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  1. It would be nice to have a simple option to show any report that is run by month. So for example if you run a P&L report for 1st of Jan to 30 June at the moment you get a total for the period by default. Once the time frame is selected an option to then see the time frame by month would be helpful

    1 vote

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    Appreciate your feedback on how we could improve report filters for you here. While maybe not the flow you're searching for here this is possible with the use of 'Compare with' periods - So, instead of running the report for the whole period, select the latest month, then you can select the number of compare with periods as you'd like to see. 


  2. It would be very useful to have a report that shows at a glance when each employee last had a pay rise. Like an extra column in the Employee Remuneration Report. Or an audit report that shows the history of pay changes for all employees in one place.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. Can you add a option in the standard reports to include GST in debtor & creditors without having to create a custom report

    2 votes

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    Thanks for sharing, Paul. 

    Appreciate it's a few steps to set up and add the columns, however once formatted as you like, if you save as Custom you can then set this as the default so it's a onetime effort. 


    Understand this may be more cumbersome if working with many organisations. Being open this isn't something we have plans for currently. We'll watch the interest in this, here. 

  4. Having the option to show client or supplier on invoices.

    Purpose: Eliminates the need to go to contacts tab each time to look up the phone number to contact the person while going over the invoices. Also for the delivery person to be able to reach the receiver at point of destination or to make an arrangement for receiving as well.

    5 votes

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  5. Ability to share and transfer an approved bill or purchase invoice to another Xero account as a bill or purchase invoice.

    Purpose: There is a need in our business for managing bills by 2 external parties

    4 votes

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  6. I would love to see superannuation opening balances split into two sections. One flows through to the superannuation payment section to be paid, and the other just remains on the balance sheet. As an example, we have a new client who has not paid any superannuation YTD, we have already prepared superannuation shortfall forms for 2 quarters, and the balance is to be paid this quarter. The opening balances have been entered as shown from the previous bookkeeping software, however now I have to split the opening balance to ensure the payment can be processed in Xero for the current…

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. Executive Summary Filtering.

    Being able to filter the executive summary to show information for different tracking categories

    3 votes

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  8. In Xero financial statements, it can obviously detect whether an item is negative or positive, as you can group items as assets or liabilities based on the value.

    Can we get context dependent wording then too? Especially for Income (Loss) type totals?

    4 votes

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  9. Invoice templates should not be in the "settings" but in the actual part where the invoices are, this is product development 101 stuff guys seriously...

    Adding/altering/deleting invoice templates should be accessible right from within the sales overview and invoice section. I shouldn't have to google for this stuff, it's really quite terrible.

    4 votes

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  10. When bringing a company on board, and you need past invoice history of the invoices outstanding, it would be far quicker to type them into the journal than to have to capture the document individually. it would be better to be able to do a journal for the AR and AP once you have captured the company. time does matter, and this method which is currently there is very time-consuming. Other accounting packages have this function and it would be nice to see it being done here for the Advisors.

    2 votes

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    Appreciate ease when coming across from another software. Conversion balances and the way Xero works is quite critical to how outstanding invoices and bills are entered.

    Xero makes sure your accounts receivable and payable are in balance to the transactions that have been entered.

    While we will track the interest around this here I do want to be upfront that we don't have any plans to change the way in which these are entered.

  11. 3 votes

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  12. As the title suggests. A "view all" option throughout the product would be great. Or even view a year. Far batter than having to click load more over and over again. Especially when if you click off of the page you then have to laboriously keep clicking load more again and again.

    Also to have dates next to (Or instead of) page numbers in the various scrolling pages; cash coding, reconcile, etc.
    Having to select a page and another and another to try and guess where the date of the transaction is is ver laborious. Having the date range alongside…

    5 votes

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  13. Accounting > Advanced > Export Accounting Data > Xero General Ledger (.txt), to add the Contact name (customer/vendor/employee name) as a field. Currently, such information is not exported.

    3 votes

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  14. It would help if the NEW FOLDER button in the Files area was available at the top of the page. We have built up a number of folders over the years and having to scroll to the bottom of the page to add a new (current month) folder is a little niggly. If there was a button at the top (as well as the bottom?) that would be a small but helpful improvement! Thanks, love the software otherwise :-)

    5 votes

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    Hi community, appreciate your interest and feedback on the idea here. I wanted to provide an update for you all here - while this isn't something we have plans to develop in the near term, in lieu of shifting the placement of this button you may find keyboard shortcuts useful to help you navigate. 

    On your computer you can press 'end' on your keyboard to help draw you straight to the bottom of a page and avoid having to scroll (if you're using a Mac you'll want to press Command + the right arrow) 😊

    Do get this isn't directly what you're asking here and we'll leave the idea open, however hopefully this helps speed things up for now. 

  15. It would be great if you could add a "New Item" when you first create a transaction. At the moment, you have to save and close the transaction, go back to it and "edit" then you can see +New Item at the top of the Item column. It would be a great improvement to workflow if you could do this straight away and if anyone like me has new items each week it would save some time. Thanks.

    3 votes

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    Hi team, pleased to share our team have been doing a bit of work in the Quotes space and we'll soon be releasing a change that enables the ability to create an inventory item directly from within a Quote. For now I'll shift to working on it and we expect to return very soon to share once this is live to you to use!

  16. Automatically opens a new window when preparing Draft invoice from Projects Screen. This means the project screen stays open to do your next invoice rather than having to navigate back after you have approved your invoice.

    5 votes

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    Hi team, just having a little play in Projects - while it won't work for Deposit or Project Amount creation, if you're creating an invoice from a Project for Tasks & Expenses you'll be able to hold down 'ctrl' while clicking on this option and should find this opens the Tasks and expenses screen in a separate browser tab. 

    Totally get this doesn't resolve the idea here, but wanted to share for those it helps 🙂

  17. Record time to a customer with a billable or non-billable item only WITHOUT a task or project link.

    3 votes

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  18. DOCX - Add merge fields for the organisation's Phone number and Email Address in all templates

    4 votes

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  19. If the Total Tax amount per invoice was available for statements, then the Statement could be used as a periodic Tax Invoice.

    6 votes

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  20. Add a free text column for comments to the 'Invoices' and 'Bills' dashboards

    Purpose: To track reasons for delay, communications with contacts etc. and have them be clearly visible all in one place.

    3 votes

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