1386 results found
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Stripe payments linked to invoice for reconciliation
Customer payment with stripe not linked to invoice number. Unable to identify customer payment related to invoice for reconciliation.
1 voteHi Iain, this sounds like more of a direct issues that would be best looked into with our specialists at Xero Support. I'd recommend raising a case with our team via Xero Central - They'll be able to get more detail and access to your org to help understand you reconcile your Stripe payments with the appropriate invoice/s.
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Report Templates - Default client advisor reports to alphabetical order in Xero HQ
Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.
8 votes -
VENDOR NAMES HELD ON INPUT
When entering a number of invoices for the same customer or vendor it would be great not having to reenter the name for each entry. Recommend the ability to "pin" a name for multiple entries under the same name.
1 voteHi Kari, I notice you've selected Xero HQ on the category of your idea here. I just wanted to check if you're idea here is related to creating invoices in a Xero organisation or from Practice Manager? Thanks
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Notification of acceptance of a Xero subscription transfer
We occasionally have issues when transferring Xero subscriptions with the notification being missed by the other party. Is it possible for the subscriber to receive an email when the transfer period is due to expire and the other party has not accepted?
1 voteHi Jean, I see you've posted this under Xero HQ - Out of interest is this where you'd like to be able to see this sort of notification?
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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
7 votesAaah 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
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AU Tax - Ability to lodge FBT return for clubs & society structures
FBT Returns - I have been informed by Xero Support that FBT Returns can only be created for the following structure types:
Individual
Company
Trust
Partnership
Self Managed Superannuation FundNoting that individuals, partnerships and SMSF do not require FBT Returns it seems more prudent to make them available for the club and society structures who actually my have FBT to lodge.
1 voteThanks for your idea, Andrew. Not something we have planned right now but we'll gain the interest from your idea here and share if there are any updates planned for this.
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Practice Manager - 'Sticky Note' on client home page
To have a function that essentially works as a sticky note on the details page of the clients file. Although there is the notes function, it it easily lost within the multiple tabs, however if something was right there on the home screen for all to see it isn't as easily missed/ignored. It could be something simple like a staff member has been trying to get in touch with the client, or bringing attention to an address change, noting the preferred method for documents to be signed etc.
36 votes -
AU Tax | Report Builder - More specific fields
We would like to see more custom report options that reflect the returns so we can interrogate and pull information out of Xero tax in relation to clients
In particular, get a list of every client that has a number in the Tax Return Labels – Interest Expense or Interest Expense overseas or Royalty Expenses Overseas - See attach screenshots
4 votes -
UK Tax - Corporation Tax Marginal Relief computation
Please can the corporation tax computation include a calculation of the marginal relief.
This would need to include the amount of associated companies and the calculation of the marginal relief amount rather than just showing the total of marginal relief.
8 votes -
Reporting - Consistency in the default naming convention for dates
I know this is not critical for the reporting accuracy of Xero within, but it would be a great help to those who extract many times a report from Xero and have multiple clients handling. I hope Xero Support can find ways to be consistent in their naming convention by default. And not overriding names thru Report layouts. Thanks!
6 votesAppreciate sharing your thoughts on date conventions used across reports in Xero, Danmark. While there's standardisation across the way dates are shown across Xero, there can be slight differences based on region, as well as the period being reflected.
For example all regions excepting US will show date format as Date Month Year, where-as US will be formatted as Month Day, Year.
When Xero reports for a general period like an entire month or year this is abbreviated to the shortest date format that represents that period e.g June 2025 or 2025 respectively, however when running a report for a singular 'as at' date the entire date is shown such as 13 June 2025.
While I appreciate it doesn't mean a change to the formatting that you're requesting here, hopefully this sheds light on where date formatting may differ and gives more assurance that there's a structured approach to how…
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XPM - Notification of draft invoices
It would be great if there was some automatic notification to the client/job manager that a draft invoice has been raised and is awaiting approval.
Probably just one email per day so they are not being spammed!
6 votes -
XPM - Time cost per entry when reviewing task postings
When invoicing in XPM and choosing the task postings options Yes/No/Future, can you add a column for the cost (not just time and rate) so we can judge what to invoice and how much for.
1 voteHi Emily, thanks for sharing this fantastic suggestion for improving the invoicing workflow in XPM. We can see how having more direct visibility of costs would make billing decisions much easier.
We've reviewed your idea to add a calculated 'Cost' column on the screen when reviewing task postings to be invoiced. We understand this would help you better judge what to invoice and how much for at a glance.
Your suggestion is now ready to gain support and feedback from others in the community. Along with votes, other users can now share how having this cost visibility would impact their own billing and WIP management processes.
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XPM - More user friendly client & date selection
When running reports, posting timesheets etc, it would be good for the client search function to search the entire name, rather than requiring exact input. Similarly, the ability to type a date in any format (e.g. DD/MM/YY), rather than being exact or using the calendar icon.
1 voteHi Emily, thanks for sharing this feedback on how we can make everyday tasks in XPM more user-friendly. We know that improvements to common fields like search and date entry can make a big difference to overall efficiency.
We've reviewed your suggestions for making the client search function more flexible so it searches the entire name, and for allowing dates to be typed in various formats. We can see how these changes would streamline tasks like running reports and posting timesheets.
Your idea is now ready to gain support and feedback from other members of our practice community. Along with votes, others can now share how these kinds of usability improvements to client search and date selection would help streamline their own daily workflows.
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Practice Manager | Jobs - Ability to change information sections
Would it be possible to close sections of the job that you don't use and these stay as default. (Information Tax - job details, custom fields etc.) This would make it easier to see the sections you do use. It would also be useful if you would put them in the order you prefer.
For example to me the most important section is tasks and these are quite low down the list. I would like this to be a default setting.
1 voteThanks for the idea, Sally. We'll keep an eye on the interest for this here and let you know if there are any changes planned around this.
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XPM - Job Budgets easily seen under the Jobs tab
It would be great to see the budgets easily when we open the Jobs tab in XPM. This will help us have a quick glance at the budget for each job rather than opening each job in a new browser tab or generate a report.
31 votes -
Organisations - Indication/Warning/Flag when changing organisation
It is too easy currently to click back/undo one too many times and end up inadvertently posting into a different organisation from the one you were working on.
I was showing a colleague how to do something in the Demo company, but I clicked back too many times and ended up making my dummy postings into a client's organisation instead.
For accountants and bookkeepers who have multiple clients and multiple transactions to post, this could create a lot of unnecessary work that can easily be avoided by some kind of indication that you are changing organisation.2 votesHi Alli, we're grateful for your engagement and letting us know the changes that matter to you.
Our Community team has reviewed your idea, and it is now classified as Gaining Support. Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
To make the idea easier for others to find and vote for, I have updated the title to align with our naming conventions.
Thanks again for your engagement!
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Practice Manager | Clients - Digital ID integration
With the movement towards Digital ID (MyID, Auspost Digital ID, Connect ID).
https://www.digitalidsystem.gov.au/
It would be convenient if we could onboard clients using these systems. Would ensure that details were correct and identify the clients at the same time.
Is Xero working on this?
1 vote -
AU Tax - ITR signatory for deceased or incapacitated individuals
Where the individual client title has been changed to "Executor for" or "Representative for" the declarations should also be updated with this information. Currently the declarations still just use the individual name, who may be deceased or unable to sign on their own behalf.
4 votes -
XPM - Replace Radio Buttons with Check Boxes
When preparing an invoice, it would be great if you could replace the radio buttons with check boxes within tasks and also be able to bulk update the Billable status on timesheet entries within a task to Yes, No or Future.
If you have a task with a lot of timesheet entries, and you only want to bill a few of them, it's very time consuming to have to select one by one to change the Billable status to Future.7 votes -
AU Tax - Bulk create tax returns
Every year we have to manually create tax returns for each client - would be great if the client is listed as an existing client on both XPM and ATO that XPM can bulk create the tax returns for that relevant year run. This would cut down a lot of admin time.
17 votes
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