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117 results found

  1. As Xero started to update existing modules, the "new" modules, took on this idiotic philosophy/logic that users should need to click Enter before clicking Tab.

    Previously, I could type an account name (or part of one), use up/down arrows to highlight the account in the list, then click Tab to confirm the selection and move to the next field.

    This is (fortunately) still the case in the Create transaction screen.

    This functionality was removed from New Invoicing.. but fortunately, it was eventually returned.

    This functionality has been removed from Adjustments > Bank Fee function.

    It's annoying as ****. Just fix…

    1 vote

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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 🙂

  2. Products and Services - Ability to set mark up rules that will automatically calculate and either fill in or offer a suggestion for the sale price. We frequently have to update the cost for products, which will be used on multiple invoices or projects. It is very time consuming, with a high probability of human error, to manually calculate the sale price for each update. The ability to have multiple rules is needed. We have two rules based on the cost (less than $100 and equal to or greater than $100), and have discussed adding additional rules.

    1 vote

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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 🙂

  3. Entities often need to view business reports in calendar year, as opposed to Financial year.
    Increasingly, revenue, expense and profit performance and targets at management and operational level are considered by calendar year.

    1 vote

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    Hi Ian thanks for sharing your idea here, 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! In the meantime, we recommend typing the date in the box to avoid extra clicks. You may type 1/1/25 or Jan 2025. If you require further help with this, we recommend raising a case with our support team.

  4. It would save time and avoid accounting errors if a new document type existed (akin to Bills) that can be sent to recipients (contacts) generating the accounting transactions appropriate for distributions such as dividends and appointments from trusts. Those transactions would be on equity and assets accounts (not expense accounts and accounts payable as is the case for Bills).

    It would be great if such processing could be applied to contacts in bulk (e.g. a shareholders register) but the possibility of accounting for distributions singly would be a good start.

    I am a trustee and the usual distributions are cash…

    1 vote

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    Hi Adrian, 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. Feel free to share your idea with any colleagues that this could benefit so they can add their vote too!

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

  5. 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 votes

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    Thanks 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.

  6. The ability to create multiple custom budget reports which show budgets and transactions which can easily be emailed out to colleagues at the same time. This is useful if a Xero user has multiple budget holders to report to. This should be able to be emailed as both PDF and Excel.
    Thanks

    1 vote

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    Hi Kishon 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!

    We will continue monitoring this space in the meantime.

  7. As well as my self-employment, I received income through Employment that currently I cannot declare through Xero's MTD for Income Tax implementation, and therefore I cannot use Xero for filing. The addition of allowing me to declare income through Employment via Xero would allow me and others like me to do so.

    2 votes

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    Hi Oliver, thanks for sharing this idea. We appreciate you highlighting how important it is to declare employed income alongside self-employment income within Xero’s MTD for Income Tax implementation. Our product team is aware of this request and it’s on their radar as we assess future improvements. In the meantime, please add your vote and comments on this idea to help us understand demand across the community 🙂

  8. 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 vote

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    Hi 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.

  9. I would like to recommend adding 'Effective Date of VAT Registration' on the Financial settings, as this information can easily disappear amongst all the many documents we store for the client and also easily mistaken as the Date of company incorporation that can lead to many issues down the line with HMRC.

    1 vote

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    We appreciate your feedback! Your idea has passed our review and is now live for community voting.

    To move this forward, please share it with your team and encourage them to vote. Other Xero users can also add comments now to provide more context on why this change would be valuable to them.

  10. 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 vote

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    Hi 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!

  11. It would be really useful to be able to tag users in the notes of documents, like to create a task or ticket so they are aware of whatever is needed to be changed/be aware of regarding a certain bill.
    Otherwise an internal communication/ ticket/email needs to be sent, this would simplify all the daily work and make the notes actually useful

    16 votes

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  12. Integration with Saturation.io. Quickbooks is linked, please can Xero be integrated too.

    3 votes

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    Hi Gemma, while appreciate your idea and how you'd like to synchronize data between Saturation.io and Xero as we have an open API we generally don't build integrations with other applications ourselves.

    We have our Xero developer centre where interested parties can get information on integrating with Xero. Welcome to share this with Saturation.io to see if it's something they'd look to develop themselves.

  13. The PDF preview pane is fantastic... except a page can be lengthy and it doesn't let you scroll on it.
    If I hover my cursor on the PDF preview and scroll (using the scroll wheel of my mouse), it zooms. I almost never need to zoom on it. If I needed to Zoom I would hold control and scroll, like I would on any other browser page.
    I have to move my cursor to this skinny panel either side of the page to be able to scroll, or grab the skinny scroll bar (to the right, not the left).
    Get…

    1 vote

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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 🙂

  14. 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 vote

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    Thanks 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…

  15. Currently our monthly bank revaluation FX diff is being automatically coded by Xero to be split between tracking categories rather than simply being "unassigned". However, for our purposes, once USD are banked, they no longer "belong" to that tracking category and instead are general company funds. It is impossible to tell Xero to stop coding revaluation amounts to tracking categories but this doesn't make sense for the accounts, especially when a tracking category finished within the business months ago. It would make more sense for the FX funds held to be an unassigned tracking category once they are in the…

    1 vote

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    Hi Imogen, thanks for sharing your thoughts on multicurrency bank revaluations. We understand how having FX differences automatically assigned to tracking categories doesn’t always fit your workflow.

    This idea has been moved to Gaining support, so the community can vote and share their experiences. Adding a bit more about why this change would help in your workflow can help others see the value and give the product team context.

    We’ll keep an eye on the discussion and share updates as the idea develops.

  16. Multiple bank account with similar currency but to apply individual exchange rates for accounts with the same currency.

    1 vote

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    Thanks for sharing your idea about the option to hold a separate exchange rate against bank accounts in the same currency.

    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 votes and comments too!


  17. Proposal – Xero Expansion Strategy for Nepal

    Summary:
    Nepal presents a strong opportunity for Xero with its growing SME sector, increasing digital adoption, and government focus on VAT/TDS compliance. To succeed, Xero should focus on localization, affordability, and integrations.

    Key Recommendations:

    Localization – Automate VAT & TDS filing in government-approved formats, support NPR currency with NRB exchange rate sync, and offer bilingual (Nepali/English) invoices.

    Mobile-First Approach – Lightweight app with offline functionality, expense capture via SMS, and local-language notifications.

    Banking & Wallet Integration – Partner with leading Nepali banks (Nabil, NIC Asia, Global IME, etc.) and mobile wallets (eSewa, Khalti,…

    1 vote

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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    As you're possibly aware, Xero doesn't currently have specific features for Nepalese businesses, so for now we'd suggest using the Global edition.

    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!

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

  18. Mechanics Desk Linked together sharing data and info to provide the customer with the best quality control measures and checklist possible, ensuring productivity and efficiency is met, COGS Cost of goods sold it tracked and Reconcile alongside bank statements displaying correct values calculating profit, expenses, income, gst, and internal expenses funds Introduced also tracking internal transactions between accounts. Integrating the clock in from both mechanics desk and zero together creating seemlessly perfect time tracking with no discrepancies tracking charged hours, & non chargeable hours
    Allowing for Marine Vessel When inputting a vehicle allowing for Port Engine & Starboard Engine Details…

    2 votes

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    Hi Zachary, it looks like there is an integration with Mechanic desk available. If you've already integrated this with your organisation and looking for further capabilities to what it offers we recommend reaching out to their support directly (listed under the additional info section of the Xero app store).

    As they designed and built the integration they can confirm what's possible and would need to make decisions of if this is something they'd be willing to expand their integration for.

  19. Please investigate cheaper crypto aggregation services than the ones available currently in your apps section. Currently (Aug 2025) all the ones there are for enterprise, or businesses that trade a LOT in crypto. And the prices are ludicrous for those of us with small amounts of crypto assets.

    Maybe get the IRD to fund your research and development of this kind of thing, because it will make proper tax reconciliation possible, and their investment will pay dividends.

    As an example, ZenLedger (https://zenledger.io/) lets us integrate all this information. It still costs a yearly fee (per tax year) but…

    1 vote

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    Thanks for sharing this idea, and letting us know the changes that matter most for you.


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


    Make sure you share your idea with anyone this could benefit, so they can add their votes and comments about how this would help their businesses too!

  20. When we go to the apps directory, and click on an app we are interested, they are usually associated with an external company. For instance, Crypto websites that consolidate our crypto transactions, then can be imported into Xero.

    But when I go to the information pages about the apps, there is no link I can find to the actual website of the company. There are usually links to support, or social media.

    Please go one step further and just put in the official website.

    The reason for this is because sometimes we are researching what services actually connect with Xero…

    1 vote

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    Thanks for submitting your idea here, we appreciate you taking time to let us know how we could improve the App Store for you.

    As you mentioned, the app listings currently have links to their social media pages, but not directly to their website.

    For now, you might use these social media pages to get links to their websites. In the meantime, our team will check into this and your suggestion can now begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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