- or
4836 results found
-
Sales Invoice - Options to navigate pages of the contacts list from the top of screen
It'd be useful to have the ability to paginate from the top of the Sales Invoice list screen to avoid having to scroll down the page.
2 votesWe're grateful for your idea submission and for clearly articulating the changes you need. Having completed our review, your idea is now in the hands of the community to champion and support.
Please share this widely so colleagues can cast their votes. Members can also contribute by commenting on how this idea would further enhance their use of Xero.
-
Bills - Option to navigate pages of the Bills list from the top of screen
It'd be useful to have the ability to paginate from the top of the Bills list screen to avoid having to scroll down the page.
2 votesHi! Thanks for letting us know that you'd like an option to have this page selector at the top of the screen, rather than at the bottom.
Make sure you share your idea with any colleagues that would also benefit from this, so they can add their votes and comments to support this!
-
Contacts - Option to navigate pages of the Contacts list from the top of screen
It'd be useful to have the ability to paginate from the top of the Contacts list screen to avoid having to scroll down the page.
2 votesHi!
Thanks for sharing this idea about how you'd like the option to have the page selection at the top of this screen, rather than at the bottom.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share it with any colleagues that this could also benefit, so they can add their votes and comments too!
-
projects assign staff
Assign staff as bulk. At the moment I need to add everyone who I want to assign to a project individually and then click done and then go back to assign and do it again. It would be easy if we could select the staff once and once click done.
2 votesHey Tia, thanks for sharing your idea for bulk assigning staff to a Project in Xero. We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
AU Payroll - Report for Workers Compensation
A simple payroll report that shows the actual wages for a period for reporting for Workers Compensation as it is a legal requirement for AU businesses. Details would be split into wages paid including super, with the residency status (+country of origin for Working Holiday Makers) - with a split if an employee has changed employment basis (i.e., moved from Casual to FT) in the period.
And any additional details that are required by the majority of insurance companies who handle Workers Comp.24 votes -
New Invoicing - Alert if the contact has available credit
In the "classic invoicing" interface an alert is displayed at the bottom of approved invoices when the contact being invoiced has existing credit that can potentially be applied to the new invoice. This is a very important feature and strangely it's missing from the new invoicing interface. With the "classic invoicing" now being officially retired this basic feature must definitely carry over to the new invoicing interface.
Without this alert, every time we create an invoice we would need to manually check if the contact has previous credit with us, which makes the process unnecessarily inefficient and unpleasant.
123 votesHi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
-
Invoicing - Insurance / Surcharge Line at Bottom of Invoice
Summary:
Allow users to add a dedicated surcharge (e.g. insurance, card fee, handling) that appears as a distinct line below the subtotal on invoices, rather than as a regular line item.
Current LimitationAt present, any insurance recovery or surcharge must be entered as a standard line item. This:
Makes invoices look cluttered when the fee is not tied to specific products or services.
Can cause confusion for clients, who expect insurance/fees to be displayed separately (similar to how shipping or payment surcharges often appear).
Requires manual placement and formatting on each invoice, reducing efficiency and consistency.Proposed Solution:
Introduce an “Additional Charges” section in invoices, where users can:
Define one or more surcharge types (e.g. Insurance, Shipping, Handling, Payment Fees).
Choose whether they apply per-invoice or per-line basis.
Have these charges appear below the subtotal but above GST and the final total.
Control whether GST applies to these charges.
BenefitsCleaner invoices that better reflect industry standards (especially for equipment hire, film/TV production, freight, or retail).
Time-saving for users who frequently apply insurance/handling surcharges.
Improved transparency for clients, reducing queries about what the charge covers.
Consistency with how other platforms (e.g. Shopify, PayPal, MYOB) handle surcharges.equipment hire invoices often include:
Labour charges
Gear hireInsurance surcharge (covering equipment value during hire)
Currently, the insurance line has to be inserted as if it were a product, but in reality it is a general surcharge applicable to the whole invoice. Having it appear as a separate section would make invoices clearer and more professional.
Summary:
Allow users to add a dedicated surcharge (e.g. insurance, card fee, handling) that appears as a distinct line below the subtotal on invoices, rather than as a regular line item.
Current LimitationAt present, any insurance recovery or surcharge must be entered as a standard line item. This:
Makes invoices look cluttered when the fee is not tied to specific products or services.
Can cause confusion for clients, who expect insurance/fees to be displayed separately (similar to how shipping or payment surcharges often appear).
Requires manual placement and formatting on each invoice, reducing efficiency and consistency.Proposed Solution:
Introduce…3 votesHi Joshua 👋It's really helpful for us to understand having the ability to add a surcharge or insurance line to invoices is a desirable option. We understand not having a dedicated field for surcharges or insurance can make it difficult to clearly communicate these extra costs to your customers. Currently manually adding a line item for the surcharge or using a custom branding theme to include the information are the only options💡Right now, we're not planning to add this as a specific feature, as our current focus is on some other features that will benefit a wider range of our customers, however we will monitor this for votes and comments from other users 📣
-
AU Payroll - Option to 'Approve & Next' employee
In Payroll --> Timesheet --> entering hours for employees, there is no option to 'Approve & Next' employee, which would make entering hours easier. It would mean one doesn't have to keep going back to the main Timesheet menu when they are working through a roster of staff.
46 votes -
Tracking - Assign Tracking categories for expense users
It would be useful to be able to assign default tracking categories to users for expense submission so these don't need to be manually added to each individual claim.
3 votesHello everyone, we understand that being able to automatically assign tracking categories to users for their expense claims would be a huge benefit, saving you time and ensuring accurate reporting. 📈
We've heard your suggestions we're continuing to monitor the interest in this idea, but it's not on our current development roadmap. We'll be sure to update you here if anything changes in the future. 👋
-
Reports & Invoices - Display ampersand (&) correctly
Many of my clients are partnerships and trade using the partners initials e.g. J & J Doe but on their reports it displays as %26 and on emails that they are sending with sales invoices, it displays as "& amp;" meaning that when I save reports or they send their invoices, this has to be changed. Having worked in a software house previously, I know that this is a programming issue and one that should have a relatively simple fix so can you please look at this.
17 votes -
Expense claims - Choose which fields are optional
Adding a feature in Xero that allows finance admins to designate specific fields on expense claims as mandatory or optional would ensure consistent data entry, improve financial tracking, and streamline the approval process.
Key Benefits:
Enhanced Compliance: By making certain fields mandatory, such as business function or event tracking, admins can ensure that all necessary information is provided, reducing the risk of incomplete or incorrect submissions.
Improved Data Accuracy: Mandating specific fields ensures that critical data, like cost centers or project codes, are always captured, leading to more precise financial tracking and reporting.
Flexibility: Different organizations or departments may have unique requirements for expense submissions. This feature would allow Xero to be more adaptable to various business needs, enabling admins to tailor the expense claim process to fit their specific workflows.
Streamlined Approval Process: With mandatory fields in place, expense claims are more likely to be complete upon initial submission, reducing the need for follow-up and speeding up the approval process.
This feature would not only improve the efficiency of the expense submission process but also ensure that key financial data is consistently captured across the organization.
Adding a feature in Xero that allows finance admins to designate specific fields on expense claims as mandatory or optional would ensure consistent data entry, improve financial tracking, and streamline the approval process.
Key Benefits:
Enhanced Compliance: By making certain fields mandatory, such as business function or event tracking, admins can ensure that all necessary information is provided, reducing the risk of incomplete or incorrect submissions.
Improved Data Accuracy: Mandating specific fields ensures that critical data, like cost centers or project codes, are always captured, leading to more precise financial tracking and reporting.
Flexibility: Different organizations or departments may have…
27 votes -
Manual journals: Add projects category to Manual journals
It would be beneficial to add an option for the projects to the manual journals
23 votes -
Bank Reconcile- Allow editing of one line item of a batch deposit
Currently there is the inability to edit one payment in a batch deposit that was created from the Reconcile screen without dismantling the entire batch (with Unreconcile, and then Remove and Redo). If the batch Deposit is created from the Invoice screen and one line item needs adjusting, we have and option to Edit Batch. This allows for removing one line item of the batch but preserves the remainder of the batch (less the removed line item). Please add the Edit Batch function to batch deposits created in the Reconcile screen too! It is a big pain point when you are wanting to adjust one thing and have to redo an entire batch that may include 10 or 20 or 30 or 50 other payments!
Currently there is the inability to edit one payment in a batch deposit that was created from the Reconcile screen without dismantling the entire batch (with Unreconcile, and then Remove and Redo). If the batch Deposit is created from the Invoice screen and one line item needs adjusting, we have and option to Edit Batch. This allows for removing one line item of the batch but preserves the remainder of the batch (less the removed line item). Please add the Edit Batch function to batch deposits created in the Reconcile screen too! It is a big pain point when you…
39 votes -
Search contacts by ABN
Search contacts by ABN, at present you can only search by ACN.
10 votes -
Contacts - Ability to select a person instead of company name for all instances of use
In nearly every other business program, a Contact refers to a person and not the business name. The person should be the primary entry entered for contact information, and the business name is an attribute to that person, not the person an attribute to the business as it is currently set up in Xero. We often have to change the specific person (or entity like Accounts Payable) who a quote or invoice or other document needs to go to, and the only way to do that currently is to change the primary person under the business name each time we need to change the person or email. This change would also allow better synchronization with other business programs like Outlook, Hubspot, and many other CRM platforms. Or, another option is to have the ability to select which person from a business should be addressed instead of it only being the primary. We need the ability to select a specific person instead of only the business name is the main necessity.
In nearly every other business program, a Contact refers to a person and not the business name. The person should be the primary entry entered for contact information, and the business name is an attribute to that person, not the person an attribute to the business as it is currently set up in Xero. We often have to change the specific person (or entity like Accounts Payable) who a quote or invoice or other document needs to go to, and the only way to do that currently is to change the primary person under the business name each time we…
4 votesHi Joshua, we're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
We've also found a similar idea that relates to invoicing, so we've added your vote there too.
-
Sales overview - Ability to customise and shift Billable expenses above Quotes
Sales tab - Love the "Billable Expenses", Needs to be above Quotes.
Need to be able to not bill them where I have a project invoice. Just assign the customer.4 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
-
GST Audit (Singapore) - Show the tax code in each row
Suggestions to improve the reporting of GST Audit Beta
Allow us to select which Tax Codes to display in report (default All)
Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes
I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref no or the Inv no. Also in case of multiple invoices per project, we would end us seeing Ref no (showing same project no) but not the individual Inv no.
Suggestions to improve the reporting of GST Audit Beta
Allow us to select which Tax Codes to display in report (default All)
Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes
I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref no or…
7 votes -
Payroll - Add pay run comparative to prior pay run
When processing payroll, be able to see a comparative between current pay run and previous pay run before completion/filing to identify any discrepancies.
104 votesHello everyone, while you can currently export reports to compare pay runs, we understand the value of having this capability built directly into Xero and have been following this idea closely.
For now, AU and UK organisations can use the Payroll Activity Details report for one employee at a time by selecting the relevant date range for the pay periods. To help prevent errors, we recommend checking that employee pay templates are set up correctly, ensuring future pay runs are consistent and accurate.
Although this isn’t on our roadmap at present, we recognise the impact it'd have for customers and will continue to consider it as we plan future payroll enhancements. We’ll share any updates related to payroll comparatives here.
-
Xero Certification - Suggestion to reduce or remove the 24-hour lockout period
24 HOUR LOCK WHEN CERTIFICATION TEST "FAILS" NEEDS REMOVED IMMEDIATELY.
We have a trainee going through his Xero certification. He timed out the first test. He is now locked out for 24 hours.
We can't have him spending weeks doing this.
LOCK NEEDS REMOVED IMMEDIATELY
2 votesThank you for sharing your valuable idea and for highlighting the improvements most important to you.
Your suggestion has been reviewed and is now available for community engagement. You can share your idea to colleagues; not only can they add their vote, but they can also use the comment section to provide additional context on how this change would enhance their experience with Xero.
-
Bank Reconciliation - Search by Tracking category in Find and Match
Add tracking categories to the find and match function on the bank reconciliation screen. this would make matching payments to invoices easier for my clients as they have payments taken via DD per branch
6 votesWe appreciate you submitting your idea and telling us what matters most to you!
It's now live and ready for the community to review and support. Go ahead and share it with your colleagues so they can vote and comment on how this improvement would help them use Xero.
- Don't see your idea?