1444 results found

1. Bring back the functionality lost with the new Xero HQ interface.

   The new Xero HQ is pretty but important functionally has been removed especially in the Staff tab.

   1. With the previous version of Xero HQ we could go to the STAFF tab click "Assign client" and we could use the search bar, select multiple organisation with different names, tick them and assign permissions to them all in bulk. This can longer be done as the search bar "forgets" what was selected, when the selection is not on the same page.

   2. From the staff view we now cannot see the roles of each and every staff member, we need to click on every staff member individually..... and it is extremely tedious to do so.

   In the previous view, with one screen we had all the information we needed, which also included a tab on the left side of the screen.

   The new Xero HQ is pretty but important functionally has been removed especially in the Staff tab.

   1. With the previous version of Xero HQ we could go to the STAFF tab click "Assign client" and we could use the search bar, select multiple organisation with different names, tick them and assign permissions to them all in bulk. This can longer be done as the search bar "forgets" what was selected, when the selection is not on the same page.

   2. From the staff view we now cannot see the roles of each and every staff member, we need to click on… 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. 🙂

2. spell check on invoices

   Spell check on sales invoices. I have multiple clients using Xero to raise their sales invoices and quotes, and spelling isn't their strong point. Having spell check enable within sales invoices and quotes will be extremely valuable for them.

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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. Trial Balance with Similar Account Type Groups

   Dear Xero Team,
   I’d like to suggest a feature enhancement for the Trial Balance report in Xero. It would be incredibly helpful if we could group similar accounts under custom headings—similar to how MYOB AE offers a "Account Type Group" feature.

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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. atomate & XPM Integration

   As good as ATOmate is, it doesn't actually integrate to Xero. Every day or two, we need to manually run a couple of reports to get the correct data into ATOmate. According to ATOmate, this is an issue with the Xero API. There is a related issue with fee from refund integration, it would be great if the API could be adjusted to allow additional data to flow directly.

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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. edit expenses

   Currently coding can be edited by admins for things that have been posted to the wrong account code for example. This isn't possible with expenses once they have been submitted. It'd be good to be able to do as sometimes they're not seen by Accounts dept until they've been approved.

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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. Ability to amend the previous year CT600 when not originally prepared on Xero

   I have a new client that needs a loss carry back. The latest accounts have been filed meaning that I can only amend 2025 figures. I need the ability to go back to 2024 and provide a loss carry back. This isn't currently available and would be very useful

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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. Show Expense Descriptions from Xero Me App in Account Transactions Report (P&L View)

   When reviewing quarterly and annual figures from the Profit and Loss report’s account transactions, we currently have to click into each Xero Me app expense to see the description and confirm it’s coded correctly. Expenses entered via bank feeds or bills display descriptions properly in the Account Transactions report, but Xero Me submissions do not.

   This inconsistency makes it difficult to quickly identify and verify transactions without drilling into each one. Competing platforms such as MYOB, QuickBooks, and HandiLedger display expense descriptions consistently, regardless of how the expense was entered.

   An internal workaround suggests entering the description manually in the Reference field for Xero Me expenses, but this is not practical, it forces users to duplicate information and increases the risk of errors.

   Proposed Idea:
   Ensure that descriptions from Xero Me expenses appear automatically in the Account Transactions report (P&L view) and bank account view, just like other expense types. This would save time, reduce errors, and make quarterly and annual reviews far more efficient.

   When reviewing quarterly and annual figures from the Profit and Loss report’s account transactions, we currently have to click into each Xero Me app expense to see the description and confirm it’s coded correctly. Expenses entered via bank feeds or bills display descriptions properly in the Account Transactions report, but Xero Me submissions do not.

   This inconsistency makes it difficult to quickly identify and verify transactions without drilling into each one. Competing platforms such as MYOB, QuickBooks, and HandiLedger display expense descriptions consistently, regardless of how the expense was entered.

   An internal workaround suggests entering the description manually in the… 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. Default GST Inclusive invoices from Xero Tax(AU)

   Setting option to ensure that Invoices created via Xero tax automatically default to GST Inclusive.

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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. VAT - Effective Date of VAT Registration

   I would like to recommend adding 'Effective Date of VAT Registration' on the Financial settings, as this information can easily disappear amongst all the many documents we store for the client and also easily mistaken as the Date of company incorporation that can lead to many issues down the line with HMRC.

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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. FX Calculations on P&L - New Feature Request - Please take into account COGS for the same currency

    Hello Team,

    In P&L we have the concept of FX Calculations for foreign currencies:
    Bank Revaluations
    Realised Currency Gains
    Unrealised Currency Gains

    By design this takes the full amount of debt/credit and converts it to a base currency.

    But in situations where COGS are paid for in the same currency, there should be a concept of only applying these FX movements on the net margin remaining.

    For example.
    I have an Australian business. Base currency AUD.
    I send an invoice of EURO 100,000 to my Parisian client for the month. I receive the 100k in my EURO Foreign Currency Bank account.
    I pay Facebook EURO 90,000 for the media spent for this client out of my EURO Foreign Currency Bank Account
    I have remaining EUROP 10,000 that I leave in my EURO Currency account.

    By Design, XERO calculates the 100k EURO invoice (and any movements from INV creation to INV Paid) FX back into AUD
    I think it does the same with the Facebook costs of 90,000 EURO -> Back to AUD

    When in fact, the only fx movement I want in the P&L is the 10,000 EURO margin I made.

    XERO Support have acknowledged this.

    So this is a request to build a feature in to recognise COGS and any net margin should be calculated as FX and keep our P&L accurate.

    Hello Team,

    In P&L we have the concept of FX Calculations for foreign currencies:
    Bank Revaluations
    Realised Currency Gains
    Unrealised Currency Gains

    By design this takes the full amount of debt/credit and converts it to a base currency.

    But in situations where COGS are paid for in the same currency, there should be a concept of only applying these FX movements on the net margin remaining.

    For example.
    I have an Australian business. Base currency AUD.
    I send an invoice of EURO 100,000 to my Parisian client for the month. I receive the 100k in my EURO Foreign Currency Bank… 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. 🙂

11. Report Format - Allow for a 'fit to page' option when exporting to PDF

    Adding additional formatting options for reports so that we could fit reports to one page when exporting to PDF. Too many financials currently export with one or two line on the last page. This creates messy looking financials that are too many pages.

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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. 🙂

12. Xero partnership return - Balance sheet

    In Xero partnership tax returns there is no option to populate the balance sheet boxes. Xero lacks this which i believe is core deficiancy and must be addressed immediatily

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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. 🙂

13. GST on Imports

    AU 100% GST on Imports - this function needs to be improved. It's 2025 and we are still required to do manual adjustments for GST on imports to get the correct result. It shouldn't be this difficult!

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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. 🙂

14. New Xero Files - Drag & drop file to Folder

    Before the update you could drag and drop directly into a folder in Xero Files. Now you have to drag and drop into the Inbox and then move from there. This created an extra step. It would be great if you could still have the option to drag and drop a document directly into the folder within the archive.

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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. 🙂

15. Payment made report

    Is there a report on payments made after the due date to easily identify those not paid. Also I there a report available of payments made by INC year. This is to identify misdirected payments. If not can this please be made available.

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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. 🙂

16. See more of the reference column

    stretch the reference column to see more information, without having to go look for the remainder of what we can view easily

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

    Hi Louise, thanks for sharing back in ideas here - Is there a particular screen that you're wanting to see this in?

17. tables

    Can the notes to the accounts all have the ability to insert a table. Trying to do this freestyle is painful.

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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. 🙂

18. Inbox

    FIX the issue that every single document for the past 100 years is sitting in the general "Archived" area

    AND a whole other copy is sitting in the files are under the appropriate sub folder.

    This is insanely messy, with 876,847,324 documents sitting in here. why oh gosh why??????

    **And now we also have an inbox for the inbox!

    Wasting More time looking in one page, arriving to a second page, filing on a third page, and now having a copy of this document back on the 2nd page.

    Way toooooo many Friday drinks for the moron who thought of this idea.

    Please this is the most ridiculous "update" since the useless new Invoices.

    Please get rid of this whole new system,

    This has created HOURS of more work for us

    FIX the issue that every single document for the past 100 years is sitting in the general "Archived" area

    AND a whole other copy is sitting in the files are under the appropriate sub folder.

    This is insanely messy, with 876,847,324 documents sitting in here. why oh gosh why??????

    **And now we also have an inbox for the inbox!

    Wasting More time looking in one page, arriving to a second page, filing on a third page, and now having a copy of this document back on the 2nd page.

    Way toooooo many Friday drinks for the moron who thought of… 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. 🙂

19. 🚀 Xero Team — Please Bump This Up the Chain! There’s a huge opportunity right now for Xero to capture market share from QBO in the U.S. —

    🚀 Xero Team — Please Bump This Up the Chain!

    There’s a huge opportunity right now for Xero to capture market share from QBO in the U.S. — but one major blocker is the limited integration between Xero and Double (formerly Keeper), the practice management app so many bookkeepers rely on.

    Keeper (now Double) users are a massive segment of the bookkeeping community, and many of us are ready to move our firms and clients off QBO — but we need assurance that the seamless workflow and automations we have in Keeper/QBO will carry over to Keeper/Xero.

    Can someone from Xero connect directly with the Double development team to explore strengthening this integration?
    This could be a win-win moment — empowering thousands of bookkeeping firms to make the switch and helping Xero capture the growing wave of disillusioned QBO users looking for stability, security, and better support.

    We love Xero’s ecosystem and want to go all in — please make this connection happen. 💙

    Xero #Double #BookkeepingCommunity #TechStack #IntegrationsMatter #KeeperToXero

    🚀 Xero Team — Please Bump This Up the Chain!

    There’s a huge opportunity right now for Xero to capture market share from QBO in the U.S. — but one major blocker is the limited integration between Xero and Double (formerly Keeper), the practice management app so many bookkeepers rely on.

    Keeper (now Double) users are a massive segment of the bookkeeping community, and many of us are ready to move our firms and clients off QBO — but we need assurance that the seamless workflow and automations we have in Keeper/QBO will carry over to Keeper/Xero.

    Can someone from… 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. 🙂

20. Xero Tax Sole trader accounts - Ability to run per tracking category not for all information

    We have set up tracking categories in xero - one for Land & property and one for Self employment. I want to be able to import the data in to their tax return. I normally generate on xero tax the xero sole trader accounts to then be able to import these into the tax return. However, when i do the sole trader accounts, it pull through all information - L&P & SE. I only want the SE bit so i can add this to the SE section on the tax return. I have asked xero support if there is a way to do this and they have advised there is not. I believe this would be a useful feature especially since MTD is coming into play and will be using tracking categorises for quite a few clients.

    We have set up tracking categories in xero - one for Land & property and one for Self employment. I want to be able to import the data in to their tax return. I normally generate on xero tax the xero sole trader accounts to then be able to import these into the tax return. However, when i do the sole trader accounts, it pull through all information - L&P & SE. I only want the SE bit so i can add this to the SE section on the tax return. I have asked xero support if there is a… 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. 🙂