1323 results found
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Back buttons
Whenever you go and look at an invoice (maybe an adjustment or checking details) then close it, it then goes to a completely different screen not where you were before. at least go back to the previous screen you started at.
If you are in contact list for instant and you open an invoice under that contact then close again it does not go back to the contact list it goes to some other random spot, WHY?1 vote -
printing option and view options
Provided a direct print option throughout Xero not just download every time. or view pdf option. I don't want to download every time.
1 vote -
Sorting by Suppliers Name
If we can sort the documents in review by suppliers name then it will become really easy for accountants and bookkeepers to code the documents together and review particular supplier's document at a time.
1 vote -
Customise the Welcome page message in Xero Ask
We have started using Xero Ask for our STP finalisations, we need the clients to provide information and sign in a prompt manner, the sooner the better in order to finalise the accounts for EOFY. However, the opening message to the client, the welcome message, states
"You don't have to answer all the questions nowYou can leave some questions for now but please answer them all by 30 June 2025"
This does not convey to the client for any of our requests that the timely submission of their documentation is needed.
We would like this welcome page to be…
1 vote -
Rearrange Accounting Menu
Would love to see the Accounting menu split so that there are new menus for Reporting & Bank Accounts. Show under the Accounting menu all the actions (journals, fixed assets, chart of accounts, advanced accounting, plus favourites). Then a separate menu for Reporting - listing the different reporting sections Adviser, Custom, Drafts, Archived etc. plus favourites). And a separate menu for Bank Accounts (reconciliation report, bank accounts, bank rules, etc).
1 vote -
Clients as Contact - Ability to select the client as the contact for the entity rather than them needing to be a client AND a contact in Xer
Rather than needing to have an individual in XPM as a client for tax purposes and a contact for contact purposes, we would like to be able to have the client as a contact for the entity - so they are only in XPM once. That way, if their email address or phone number were to change, you only need to update it in one spot, rather than heaps.
1 vote -
Payroll Reporting
It will be great to have meaningful payroll reports. E.g., the leave overview is a blunt tool, as it shows all employees, including those who have left. The same applies to the Auto Enrolment Summary Report - it is a basic on-screen report with no filters, etc. And, yes, includes historical employees. Where there are filters, these overlook some choices which should be present. E.g., wage type, which payroll runs are they- monthly, quarterly, weekly, etc
1 vote -
Streamlining New Client ITR Generation in XPM via ATO Pre-fill Data
In many accounting software platforms, the established workflow for onboarding a new individual client and preparing their Income Tax Return leverages ATO pre-fill data efficiently.
This process typically involves:
- Adding the new client to the ATO portal.
- Downloading the pre-fill XML file directly from the ATO portal.
- Saving the downloaded XML file to a local directory.
- Commencing a new ITR within the software by importing this ATO pre-fill file. This crucial step often includes the ability to search for the new client by surname, create a necessary client reference and automatically populate the return with all available ATO data, thereby…
1 vote -
Substituted Accounting Periods
Being able to lodge an early CTR for companies with "Substituted Accounting Periods".
1 vote -
Allow CSV/XML Import into Xero Tax Returns from External Form Tools
Allow CSV/XML Import into Xero Tax Returns from External Form Tools
Please add the ability to import tax return data into Xero Tax from external tools like Content Snare using a structured CSV or XML—similar to ATO pre-fill.This would let us auto-fill returns from client forms, reduce manual entry, and speed up processing. A simple mapping template or import tool would make a big difference.
Thanks for considering!
1 vote -
Capability of amending CT600 forms for T-2 and T-3 years to take into account 3 year carry back on terminal loss.
Capability of amending CT600 forms for T-2 and T-3 years to take into account 3 year carry back on terminal loss.
1 vote -
deposits
When making deposits in Xero - can we have the ability to add tracking code categories please?
1 vote -
Show Client Managers and Job Managers on main recurring job screen
Would like to have the ability to see both client managers and job managers on the main recurring job list screen, along with the ability to export this list.
1 vote -
MERGE CLIENT
Client Merge popup box needs to be expandable. It wants me to select which client that will merge into from the other (which is irreversible) but I can't expand the popup screen or hover over the fields to see what is written in full to know which one to select.
1 vote -
aged receivables report to include notes
Aged Receivables Detail Report - could the notes for invoices be included as a tick box under the columns. This would allow a quick reference point to see how many times the customer has been contacted regarding requests for payment and then allow for the conversation with the client re debt collection processes.
1 vote -
General Ledger Summary report - Comparison periods to show net movement per period
Reinstate the 'Compare With' drop down.
The key benefit of the old General Ledger Summary report was it's ability to show the net movement for multiple periods.
Xero is now without a single report to perform this core function.
1 vote -
Xero to create a template that splits the invoice into two codes
Please can there be a functionality in Xero to create a template that splits the invoice into two or more codes.
1 vote -
Report Templates | Define a custom naming convention for custom reports
I would love to have the ability to define and enforce firm-wide custom file naming conventions for reports generated using custom templates within Practice Reporting and Xero HQ.
Currently, exported reports are named using a generic default (e.g., CompanyName_ReportName.pdf), with no option to set naming rules at the firm-level. For firms managing multiple clients and maintaining standardized file systems, this can create inconsistency.
My ideal solution would allow each custom report template to include a predefined naming convention which would be applied automatically when reports are exported.
For example, we prefer:
Balance Sheet MM.YY – ClientName
Income Statement MoM MM.YY…1 vote -
Client Insights - Ability to filter on GST registered / period
Client Insights - Ability to filter on GST registered / period please. This is so we identify the right clients to check if the bank account is reconciled and ready to review for GST filling.
2 votes -
Hubdoc Statement Warning
Currently hubdoc suggests that a document is a Credit Note and to check before proceeding. Can this be the same when a document has Statement written on it. I find that statements are often processed as invoices causing duplicate payments within Xero
1 voteGood to hear that you find the Credit Note warning useful, Gayle. We don't have any immediate plans for adding the same for statements but we'll get a feel for the interest from your idea here.
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