For accountants & bookkeepers

110 results found

1. upgrade this block on the Bank Accounts / Reconcile to show more details in the block before needing to click on “More Details”.

   Can Xero please upgrade this block on the Bank Accounts / Reconcile to show more details in the block before needing to click on “More Details”. Especially for most banks have the ACB CREDIT PAYMENT before having the reference/description on statement.
   This will be very helpful.

   Regards, Y

   • 

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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. Manual journal editing - add auto-reverse date

   When creating a journal and posting it, if we want to go back and make it an auto-reversing journal, the only way is to click "copy" or "reverse" then enter a new journal at a required future date. When doing this, Xero does not link the two (i.e. does not recognise the new journal as an auto reversing journal with the usual hyperlink and note). My suggestion is for Xero to keep the "auto reverse" field open when editing already posted journals. Two example use cases:

   1) Accidentally posted journal as a standalone journal and want to then make it a reversing journal;

   2) Audit adjustments; to convert a non-reversing journal to reversing

   This case links with the existing product idea for Xero to automatically update reversing journals when the original journal is changed, and vice versa. Fixing both issues together would be brilliant!

   When creating a journal and posting it, if we want to go back and make it an auto-reversing journal, the only way is to click "copy" or "reverse" then enter a new journal at a required future date. When doing this, Xero does not link the two (i.e. does not recognise the new journal as an auto reversing journal with the usual hyperlink and note). My suggestion is for Xero to keep the "auto reverse" field open when editing already posted journals. Two example use cases:

   1) Accidentally posted journal as a standalone journal and want to then make it… 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 🙂

3. workpapes

   Xero programmers please have a look at BGL workpapers its much better way they have putting it altogether. Xero workpapers just tinkers around the edges when comes to do the work papers.

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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. Workpapers - Lock date

   Like Xero, there should be a lock date function for workpapers also so that after partner approval no one can change that and for changes partners approval is required.

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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 🙂

5. Workpapers | Transactions - Column for mileage

   Allow a Column on your main page of transactions for mileage so you can add the mileage to the column for sales to be calculated

   I am a private hire driver and this I believe will benefit taxis and private hire drivers or people who do a lot of driving as a business.

   Can they not add another column on this page that we can add the mileage for each job that can then be calculated at the end of year as you do with what fairs come in or sales coming.

   Again, this would benefit greatly for small businesses who do driving.

   This feature QuickBooks had which was brilliant regrettably they were not brilliant themselves in other fields so hopefully you can do the same again. This will benefit the thousands of 1000s of small businesses who are taxis and self-employed private hire drivers etc.

   I appreciate you are saying at this time you do not propose to look into adding this feature, however this feature will encourage more small self-employed drivers taxis et cetera to use your website and use this app that has got through more important for yourselves to earn more money.

   Allow a Column on your main page of transactions for mileage so you can add the mileage to the column for sales to be calculated

   I am a private hire driver and this I believe will benefit taxis and private hire drivers or people who do a lot of driving as a business.

   Can they not add another column on this page that we can add the mileage for each job that can then be calculated at the end of year as you do with what fairs come in or sales coming.

   Again, this would benefit greatly for small businesses… more

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

   Thanks Simon, it does appear that you're referring to the jobs related to workpapers directly that you'd record mileage for.

   This isn't something that we have plans for right now, but we'll track the interest and share if there are any changes to update you on.

6. SB Pool Detail Report - Ability to move & delete columns

   Currently the SB Pool Detail report contains a large number of columns and the report appears cramped and difficult to read due to the smaller font size.

   It would be helpful to have the ability to change the column order and remove excess or un-needed columns, as is possible for the other tax and accounting depreciation schedules.

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   submitted  ·  7 comments  ·  Workpapers  ·  delete…  ·  Admin →
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7. 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. 🙂

8. 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

   1 vote

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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. 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. 🙂

10. 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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    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. 🙂

11. Edit Link - Not Delete Right Away

    Whenever a link is attached in Xero Workpapers, and that link changes or gets deleted, there should be an option to simply edit or replace the existing link — instead of having to delete it and add a new one each time. The current process causes unnecessary delays when preparing workpapers.

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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi team, I’ve got some updates on the Edit Link - Not Delete Right Away feature for Xero Workpapers. This is a confirmed feature for the new Xero Workpapers solution and is currently in development as part of the new Workpapers solution being developed in partnership with BGL and in the upcoming roadmap. The goal is to address a major workflow pain point that was raised directly from customer feedback. The plan is for a phased rollout, starting with Australia in FY26, Updates on the release will be shared through the Xero blog as we get closer to launch. This feature is part of a broader set of improvements focused on enhancing review, collaboration, and compliance within the new platform. ⭐

    
    

12. Workpapers - Auto calculate Interest Accruals

    It would be great if Xero recognised Bank term deposits or Pie deposits, and could record the interest rate, compounding periods, and calculate accruals to balance date.

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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Paul, thanks for sharing this idea. Being able to automatically calculate interest accruals on bank term deposits or PIE deposits within Workpapers would definitely help save time and improve accuracy across your clients.

    This idea is now in the Gaining Support stage, which means it’s on the product team’s radar for further consideration. The votes and comments from the community will help show how valuable this feature is to the wider Xero community and assist in shaping future updates.

    We’ll keep you informed here as soon as we have any news.

13. Xero Workpapers - Link to Prior Year (Archived) Workpaper Pack

    A quick link from this years (active) workpaper pack to last years (archived) workpaper pack for this client would be so useful and save so much time. Accessing prior year (archived) workpapers is such a 🥴 workflow at present.

    Ideally this would be available on the Workpapers page (where you can see all workpapers) and take you to the same for last year, and it would be available on every individual workpaper page (and take you to that same page for last year).

    13 votes

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    submitted  ·  1 comment  ·  Workpapers  ·  delete…  ·  Admin →
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14. Workpapers - Add ABN on Financial Reports.

    Some banks require the ABN or ACN to be present on all pages of the Financial Reports supplied to them. Currently, the only way to do this is to export the report to Excel and then painstakingly type the ABN/ACN in to every single page.

    There should be an option to toggle this on/off. Alternatively a field type that pulls the ABN from the company file would be suffice to add to the report template.

    Please see attached an example on the footer of a report page.

    •  

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    submitted  ·  5 comments  ·  Workpapers  ·  delete…  ·  Admin →
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15. Workpapers - User Management centralisation in XPM/HQ

    Workpapers Practice Staff Management is not integrated with XPM/HQ. User access should be manageable the XPM so that all Xero owned products Practice Staff access can be managed in one area. This would allow practices to control their staff in one place, rather than having to add and remove staff separately in the Workpapers App.

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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Hi Rebecca, thanks for this great idea about centralising user management for Workpapers.

    We understand that having to manage staff access separately in Workpapers instead of in one central place like XPM or Xero HQ creates extra administrative work. Your suggestion to integrate Workpapers user management so you can control all practice staff access from a single location makes perfect sense.

    We're grateful for your engagement and for 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 this feature could improve their practice's efficiency and user management workflow.

16. Workpapers - Ability to reorder/rearrange accounts (lines) on a workpaper

    Please add ability to reorder accounts (lines) on a workpaper in Xero Workpaper. This is painful both for automatically populating workpapers (which go in the impractical alphabetical order) and custom workpapers (where every new line is added at the bottom...).

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    submitted  ·  2 comments  ·  Workpapers  ·  delete…  ·  Admin →
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17. Reports - Add original currency in the Aged Payables and Summary Payables reports

    Kindly would like to suggest adding Original Currency in the Aged Payables and Aged Payable Summary. Would make our reporting preparation easier. Thank you!

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.

    To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.

    With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.

    It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.

    I know this doesn't accomplish all that's being asked in this idea and while we don't have any plans for adding more currency options in the aged reports right now, we will continue to review the interest in this and share if there are any plans made. Thanks

    Thanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.

    To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.

    With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.

    It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.

    I know this doesn't accomplish all that's being asked in this idea and… more

18. Workpapers - Attach files to journals

    It would be a HUGE time saver if we had the ability to attach supporting documents to the journals posted through Xero Workpapers (in the same way that we can attach documents to journals posted directly in Xero).

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    submitted  ·  0 comments  ·  Workpapers  ·  delete…  ·  Admin →
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19. Workpapers - Refined User Roles

    The User access for Workpapers is very poor. I find that I need to give the Staff high access levels in order to allow them to create and complete workpapers. Rather than just having a very basic Standard and Admin level, the names and levels of access should reflect more the sort of work that staff will be involved in. For example, you don't need to be highly qualified to set up a set of working papers for a new year that you can then work on, so staff members should be held up by needing line managers to initial Working Paper Set up.

    The User access for Workpapers is very poor. I find that I need to give the Staff high access levels in order to allow them to create and complete workpapers. Rather than just having a very basic Standard and Admin level, the names and levels of access should reflect more the sort of work that staff will be involved in. For example, you don't need to be highly qualified to set up a set of working papers for a new year that you can then work on, so staff members should be held up by needing line managers to initial… more

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    0 comments  ·  Workpapers  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Hi Rebecca, thank you for this valuable feedback on user access in Workpapers.

    We can certainly see your point. The current 'Standard' and 'Admin' levels can be too broad, often requiring you to give staff higher access than necessary just to perform routine tasks like setting up a new workpaper file.

    Your suggestion to introduce more refined user roles that better reflect the actual work your staff are involved in is a great solution to improve both workflow and security.

    We're grateful for your engagement and for 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 more granular user roles could improve their practice's efficiency.🙂

20. Workpapers - Check box next to suppliers names when received their statements

    To have a check box next to supplier when you have matched their monthly statements so you know who is left to receive a statement from

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Aaah wait, sorry just saw this is for Workpapers not Bills in Xero, Teresa. M suggestion of the notes on a contacts record may not be as useful for this scenario.

    While no plans for this at present, we'll get a feel for the interest of this here. Thanks