AU Payroll - Allow payroll history to be filtered by activity type
Currently in Payroll History you can filter activity by Type and select 'Employees'.
This is too broad to be able to easily pick up bank account changes. eg for 1 month there are 959 entries over 4 pages (which need to be manually clicked to load).
The entries have the type of 'Employee: Bank Accounts'
Features requested ;
1) Add a 'Subtype' filter for Employee events; of which 'Bank Accounts' should be an option.
2) Add ability to Export the report to PDF from initial screen without having to load all the other items.3 votes -
Invoice Reporting (Payables) - Ability to include Planned Date as a separate column
In the new reports you can run a report, by supplier, of invoices that are due and planned to be paid, which is great. There is a differentiation between due and planned in both screen detail and reporting. The schuduled/planning option enables users or managers to plan which invoices they wish to pay either by viewing on Xero or running in a report. However, the reporting option puts the two together by adding in an invoice wiht the same due date, if a planned date has not been entered. This means that invoices not scheduled/planned to be paid are included in the report. It is possible to filter to include a due date if you filter wihtout it, it is still included
As a bookkeeping practice managing sizeable purchase ledgers,this defeats the whole ability given to scheudle paymetns and run a corresponding report to issue to clients to pay their suppliers. Directors dont look in Xero and rely on their accounts teams to produce reports for them. There are 'get-arounds', we've worked with them for over 10 years.
This funtion is SO close, the only thing lacking is the report, run by planned, date, filtered by planned date, to please not include an invoice that happens to have the same due date unless the request to include that filter has been selected
PLEASE can we have this report
Many thanks, a broken record to the reporting team but still asking
SarahIn the new reports you can run a report, by supplier, of invoices that are due and planned to be paid, which is great. There is a differentiation between due and planned in both screen detail and reporting. The schuduled/planning option enables users or managers to plan which invoices they wish to pay either by viewing on Xero or running in a report. However, the reporting option puts the two together by adding in an invoice wiht the same due date, if a planned date has not been entered. This means that invoices not scheduled/planned to be paid are…
8 votes -
Global Payroll - Dedicated Xero Payroll product for Canada
Payroll options for Canada :)
21 votesHi team, thanks for sharing your interest in a payroll product for Canada. We don't have any plans in the near term for developing specific payroll products for other regions, and I will move this idea to Not planned.
If you've been using our Global Pay Run product you may have recently received communication of changes we're making that we believe will 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.
If you need to process payroll there are app partners available through our Xero app store, we encourage you to review their app store listings to see which is the right fit for your business.
Hi team, thanks for sharing your interest in a payroll product for Canada. We don't have any plans in the near term for developing specific payroll products for other regions, and I will move this idea to Not planned.
If you've been using our Global Pay Run product you may have recently received communication of changes we're making that we believe will 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.
If you need to process payroll there are app partners available through our Xero app store, we encourage you to review their…
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UK Payroll - Timesheet Summary Report
The Australian version of Xero offers a timesheet summary report. Can we have this in the UK? I need to send a manager details of his employees uploaded timesheet data and there is no report.
29 votes -
Repeating Invoice - Add dynamic dates to the repeated invoices
As it stands the "template" is largely superficial, whereas a template should be meaningful.
When I think of invoice templates, I think: unit prices, quantities, etc... much like your "repeated invoices" except the repeated invoices don't include dynamic dates. Monthly billing for a team is a nightmare.
So either expand the templates to include meaningful features, or add dynamic dates to the repeated invoices. Preferably the second option so I don't have to constantly rebuild invoices for my team.
31 votes -
Bank Feed - Support First Citizens Bank(FCB) Commercial Advantage feeds
Xero has some feeds for First Citizens but apparently not for FCB Commercial Advantage customers. It's worth noting that Commercial Advantage is for FCB's bigger customers albeit We're a $5MM revenue entity so we're not really that big. And Commercial Advantage is accessible nationwide (USA). Furthermore, FCB is not a regional bank anymore. I mean, they bought Silicon Valley Bank after the collapse so I think it's safe to say they've got some size to them. And the real kicker is that I currently download our statements in a Quicken format from FCB so they obviously could set up a feed very easily (QBO and csv formats also available). Yet for some reason, Xero, Yodlee, and FCB can't seem to get this going. It's frustrating.
Xero has some feeds for First Citizens but apparently not for FCB Commercial Advantage customers. It's worth noting that Commercial Advantage is for FCB's bigger customers albeit We're a $5MM revenue entity so we're not really that big. And Commercial Advantage is accessible nationwide (USA). Furthermore, FCB is not a regional bank anymore. I mean, they bought Silicon Valley Bank after the collapse so I think it's safe to say they've got some size to them. And the real kicker is that I currently download our statements in a Quicken format from FCB so they obviously could set up a…
2 votes -
Invoices - Option to include unpaid invoice total in the Total Amount Due
New Invoices - Option to Reflect All Open Invoice Totals in "Total Amount Due"
It would be helpful to have the total amount due reflected in the total amount due for new invoices.
I already send customers reminders, account statements, etc. Perhaps some customers do not read what I'm sending to them. If the total amount due was on the invoice, it would be very clear as to the total amount owed.1 vote -
AU Payroll - Track days off for non-employee contractors
It would be very helpful if we could allocate and track unpaid leave categories for non-employees so we can see when they are going to take holidays.
3 votes -
Profit & Loss | Common date range formats - Add date range 7, 30, 90 days
Generate Reports with Trailing Time Periods
I want to have a report that tracks how my business is doing on a trailing X-day time period. Standard windows I view are 7 days, 30 days, and 90 days.
I would love it if I could create a custom P&L report that looks at the financial health of my business over the last 30 days whenever I open it up.
The current work around is to manually specify dates by calculating what was 30 days or 90 days into the past which works, but is annoying.
I am expecting this to be fairly standard in accounting suites as my other businesses in Quickbooks online have this by default.
Generate Reports with Trailing Time Periods
I want to have a report that tracks how my business is doing on a trailing X-day time period. Standard windows I view are 7 days, 30 days, and 90 days.
I would love it if I could create a custom P&L report that looks at the financial health of my business over the last 30 days whenever I open it up.
The current work around is to manually specify dates by calculating what was 30 days or 90 days into the past which works, but is annoying.
I am expecting this to…
5 votes -
Simpler BAS - GST Reconciliation Report
GST Reconciliation report to work using the Simpler BAS option. It doesn't seem to pull anything that's already been filed/finalised through using this report
37 votes
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