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  1. When I create a new Report Pack, I can name it. When I add a custom report, that report shows as the Xero Standard Report Name, not as my Custom Report Name. Please can the Custom Report Name be shown, rather than the Xero Standard Report Name. If I add two different Custom Reports (both based on the Xero Standard Report), I don't know which is which.

    1 vote

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     ·  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. i refer to 31 Jul 6:21 PM
    Closed
    CX0015357926
    in the old blue xero invoice system - you can view notes of how invoices were copied to

    and for copied invoices - it will show a note where it was copied from.

    1 vote

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     ·  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. XPM to Prefill Filing date for Tax returns from ATO portal to be able to manage due dates from XPM reporting

    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 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. Integrated PDF editor to allow for uploaded PDFs to be edited with highlights, notes, markings etc.

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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     ·  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. Dissatisfaction with the recent changes made to Xero’s file management system. Specifically, we’ve observed that frequently used files are now being archived, which is both counterintuitive and disruptive to our workflow.
    Files should only be archived when they are no longer in active use. Archiving regularly accessed documents creates unnecessary confusion and inefficiencies.
    This change will require our business to retrain over 100 clients on how to navigate the updated system—resulting in a significant and avoidable cost to our operations. We view this as an unnecessary adjustment that negatively impacts usability and productivity.
    We would appreciate clarification on the rationale…

    1 vote

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     ·  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. It would be great if Xero Practice Manager could include a Unit Holder relationship type. At the moment, we can record shareholders, partners, and directors, but not unit holders -which makes it tricky when managing clients with unit trusts.

    Adding Unit Holders would make it much easier to keep client relationship info complete and consistent without having to track it separately.

    1 vote

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     ·  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. When using Xero Practice Manager (XPM) for job management, it’s incredibly difficult to maintain visibility because there’s no audit trail or history log for key actions like:

    • When a job was created or reassigned
    • Who changed the job’s due date or status
    • When a job’s responsibility moved from one team member to another

    This lack of transparency makes it almost impossible to track accountability or performance accurately.

    Why is this so important?
    As a firm, we track job completion and lodgement performance, but without a history log, we can’t see whether a job was reassigned after the due date or…

    1 vote

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     ·  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. Trial balance with a column for Tracking Category. Currently I need to download each TB individually if I want it by tracking category, which is very time consuming and inefficient.

    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 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. Revamp of self employment schedule within personal tax. Currently no adjusted profit report to show how you have arrived at the self employment profit on the summary computation report. Also no boxes to enter capital allowances wdv bfwd and no percentage option either to calculate amounts for the year in question on xero tax so a lot of manual work needed to calculate amount claimed in year. Should be automated.

    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 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. Want to be able to post money received overpayment's to accounts payable.

    At the moment, if a supplier sends back money and we don't yet have the paperwork, to clear the bank rec we need to add as an overpayment (tight closing dates) However, as its money received it automatically gets posted to the sales ledger. It would be good to have the option to post to the payables ledger so this can be allocated here

    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 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. Allow to Edit the Tax Code on transactions without un-reconciling the already allocated Bank Payment or Receipt. This obviously must be limited so that the total amount still matches.

    This would be highly helpfull in particular cases were the tax information is received after the Invoice and Payment booking.

    3 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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     ·  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. If updating a client address or email address, have this automatically update EVERYWHERE for the client from one place, including Repeating Invoices and Statements. We have had issues where we update the email address for a client in blue Xero and in XPM but this has not updated for the repeating invoices, so these have continued to go to the old email address. Same with Statements.

    3 votes

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     ·  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. Is there a plan in place to update the Edit Report layout to be more user friendly!
    In particular, it is clunky inserting tables and being able to edit like a simple word doc (bold, italic, line spacing etc.)
    Also being able to print off the reports in the 'edit' mode so you can see the expanded breakdown of the accordian would be very helpful to ensure that Notes match Statements of Financial Performance and Position (especially useful for our juniors who often can't work out where their subcodes are if there have been reporting changes)

    1 vote

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     ·  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. When creating bank rules, it would be great to have the ability to Set the transaction description using bank statement description. NOTE. The functionality to set the transaction reference using the bank statement description is already available.

    I'm not suggesting setting the Reference field using value from bank statements description. I'm strictly suggesting setting the transaction description using data from the bank statement description.

    Note that this was a follow up to the idea posted under https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/50551854-bank-rules-use-the-bank-statement-line-descripti

    which was closed by an Admin, but it appears I did not describe my suggestion well.

    1 vote

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     ·  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. The "GST on expenses" and "no GST" sections of the GST report have contradicting signage - e.g.: expenses are a positive when there is GST but a negative when its under the "no GST" section. Can we keep it consistent in the report as its confusing to read/review.

    1 vote

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     ·  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. Please increase the limit of lines allowed in the budget manager import from 500. This is to save time from splitting the budget uploads into smaller files.

    1 vote

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     ·  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. 🙂

  17. 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,"…

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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     ·  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. 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…

    1 vote

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     ·  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. 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…

    1 vote

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     ·  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. It would be great if we could see all the details at once when reconciling bank transactions, without having to click on "more details" for the description. Having to do that is time-consuming and could be streamlined.

    1 vote

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     ·  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. 🙂

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