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Custom Report - Ability to create formula with any column
Custom Reports
The formula feature only appears to work for columns that are located to the left of the formula column.
Each column has a name, surely the name is the important element and not the position of the column on the report.
Can the formula feature be amended so that columns from anywhere in the report can be included6 votes -
Sales Invoice - Auto save draft email when sending
When amending the email which is sent when sending an invoice, I sometimes accidentally touch the screen, causing the screen to swipe down, losing the message. If you swipe down on the email, could this not be saved as a draft with the draft invoice, so I don’t have to start again?
2 votesUnderstand the nuance, Jason. Do you often find yourself sending personalised emails with each invoice? If something a little more generic or widely used perhaps it could be worth setting this up as an email template?
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AU Payroll | Employees - Add Visitor Status as a field
In Australia we are required to check an employee's visa status and keep a record of such.
Additionally we have to report on this every quarter.
It would be great to add visit status to the employment record
5 votes -
Invoice Reminders: Ability to select that reminders only go to original recipient/s
Here's a copy of my note to Xero Support & their response below:
Hi,
I prefer to check 'include in emails' for all contacts in an organisation, as the quote & invoice recipient/s often vary & I find it simpler to delete unnecessary recipients from the list on each quote or invoice than to add them. I've only just accidentally realised (after years of use) that invoice reminders go out to every email address in an organisation that is 'included in emails' & not just the email recipient/s of the original invoice - I've been unintentionally sending reminders to multiple recipients who have nothing to do with payment... Very embarassing!Other than having to uncheck 'include in emails' for every contact in all of my Contact profiles, bar 'Accounts Payable', or more likely making Accounts Payable the primary contact, is there a way to have the reminders only go out to the original invoice recipient/s?
Thanks
ChrisHi Chris
Thanks for getting in touch.As you may already be aware, invoice reminders are sent to the primary contact and any additional people who have the Include in emails option ticked in their contact record and it's currently not possible to change this.
It doesn’t look like this idea has been raised as yet. Xero Product Ideas is where our customers can share and support ideas for change.
I’ve included a link where you can view and support current ideas or create a new idea to share your thoughts. Please note, you may be asked to login to Xero first.
Xero Product Ideas: Share and support customer ideas for Xero
Kind regards
Awais
Here's a copy of my note to Xero Support & their response below:
Hi,
I prefer to check 'include in emails' for all contacts in an organisation, as the quote & invoice recipient/s often vary & I find it simpler to delete unnecessary recipients from the list on each quote or invoice than to add them. I've only just accidentally realised (after years of use) that invoice reminders go out to every email address in an organisation that is 'included in emails' & not just the email recipient/s of the original invoice - I've been unintentionally sending reminders to multiple…8 votes -
Xero Dashboard - Sticky headings across other Xero pages
Hi there! Really loving the "sticky headers" in the new reporting - just so much easier to use and navigate. I wondered whether it would also be beneficial to implement something similar on the other Xero functions. Namely for employee details. Often, I would find that I would click a tab, scroll down and not find the information I was looking for (because it was actually in another tab facepalm), then I would have to scroll back up to the top of the page to select the right tab. If those tabs were "stuck" on the page, then it would be a simple click through across the tabs.
Hi there! Really loving the "sticky headers" in the new reporting - just so much easier to use and navigate. I wondered whether it would also be beneficial to implement something similar on the other Xero functions. Namely for employee details. Often, I would find that I would click a tab, scroll down and not find the information I was looking for (because it was actually in another tab facepalm), then I would have to scroll back up to the top of the page to select the right tab. If those tabs were "stuck" on the page, then it…
2 votes -
Reporting - Ability to view transactions including date of transactions & date created
Transactions posted after a period end affecting prior periods
Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
How can I locate these entries?I have tried a transaction report, but there are no parameters that I could enter.
Ideally.Example -
Our year end is 31st August.
I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)In other accounting systems, you could take a unique reference number (URN) at the month end and show transactions posted after this URN but up to a certain date.
Transactions posted after a period end affecting prior periods
Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
How can I locate these entries?I have tried a transaction report, but there are no parameters that I could enter.
Ideally.Example -
Our year end is 31st August.
I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)In other accounting systems, you could take a unique reference number (URN) at…
12 votesHi Kellie, you might find History & notes useful for getting the insight you're after here.
Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in.
Keen to hear if this helps.
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Xero Me - Notifying employees that they have a new payslip uploaded in Xero Me
I feel it would be very useful that once a payroll is processed and the system uploads payslips into Xero Me that the employees either get an email from the system or the associated app notifies the employee that there is a new payslip available to view.
I understand that Xero can securely email payslips, but I think that it would be useful for Xero had the ability to be able to automatically notify employees of uploads into Xero Me
26 votes -
Sales Invoice - Add 2nd description field
Sales Invoices Additional Line Level Text Field (2nd Description field)
For businesses that need to record the date, reference (work order/docket number & job number) and also the full description of the items purchased for each line item as opposed to issuing separate invoices for each sale to that same customer through out the month.
For example: Trucks pick up materials from the local quarry daily. The driver provides a work order that is sent to the office for invoicing. A draft invoice is created and each work order is added as line on the invoice until the invoice is approved and sent at the end of the month, resulting in one invoice per month instead of one invoice per work order.
Currently all the details have to be entered into the description field which means the descriptions end up being very long. And if they are using Items then they have to edit the text to add all the required detail.
It is also difficult for the receiver of the invoice to match items purchased to their customer jobs for on-billing.
Sales Invoices Additional Line Level Text Field (2nd Description field)
For businesses that need to record the date, reference (work order/docket number & job number) and also the full description of the items purchased for each line item as opposed to issuing separate invoices for each sale to that same customer through out the month.
For example: Trucks pick up materials from the local quarry daily. The driver provides a work order that is sent to the office for invoicing. A draft invoice is created and each work order is added as line on the invoice until the invoice…
26 votesHi everyone, thanks for your feedback here. Being transparent we don't have any work planned for adding a secondary description field in an invoice.
In lieu of this, an option for some could be to use one line as description only - entering the first description for like a work order summary, and then use the next line to enter the finer details of the work order where you'd also enter the qty, price etc.
I appreciate this isn't the ideal solution you're looking for here. We'll continue to track this idea here and share if there's any change.
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Profit & Loss Reports - Change variance column for costs
The variance columns in the current P&L reports don't make sense - increased costs show as positive variances, despite the red arrow. The formula is fine for revenue and profit, but needs to be the other way round for costs. Is it possible to have this, or to add a column with different formulae for different sections?
9 votesHi team, to confirm how the Budget Variance report works currently it'll show;
- Green arrows for favourable amounts
- Red arrows for unfavourable amounts
- Increases in the amount from budget will have an upward arrow
- Decreases in amounts from budget will have a downward arrow
We appreciate your feedback here however being open, there are no plans to change the way this logic is applied in the report, or to extend the arrow colouring across the figures/amounts in the report.
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Contact | List view - View mobile when no phone number
It would be great if in Blue Xero in the Contacts list the "Mobile number" can be displayed when there is no actual phone number, currently you need to open the contact to see the Mobile Number. a bit frustrating.
8 votesWe've just released a recent improvement to searching contacts where you can now search a contact by any phone, direct dial, mobile or fax number saved in their contact record.
While you won't be able to see a contacts mobile number from the screen, you'll be able to search for a contact by a mobile number that's been saved for them.
We don't have further change planned to add more detail to this screen atm but we'll continue to track the support of the idea here.
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Notification - Alert when e-invoice fails
Very very occasionally, sending an e-invoice will fail. When this happens, currently the only way to find out is to follow up with the client about their unpaid invoice, find out they never received it, go into the individual invoice and look at the history. An alert would be very useful.
5 votes -
Invoice Payments: Support for additional GoCardless accounts
Please can we have the functionality to add more than one gocardless account to one organisation? We have a client account where funds are directed to a trust account under one account and then our normal gocardless account and would be great to be able to include both sets of transactions (at the moment we have one linked and the other is updated manually at the end of the month.)
3 votes -
Purchase Order - Add a maximum limit for user to create PO
Purchase Orders - bring a limit in that people cannot go above without authorisation
15 votes -
Bank Reconciliation - Show Bank Balance when entering a Spend Money Transaction
When entering a Spend Money Transaction show the Bank Balance
1 voteHi Nickalaus, do you mind sharing a bit more on how being able to see the bank balance would help you when using Xero for your business?
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Bills - Copy Repeating Bill
Would love the ability to copy an existing repeating bill instead of having to open another window with all the features that the new repeating bill should have and having to manually add them all.
19 votes -
Expenses Claims Detail Report - Include approver
I would like to be able to run a report on expense claims which shows who has approved them at a glance, like a payable invoice report . At the moment, you have to open each and every claim to see who has approved it.
Thanks,
Sarah7 votes -
Global Pay Run: Display employee number on payslip
We allocated a number for each employee and would like to display it in the pay slip. It would be great if xero can allocate a space similar to the existing employee tax number.
4 votesThanks for voting and feeding back through Xero product ideas. You may have heard that we’re making some changes to Global Pay Run that we believe will help our customers manage 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 focus, we want to be upfront that there are no intentions to make improvements to Global Pay Run moving forward, and I'll move any ideas related to this to Not planned.
If you're from a region where we offer dedicated payroll products (AU, NZ and UK) specifically designed for your regions unique requirements, you could 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
Thanks for voting and feeding back through Xero product ideas. You may have heard that we’re making some changes to Global Pay Run that we believe will help our customers manage 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 focus, we want to be upfront that there are no intentions to make improvements to Global Pay Run moving forward, and I'll move any ideas related to this to Not planned.
If you're from a region where we offer dedicated payroll products (AU, NZ and UK) specifically designed for your regions unique requirements, you…
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Invoicing - Choose which columns to show on the Invoices screens
It would be great to be able to choose which headings are visible on the default invoices view. There are some customisable reports which allow you to run a report with your preferred view. But for others such as repeating invoices there are no options.
Our company has different teams, so for these it would be good to customise the column headers, to show the contact groups the client belongs to. This would allow us to forecast what upcoming invoices are due for each team, so that they can allocate resources accordingly.
Ideally the following would be helpful
1) the functionality to customise the headings of the repeating invoices view
2) add an export to excel or pdf option and
3) a customisable report of repeating invoicesIt would be great to be able to choose which headings are visible on the default invoices view. There are some customisable reports which allow you to run a report with your preferred view. But for others such as repeating invoices there are no options.
Our company has different teams, so for these it would be good to customise the column headers, to show the contact groups the client belongs to. This would allow us to forecast what upcoming invoices are due for each team, so that they can allocate resources accordingly.
Ideally the following would be helpful
1) the…16 votes -
Subscription - 24 hour cancellation period
When purchasing a subscription, there should be a 24 hour cancellation period. On many occasions I have purchased subscriptions that were not correct or not necessary. I upgraded a few of my clients to the Early Plan from the Partner Plan as we needed Hubdoc. Then we found out that Cash Coding was not included and was not stated in the plan description. At that point, I was stuck waiting for 30 days before I could correct it.
3 votes -
Bank Reconciliation Find & Match - search for multiple invoices
Find & Match function under Bank Reconciliation only allows to search for individual invoices to then pick invoices one by one. Please introduce the option to enter multiple invoices in the search field using a delimiter to then pick multiple invoices to reconcile. This would improve the reconciliation process materially.
12 votes
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