4788 results found
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TPAR Setup – Missing Country Code Field for Overseas Suppliers
In Xero’s current TPAR setup, there’s no field to enter a country code for suppliers. This becomes a problem when reporting overseas suppliers. I received a validation error from the ATO: "The Postcode field is 9999 therefore the Country field cannot be blank or a country name other than Australia must be entered." To prevent this issue and simplify reporting, it would be helpful if the Country field auto-filled with "AU" by default, but remained editable for cases involving international suppliers.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Navigation - Rearrange Accounting Menu
Would love to see the Accounting menu split so that there are new menus for Reporting & Bank Accounts. Show under the Accounting menu all the actions (journals, fixed assets, chart of accounts, advanced accounting, plus favourites). Then a separate menu for Reporting - listing the different reporting sections Adviser, Custom, Drafts, Archived etc. plus favourites). And a separate menu for Bank Accounts (reconciliation report, bank accounts, bank rules, etc).
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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UK Payroll - Track the table based DEA Deductions
There is currently an option for a DEA to be table based when setting it up, however this doesn't do any of the calculations for the DEA. Instead, they need to be calculated manually & entered as a fixed amount. There is also no way of keeping track of the amounts deducted until the total has been paid within Xero, this also has to be done manually. This can especially be difficult if the employee's pay varies each period.
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Bills - View bills awaiting payment summary by supplier with the ability to expand supplier to view invoices
Bills - View bills awaiting payment summarised by supplier with the ability to expand supplier to view invoices and select individually or make changes if required.
You need to use the awaiting payment screen to create batch payments. To make payments you have to select each individual invoice for a supplier which takes time and is inefficient.
Having the ability to view the awaiting payment screen showing summary (total) for the supplier would be helpful. You can still filter dates so you can see everything owed to a supplier within date range. Much like an Aged Payables report. You can…
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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autopay
AutoPay reporting - Xero needs a report that will show all the customer paying by AutoPay or show the percentage of invoices setup with AutoPay or even just have AutoPay Active/AutoPay offered in a separate column on the list of repeating invoices so we could sort by that information to determine how many of our customers are using AutoPay.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Debtors Statement by Group in Xero Blue
We utilise the client groups in Xero Blue's contact list, but are unable to generate a debtors statement by those groups, without having to tick each individual card separately in a statement run. It would be helpful to be able to view and generate statements by our existing groups.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Invoice Template - Setting for Decimal format
Invoices Australia
An update in the last few months bought inconsistency into the invoicing format in terms of the decimal points on the unit pricing. It would be good to be able to define this - to two, three, four decimal points so that there is consistency on the invoices rather than some units at two and some at four decimal points.7 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.
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Increase the word count on xero me
Increase word count limit on xero me timesheets 'notes' feature. Make it much larger or unlimited ideally.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Pre-populated data pulled from uploaded bills
For bills uploaded to:
1) Auto-populate descriptions, quantities, and item prices in your bills &
2) Notify you if banking details on the invoice differ from the last invoice received from that supplier.1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Bank Reconciliation - Add a new account code while reconciling
I wish you could add a new GL account to the COA right from the "create" tab of the match transactions page instead of having to click through to "add details" to access that function
4 votesHi, thanks for submitting this idea. As you mentioned, the Create option doesn't currently have a way to add a new account into your Chart of Accounts.
We appreciate you taking time to let us know how we could improve Xero for you, and your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bills - Automatically adjust the date on imported draft bills to a set date
We use Xero on top of a project management system (Deltek PIM) which generates employee expenses and supplier invoices. When we export them to Xero they sit as draft bills which we approve. If users of PIM enter an invoice/expense for a prior period, the transaction has to be redated in Xero to prevent it changing the historic management accounts. My suggestion is that there is an option within Draft Bills that would redate draft transaction dates (before posting) to a given date, say 1st of the open period.
1 voteWe've reviewed your idea to adjust the date on imported bills to a set date automatically. It's now 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.
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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AU Payroll - Add 'Save & Next' button to top of employee pay details screen in Pay Run.
In Xero Payroll, it would greatly improve efficiency if the "Save & Next" button appeared at the top of the employee pay details screen, not just at the bottom.
For businesses with detailed pay setups (multiple earnings lines, deductions, reimbursements, etc.), scrolling to the bottom of every employee’s pay screen just to click "Save & Next" is time consuming and disruptive to workflow.
Adding this button to the top would:
Streamline navigation during pay runs
Reduce unnecessary scrolling
Improve accessibility for users reviewing multiple employee pays in one session
This small UI change would make a big difference for payroll…
1 vote -
Bank Reconciliation - Show newest transactions first when sorting
It would be ideal when in reconcile bank, under the Account Transactions tab, that the lines are sorted newest to oldest as the first option under each sort category.
Now that we are years into using Xero, it is not necessary to see the old transactions as a first see option.
I typically sort my account transactions by Status as I want to see unreconciled items on the top and directly beneath that is the reconciled but the first line is the very first transaction posted years before. If I am trying to find a double entry in account transactions…
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show newest transactions first when sorting 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.
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Quotes - Automatic pre-loaded descriptions for specific customers when creating a quote
Option to have pre-loaded descriptions for specific customers when creating a quote. The description should automatically be present when each customer is selected rather than having to select a code to load it.
1 voteThanks for sharing your idea, and letting us know how pre-filling the description on quotes would save you time.
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.
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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…1 voteHi 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 📣
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Reporting - Calculate % from invoices for payment report to Contractors
We pay contractors based on sales reports for each contractor. Getting this report is easy. In fact, Xero does that well. However, to get that same report and deduct a % value or any other value to work out what the contractor payment will be. Then being able to save & print & Email that report. Currently, we export to Excel, and whilst that works great, it is fiddly and time consuming. Probably not for everyone, but handy for some.
1 voteTHi Steven 👋, thanks for raising this idea. We appreciate its not straightforward calculating the percentage of invoices paid to contractors, which we know creates extra manual work. Although this is not on our current roadmap, we will monitor this idea for votes and other comments. However, for now, a workaround would continue to be to export the report and use a spreadsheet application to calculate the percentages. 📈
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Tracked inventory - Add opening stock when creating new item
When entering a new stock item, there isn't an opening to enter opening stock.
We need to create the item first then enter the quantities in an adjustment tab.
It makes sense to make adjustments to items already created, but surely we should be able enter an opening stock value when creating an item, this would save us a lot of time.2 votes -
Invoice History - Add CC'd Email Addresses for Complete Audit Trail
Ability to cc and bcc when sending emails from xero.
This would be very useful as we have many clients that like to have various other people copied in.
2 votesHey Freya, thank you for raising your idea to add CC'd email addresses for Invoice History. This sounds like it could really improve the tracking and auditing of historic invoices.
We 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. 🙂
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Dashboard - Remove the "Loading your transactions" message
Right now, the dashboard shows "Loading your transactions" for bank accounts far too often and for far too long. The dashboard should always show the current state of the user's accounts, not what is essentially an indeterminate progress bar. It would be more user-friendly to remove the message entirely because it doesn't give users any actionable information. If new transactions come in while the user is doing things, simply update the dashboard to indicate that there are new transactions to reconcile, even if the user just finished reconciling what was there before.
1 voteHi Adam, thanks for sharing how we could improve your experience when working 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!
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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.
1 voteHello 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. 👋
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