For accountants & bookkeepers

1444 results found

1. Bring back the option to review and edit draft bills immediately after creating them from Purchase Orders

   ⭐Description:

   In the previous version of Xero, after we clicked Copy PO → Bill, the system would first open the draft bill screen, allowing us to:

   review the details

   edit the invoice number

   adjust line items if needed

   and then submit the bill for approval

   This workflow was very efficient, especially for businesses handling a high volume of purchase orders.

   However, after the recent Xero update, when we use Copy PO → Bill, the system now:

   immediately marks the PO as PO – Billed,

   automatically creates the draft bill in the background,

   and does not open the draft bill screen anymore.

   As a result, we must go to the Bills module manually each time to review and edit the draft bill before submitting it — which significantly slows down our process.

   For businesses like ours that manage large numbers of POs (up to 50 per day), this creates additional workload and increases the risk of incorrect invoice numbers or unreviewed bill details.

   ⭐ Proposed Improvement:

   Please restore the previous workflow or add an option setting:

   “Open draft bill after creating from PO”
   OR
   “Prompt review screen before marking PO as Billed”

   This would allow users to continue reviewing or editing a bill immediately after generating it from a purchase order.

   ⭐ Business Impact:

   Saves significant processing time for high-volume AP teams

   Reduces the risk of incorrect invoice numbers

   Minimizes manual navigation and clicks

   Keeps the workflow consistent and efficient

   Improves accuracy and approval turnaround time

   ⭐ Why this matters:

   This feature was extremely helpful for operational efficiency and is widely used in procurement-heavy businesses. Removing it affects daily workflow and creates unnecessary friction.

   Restoring this option would greatly improve usability for all Xero users who frequently convert POs into bills.

   ⭐Description:

   In the previous version of Xero, after we clicked Copy PO → Bill, the system would first open the draft bill screen, allowing us to:

   review the details

   edit the invoice number

   adjust line items if needed

   and then submit the bill for approval

   This workflow was very efficient, especially for businesses handling a high volume of purchase orders.

   However, after the recent Xero update, when we use Copy PO → Bill, the system now:

   immediately marks the PO as PO – Billed,

   automatically creates the draft bill in the background,

   and does not open the draft bill screen… 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. export invoices

   When exporting invoices from XPM to Xero it should by default export the client name, address, email address and contact number.

   Currently it only exports the client name and postal address, and contact name, email and phone number (but only if that contact is NOT a client in XPM and only if you select that contact when preparing the invoice - forget the contact and you are back at square one.).

   If we have an individual as a client in XPM, and send this client an invoice: currently XPM will only export an email and phone number if we add this individual as the contact on this individual's client record. but this contact cannot be the client itself, but a new contact (who will actually have exactly the same details). This makes no sense.

   If we have a company as a client in XPM and issue an invoice, we have to again add a contact to this company with email address for the email address to export to Xero. I have say 4 companies, and the same individual contact for all 4, but the individual has separate email addresses for each company. we are then required to have 4 different contacts, and these contacts have the same email address as the client company we have invoiced. this simply makes no sense.

   But to make it worse: add a contact Joe Bloggs with Joe's contact email address (say: jbloggs@jbloggs.com.au) so we know who the actual main contact person is, and add a second contact with the name Joe Bloggs but with the email specific to this company (say: accounts@jbloggs.com.au) because Joe wants invoices sent to this email address: you have to select the correct contact when setting up the invoice and sending to Xero - but the contacts listed both say Joe Bloggs (select the wrong one and the contact details in Xero get updated with the wrong details). You might think that you make the contact: 'Joe Bloggs (Accounts)' so you can tell the difference: but now all SMS and emails out of Xero include 'Joe Bloggs (Accounts)'.

   The simple option here is: XPM should be default export the XPM client details (the client name, postal address, email address, phone number, etc) to Xero with the invoice. And if the user selects a contact when preparing the invoice, then the contact information is exported as well.

   When exporting invoices from XPM to Xero it should by default export the client name, address, email address and contact number.

   Currently it only exports the client name and postal address, and contact name, email and phone number (but only if that contact is NOT a client in XPM and only if you select that contact when preparing the invoice - forget the contact and you are back at square one.).

   If we have an individual as a client in XPM, and send this client an invoice: currently XPM will only export an email and phone number if we add… 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. 🙂

3. Ability to Select a Partial Main Residence Exemption Code (in the CGT Worksheet section)

   Recently we had a client who sold their property, which triggered a CGT event. The property was initially their main residence, however this ceased once the property commenced being rented out. Therefore, a partial main residence exemption applies, however Xero Tax doesn't currently provide a code to acknowledge this scenario, once providing a main residence exemption code (see attachment). For enhanced clarity, it would arguably be useful if such a code was provided, so the gross capital gain can be apportioned between the amount subject to CGT & amount subject to the full MRE.

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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. VAT - Ability to have 2 VAT Control Accounts - one for UK VAT and one for ROI VAT

   Our client submits VAT returns in UK and in the Republic of Ireland - they have set up 13.5% and 23% ROI tax rates on Xero but the VAT on these transactions is posted to the normal 820 VAT liability along with all their UK VAT transactions.
   Can a second VAT liability account not be set up for their ROI VAT and these tax rates linked to it, so as to keep the VAT for the returns in the two different areas separate?

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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. Unreconciled transactions showing by spent amounts only

   It would be great to be able to filter unreconciled bank transactions in the bank rec so that it displays only spent amounts (and not received amounts).

   We have several thousand bank transactions in each month (mostly received amounts) under this entity and it would be great to be able to filter by unreconciled spent amounts only so that these transactions could be matched and processed before we run a weekly report of payables so that this report is accurate.

   Thanks.

   Marco

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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. 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. 🙂

7. 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. 🙂

8. 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. 🙂

9. 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. 🙂

10. 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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    0 comments  ·  Workpapers  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Christine, I notice you've posted your idea in the Workpapers forum - But just to check it sounds like your idea here is referring to the Find & recode feature in your Xero organisation ? Would that be correct?

11. 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. 🙂

12. 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. 🙂

13. 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. 🙂

14. 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. 🙂

15. 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. 🙂

16. 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. 🙂

17. 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. 🙂

18. 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. 🙂

19. 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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    0 comments  ·  Xero Practice Manager  ·  Edit…  ·  delete…  ·  Admin →
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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. 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?