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201 results found
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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.
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Monzo feed
I have a Monzo business account that's reconciled with Xero. When I upload the receipts to Monzo they don't come over into Xero. Are you planning to add this as a feature? If not with Monzo do you offer this with any other accounts like Pleo? It would be good to attach the receipts in Monzo as they happen as they show in Monzo straight away.
1 voteHi Emma, you can connect your Monzo account with Xero to import your transactions. We have a bit of detail on the criteria for automatically importing data from your Monzo account and the steps of how to connect this in Xero Central.
If you have more questions on this I'd recommend connecting with our specialists at Xero Support through the Contact Xero Support link at the bottom of the page there.
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Mobile App - Transfer between accounts in Mobile App
Please would it be possible to amend the Mobile App so that when you select the + symbol the option to Transfer between accounts is possible ?
1 voteThanks for sharing your idea and letting us know what changes are most important to you.
We've reviewed it, and now it's time for the community to show their support! Please share your idea with colleagues who could benefit, so they can add their vote and comments. This will help us understand the full impact this change could have on their experience with Xero.
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phone assistant person
Hi xero team, all my friends are recommended to use Xero for my small buisiness, its so easy to ure and so on, but i found so hard to established. i still couldn't able to link my bank account. this message comes up when i tried to link, see in the attached files.
1 voteSorry to hear the trouble you were having with setting up, Ngawang. I hope you've managed to resolve this but if you still need any help our specialists at Xero Support will be happy to give you a hand. You can get in touch with them by clicking the Contact Xero Support option found at the bottom of most pages throughout Xero Central. We have some more pointers on getting help here.
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Trial Balance With Category of Accounts - Grouping of Same type of accounts like Current assets, libailities, Income and Expenses
Please Allow Xero Users to Add Category in Trial Balance and Group Accounts under same category like Profit and Loss Statement and Balance Sheet have.
1 voteYou can already group by Account Type in the Trial Balance report, Chitrang! 🙂 Simply click the Grouping/Summarising option within the report where you'll see Account type as an option.
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BAS - Notification when Activity Statement is due
Xero should show at the top of the screen or show a notification if you have an activity statement to submit (otherwise you have to specifically go into "Activity Statement" under "Accounting" to check).
3 votesHi June, we've made a recent improvement for Activity Statements to surface the payment due date for any lodged statements. You'll find this from the list of Activity statements within the Completed section, and when you open a Statement you'll see the payment dude date shown at the top of the statement along with payment options to help simplify the process. 😊
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Invoicing - Approve and send invoices when customer is over their credit limit
I would like to request the Xero add the feature to be able to approve and send customer invoices even when they have reached there credit limit in the new invoicing. Currently this feature is available in the classic invoicing of Xero. Xero are forcing everyone to move to the new invoicing from September 2024.
We use an external software for our customer invoicing and then import these into xero the following day after the sale has occurred and email the invoices to the customer. Moving to new invoicing currently means that for any customer that is over the credit…2 votesHi Afaik, as part of setting a credit limit there is an option to "Block new invoices when credit limit is reached" if you'd still like to be able to send invoices once their limit is reached you'll just want to edit the Contacts record to deselect this option.
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Business Snapshot Report - Add Custom Date Range Option
Not sure if this feature is already coming but would be great to be able to use a custom date range in the Business Snapshot reporting. We have clients who run on a 4-4-5 basis so would be great to be able to produce the report for their accounting period.
5 votesHi all
To use custom date ranges, and get access to more advanced features, you can upgrade to Xero Analytics Plus.
You can do this either by upgrading your subscription to the Ultimate plan, or by selecting it as an add-on.
Here's more info about Xero Analytics Plus and our pricing plans.
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MTD for ITSA - Facility to export a PDF of quarterly returns
It's currently not possible to export the Income Tax Self Assessment figures for the MTD for Income Tax quarterly submissions as a PDF to include them in a documents pack for client's approval via e-signature in Xero.
This would be helpful from April 2026, so accountants can gain client's approval prior to submission with HMRC.
3 votesThanks Mandy, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Glitches in the software
I've always felt like your software was created by people who have never used the software themselves because some of the pathways and defaults just don't make sense. Note: I access Xero using the Chrome browser.
Here are some changes that could be made that would really improve the user experience with Xero:When I'm entering bills, some date fields want me to enter the date like this: date/month/year and other times it wants me to enter it like this: month/date/year. It's very frustrating having to switch back and forth randomly.
After I finish putting in a bill, I…
1 voteHi Jenna, we appreciate your feedback and the detail you've given is great. However, it's best that strange behaviour or performance issues are shared with our specialists at Xero Support who have tools to be able to investigate and escalated with our team if something isn't working as it should.
There are a couple of your points I wanted to confirm here;
- Bills to pay - you are able to set a default page for this. It sounds like it may currently be set to Paid bills in your org. You can set the default by clicking the 3 dots in the top right of the page where you'll see 'Default bill page' to select your preference
- Default for bills due date - From the same place you can go to for invoice (Invoice settings) you can set a default Due date for your bills.
I'd recommend raising a case…
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Report - Show Opening & Closing Balance, Total Debit & Credit for All Accounts in Columns
To have a report that can check the information of opening balance, total debit, total credit, and closing balance during the date range for the all the accounts in columns.
1 voteThe Account transactions report in Xero can give you the information you're asking here, Jiin Chiang.
If you don't want to see all the account detail you could 'Summarise by Account'
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Report Templates - Ability to edit report codes from Chart of Accounts, not separate area.
Report Codes ability to edit from Chart of Accounts, not separate area. I see that you have marked previous suggestions as completed, because you've added a button. It isn't a button we are seeking, it is the ability to edit directly within COA, rather than having to go elsewhere. The elsewhere is still a useful tool to help identify when clients have added their own codes, but from a click minimisation perspective why not have COA and Report Codes integrated, and provide us with a field to add our nominated report code.
1 voteHi Justine, thanks for sharing this idea. We appreciate you explaining how integrating report code editing directly into the Chart of Accounts could streamline your workflow. After reviewing this with our product team, we're updating the status to 'Not in pipeline', which means it isn't on the foreseeable roadmap. The idea will remain open for votes so we can continue to gauge community interest. We value your feedback and encourage you to keep sharing your thoughts with us.
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Bill Payments - Automatic upload of payment files in the bank system
Dear support team,
I use Zero mostly to run payments and upload them in the bank system. I am trying to make my work easier as currently Zero has very limited features and I have to do a lot of work manually. I need to be able to download payments files from Zero in CSV or XML format and then automatically upload them in bulk in our bank system. The upload must be done in the right bank account and show our account number, the beneficiary, the amount of payment, currency, value date, status of the payment file and, most…
1 voteHi Raluca, sounds like Batch Payments is what you're after here. You can create a payment file for your supplier bills, and send this to the bank.
Alternatively you could use Open Banking to pay bills by direct bank transfer.
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AU Payroll - Employee Notes Report
It would be great to be able to export a report of all notes on employees contact. We use the notes section to record notes about attendance issues, conversations, warnings given.
2 votesHi Kylie, while there's not a specific employee notes report, you can run the Payroll History with a few filters to get what you need here.
When you run the report you can either run it for all employees, or select the specific employees from the drop down. Set the Type to 'Employees' and Apply.
Once run you can then enter 'Notes' in the search to further filter and only show employees notes added to their records in the set date range. If needed you'll also be able to export the report to Excel or PDF.
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Shopify Integration - Confirm Daily payout settlements when importing
Subject: Request for Integration Enhancement of Xero and Shopify based on User Feedback
Dear Product Development Team,
Following my recent discussions with the Xero support team and research around user feedback on the issues I have experienced, I’d like to encourage relaying the integration feedback received from user experiences including my own, particularly regarding the timing differences between Shopify’s daily payout settlement and when the Xero integration pulls the data to create invoices. You can review some of this feedback through the following link: Shopify Xero Integration User Feedback: https://apps.shopify.com/xero/reviews?ratings%5B%5D=1
We’ve observed a gap in understanding the timing of these…
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startup help
Most Small business owners like myself are not accountants. Getting Xero working and using the integrations with hubdoc has been lots of trial and error and frustration. It would be so much easier if as part of starting an account I had someone for the first month to get online with me who can see my screen and walk me through how to do all of the basics such as: 1. How do I correctly bring a receipt into xero through hubdoc so it matches to transactions I can reconcile? 2. How do I setup the quote system to…
1 voteHi Joshua, I see you've also been in touch with our Xero Support team for help with some of your questions and advice on setting up.
Our Support team are able to offer some of this sort of guidance, and can answer specific questions. We also have some great getting started resources available on Xero Central with guidance, courses and content that can be a good starting point.
For one-to-one help for the best setup for your particular business, or questions on meeting reporting and regulatory needs we'd recommend using the Advisor Directory, to find a Xero-certified adviser in your area.
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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…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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Jax - Invoice Due Date
JAX currently does not pull the customers due date from the customers file. Because that feature isn't live yet, JAX doesn't help our organization to be able to use JAX to create invoices. I wanted to bring it to your attention in the hopes your product team is working on it. You may already be working on it, I just didn't see it listed anywhere.
Our customers have different invoice due dates depending on how their account is setup. Because of this, we would have to look up each due date for the customer and manually change it. It would…
1 voteHi Brandy! Did you know it's already possible to do this in Xero via JAX?
To get JAX to automatically use your contacts’ default due dates, simply prompt it once to apply the default dates set in each contact’s profile.
From then on, JAX will create draft invoices that use those contacts’ specific due dates.
If you’d like an extra hand setting this up, you can raise a case with our Xero Support specialists 😊
To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks
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Xero Accounting App - Option to submit a Bill or Invoice for Approval
I would like to see full Xero usage on the Xero app. In this case, the ability to submit bills for approval instead of the current options of save and approve only.
1 voteThanks for your feedback. We know that having the option to submit a bill or invoice for approval directly from the Xero Accounting app would significantly improve your workflow. As noted in the comments, users have the option to log into the web version of Xero on their mobile devices allowing them to submit bills and invoices for approval. ⭐ This allows you to perform the approval process on your phone, though it's not as seamless as a native app experience. At this time, we have to prioritize which features we bring to the mobile app. The primary focus of the Xero Accounting app is on quick, simple tasks, like creating basic invoices and submitting expenses. Complex workflows, such as bill and invoice approvals, are better suited for the desktop version due to their complexity and the constraints of the smaller mobile screen.We will continue to review and consider this…
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New Invoicing | Price History
Dear Xero Support Team,
I hope this message finds you well.
I would like to request a feature enhancement within the invoicing function in Xero. As a business that offers custom pricing to different customers, I often sell the same product at varying prices depending on the customer relationship, volume, or promotional discounts.
Currently, when creating a new invoice in Xero, I am unable to view the previous selling price I offered to a specific customer for a particular product. This makes it difficult to maintain consistency and analyze pricing strategies.
Feature Request:
It would be extremely helpful if Xero…1 voteThanks for coming to us with this Idea Dexter, I am happy to say this is already possible within Xero . While not specifically set out as you have described, the option to 'Add contacts last items' will populate the invoice with the last items so you can see the price that was charged etc the last time you invoiced the customer.
If you'd like to try this out before taking action in your own org, you can use the demo company to test it. 🙂
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