- or
No existing idea results
- ~ No ideas found ~
4699 results found
-
User Permission - Separate approver roles for both Invoices and Bills
When raising client invoices, it would be good to be able to submit the invoice to a Manager for approval.
When processing supplier bills, it would be good to be able to submit the bill to a Manager for approval of payment of that expense.
In both cases, this would mean that approval details of "who" and "when" would be noted in the History of the invoice/bill without needing to attach a file showing the approval or tracking this outside of the system.
Ideally keeping the Approval role completely separate to the ability to edit the invoice/bill as well as separate to the ability to email invoices/statements/remittances etc.
That is, a single touch-point for managers to say 'approved' or 'send back to draft' without exposing the accounts to potential errors by those inexperienced in bookkeeping and potentially damaging client/supplier relations.When raising client invoices, it would be good to be able to submit the invoice to a Manager for approval.
When processing supplier bills, it would be good to be able to submit the bill to a Manager for approval of payment of that expense.
In both cases, this would mean that approval details of "who" and "when" would be noted in the History of the invoice/bill without needing to attach a file showing the approval or tracking this outside of the system.
Ideally keeping the Approval role completely separate to the ability to edit the invoice/bill as well as…26 votes -
Banking | Manual import - Option to reverse Credits and Debits columns
A common problem importing bank files is the reversal of Debits and Credits. This is especially common with Credit Cards.
The "fix" that Xero recommend is to modify the file with a spreadsheet editor. This is only possible with CSV files and is error prone.
A setting to reverse credits and debits when importing bank files would be immensely useful when your credit card provider statement has it's debits and credits reversed.
Or maybe allow a bank to be treated as a Liability?
6 votes -
Bills - Show bank details in Bills to Pay screen
It would be good to be able to see the bank account details (BSB and Account number) on the new bill screen when entering invoices to be paid. By having the contacts bank details on the entry screen you can easily check that the bank details in Xero match what is on the invoice. This would save time of having to go and open the contact to check that the details match - not to mention save time of having to download the invoice so you can view it while checking against the contact. Being able to look at the contact bank details on the entry screen would save time, ensure you are paying the correct details and identify changes needed.
It would be good to be able to see the bank account details (BSB and Account number) on the new bill screen when entering invoices to be paid. By having the contacts bank details on the entry screen you can easily check that the bank details in Xero match what is on the invoice. This would save time of having to go and open the contact to check that the details match - not to mention save time of having to download the invoice so you can view it while checking against the contact. Being able to look at the…
25 votes -
Reporting - Enable Report Title in custom reports
Enable quote "Title" field to be included in a custom report
1 vote -
Reporting - Ability to toggle GST on/off in a report
If you're searching transactions, it's time consuming to match against reports if they're gst exclusive. Could we have a button to toggle gst on or off in each report?
4 votesIs there a specific report or reports that you're comparing transactions with, Fiona?
With the Payable and Receivables Invoice Summary and Detail reports there are options to show (ex) and (inc) in different columns, we also provide options to show Net, GST and Gross amounts separately.
-
Global Pay Run - Ability to include company logo on payslip
Please allow the option to put the company's logo on the payslip.
11 votesHi all, returning to the idea here I wanted to provide an update in light of recent communications you may have received - We’re making some changes to Global Pay Run 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.
This also means that we will not be making any more updates to our Global Pay Run product, and I'll move this idea to Not planned.
Between now and 23 July, as mentioned in my last post the best option here would be to use a pre printed letterhead to print company payslips.
If you're from a region where we offer dedicated payroll products (AU, NZ and UK) specifically designed for your regions unique requirements, you may want to explore transitioning to Xero Payroll. On the other hand, there are multiple app partners that integrate with Xero that you can review on our Xero app store. Thanks
Hi all, returning to the idea here I wanted to provide an update in light of recent communications you may have received - We’re making some changes to Global Pay Run 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.
This also means that we will not be making any more updates to our Global Pay Run product, and I'll move this idea to Not planned.
Between now and 23 July, as mentioned in my last post the best option here would be to use a pre printed letterhead to print…
-
Expenses - Prevent users from submitting expense claims for locked periods
Xero should not allow employees to submit Expenses for locked periods. It must have a Posting Date & Document Date to facilitate this. The document date should always be what's on the invoice/receipt
13 votes -
Files - Create bill in new tab
Would it be possible to create a bill from within the files tab, into a new tab. When you click create bill from within the file tab, it allows you to create the bill but once you click save, it just shows you the created bill. You then have to go back to the files tab and re-find the next file you want to create as a bill. Would be much easier if you could right click and create the bill within a new tab, so that the file tab stays open at all times.
Thank you!
15 votes -
Dashboard - Ability to group Accounts in the Watchlist
ability to group accounts under the Accounts Watchlist in the dashboard just like how it works in PnL report with automatic updating based on a certain criteria
10 votes -
Invoices/Bills | Ability to search by exception (e.g no planned date)
Exception search capability - eg searching for invoices or bills that are not scheduled for payment.
3 votes -
Invoice - Project address appears on invoice
Project Address to appear on sales invoice - feel like this is critical for business's in the construction industry
17 votes -
Reporting - Ability to view balances while in edit layout function
Can you please add balances to the edit layout function so we can see what we are mapping or where things have automapped? I often need to open the financials in a separate tab while editing the layout because I can't see the balances and it would be nice if I didn't have to do that.
28 votes -
Invoicing | Contact Group - Add attachments when sending invoices
Provide functionality in Xero to add attachments to a group invoice.
Annually when we issue membership
subscriptions there are a number of attachments that need to be included with the invoice, this is currently a manual process. Adding the sane attachments to over 80 invoices is time consuming and tedious.Given Xero has this functionality already, it should be expanded to include the functionality of adding attachments when creating an invoice o a contact group.
8 votesAppreciate your feedback here, everyone. While we've recently released contact group invoicing with new invoicing, the ability to attach and send an attachment has not changed for the time being.
Contact Group invoicing will only create draft invoices for the contacts within that group, so you'll need to attach any documents to the individual invoices that are created and select to include these with the invoice when sending.
We'll continue to review this idea as a future enhancement, and I'll let you know if there are any changes planned, here.
-
Invoicing - Notification when an invoice or document is modified
We have had a number of issues relating to modified invoices / documents within Xero. It would be great if there is a way we can setup alerts or email notifications each time certain documents are modified such as invoices or figures on forms etc. This would allow our Financial Controller to oversee all changes made on a global level.
1 vote -
Projects - Add staff payment rates to projects
add staff payment rates to projects so can be selected from a drop down list
3 votes -
Payable Invoice report - Auto update results when transactions listed in date range report is run
When viewing reports ( e.g. transactions reports) if you change the date range of the report after you have looked at the transactions for a particular date range , the report comes up with "nothing to show" so you have to close it and reopen the report with the different dates - it's annoying and time consuming.
3 votesHi Shelley, is this something you've approached our Support team about ? It'd be good to have them dive deeper into this if not already to confirm behaviours.
If you have transactions entered in your org for the dates the report is being run this should be reflected in your report results.
-
Xero Me: Demo app
Xero Me App - Testing
It would be great if we could test the Xero Me app (similar to how we can with the Demo Company for Xero) to be able to see what employees see.
13 votes -
General Ledger Detail - Include "Payment Reference" as an optional column
It would be great to be able to include this column, as Xero does not have a numbered Payment Voucher.
2 votes -
Bills to pay: Multiple payment dates in one payment batch
Could you please add the option to pay have different payment dates for bills in a batch payment. Perhaps you can select to choose 'one payment date' or the 'planned payment date' when creating the batch. This way we can bundle multiple payments into one batch and don't need to set up multiple batches for multiple payments dates.
6 votes -
New Quote - Create blank lines in Quote
Since the new quote format was launched, we are no longer to insert a blank line in our quotes at the beginning of a new item. Previously, this allowed us to space out the quote a little so it didn
t look too jumbled and allowed us to space the quote neatly over two pages instead of just having a line of a quote on the second page if it didnt all quite fit on the first. Please put it back to how it was and allow us to insert blank lines at the beggining of an item.24 votesHi all, upon revisiting here we'll re-open this idea.
As you may have found - While possible to add a new line and drag & drop this to where you'd like it to sit in a quote. Once saved, blank lines that have no data in any field will disappear and lines with detail will condense.
Apologies for the earlier misunderstanding and we appreciate those who've feedback on the idea here too.
There aren't any direct plans for changing this behaviour for now. We have a keen eye on the interest here so please add your support through votes and importance.
For the time being, if you'd like to add a blank line in your quote you'll need to enter a character in the description field of the line - This could just be a hyphen or full stop
- Don't see your idea?