For accountants & bookkeepers

1432 results found

1. Bank Rules - Set Transaction Description

   When creating bank rules, it would be great to have the ability to Set the transaction description using bank statement description. NOTE. The functionality to set the transaction reference using the bank statement description is already available.

   I'm not suggesting setting the Reference field using value from bank statements description. I'm strictly suggesting setting the transaction description using data from the bank statement description.

   Note that this was a follow up to the idea posted under https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/50551854-bank-rules-use-the-bank-statement-line-descripti

   which was closed by an Admin, but it appears I did not describe my suggestion well.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can 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. 🙂

2. GST report

   The "GST on expenses" and "no GST" sections of the GST report have contradicting signage - e.g.: expenses are a positive when there is GST but a negative when its under the "no GST" section. Can we keep it consistent in the report as its confusing to read/review.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can 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. 🙂

3. Increase the line limit on Budget Imports via CSV

   Please increase the limit of lines allowed in the budget manager import from 500. This is to save time from splitting the budget uploads into smaller files.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can 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. 🙂

4. New Supplier Report: "Detailed Ledger" (Running Balance Statement)

   We need a new report for suppliers that functions as a true detailed ledger with a running balance.

   The Problem: When we need to reconcile an account with a supplier, there is no single, clean report that shows a simple chronological history of all bills and payments. We can run a "Supplier Transaction Report," but it's often not in a simple, statement-style format that's easy to read or send to the supplier.

   We need the Accounts Payable equivalent of the "Detailed Ledger" statement that is also needed for customers.

   The Request (Solution): Please create a new report, "Supplier Detailed Ledger," that:

   Lists all transactions chronologically (Bills, Supplier Credits, and Payments Made).

   Shows payments we have made as their own individual line items (e.g., "Jan 20: Payment Made - R2,500").

   Maintains a "Running Balance" column that shows the amount we owe after each transaction.

   This report is essential for internal AP reconciliation and for resolving account discrepancies with suppliers. It provides a clear, simple, and auditable trail of all activity in one place. This is a standard and necessary report that many competitors offer, and its absence in Xero creates manual work in Excel.

   Thank you.

   We need a new report for suppliers that functions as a true detailed ledger with a running balance.

   The Problem: When we need to reconcile an account with a supplier, there is no single, clean report that shows a simple chronological history of all bills and payments. We can run a "Supplier Transaction Report," but it's often not in a simple, statement-style format that's easy to read or send to the supplier.

   We need the Accounts Payable equivalent of the "Detailed Ledger" statement that is also needed for customers.

   The Request (Solution): Please create a new report, "Supplier Detailed Ledger,"… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can 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. 🙂

5. New Customer Statement: "Detailed Ledger" View (Shows All Payments)

   Hi Xero Team,

   We need a new customer statement format that functions as a "traditional" detailed ledger.

   The Problem: The current "Activity Statement" is focused on allocations. It shows which invoices are paid or unpaid and portion of payments made to the invoice, but it does not show the payment transactions themselves as separate line items.

   For example, if a customer makes one large payment of R5,000 to clear three invoices, the current statement splits this payment up as their parts to the invoice. The customer cannot see their R5,000 payment listed as a single transaction. This is confusing for customers who want to reconcile their records and see a simple, chronological list of all their activity (invoices and payments).

   Please add a new statement type called "Detailed Ledger" or "Running Balance Statement" that:

   Lists all transactions chronologically (Invoices, Credit Notes, and Payments).

   Crucially, shows customer payments as their own individual line items (e.g., "Jan 15: Payment Received - R5,000").

   This is the "traditional" statement view that most accounting systems offer and that customers are used to seeing. It provides a much clearer, more transparent history of the account, makes reconciliation easier, and is essential for resolving payment disputes. It's a standard feature that is currently missing and available on competitor platforms.

   Thank you!

   Hi Xero Team,

   We need a new customer statement format that functions as a "traditional" detailed ledger.

   The Problem: The current "Activity Statement" is focused on allocations. It shows which invoices are paid or unpaid and portion of payments made to the invoice, but it does not show the payment transactions themselves as separate line items.

   For example, if a customer makes one large payment of R5,000 to clear three invoices, the current statement splits this payment up as their parts to the invoice. The customer cannot see their R5,000 payment listed as a single transaction. This is confusing for… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can 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. 🙂

6. New Customer Statement: "Detailed Ledger" View (Shows All Payments)

   Hi Xero Team,

   We need a new customer statement format that functions as a "traditional" detailed ledger.

   The Problem: The current "Activity Statement" is focused on allocations. It shows which invoices are paid or unpaid and portion of payments made to the invoice, but it does not show the payment transactions themselves as separate line items.

   For example, if a customer makes one large payment of R5,000 to clear three invoices, the current statement splits this payment up as their parts to the invoice. The customer cannot see their R5,000 payment listed as a single transaction. This is confusing for customers who want to reconcile their records and see a simple, chronological list of all their activity (invoices and payments).

   Please add a new statement type called "Detailed Ledger" or "Running Balance Statement" that:

   Lists all transactions chronologically (Invoices, Credit Notes, and Payments).

   Crucially, shows customer payments as their own individual line items (e.g., "Jan 15: Payment Received - R5,000").

   This is the "traditional" statement view that most accounting systems offer and that customers are used to seeing. It provides a much clearer, more transparent history of the account, makes reconciliation easier, and is essential for resolving payment disputes. It's a standard feature that is currently missing and available on competitor platforms.

   Thank you!

   Hi Xero Team,

   We need a new customer statement format that functions as a "traditional" detailed ledger.

   The Problem: The current "Activity Statement" is focused on allocations. It shows which invoices are paid or unpaid and portion of payments made to the invoice, but it does not show the payment transactions themselves as separate line items.

   For example, if a customer makes one large payment of R5,000 to clear three invoices, the current statement splits this payment up as their parts to the invoice. The customer cannot see their R5,000 payment listed as a single transaction. This is confusing for… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can 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. 🙂

7. bank reconciliation view statement lines

   It would be great if we could see all the details at once when reconciling bank transactions, without having to click on "more details" for the description. Having to do that is time-consuming and could be streamlined.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can 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. 🙂

8. popups

   Can Xero creators stop putting annoying popups on our screens. They detract from our work, make our screens cluttered and are usually of no interest. Put them in notifications if you have something you want to let us know, there we can see that there is a new notification and then view it when it fits into our work day.
   Currently I have an Early Access alert/popup constantly on all my clients accounts, right in the middle of my screen, it has no benefit to me....so...frustrating and unnecessary.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can 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. 🙂

9. Filter the bank reconciliation

   The option to use a filter on the bank reconciliation for anything that has been found as a match - in simpler terms, to filter on anything that can be quickly reconciled vs anything that would be outstanding.

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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 🙂

10. tax depreciation

    Ability to replace accounting depreciation in Xero reports with tax depreciation to assist in using Xero reports for tax estimates.

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

11. Reports - Add quantity column to reports

    It isn't possible to add a quantity column to a report, nor is it possible to pull through Qty data entered in Xero or create a cell the Qty can be manually typed into.

    You can add a note column but this would be to link to a section of the report pack, not a quantity loaded into Xero or a box we could manually type the quantity into. Further the notes section functionality is unable to be renamed and can only be linked to other reports in the report pack. It does not work to bring through Qty data.

    Lastly, it is not possible to add a column to a single section of a report without adding it to the entire report. Even if there was a Qty column to add, this would add it to every note which we don't want.

    Example of where we need the above functionality is the standard investments note in the notes to the financial statements section of annual accounts. This needs to show the Qty of shares held or if the client has term deposits the interest rates.

    It isn't possible to add a quantity column to a report, nor is it possible to pull through Qty data entered in Xero or create a cell the Qty can be manually typed into.

    You can add a note column but this would be to link to a section of the report pack, not a quantity loaded into Xero or a box we could manually type the quantity into. Further the notes section functionality is unable to be renamed and can only be linked to other reports in the report pack. It does not work to bring through Qty data.

    … more

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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your engagement and support for adding a quantity column to reports in Xero. We understand there are differing reasons around wanting to add quantity to a report, like being able to track fuel for tax credits, livestock numbers, or hours worked for carbon reporting.

    There's a specific idea for Livestock reporting that we'd recommend anyone interested in this joins.

    
    

    To highlight, quantity can be added within the following reports within Xero right now;

    • Inventory Item Details - will allow you to view quantity on hand of tracked inventory items
    • Inventory Item summary - lets you view quantities purchased and sold for all items, as well as opening closing and adjusted quantities for tracked items
    • Sales by Item report - will show you quantities sold for inventory items
    • Payable Invoice Details report - will give you quantities purchased for all line items
    • Receivable Invoice Details report - will give you quantities sold for all line items

    While we appreciate the interest we want to be upfront that we don’t have any plans in the near term to provide the ability to add quantity as a column to other reports in Xero.

    Please know we value the feedback and time you've each taken to share with us here. We'll continue to monitor this suggestion for consideration in future improvements.

    Hi everyone, thanks for your engagement and support for adding a quantity column to reports in Xero. We understand there are differing reasons around wanting to add quantity to a report, like being able to track fuel for tax credits, livestock numbers, or hours worked for carbon reporting.

    There's a specific idea for Livestock reporting that we'd recommend anyone interested in this joins.

    
    

    To highlight, quantity can be added within the following reports within Xero right now;

    • Inventory Item Details - will allow you to view quantity on hand of tracked inventory items
    • Inventory Item summary - lets you view quantities purchased and sold for all items, as well as opening closing and adjusted quantities for tracked items
    • Sales by Item report - will show you quantities sold for inventory items
    • Payable Invoice Details report - will give you quantities purchased for all line items
    • Receivable Invoice Details report -… more

12. NZ Tax - Notification when there is overdistribution of income types in an IR6

    When making distributions to beneficiaries, we are able to distribute more than the income type recorded i.e. if there is $1,000 of interest income you can distribute $10,000 of interest income to a beneficiary if there are other types of income and it doesn't put the total at keypoint 21B in the return to a negative figure. It would be helpful if the over distribution of interest was picked up by the audit check.

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea, Barbie.

    Great to hear how we could improve NZ Tax for your practice.

    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 comment to share additional detail about how your idea could improve their experience with Xero.

    We'll share if there are any updates.

13. Holding Account

    Would it be possible for Holding accounts to be set up as 'Bank' rather than 'Current Asset'. A number of my clients use holding accounts for Petty cash, cash drawer, Eftpos, Eway etc. I need to reconcile these accounts monthly and it takes me three tomes as long as it used to do in MYOB. I am reluctant to move any more of my clients to Xero while this is the situation. As it seems counter productive to move to a software that takes more time to reconcile. I know there is a work around with the transaction report exported to Excel, but I have to keep updating this report then exporting again. As it is for a retail client there are a lot of entries involved. Anyway here's hoping.

    Would it be possible for Holding accounts to be set up as 'Bank' rather than 'Current Asset'. A number of my clients use holding accounts for Petty cash, cash drawer, Eftpos, Eway etc. I need to reconcile these accounts monthly and it takes me three tomes as long as it used to do in MYOB. I am reluctant to move any more of my clients to Xero while this is the situation. As it seems counter productive to move to a software that takes more time to reconcile. I know there is a work around with the transaction report exported… more

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. Show the entity name, reporting period at the top of each page for NFP reports

    According to Tier 3 (NFP) Standard A19, the performance report should show the entity name, reporting period, and rounding level at the top of each page.

    Please add this function that we can edit the headings on reports in a report template.

    Thanks

    • 

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

15. Feature Request - Dedicated Interest Charging Functionality for Overdue Accounts

    I'd like to propose that Xero develop a built-in feature for charging interest on overdue customer accounts that doesn't require creating sales invoices.

    Current Limitation:
    Currently, the only way to charge interest on overdue accounts is by creating an invoice, which records the interest as sales revenue. This creates accounting challenges because:

    • Interest on overdue accounts is not sales revenue from our core business operations It should ideally be classified as "Other Income" or "Finance Income"
    • This affects the accuracy of sales reporting and financial analysis
    • It requires workarounds or third-party apps from the Xero App Store (at additional cost)

    Proposed Solution:
    A dedicated interest charging feature that:

    • Automatically calculates interest on overdue invoices based on user-defined rates and terms
    • Posts interest charges directly to an "Interest Income" or "Other Income" account
    • Maintains a clear audit trail linking interest charges to specific overdue invoices
    • Allows customization of interest calculation methods (simple vs. compound, daily/monthly rates)
    • Can generate separate interest statements or add interest to customer statements

    Why This Matters:
    Interest charging functionality is a standard feature in many accounting systems, and having to rely on manual invoicing or paid third-party apps for such a fundamental business need feels like a gap in Xero's core functionality.
    This feature would benefit many businesses that need to manage late payments while maintaining accurate financial categorization.
    Would love to hear if others in the community share this need and any thoughts from the Xero team on potential development of this feature.

    I'd like to propose that Xero develop a built-in feature for charging interest on overdue customer accounts that doesn't require creating sales invoices.

    Current Limitation:
    Currently, the only way to charge interest on overdue accounts is by creating an invoice, which records the interest as sales revenue. This creates accounting challenges because:

    • Interest on overdue accounts is not sales revenue from our core business operations It should ideally be classified as "Other Income" or "Finance Income"
    • This affects the accuracy of sales reporting and financial analysis
    • It requires workarounds or third-party apps from the Xero App Store (at additional cost)

    … more

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

16. Be able to pay Xero subscriptions with an American Express card.
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

17. nce can't be entered.

    When in a contact and you look at the entries could the spend money entries show at the side if the invoice has been attached ~ at the moment I have to open each entry to check this?
    Currently, this isn't a feature in Xero, which means each Spend Money transaction needs to be checked individually, especially with EFTPOS card sales where a reference can't be entered.

    Judy
    Quantum Bookkeeping Solutions Limited

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

18. table for partner spilts in tax returns

    It would be great if the tax returns had a table to allocate income and tax credits to partners, or at least be able to export to excel to see where errors are or rounding adjustments required are. I have a partnership with over 30 partners. Total nightmare! And no, the % split function does not work acurately enough when there are that many partners

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    0 comments  ·  Xero Tax  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

19. Move to button on the Xero inbox files update

    Xero have changed the files section and now there is inbox and then archive. All the previous folders clients have are now in the archive section. In order to file something in a folder they now need to move it to the archive section which as this shows all documents, they then have to find the document again and then tick it and use the move to button to move it to the chosen folder. Xero need to add the move to button to the inbox screen otherwise clients are having to do multiple clicks again to move the documents. This has only been brought in 2 days ago and I have had so many calls from clients expressing their frustration with Xero making simple things more complicated for absolutely no reason! The archive screen is frustrating also as it takes you to the default of all files and this look messy and unorganised when the reality of it is that all the documents are filed neatly into folders. Xero have told me the move to button on the inbox screen is "something they are looking into!" I think its crucial.

    Xero have changed the files section and now there is inbox and then archive. All the previous folders clients have are now in the archive section. In order to file something in a folder they now need to move it to the archive section which as this shows all documents, they then have to find the document again and then tick it and use the move to button to move it to the chosen folder. Xero need to add the move to button to the inbox screen otherwise clients are having to do multiple clicks again to move the documents.… more

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    0 comments  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. BAS in xero

    In the Activity Statement screen, in the transaction detail, the contact column should be in there so we can sort per contact and analyze the contact's gst application consistency. This is very beneficial in terms of reviewer task.

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    0 comments  ·  Xero Practice Manager  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂