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  1. Currently the Aged Receivables Summary dose not include Contacts with Zero balances. this causes a completness risk when reporting or trying to reconcile customers. it is strongly requested that the report has an option to include contacts with zero balances. this can be applied to suppliers as well.

    1 vote

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    0 comments  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  2. Development of new functionality to meet the new FRS 102/105 requirements following from the FRC Periodic Review. Key changes are around income recognition to be based on delivery (known as the 5-step model), and an on-balance sheet treatment for operating leases.

    These requirements apply to accounting periods beginning on or after 1st January 2026,

    For the income recognition, the functionality would ideally be embedded in invoicing (and potentially products and services), and this would lead to the correct bookkeeping including disaggregation and recognition of income on delivery, as well as contract debtors and creditors. This new requirement applies to all…

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  3. Currently Quotes are not able to be sent directly for e-sign acceptance (i.e. clients will need to print physical copy of quote, sign and email back unless they have access to adobe sign). It would be an improvement if quote can be sent to Xero Sign for signing and audit trail. Alternatively, it would also be great if clients can accept/decline from the quote email.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  4. In Xero HQ, it would be helpful if the "Manage Users" permission were optional for Admin staff—or if there were an additional permission level between "Admin" and "Standard," similar to QBO's "Standard - All Access" role where you can toggle on and off several higher permissions.

    We’d like certain staff members to have access to all Xero files and clients within our practice without the ability to add or remove users or administrators. In order to align with the Principle of Least Privilege, we follow a set process for granting access to client files in Xero, and we want to…

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  5. Good morning...In the customer contact screen, how can I re-arrange the columns - I need to see the Total first, then Paid, then Due. Thanks

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  6. Whilst there are some templates in Email settings that we can Edit, it would be great if those that have the CIS add-on can also have the option to personalise the messages sent with the month end statements

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  7. It would be useful to be able to download all PDF documents from Xero at the point you stop using Xero for any reason. Especially at the point a company is in liquidation so you maintain the records.

    16 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  8. I log in and out of Xero dozens of times daily. the little square "Trust this device ticked" never works. Every time I need to log in, I need to go through the process again and again, email, password, authentication.
    What I found really annoying and impractical is after keying in the password, the next screen is the authenticator code, if I do not take the mouse and point out into the authentication box, the numbers keyed in goes anywhere. This should be automated as MYOB and QuickBooks, BGL360, CAS360 have and many other accounting softwares. This will save me…

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  9. I faced a very time-consuming task after migrating the data from MYOB to Xero through JetConvert. Although the bank transactions were properly processed in MYOB and reconciled in the bank before conversion. The same transactions converted into Xero had an unreconciled status. The bank balances were not matching at all. I couldn't find a solution than going one by one, clicking the column "unreconciled", go to Options, click reconciled and go back to the same screen. The number of transactions were about 400 and 2000 transactions per client. I migrated 10 clients in one shot. I did not expect this…

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  10. Ability to generate a detailed Profit and Loss and Balance Sheet in the Statutory accounts for micro entities.

    2 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi Doina, as mentioned in my recent update here. I've split your idea into two, so we can gain understanding of the support in each separately.

    It'll be good to get a gauge of community interest for a Detailed Profit & Loss in the Statutory accounts for Micro Entities within Xero Tax(UK), through this idea.

    This isn't something we have road mapped atm, but we'll share if there are any updates.

  11. Advisors report for queried transactions:
    Accountants/bookkeepers should be able to mark reconciled transactions (with a flag or star) and have a space to leave a comment/question. A report should then be able to be run listing all queried/flagged transactions (similar to the uncoded statement lines report). This report can then be sent to the client to answer / clients can access the report in Xero to answer.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  12. I work for an organisation that manages multi-millions in the public sector, and everyone in the team wants to move to Xero; unfortunately, with the nature of our finances, we need many cost-centres to sort the finances relating to each program. If Xero had the option of more than 4 cost-centres, say up to 50, then we would move to Xero in a heartbeat.

    At present we use Reckon as it allows for unlimited cost-centres, as this is the main feature we absolutely need for running our finances. We also use Xero for payroll but then do a manual journal…

    1 vote

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    Hi Sydnee, when you say cost centres would you be referring to the Tracking feature in Xero?

    Might be worth having a play in the demo company, but it sounds like you could possibly use one Tracking Category for Cost Centres, and list each of your cost centres as a separate Tracking option. You can have up to 100 options within a single Tracking category. See more on the set up in Xero central.

  13. 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…

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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    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.

  14. It would be important to be able to edit the payment option available for a specific contact. Example: I have an international client that I would prefer if they did not get the option to pay their invoices with credit card. That would be useful to edit this within their contact settings so I don't have to manually change each of their invoices.

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hey Fanie, thanks for your engagement and for sharing this excellent idea for managing customer payment options.

    We've reviewed your suggestion to be able to set specific payment options within a contact's settings, and it's now open to gain support from other community members. We can definitely see how this would save time by removing the need to manually edit each invoice for certain clients, like your international customer example.

    Along with votes, others can now comment to share additional detail on how this feature would give them more control and improve their invoicing workflow. 🙂

  15. Allow for Bank Transfers between two different currency bank accounts via the Xero API.
    This is a fundamental and common use case for bank transfers, and is available within the product, but not available within the Xero API. Please make this available to your API users and business partners.
    https://developer.xero.com/documentation/api/accounting/banktransfers#:~:text=Note%20the%20following,in%20different%20currencies

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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    Thanks for your feedback on the Xero API and for sharing your idea to allow for Bank Transfers between two different currency bank accounts.

    We're grateful for your engagement and for letting us know the changes that matter to our API users and business partners. We understand this is a common use case that is available in the product, and we appreciate you highlighting this gap in the API.

    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 your idea could improve their experience and integrations with Xero.🙂

  16. Ability to produce payment schedule that works with 31st July payment on account as DUE not already paid. When producing the return prior to 31st July.
    The attached file was produced prior to 31st July. The POA has been amended to show the correct figure due 31st July.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  17. Xero should add a filter option in Xero HQ to get a list of clients those who are paying wages.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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    Hi Josheen, thanks for sharing your idea. We're grateful for your engagement and letting us know the changes that matter to you.

    We've reviewed your idea for a filter in Xero HQ to get a list of clients who are paying wages, and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how this filter could improve their experience managing client payroll in Xero.🙂

  18. Could it be possible to create a video to explain about the particular features of the Xero function in their respective page? I am trying to better understand visually on how to navigate and use a particular feature within Xero.

    If not at the very least, link me back to the lesson where I can get on the feature in the Xero Advisor course? It would be helpful for me to revisit the topic.

    1 vote

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    Hi Marc, thanks for your engagement and for this excellent suggestion on improving our Xero Central resources.

    We've reviewed your idea about making our support content more visual by adding demonstration videos or linking back to specific lessons from our help articles. We agree that for many people, seeing a feature in action is incredibly helpful.

    Your suggestion is now open to gain support from other community members. Along with votes, others can now comment to share how more visual content like videos could improve their learning experience and help them better understand Xero's features.

  19. It would be great if we were able to design the XPM Dashboard with information that we require.

    1 vote

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    Thanks for submitting your idea on Xero Product Idea's, Tracey. We appreciate you taking your time to share changes that would be most meaningful to you.

    Out of interest is there any particular information that you would want to add here?

    We'll start to track support your idea receives from the community.

  20. Being able to link several jobs with the one invoice raised in Xero blue. When issuing through Practice Ignition, it only allows you to allocate to one invoice in XPM. Moving the timesheets is clunky and inaccurate

    1 vote

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    Thanks for sharing, we appreciate you taking your time to share changes that would be most meaningful to you, Narelle.

    We get a sense of the community interest from support on your idea, here.

    You can find out and stay updated with all Xero releases on Xero Central.

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