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Many of my clients complain that they 'can't find what they are looking for' when using the top search bar facility. I too often struggle to find things unless I am specific and know the exact detail of a posting. A search return of more options would be very beneficial listing all transactions in relation to any word or value typed into the search bar.
6 votesAppreciate your feedback on search in Xero, Laura. When you say you'd like more options for search are than any specific fields of transactions that you and your clients might commonly search - this'll help when sharing back with the team.
If say, you'd search text generally in the description field of a transaction I'll merge your idea here in with this one where we can keep you all updated of any change all together.
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Customer Statements - Totals for each column
It would be useful to look at an activity statement to see how much a certain contact has been invoiced regardless of whether they have paid or not. At present, I can only see outstanding balances.
2 votes -
Reports - Generate a report for transactions without receipts attached
Users should be able to generate a report of transactions without receipts attached. This allows small business administrators to identify which transactions don't yet have receipts attached.
31 votes -
14 votes
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Expenses - ability to see VAT rate on "To Review" page for each expense line
Having this feature would alleviate the need to click into each expense claim to check the VAT is correct, as it will be included in the expense information along with the spend date and nominal code.
1 vote -
Inventory - Show invoices and contacts the item was sold to
When looking up product history Xero lists what invoices product was sold on. It would also be nice to be able to see the customer's name. This would make things much easier when trying to look up pricing assigned to specific customers.
2 votes -
Batch Payment - Increase detail field
It's very known for all that the space for batch payment details is very tie.
We hope from XERO staff to expand this space at least five times. to enable us write down whatever we should fill.
BR
Ramadan Abdu1 vote -
1 vote
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Reporting: Archive Custom Reports
In the custom reports menu, if you are no longer using a report but may need it again, the only option is to leave it there or delete. There is no option to archive the report. It would be good to have this option in case you need to refer to the report later.
4 votes -
Fixed Assets - Option to Show Depreciation Expense in Cash Basis Reports
This is an ongoing issue for a lot of accountants, as seen in the forums: https://central.xero.com/s/question/0D51N00005Ok9naSAB/regarding-depreciation-not-appearing-on-cash-basis-reports
116 votes -
Reporting - Monthly and Annually Recurring Payments to Suppliers
Please explore the possibility of generating a report that efficiently and clearly captures Recurring Payments made to any contact or supplier with either monthly or yearly frequency?
Currently, this is not achievable without significant manual effort to extract data from various reports in Xero. While I’m aware that the "Repeating Bill Payment" feature setup can also aid with producing a report of this nature, most clients do not use this setup, and the information isn't sufficient.
Payments have been processed in Xero through various methods, including bills, direct debits, and spend money transactions. The desired report should be able to extract all of this information, showing the contact, recurrence (within a specified date range), the amounts, and the payment method. Ideally, the report should also compare periods—separating data across multiple accounting periods if the date range spans more than one year.
I look forward to your response, Xero!
Please explore the possibility of generating a report that efficiently and clearly captures Recurring Payments made to any contact or supplier with either monthly or yearly frequency?
Currently, this is not achievable without significant manual effort to extract data from various reports in Xero. While I’m aware that the "Repeating Bill Payment" feature setup can also aid with producing a report of this nature, most clients do not use this setup, and the information isn't sufficient.
Payments have been processed in Xero through various methods, including bills, direct debits, and spend money transactions. The desired report should be able to…
2 votes -
NZ Payroll - Exclude Kiwisaver from Allowances
Xero Payroll: Have an option to Exclude Kiwisaver from Allowances rather than having to manually adjust
2 votes -
Reconciliation - Ability to default to Overpayment
ON THE BANK REC IT SHOULD BE SET TO DEFAULT AS OVERPAYMENT TO SAVE TIME
4 votes -
Reporting - Distinguish between 0.00 and nil balance accounts
On balance sheets or profit and loss reports. It would be amazing if there was a distinction between accounts that have nothing in them (e.g. -) and accounts that have a nil balance (e.g. 0). They currently have the same icon (-). Having different icons would make it easier to distinguish without having to click into the account.
3 votes -
AU Payroll - Employee Summary Report for dates worked
Payroll Employee Summary Report
Is there a way to have this report show the actual period the wages are for? Currently the report shows "for the period 17 April 2024 to 17 April 2024, which is the date the payroll is paid. BUT the period is actually for 10 April 2024 to 16 April 2024.
4 votes -
Account transactions - Common date for 'last week'
An option to set the date range to "last week" from the date range pull down options in account transactions reports.
Being able to create custom account transactions reports set to "last week" would be invaluable for our weekly reporting, avoiding fiddly changes to the date range each week when pulling a number of reports, and preventing any dating errors.
It would be a great advantage.
Should be an easy to add that option to Xero, I would have thought.
And it is a common option (e.g. GoCardless has it.)
2 votes -
Xero Inventory Plus: Purchase Order Templates
In Xero I’m able to use my purchase order templates that I created with docx.
I was hoping to keep things consistent when generating POs from XIP. I don’t see that I can alter the templates.
2 votes -
Purchase Orders - Improved text box functionality
When I add text to any of the boxes within a column in a purchase order, it moves the screen down because the box needs to expand to fit the text. This makes it really hard to copy-paste quickly. Please either remove the bug that makes the screen move down (boxes expanding) or add a "copy previous line" feature to eliminate this onerous task completely.
2 votes -
VAT - Create an Out of Scope VAT code
Create an out of scope vat code as strictly speaking this is not actually any of the other codes that already exist despite being advised to use them.
6 votes -
Billable Expenses - Assign single line items to separate contacts
Hi there, I would like to be able to assign line items (that are the same) on a bill to multiple customers.
i.e. 2 x oil filters, assign ONE of each to separate customers without having to enter them on separate lines on the bill to do so.
Also, when creating an invoice and viewing "items to assign to a customer" I would like to be able to see the Supplier AND their invoice number in that list.
6 votes
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