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  1. The contacts screen has the financial details Bank account i.e Bank account name, BSB code e.g. 123-456, Bank account number e.g. 1234567890.

    However these are not fields on the invoice.

    https://central.xero.com/s/article/Fields-you-can-insert-into-a-custom-template-AU#Fieldsincludedinthedefaulttemplates

    Xero help out and create these fields on the invoice.

    4 votes

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  2. 2 votes

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     ·  0 comments  ·  Admin →
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  3. Can you get the new TB to download with the account code and description in the same column as was possible in the old TB. (see attached)
    It's a great column to upload into tax software as a description, instead of having to mess about with 2 separate code and description columns.

    1 vote

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  4. The chart of accounts should really have opening stock, closing stock and dividends as these are items that are usually needed, or perhaps some codes should be blank and we can amend them to our clients needs. The Chart of accounts are currently very basic and when adding a new code it should give you the available codes under each section i.e. for direct costs give an indication of which 300 code is available and where it should be rather than us having to guess.

    3 votes

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  5. Our contact cards are set up automatically through an API directly from our billing systems (we have multiple systems that are all coded differently). Fields like currency and branding are not updated with this link; therefore, the fields default to our Xero account settings. We want to export the contact card list with these fields to identify the clients with information that needs updating, to then fix and import in one step instead of updating each card.

    4 votes

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  6. 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 vote

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  7. VAT Only Transactions - Xero to remove needless restriction to have VAT amount less than line total. This will allow posting zero net with VAT amount to 20%EXP VAT code with a total equal to the VAT total without having to reply on VAT on imports tax code.

    3 votes

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    Hi community, we don't have any plans to remove change the behaviour here. However, to confirm you can enter a 100% VAT invoice and we have an article that details how to do this. Essentially, you'll enter the invoice using two transaction lines, which when followed will:

    • Show a 100% VAT total on the invoice
    • Have 0.00 effect on the account code balance.

    Please note that both lines will show on the invoice PDF.

  8. I would like to be able to assign the 210 CIS labour account to a service for CIS labour. At the moment, I have a couple of services for CIS labour and some for non CIS labour.
    For the Non CIS labour, I can creat a service called 'labour' and add the account code to it.
    This can't be done with CIS labour at the moment as Xero won't allow it. This means that for each line item of CIS labour in an invoice I have to manually add the 210 CIS account.
    This is unnecessarily timecomsuming and allows for…

    4 votes

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  9. “Send via Xero Network” feature in your invoicing system, which have negatively impacted our workflow and client payment behavior.

    Since the update, this option now appears at the bottom of the invoice, while the sending process begins at the top. This disjointed placement is not intuitive and often leads to it being overlooked. More importantly, the system does not remember this selection, requiring us to manually enable it every time we send an invoice.

    This has had a direct impact on our cash flow. Since the update, we’ve noticed a significant drop in timely payments. Many of our clients rely…

    2 votes

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    Thanks for your idea and sharing what would help your experience when sending using the Xero Network, Kelly.

    We don't have further changes planned around this right now but will start to get a sense of interest from your idea, here.

  10. It makes no sense to always automatically change the description, price etc when the inventory code is changed.

    Make this "feature/bug!" optional, very simple to implement and makes XERO more flexible.

    1 vote

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    Hi David, could you provide a bit more detail of where you're finding this behaviour? It might even be best to raise this with our specialists at Xero Support who can get a closer look in.

    Editing an inventory items Item Code can be done independently so you shouldn't have to update the description or price.

  11. Looking at the mileage and expense app in the demo company, I noticed many fields need to be completed each time, such as bank account, categorised to an account etc. This level of detail should be managed by an administrator rather than an employee who is on the road and needs to worry about what code the expense should be linked to and the tax rate, and so on. All they need to do is take an image of the receipt, type a few words explaining the reason for the expense and then send it. After which, it is up…

    4 votes

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  12. In the Xero App, you have to select a tax rate. It doesn't auto fill like it does on the desktop version

    2 votes

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  13. So at present - as mentioned below it doesn't really make any sense to be logging hours for the day in the morning when staff arrives as every day could be different.

    I'd really like a central point that staff can log in through - as opposed to using personal phone. it needs to be a clock in and clock out system with automatic break deduction. At the moment we use the Timestation app that the guys clock in and out with a QR code card then i have to run a report each week to manually input into timesheets...…

    4 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  14. Xero needs to have an option in either Income Type or Tax Scale for employees on the Seasonal Worker Program, ie PALM Workers, so that the system automatically taxes them at the flat rate of 15%.

    At the moment I have approx 33 such employees and I must adjust their tax in every single payrun.

    The ATO have a specific code (W > P) that should be used for these workers under STP Phase 2 reporting. I refer you to the table at the following website page: https://www.ato.gov.au/Business/Single-Touch-Payroll/In-detail/Single-Touch-Payroll-Phase-2-employer-reporting-guidelines/?page=5#Tax_treatment

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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  15. Create a tax code/rate which we can apply to interest income to withhold 10% tax for foreign resident entities and this amount is automatically populated to the Activity Statement at item W3.

    3 votes

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  16. I would suggest that a QR code can be placed somewhere in the workplace and it can be scanned with the Xero Me app for start and stop times. This way the employees needs to be onsite with their phones to do this. With the way it is now, any start time or finished time can be entered, relying on an honesty system.
    Thanks

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for submitting your idea on Xero Product Idea's, Andrew. We appreciate you taking your time to share changes that would be most meaningful to you.

    We'll monitor and track support your idea receives from the community.

  17. Have two codes - one for rental income & one for rental expenses.
    When reconciling bank transactions to these codes, have the ability to allocate them to a property.
    Have a feature where you can view the outstanding transactions for each property and select the transactions to go on the statement to the client for that month.
    Auto generate the management fee for the month based on pre-selected criteria for that property - either % or fixed amount.
    Auto generate a bill from this statement for the money that needs to be paid to the landlord.

    3 votes

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    Thanks for sharing and your interest in the idea here. Being open this isn't a feature we have any plans of implementing in the near term.

    However, some of what's been described here can be achieved using Tracking. For example, you could create accounts in your Chart of Accounts for Rental Income and Rental Expenses. You'd then use a Tracking category for your Properties, listing each property as a separate option within that category.

    Alternatively, if you're after more specific tools for managing properties we'd recommend looking into apps that can integrate with Xero and offer more services that could suit your business.

  18. Issue - Bank Transactions Auto Deleted by Xero System

    Hi Xero, i would like to suggest, please add 'Deleted' status in filter function. Because recently i just imported approximately 10,000 transactions into xero and it stated there 150 are duplicates and auto deleted by xero system, which is not duplicates actually. To find one-by-one, page-per-page really become troublesome for us in Statement Lines section and require lots of time. Also i have tried to open the one i just imported in Statements section, it keeps showing error code 500.

    Therefore, the other workaround would probably to find deleted transactions using…

    4 votes

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  19. Make creating leave requests functional when using keyboard entry.

    Currently, when I want to create a leave request, I:
    - go to the top menu, tab across to Payroll and select (4 keystrokes),
    - arrow down to Leave and select (4 keystrokes),
    - tab through to New Request and select (15 keystrokes),
    and then no matter how much I try I cannot get to select either Leave or Cash Out Leave without using the mouse.

    Then, once I have used the mouse to get the new leave request pop-up, I have to:
    - tab to the employee field (3 keystrokes)…

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  20. Chart of Accounts - the ledger codes (a) Entertainment-100% business and (b) Entertainment-0%. Can you change these categories? We accountants all know that the descriptions are misleading.

    Almost all (unqualified) bookkeepers use (a) for client entertainment and claim VAT. Subsequently, accountants blindly treat this category as business expenses, reducing the taxable profit. (i.e. wrongly deduct it for corporation tax purposes) I cannot tell you how many cases I've seen in the past few years.

    Please change the default categories to (a) Staff-only entertainment and (b) Client entertainment?

    1 vote

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    Hi Ray, appreciate your raising this through product ideas.

    We'll get a sense of the interest in changing this within the default chart of accounts from the community here.

    Just to confirm, while Xero offers a default chart of accounts, you can import your own chart of accounts to set these up as you prefer, or edit individual accounts within Xero.

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