It would be nice if you could flip an invoice or a bill to a credit note of each kind. Sometimes when bringing in data from Hubdoc, a credit note will be pushed as a bill, so if you could basically hit a button to flip it the other way that would be great, same with invoices.

Would like a report showing a list of bank account number changes. This would show original bank account number, new bank account number, contact's name, date the bank account number was amended and who amended the bank account number and to be able to print this as a pdf. This would be of great benefit because of fraud and also our Auditor has asked if we can produce a list of bank account number changes for a selected period.

Currently when users take photos of receipts on the app they do not have the ability to add a note. This would be great so that the admin person coding the receipt can receive some additional detail regarding the purchase.

Xerosign: Remove the requirement to sign up to a xero account to sign documents.

This frustrates the client and causes so much headaches for us that we have stopped using xerosign and now have to use a third party provider.

ability to add/upload the bank statement/credit card statement to reconciliation report for future cross checking by accountant

Ability to have one contact record link to multiple client records like a true CRM system would.

Example: bookkeeper for a client is stored as a contact and may act for many other clients. Currently relationships only exist between 'clients'.

We have a lot of clients that make payments on account that don't match invoices.

For example they may have a food supplier who they pay £500 a week but this doesn't match any invoices.

It would be beneficial if we could set up a Bank Rule so that these payments are automatically treated as overpayments to the designated supplier ledger.

Currently we have to go "add details", select "overpayment", put in supplier name, then "save transaction" for every single one. A Bank Rule would do them all in the press of a button and save a lot of time.

stop flicking us back to the 'A' names once we have finished in a clients file.. go back to where it was as it takes time to scroll through all and keep clicking 'show more or load more'

We have a number of clients who have a preferred Name other than their legal name. Whilst we can only put in their legal name (for the preparation of their returns) it would help our staff and the rest of the team to be able to put in their 'PREFERRED NAME' so that it showed up in the main contact area in XPM so that they would know to call the client by their preferred name rather than their legal name. A lot of clients get upset if you dont call them by their preferred name.

It's been mentioned previously but seems to have fallen off Xero's radar - the ability to use our own Excel workpapers within Xero workpapers would be fantastic.

Date of death field to add in to client details would be helpful

Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.

Customer Statements download to Excel

Just a simple one!

Next to the date of birth in Xero PM, could you do a little thingy so the age calculates and shows there?
I've done my best Canva work in the attached to explain better!
And chose my most favourite clients as an example :)

The ability setup repeating spend and receive money transactions would be helpful.

Thank you

Integrate a bank statement generator into bank feeds so accountants and bookkeepers can send a request directly to the clients bank for a bank statement for quarterly bank reconciliation. Pre-approved by client when bank feed integration is setup. Alternatively, automated bank statements per quarter generated and uploaded to Xero via bank automation.

Capital gains tax worksheet - where an capital assets is owned by more than one person say husband and wife 50:50. If the worksheet has been prepared for one taxpayer, have an option to have this copied/ transferred to the other taxpayer similar to rent schedule.

For property generally there could be just one item but for shares there may be huge number of CGT events.