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95 results found
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Bills to Pay list view - Show Tracking options
We use a lot of tracking options on our bills and invoices, sometimes we need to refer back to a particular bill in that tracking option for VAT treatment as an example, but the only way I have found to do that aside from opening each bill individually through the list to find the right category, is to run a tracking summary report, select the particular one and check the expenses - it would be much simpler to be able to see the tracking category alongside the bills to pay screen so you can easily open a bill for…
4 votesHi team, while not shown directly on each row of the bills list, our new quick view for bills should resolve the needs here. 😊
By clicking on the eye icon from the list you'll see your bill shown on the right side of the screen and can use the arrows to quickly move through each bill and view the contents including any tracking that you've assigned within your bill.
Get in to try and we're keen to hear your feedback on using quick view in bills!
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GST return - Include number of transactions in the GST Audit report
Item Count for Purchases , Income and No GST Transaction seperately and then total on end as it Count it as item number already.
1 voteHi Guramit 👋 The new New Zealand GST experience is now available to everyone. As noted previously, the Transactions tab now shows the number of transactions in each section displayed on screen. 😁
Thanks for sharing where you'd like to see change in Xero.
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Pricing Plan - UK Payroll only subscriptions
Xero Payroll only subscriptions!
It would be great to be able to open a payroll only Xero subscription for clients who currently don't need/use Xero for bookkeeping. For example, I have a small client who employees a few people but I only provide year end accounting services to which I use the Ledger subscription to complete the year end accounts. I currently utilise Sage payroll online for the monthly payroll reporting but if I could integrate this into Xero without the need for a main subscription, this would help me keep everything in one place. Even if Payroll could…
12 votesThanks for sharing your thoughts with us here. This has been passed back to our team, however we will no longer be accepting ideas about Xero pricing plans and plan structures and will move this to Feedback.
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UK Payroll - Edit approved leave requests
The leave process is not flexible enough. Once a request is approved, it can't be changed - only declined which is incorrect. Need to be able to amend/delete after approved. There should be the option to book as days not hours as our employees have day entitlement, this should also be able to be shown on payslip as days remaining. Why also is the leave balance report not being opened to UK
3 votesHi team, currently a user with payroll admin permission has the ability to edit approved employee leave requests, by going to the employees record, clicking into the leave tab, selecting the three dots where they'll see the option to edit.
In regards to setting leave to be based on days this isn't possible as the earnings are based on hours, and cannot be set to days.
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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 a…
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AU Payroll - Access to Employee YTD Summary
It would be great if you could download the Employee-year-to-date preview report after payroll finalisation in Australia.
Currently, this report can only be downloaded as part of the finalisation process not after. After finalising payroll you can only download a CSV file. We missed a transaction when reconciling that was in column BY - we spent hours trying to reconcile a payroll finalisation that could have been easily checked with the Employee year-to-date preview report which is all on one page.1 voteYou can now download the STP Year-to-Date Summary report for a specific employee after STP finalisation, Lisa. 😊
- From the Payroll menu select 'Single Touch Payroll'
- Click the 'Tax year' drop box in the top right > Select the required tax year
- Go into the Finalisation tab > Click 'View report'
- Select the required employee/s > Click the 'Export' button to download the report
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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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UK Payroll: Support for Brightpay migration
Allow payroll to be set up by uploading the report from Brightpay when moving software.
1 voteHi Laura, thanks for your feedback here. Appreciate you may have already been through the set up process yourself but our recent release of the Switching wizard in Payroll for the UK aims to improve this flow if you set up a new organisation.
We've introduced an experience that'll make it easier to transition from your current payroll provider to Xero Payroll, reducing errors and saving time.
As part of the experience, you'll be able to import a Full Payment Summary(FPS) from your current software provider to Xero Payroll. You can get more understanding of how this works through our short video. 🙂
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AU Payroll: Differentiate leave loading on payroll reports
Could you please change the name on the Payroll Activity Details for Leave Loading Please. Not sure why you call it Annual Leave. It seems to be in the background and I can't change it. See picture attached.
4 votesHey community, 👋 thanks for your support on this idea, I'm popping in to switch it across to delivered!
The Payroll Activity Details report now shows a breakdown of Annual Leave - Leave Loading separate from Annual Leave.
Thanks again for your feedback.
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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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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 - 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 -
AU Contacts
At present, contact details (name, phone, email, bank account information, etc.) can only be viewed or updated by searching and opening each contact individually. This is very time-consuming when managing multiple suppliers and clients.
It would be extremely helpful to have a report or consolidated contact list view that displays all relevant contact information in one place — including name, phone, email, bank account details, and other key fields. Ideally, this report would also allow for:
Bulk viewing of contact information without needing to open each contact separately.
Inline editing or the ability to update fields directly from the list/…
1 voteHi Anna Maria, while not directly within Xero you can bulk update contacts via an export and import. Just follow the steps in our Xero Central article here. 😊
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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 not…
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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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 you usins the dates…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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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 -
Navigation bar - Ability to bookmark most used features
Have a ribbon/menu across the top of the screen with the ability to pin a “button” that links to your most frequently used windows - eg bills to pay drafts window , or the reconcile window of the most used bank feed, or a report you run daily
1 voteHi Kristen, touching back on your idea here there are many shortcuts that enable you to navigate to the features you use most. See all the shortcuts available from Xero Central. You'll also find for Bills to pay particularly we've added the ability to set a default view 😊
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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 historically from XE.com.
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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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