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  1. We are trying to move all client records to Xero away from a different software provider but we need custom fields that we have built in Xero Practice Manager to be synced with Xero HQ please. This way we will be able to filter our clients using the custom fields that we have created which will then match what we can do in the software that we are trying to move away from.

    2 votes

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  2. AML Name List screening:

    As it is a known fact that accountants and bookkeepers must screen or conduct name list screening for individual owner that control >25% share of the company. I my former software Nomisma and Capium, accountant can conduct name list screening within the system without the need for additional subscription.
    Once the name list screening is conducted, the result is saved under the individual.
    I believe if this implemented in Xero it will make Xero one-stop-shop without the need for using other software.
    Also, as i am aware, Nomisma and Capium partnered with third party, but I…

    2 votes

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  3. It would be extremely helpful if there was an option to set multiple lock dates for various clients at once, so that we don't have to go into each client separately each month. It would also be helpful to have this option on Xero HQ with a view to their current locked period as well.

    2 votes

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  4. It would be handy if we could access a report to see which staff are completing the Quarterly Product Updates and Knowledge Checks

    2 votes

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  5. Income by contact Detailed report! to show all invoices, itemised that are on

    2 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Looks like your idea my have been cut off here, Oliver - Is there any more detail you'd like to share with this? While the Income by Contact report will show totals, you can easily click on an amount which will drill down to the contact activity for that period.


  6. We need a transaction list for all contact where the unapplied payment amount reflects. It is very difficult to compare our Xero statement with transaction list from a supplier (or debtor for that matter) if you have to export the Xero report on the contact to be able to add up all applied payments and then only be able to compare statements.
    The Contact summary Report should have the option of seeing the report with applied payments or show the payment amount as it came (or was paid out) to suppliers / customers.

    2 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Hi Elmie, just trying to understand your idea here a little better - when you mention 'unapplied payment amount' would this be an amount that's been paid by your customer but hasn't yet been applied to the invoice, or the outstanding amount of an invoice once payment has been applied ?

  7. Improve the way clients can create accounts and log into an existing xero account.

    If we create an account for them, it asks them to put in their organisation details. Then we invite the client into the organisation, they have to accept the invitation.

    Clients are always having issues with their log ins, and signing documents. Feel this could be made easier for them.

    2 votes

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  8. Please let us can edit the layout of our xero advisor listing before our publish out. Thanks.

    2 votes

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  9. It would be great if you could add the standard compare tracking caterogies P&L to the management reports pack. At present, the only way to get it into the pack is to create a custom report, but this locks in the tracking categories selected and any future categories added are omitted.

    2 votes

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  10. Please add bulk reports, where we can check which PO or SO allocated to bank payments & bank Receipts for selected dates

    2 votes

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  11. Being able to link companies in a Company Group would really help to track intergroup transactions and loans

    2 votes

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  12. It would be very helpful to be able to mark individual months in each account as reconciled so a separate list does not have to be done to ensure that each month's books are fully complete. Thank you!

    2 votes

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  13. Would be great if on the 'Ask' Tab when you've loaded the search query and picked the finical period in question you could attached the TB or other reports within Xero with out having download first and attach it.
    It would also mean you could do serval clients in one sitting rather than one at a time, which an email would be quicker for.

    2 votes

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  14. Please bring back pre-July 2023 changes tracking summary (detailed) with Notes 3 Codes, I rely heavily on it.

    2 votes

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  15. Filter Document Pack by who sent/ created it

    2 votes

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  16. Consider a warning message when changing the COA type saying that ' Report Code is assigned to this account and it will disappear from current view and you will have to code it again'

    2 votes

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  17. Reporting - it would be helpful if it was possible to draw supplier bills that have been assigned to a customer with the relevant customer invoice to compare raw figures of income against cost of sales. At the moment this is not possible. My CEO regularly asks for the info between COS and invoice amount. I am currently trawling through 50 invoices over a 2 month period for one supplier.

    2 votes

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  18. When viewing bills/invoices under a contact, can the 'bill created', 'bill approved' and 'bill paid' icons be different colours please? :)
    Same applies for Invoices created/sent/paid

    2 votes

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  19. Bulk update industry classifications in Xero HQ. Import the data through a csv file.

    2 votes

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  20. I'd like the ability to restrict who can see documents in Xero sign within the practice - then we can use it for all documents that need signing, including Staff contracts and other sensitive information that we don't necessarily want the whole team to be able to view.

    2 votes

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