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  1. It would be beneficial to add an option for the projects to the manual journals

    19 votes

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  2. Navigation - Main Menu
    Personally, I access practice tools and hubdoc / syft several times daily, I'd prefer not thave to scroll down to get to these. Settings and Subscription / Billing are access much less frequently and coud me lower in the menu.
    Also the Xero Menu and Home Menu seem to do exactly the same thing? Could the main drop down menu therefore be moved over to the LHS where it was previously.

    2 votes

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    Thanks for your feedback, Tina. To make it easy to track the interest from community and keep you updated we request each post is contained to a single idea. I've slightly amended your idea to the first that you mentioned around navigating to practice tools. We have a slightly different one for the navigation to Hubdoc that you may like to vote for.

    For the last point you've noted around the Xero and Home buttons - welcome to start a new idea for this too, that we can track support in. Thanks

  3. Is there any way in employees card that we can set up a field to capture diversity (Aboriginal,Non-Binary) etc, I'm sure this will be need in the future.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    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. As a workaround, we can suggest adding diversity information to the Notes section in your employees employment record.

  4. The subscriber has left the business. I have access but cannot invite support to the ticket. I need to change the subscriber to me. I am the new Director. Please contact me

    1 vote

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    Hi Paul


    It looks like you contacted our support team on this one, from which a case was raised and assisted on by our specialists.


    As a result, I've changed the idea status to 'Not in pipeline', as it doesn't look like it's an idea that you have suggested.


    However, feel free to submit your ideas or feedback on our product ideas page!


    Kind regards,

    Ridhwaan

  5. It would be massively helpful to be able to preview the PDF invoice instead of having to click on and download it each time. If you could preview it alongside where you are inputting data on a Purchase invoice that you have sent to Xero by email - then you can check details side by side rather than having to print out the paper versions. Would be much more efficient

    16 votes

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  6. It would be good if on the taxable payments annual report, when it shows that the ABN has been 'provided' that this is also linked whether the ABN status is GST registered or not. This would be an easy checking tool that the GST charges has been properly done so and would make the person lodging the form to easily identify whether or not GST should be charged or not. MYOB has the function is client to check this whether its GST registered or not. Would be great for some more improvement on this making it quicker to lodge the…

    3 votes

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    Thanks for sharing your feedback with us, Melissa.

    We've reviewed your idea, and it's now live on the Community page where others can vote on it and share their thoughts.

  7. When you lodge BAS using Xero automation, it creates a draft Bill. My idea is that the BAS report the bill is based on, is also uploaded to the draft Bill as an attachment.

    3 votes

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    Thanks for submitting your idea, Marius.

    We've 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.

  8. Please can there be a functionality in Xero to create a template that splits the invoice into two or more codes.

    2 votes

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    Thank you for sharing your idea and letting us know what changes matter most to you!

    We've completed our review, and your idea is now open for community support. This is your chance to rally behind it: please share the link with colleagues who would benefit, as their votes are crucial.

    Other members can now also comment to share additional details on how this feature would improve their experience with Xero.

  9. The receiving of PGG Wrightson's bank feeds within 4 working days of end of month (as currently stated in support/help) seems to no longer be the standard time frame.

    Can you please review with PGGW whether the time frame provided needs updating so we don't need to keep contacting support for confirmation as to whether there is an issue or just a slow month when feeds aren't through by that 4th working day.

    No one wants a repeat of April 2025 when the feeds were not received until 19th May.

    Feel a bit stupid when clients rings asking about where…

    2 votes

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    Really good for us to get a sense of new bank feeds our customers would like to see us develop feeds for. Thanks for sharing your idea here.

    We'll gauge interest in a PGG Wrightson Bank feed through your idea and keep you updated if there are any plans made.

  10. Ability to choose the layout of the export - landscape or portrait

    7 votes

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    Hi community, this idea has been created from feedback in this initial idea. While we are interested to get a better pulse on the interest in this, we want to front foot that we don't have any plans for this change.

    Switching from landscape to portrait was made based on a lot of feedback and testing, so we'd want to see a fair amount of support through the idea here to consider making another change.

  11. When preparing monthly CIS returns on xero you need to create a bill for the subcontractor and reconcile/mark the bill as paid. When you have clients that have on average 80 to 120 subcontractors the bill creation even with a bill template can be time consuming.
    Something to consider is whether creating a bill could be removed from this process and the CIS return be prepared simply from a spend money to a CIS enable contact.
    Also something else that can be time consuming when dealing with this volume of subcontractors is downloading the monthly CIS payment certificates as clients…

    27 votes

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  12. It would be so helpful if tradesmen could create a printable & electronic job sheet from a quotation containing materials and time scales etc
    This would be amazing as I have to use other software for this .
    Steve
    Wired electrical

    6 votes

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    Hey Steve, thanks for sharing this idea. We get that it’s an extra step having to create a job sheet in another tool after you’ve already prepared the quote in Xero, and how a more streamlined flow would save you time.

    One option for now is to use Xero Projects to track time and expenses against your work. While we know this doesn't give you that specific printable job sheet for your team on the go, it's the best way to manage the work in Xero right now. Another user has also helpfully highlighted how they use quote templates to create job sheets in Xero.

    Alternatively, as you’ve mentioned, there are options on the Xero App Store that may provide the solution you’re looking for here. 

    We're keeping an eye on the conversation and votes here, so please continue to share your thoughts.

  13. Add tracking categories to the find and match function on the bank reconciliation screen. this would make matching payments to invoices easier for my clients as they have payments taken via DD per branch

    5 votes

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    We appreciate you submitting your idea and telling us what matters most to you!


    It's now live and ready for the community to review and support. Go ahead and share it with your colleagues so they can vote and comment on how this improvement would help them use Xero.

  14. TOMS- tour operators marginal scheme
    it would be great that Xero support this VAT scheme.

    8 votes

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  15. It would be good to beable to add employees Annual bonuses into xero so we don't have to refer to their contracts each time. As well as a report that will show employees details Remuneration, Bonuses etc

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea for updates you would like to see in the Employee Remuneration report.

    We've reviewed your idea and now it's up to the community to get behind and support it.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    In the meantime, we can suggest a possible workaround so that your employees bonus information is held within Xero would be to add this as a Note in each employees Employment record for easy access.

  16. In Canada, 'Make Payment' button is not available in 'Bills'. It would be nice to make payment directly from the Bills instead making payment from the bank.

    2 votes

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    Thanks, Urjit for submitting your idea!

    We've taken a look, and it's now ready for the Xero community to rally behind. Other users can now vote and offer their thoughts on how this could enhance their own Xero journey.

  17. Re: New Invoicing - Reduce Number of steps and clicks (The original thread has had comments turned off, so I can't comment that it has made more steps, not less...)

    What has happened here...it is now taking eight tab clicks to get from Reference Number to the first box to input the item code...last week it was six...so the number of click has increased, not decreased.

    Also, when inputting an item code, I have multiple codes that have the same base code with different suffixes...is there are way to just get it to the shaded part that you select the…

    5 votes

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    Thanks for taking your time to start a new idea with the specific flow you'd like to reduce steps in, Lynette. Just to check it sounds like you may be tabbing from the Reference field to the Item code field - Would this be correct?

    Being upfront this isn't something we have further changes planned for in the near term but it'll be good to gauge the interest from community around this, here.🙂

  18. Timesheets - aside from just having an employee enter hours worked against each, it would be good to have a customizable timesheet that other fields could be recorded against the day that are not hours driven. For example - for one day have the employee enter 5hrs of time worked but also another field for a quantity driver - eg; enter quantity of 3. We have one client with a large number of employees that are remunerated via an hourly rate plus a quantity driver. The current workaround is the employee to submit the timesheet but also send a separate…

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks, Matt for submitting your idea.

    We've 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.

  19. It would be useful to capture Incoterms on a contact by having a dropdown selection for them. Additionally, if this information can be carried over to the invoice screen, it would be beneficial.

    4 votes

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    Hi 👋 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 🙂

  20. At the moment when you go to Organisation Settings > Subscription and billing (e.g. https://go.xero.com/Settings/ManageSubscription), it says "Change plan and update credit card details Managed by XXXX"

    If we are XXXX - we don't see either of those things, only a button to take us somewhere else to Manage the plan.
    If we are not XXXX - we don't see either of those things.

    How dumb?

    Just show the Xero subscription/plan so we know what it is.

    2 votes

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    Hi Sam, appreciate you sharing this idea — we understand where you're coming from.

    Being able to quickly see your Xero subscription plan from within your organisation’s settings would definitely make things easier. Having to jump to a different section just to check your plan or see what features are included isn’t ideal, especially when you’re trying to make quick decisions.

    At the moment, this info isn’t shown in the Organisation Settings, but you can view your plan by going to My Xero from the main menu and clicking on the Subscriptions tab. That’s where you’ll find your current plan and any add-ons.

    This idea is now in the Gaining Support stage. If this change would make things simpler for you, feel free to vote or leave a comment — your feedback helps us understand what matters most and where we can improve.


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