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202 results found
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Notes - Ability to bulk add to transactions
It would be incredibly helpful to be able to update multiple notes at once. For example, if I have a list of 300 invoices and a statement has been sent, I want to see that note on each invoice, so that anyone going into that account can see the last action. So for example, I want to add the note 'Statement sent today requesting payment by 19th April' to all 300 invoices, but I want to be able to select them all and add that note once, not 300 separate times.
It would be so helpful and would save…
3 votes -
History & Notes - Filter to see only bank account changes to contacts
History & Notes Report - have a filter for changes made to bank accounts within the contacts menu
1 voteHi there! You can already achieve this by filtering the History and Notes report by Contact, and also using the search to refine the results by bank account edits. I've attached a video demonstrating how - hope this helps 😊
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Would be good to ad payment machine to xero
Would be good to be able to link your payment card reader to program so you could direct print invoice after customer pay by contactless using hims credit or debit card
1 voteHi Lukasz, what payment provider do you use? Just incase you haven't seen we've launched Tap to Pay powered by Stripe which is now available in a few different regions.
In terms of connecting to direct payment terminals, this would typically be through an integration. We don't generally develop integrations with applications ourselves however you may want to see if there's an integration in the app marketplace that works with your provider and could offer the services you're after here.
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Manual Journal - Import with Tracking
Our client wants to export out of his customised software into xero. The developers have changed the software to fit the xero template but the tracking categories are not importing. I have spoken to a xero specialist and they believe it is not possible to have the tracking category automatically import. This would be a very useful feature for our client.
1 voteSorry it seems there may be some misunderstanding there. It is possible to import a manual journal with Tracking applied.
You'll need to make sure the Tracking Category and Options are spelt exactly as they are in the organisation into the CSV file in the appropriate column.
I've provided an example on this discussion for a customer that was importing invoices, and may help you with this.
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Navigation - Move GST return to Tax
Can GST returns be under the tax tab (not sure where it is but it isn't there or under reports; currently under accounting tab/ reports).
5 votesHi team, we really appreciate your feedback and getting to know the new navigation.
We want to confirm with the Tax menu in Xero's new navigation GST Return will be available, or the relevant Sales Tax report for your organisation's region (e.g Activity Statement in AU, VAT Return for UK).
As you can with favoriting reports, it'll also be possible to favourite and show this report from the Reporting menu if you choose.
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Reporting - Add NDIS Funding Period Tracking in Xero
With the rollout of the NDIA’s new PACE system, NDIS participant plans now include funding periods (e.g. monthly or quarterly). Providers and plan managers must track and claim within these timeframes, but Xero currently doesn’t support this.
Adding a Funding Period Tracking feature would let users:
Set funding period start/end dates per participant or support category
Track and report spend per period
Receive alerts for overspend or expiring funds
Validate invoices against active funding periods
This would help thousands of NDIS providers maintain compliance, reduce manual tracking, and strengthen Xero’s value in the disability sector.
1 voteHi Nicole, thanks for sharing your idea, and letting us know the changes that matter most for you.
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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Reporting - Run P&L / Income Statement in Amount order
I would like to have the option to run an income statement with categories sorted by Descending/Ascending order and not just alphabetical.
4 votes -
Option to copy superannuation payment to bill
Have a button to copy a Superannuation Payment to a draft bill, to simplify reconciliation of the payment.
I pay myself every week, and pay superannuation as part of the process. While the details are in front of me, I create a bill for the superannuation payment, which Xero then recognises as matching the payment when I do the reconciliation - I don't need to find the numbers again when it's time to reconcile the payment.
Offering a button to automate that bill creation would streamline the process.
From where I sit, it looks…
1 voteThanks for sharing this idea about adding a button to copy a Superannuation payment to a draft bill to make reconciliation easier. We understand the workflow pain you’re trying to solve.
From an accounting and payroll-reconciliation perspective, converting payroll super liabilities into a bill can introduce duplication of liability. If a bill is coded to a superannuation expense, it double counts expense and creates an extra payable. Best practice is to clear the existing superannuation payable when you make the payment (ideally via Auto Super), rather than re‑creating it as a bill.
To keep Payroll reports and your General Ledger aligned, we recommend using the Superannuation Accrual or Superannuation Payments report and reconciling payments against the superannuation payable liability. This avoids overstating costs or liabilities and maintains clean auditability.
If you need an extra hand with using the Auto superannuation payment feature you can raise a case with our Xero…
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Navigation - Favourite more than 20 reports
Unlimited favourite reports on dropdown menu as previously existed.
The new dashboard only allows for 20. It's disappointing that we have less functionality in this area.2 votesHi team, pleased to share that we've had a quick turn around here. We appreciate there are some organisation's that customise and favourite multiple reports and would like these easily accessible from the Reporting menu. We have added the ability to favourite >20 reports and make these available from the Reporting menu.
While there's no limit now to the # of reports you can favourite - for ease of access we'd recommend regularly reviewing and limiting the number of reports you favourite in your organisation.
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bank reconciliation
Bank Reconciliations Report - There should be a report that enables you to extract all bank statement transactions and list out for each the actual accounting transactions they have been reconciled against. This should be by date range and then include all the same options as 'accounting transaction reports'.
This would be super helpful for audit, month end reviews, be able to identify different transaction types, review complex issues arising if a supplier or customer disputes etc..
The data is there, yet as users we are not able to get the data out.
Seeing one by one is…
1 voteHi Jack, have you tried running the Account Transactions report for your bank account with the Related account column? This will show you the related account each statement line of your bank has been reconciled to.
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New Repeating Invoice - Include option for "Fortnightly" Transactions
In the "New Repeating Invoice" section, Sub section "Repeat This Transaction Every" only has weekly or Monthly. A lot of employees get paid Fortnightly (Two weeks) and would be a great addition to add the "Fortnightly" option. Also adding the "Fortnightly" option in the Reference, Place Holder area. Please see the attached image as these area are highlighted.
5 votesHi team, this is already possible with the options in the repeat template. You'll want to enter the number '2' and select 'week(s)'. 🙂
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Subscription - Option to issue Xero subscription invoices in EUR
I would like to have my monthly subscription invoices in EUR instead of the standard USD invoices that Xero Global issues. There are a lot of European countries that fall under Xero Global by default but paying these invoices makes us incur unnecessary bank charges due to FX. Please amend and let us decide on the invoicing currency for our subscriptions.
5 votesHi all, we recognise there are many businesses working with Xero across the globe. While this'll be something we continue to consider long term we want to be open here that we'll no longer accept ideas about Xero pricing plans or plan structures here in Xero Product ideas. We cannot make commitments to ideas of this nature. Your insights and feedback here have been shared with our teams.
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Reporting - Consolidation into one management accounts pack
Hi. We are an International company with various subsidiaries in the UK and overseas. We are using a bespoke accounting system which is not even cloud based. In fact all on the spreadsheets. Designed to serve the purpose. However, It took me a while to persuade our managers to move onto something more advanced, user friendly, that would create all accounts on the platform, not on manual spreadsheets.
There are a few downsides I am facing on Xero. This software doesn't have any built in accruals and prepayments invoice system, that could do the accruals and prepayments for…3 votesHi Svetlana, thanks for sharing your feedback and thank you for trying Xero. We appreciate you explaining how this could support your international operations. While Xero currently supports managing multiple organisations separately, consolidation of the reports is currently done outside of Xero. With regards to the accruals and pre-payments, we recommend raising a case with our support team as they would be able to look into it a bit more.
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Add employees to tasks in bulk
Ability to add staff members to tasks in bulk rather than having to do them individually to each client.
2 votes -
BAS - Draft GST bill to contain billing information
When filling the GST to ATO through Xero and selecting to Lodge and save bill as draft, I can't find any billing information in the draft bill (nor approved bill) .I don't know where to pay this bill, I need the billing details which have not transferred with the bill.
I have to do this manually, save the pdf to desktop then attach to draft bill (do it the old way like 20 years ago)???
This should not be a new idea. It should be a minimum to have a draft bill with the related bill attachment.
Can you do…2 votesHi there, when lodging directly through Xero, payment details are displayed at the top of the statement page once it's been lodged, including various payment options such as Bpay, credit card, and others.
Please note that these payment details are only available when you are connected to the ATO in Xero and lodging directly through the platform. This is because the payment details are provided directly by the ATO and are specific to your entity.
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Export audit (IAF) files
Our bookkeeper needs an audit file (IAF) to make our annual report. Currently downloading an IAF file is only possible for Singapore clients and not for Xero Global clients. Would be very useful if this would be available for everybody.
1 vote -
Submit UK corporation tax return online as small business
We really need Xero to implement the capability for small businesses to submit their UK corporation tax return online, directly without an approved xero partner, BEFORE MARCH 2026 WHEN THE HMRC ONLINE SERVICE FOR SUBMITTING CORPORATION TAX RETURNS STOPS.
Our main justification to pay for Xero is it saves he cost of an accountant!
Currently HMRC lists Xero as an alternative software package for submitting tax returns after March 2026; but at the moment this is not an option in Xero unless you are a professional accountancy firm approved as a "Xero partner".
If Xero does not intend to make…2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Multicurrency - Make transaction FX rates available to the API
It seems to calculate values (unrealised gains) for international transactions we need exchange rates.
However after retrieving the rates from XE.com, as well as another provider, we are unable to pull the exact FX values used by Xero, which means we cannot recreate the value from Xero reports. This interferes with our ability to automatically reconcile and may cause confusion for accountants if they cross check.
Xero support advised us that they pull live FX rates at 11pm of the timezone of the organisation, however in general it is not possible to pull these live rates…
5 votesHi Brendan, appreciate the detail provided along with your idea here. We have a separate community forum where you can log ideas related to improvements for Xero's API. While they have a few ideas around exchange rates what you've raised doesn't appear to have been requested yet.
We'll close the idea in this forum but you're welcome to copy and paste your detail from this to create a new idea in the forum there where others interested can join and we have experts that can keep you updated of any changes surrounding this. Thanks
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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 again for your feedback through the idea here. We appreciate there are many different ways our customers feel menus and ways to navigate Xero features and products would best serve their needs.
There was lots of research behind the top level menus that you now have with Xero's new navigation experience - As requested here you'll find Reporting is now it's own menu. And, while Bank Accounts are within the Accounting menu, you'll find we've added quick options for Bank Rules, through the new Homepage which is coming soon you can quickly access reconciliation reports, manage the account, or enter transactions.
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Xero Me - Show employees total hours of upcoming leave
On the employees interface it would be helpful to have the number of hours booked showing against the holiday. Currently it only has the dates that have been booked. The hours are shown on the employer interface
1 voteCrossing back over your idea here, Katie it looks like this is actually possible - When an employee taps on the leave request in their Xero Me app, it'll bring up all the details of their leave including the total hours. 😊
If they're unable to see this, we'd suggest asking them to raise a case with our team of specialists through Xero central who can get a closer inspection to help.
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