4895 results found
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Account Transaction Report: Filter by Customer Account Number
Please can you consider offering a accounts transaction report that allows you to see transaction by unique customer account number - otherwise what is the point of having a unique customer account number?
4 votes -
Bills - Wrap tracking category in field
Can the tracking category be "text wrapped" so that the full description can be seen? I often have to click edit to see the full description of the tracking category which takes takes time.
- see image attached... The account description has 3 lines, please could the tracking category also have space to see full description.
Thanks4 votes -
Invoicing / Bills | List views - Freeze top row and first column
Ability to see Header rows and side columns on all screens when scrolling
As per Microsoft Office where the top and side ribbons remains static.
e.g. When you're in the Dashboard and scroll down it would be good if the top ribbon is static. It makes it easier to select another item (business; accounting; contact etc) without having to scroll up.The same with Bill Payments; Invoicing; reports etc where the top ribbon and column headers - see attached - would remain static as you scroll down the list.
The same as when you might have a lot of columns…
56 votes -
1 vote
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.
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Reports/Tracking - Add filter to P&L Comparison to hide zero balance tracking columns (projects)
When comparing the Profit & Loss by projects, it would be very helpful to have an option such as “Hide zero balance projects” after selecting all projects. Currently, when we select all projects (we have more than 100), the report also shows those with zero balances (no transactions). This makes the report slower to display and download, and we have to manually remove those projects afterwards. Would it be possible to add such a feature to improve efficiency and reporting usability?
1 voteThanks for sharing this valuable idea and detailing the specific improvements you're targeting!
Our internal review is now complete, and this feature proposal is live for community engagement!
To push this forward, please share it with colleagues who would benefit, to cast their vote.
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only show open balance sheet items
Only show 'open items' on Balance sheet
Have an ability to match items in a balance sheet account, so only the 'open amounts' (which make up the total) are visible eg for accruals - don't have to see all the old accruals, and the invoices that have cleared these out. Would be able to see summary of just the 'open amounts'
1 voteHi 👋 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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Navigation | Search - auto close and remove entry
I have seen the new Xero update, and the search bar has changed (only looks and complaints)
1. The search bar stays open, so you manually have to close it, which is slightly annoying.
2. Your search stays in the bar when it is closed. So when you open the bar again to search for something else, you have to delete the original search. If it has been a while since you last searched, you forget, and it can be so frustrating.If the search bar were fixed (actually finding things I were searching for), I wouldn't mind. But this…
1 voteInteresting to get your feedback on this, Jodie-May. It'll be good to get a sense of the wider community appetite in this too. Our teams are paying close attention to the feedback on the new experience and I'll share if there are any updates for you here. Thanks
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Navigation | Accounting - Direct access to Tracking
Put Tracking Categories back under Accounting. Same as Chart of Accounts, Tracking Categories needs to be accessed regularly.
1 voteReally good to get your feedback on the navigation you'd find most helpful for your use here, Sejal. We'll keep an eye on the community traction this gets from others here and I'll share if there are any updates.
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Bills - Filter bills list by account code
On Xero bills, as well as being able to filter and search for purchase invoices by contact or invoice reference, being able to search by a nominal code would be helpful. For example, making a payment run for all of one type of cost; finding any invoices that have not been allocated properly or for finding amounts that need to be included in management accounts.
2 votesHi Mike, we appreciate your engagement and letting us know the changes that matter to you.
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.
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CIS - Allow 210 CIS Labour invoice to be added to a service
I would like to be able to assign the 210 CIS labour account to a service for CIS labour. At the moment, I have a couple of services for CIS labour and some for non CIS labour.
For the Non CIS labour, I can creat a service called 'labour' and add the account code to it.
This can't be done with CIS labour at the moment as Xero won't allow it. This means that for each line item of CIS labour in an invoice I have to manually add the 210 CIS account.
This is unnecessarily timecomsuming and allows for…4 votes -
Bank accounts - Ability for Managers to approve updated bank account details for contacts.
Add the ability for Managers to approve bank account details for contacts. Ie the Bookkeeper can enter in & change the suppliers bank account details in Xero, but the manager can then go an approve it.
5 votes -
Reports - Include Entity Registration Number on Annual Financial Statements
For the Annual Financial Statements, it may be useful to include the entity’s registration number directly beneath the entity’s name in brackets — for example:
The New Company (Pty) Ltd
(2025/######/07).This can be applied on both the cover page and in the header for consistency
1 voteThanks for submitting your idea and letting us know what changes matter most to you!
We've reviewed your suggestion, and it's now live for the community to vote on and support. To help it gain traction, be sure to share it with colleagues who would benefit—their votes and comments will help us understand the full impact this change could have!
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Support - Add option to schedule a phone call using online chat
Would appreciate if the bot can confirm a schedule conference call. Made an appointment but no confirmation. In the end kept waiting for call to start. Of course nothing happen….
54 votesHi everyone, we appreciate seeking urgent help, however right here you're in Xero Product Ideas. This is where you can join and vote on ideas for change at Xero, this is not a direct line to support. This is a public forum where anything you post is visible to others - Please keep this in mind when sharing your details.
While we don't have an inbound number you can contact our Xero Support team, you can reach them anytime by raising a case through the Contact Xero Support tile found at the bottom of most pages throughout Xero Central.
If you can provide a little detail on your questions or what you're needing help with we'll be bale to get you in touch with someone with the best skills to help, and generally our specialists are happy to arrange a phone call at a time that suits you.
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Bank Feeds - Suggestion for Lloyds Charge Card Bank Feed
The charge card bank feed from Lloyds CCDM to be implemented into Xero. Currently a manual statement has to be uploaded.
2 votesThanks, Antoinette 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.
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Invoice templates - Ability to edit Title for Prepayments
Invoice Settings - Branding Themes - Prepayment title
Why can't we alter what shows on a prepayment? We have several customers who mistakenly pay us twice for invoices, this is made worse when we send them the prepayments (of the double payments) which say "Tax Invoice" suggesting this is money owing to us. Why can't we change the title to "Credit Note" or similar, so that our customers know that they've overpaid without us needing to manually contact each customer.
It should be a fairly easy fix, seeing that most types of invoices, quotes, drafts, etc have the ability to…2 votesThanks, Will 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.
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NZ GST return - Late claims, Publish & incognito mode
Not a new product idea by any means, just a request to put the GST return back the way it was before the update. So far with the new update, we can no longer see the late claims on a separate tab, we cannot publish the final return in Xero and now we can not be in two different entities at once even if we are incognito mode or in a different web browser.
When querying Xero about this problem, it was suggested that I post it as a product idea, because they are all known issues but can't do…17 votes -
NZ Payroll - Option to create pre-tax deductions
The new NZ WorkRide scheme works via a pre-tax deduction re salary sacrifice. Xero Support confirmed that right now there’s no functionality in Xero Payroll to process a pre-tax deduction. We have been advised that we need to manually adjust the tax in the draft pay run to reduce the PAYE withheld. Please enable your customers to comply with the NZ WorkRide scheme without the need for manual PAYE adjustments, by creating the ability to process pre-tax deductions.
50 votes -
Duplicate Bill Review – Click-through Functionality
Enhance the Duplicate Bill Review screen by enabling direct click-through access to individual bills.
When reviewing potential duplicate bills, it would be helpful to click on any listed bill to open and inspect it directly. This allows users to quickly identify and resolve issues—such as an incorrect reference number—without having to search via another screen. After making corrections, users should be able to refresh the Duplicate Bill Review screen to confirm whether the duplicate warning has been cleared.
Benefits:
Speeds up the review and correction process
Reduces back-and-forth navigation
Improves user experience and efficiency
4 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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Reconcile Period - Add Last Reconciliation Date for Quick Reference
When using the Reconcile Period feature for clients with multiple bank accounts, it is time-consuming to click in and out of each account to check if reconciliation is needed. It can also be difficult to remember which account you left off on, especially when reconciling at different times throughout the month.
Displaying the ending date of the last reconciled period next to "Reconcile Period" and/or on the dashboard would provide a quick overview of the last reconciliation for each account, improving efficiency.
4 votes -
Reporting - Option to remove the Date from the Footer of all reports
The print date that now appears at the bottom of reports is useful for some reports and circumstances, and I understand this date is now turned off for Published Reports.
However we do not 'publish' our financial statements - we send our financial statements to clients in a practical and informative pack instead. This is a more efficient, professional and streamlined approach for us.
Showing the print date on these financial statements is of concern, due to various issues including the lag time between preparing and approving the report. It is also not ideal when preparing the directors resolution and…
74 votesHi team, while this may be something we look to do in the future unfortunately we were not able to move along with the work the team had started exploring here.
We'll move to Accepted for now and if there are any updates I'll be back to share with you all. Thanks and continue to support this idea if it's something you'd like to see.
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