1433 results found
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ability to drag and drop straight onto the bank reconciliation screen
Ability to drag and drop documentation straight to the transaction line on the bank rec screen (rather than having to click on Add Details first)
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Report Templates - Text blocks
For text blocks, particularly in the Annual Financial Statements, would it be possible to add a text alignment option (left, centre, right, or justify)? My main request is for the ‘justify’ function, as it makes the reports appear neater and more professional.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Report templates - Annual Financial Statements
For the report templates, would it be possible to include a tax computation as part of the Annual Financial Statements? This schedule would show the income tax calculation for the year as well as the resulting tax asset or liability at year-end.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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reports
For the Annual Financial Statements, it may be useful to include the entity’s registration number directly beneath the entity’s name in brackets — for example:
The New Company (Pty) Ltd
(2025/######/07).This can be applied on both the cover page and in the header for consistency
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Beneficial Ownership
Put all CIPC related applications in a separate secretarial Application. Beneficial Ownership has nothing to do with Tax, and I don't do tax so can't use Gatekeeper but I advertise Beneficial Ownership a lot and use a good, priced Beneficial Ownership submission to get my foot in the door and then try sell the client on Xero. You could also look at submitting Annual Returns to CIPC out of Xero as you have the clients Company registration number as well as their turnover.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Contacts listing "They Owe" and "You Owe" more readable if aligned with accounting norms.
The Contacts listing in Xero shows amount owing on left and amount receivable on right, it would be more 'readable' to accountants if it were the other way around:
They Owe - left side / debit / current asset
You Owe - right side / credit / current liability1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Bulk Delete/Dispose Functionality for Registered Assets
Currently, if assets are imported incorrectly and registered, the only way to correct this is by manually deleting each asset one by one. A bulk delete option similar to what already exists for draft assets would be very helpful.
In addition, when multiple assets need to be written off, this is also done individually at an asset level, which is very time consuming. A bulk disposal/write-off feature would be great.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Add Billing Inbox field in contacts
Many businesses have a dedicated inbox for accounts, but in Contacts we can only add people (to receive invoices etc.). This means we add 'people' called First Name "Billing" Second Name "Inbox" or "Accounts" "Inbox" or similar. Can we have a field that recognises a digital recipient, especially now with AI agents and automated accounting processes.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Hubdoc - Add a discount field to supplier invoices
Hi Hubdoc Support,
I’d like to suggest a feature that I believe would benefit many users working with supplier invoices.
Currently, when capturing invoice details, there’s no option to enter a discount before the total amount is calculated. It would be incredibly useful to have a field above “Total Amount” where we can input a discount value—either as a percentage or fixed amount—and have Hubdoc automatically adjust the total accordingly.
This would:
Reflect real-world supplier practices more accurately
Reduce manual edits and errors
Improve audit trail clarity
Streamline publishing to accounting platforms like Xero or Sage
If this is something…7 votesHi there! We really appreciate you sharing your idea, and thank you for the attached screenshot – it's very helpful.
After reviewing your submission, we agree that this is an excellent suggestion that could benefit many businesses. To move it forward, we need to see strong support from the community.
Please feel free to encourage any colleagues who would benefit from this feature to add their votes! It's also incredibly impactful when others share how this would improve their own workflows, so more comments are always welcome.
Thanks again for taking the time to share this. We're excited to see the votes come in!
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Clients - Ability to set an email for a specific purpose
It would be useful to have settings to setup multiple emails on a clients record for different purposes. This would improve accuracy in communications and sending of documentation when managing clients.
36 votesWe're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
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Client Pop up window
I propose introducing a pre-profile pop-up in Xero XPM to provide immediate access to critical client information, including linked contacts, billing references, and direct hyperlinks to individual contacts. This feature would also allow for the configuration of custom reminders, ensuring that key client details and actionable prompts are prominently displayed to enhance staff efficiency and client service.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Being able to favourite items from the report settings
Before the update, we were able to add settings like Report Codes to favourites, so it would appear automatically on the drop down list. Can you please reinstate the ability to add specific settings to favourites
12 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Xero Community Building
When I started with Xero, we had a lovely monthly Zoom call with local Xero Accounting & Bookkeeping Partner Practices. Topics would be presented, but also we would exchange ideas for best use practices and workarounds and how to leverage Xero tools. We could discuss troubleshooting and compliance, etc. It was a great way as a business owner to network with other Xero-focused practices in my area, support one another, and share information. It would be great to see these come back one day!
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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CIS module suggested improvements
Improvements to the CIS module.
There are a couple of issues with the CIS module that we'd love to see improved.
Xero doesn't automatically recognise if a transaction submitted on a return has been changed after submission. It would be better if submitted returns were 'saved' in some way, either for manual review for amendments, or, better still, automatic reconciliation by Xero.
Please can you show an audit log of CIS payment and deduction statements sent including date, time, email address they were sent to and copy of the P+D statement
3.Overpayments made to subcontractors are currently omitted from Xero,…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Product Idea – ABN Real-Time Validation with AI
I’d like to suggest a feature in Xero where AI automatically checks the validity of ABNs on bills and expenses.
When importing bills into Xero: AI could scan the document, detect the ABN, and validate it automatically. If the ABN is invalid or not current, the system would flag it. I believe XBert offers this option.
When coding bank feed transactions, creating spend money, or entering bills: A dedicated ABN field or pop-up box could appear, with a one-click button to check the ABN directly within the screen (instead of leaving Xero to check manually).
Automation benefit: By removing the…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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NZ Tax - import beneficiary schedule details and trust disclosure figures.
It would be great to have the functionality to import beneficiary schedule details such as current account transactions/balances and also import the figures for trust disclosure requirements.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Multiple bank account with similar
Multiple bank account with similar currency but to apply individual exchange rates for accounts with the same currency.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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ooking for a report that identifies clients who have registered for GST or PAYG with the ATO but have not lodged any Activity Statements (AS
Looking for a report that identifies clients who have registered for GST or PAYG with the ATO but have not lodged any Activity Statements (AS). This needs to be linked to the ATO. (some of these clients are new to needing to complete AS).
We are currently using MYOB for this feature.
Attached is a sample (this report does to PAYG etc)2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Search function/Window
Can you change the search function window back to where it was? It is now covering up useful information when I am completing refunds :(
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM invoice date order
We should be able to customise this invoice date order as a default setting, it opens in no order and having to click on the Due Date twice every time to get the invoices in order of latest to oldest to check before billing on every client is a real pain and waste of time when we have to do it so often.
We would appreciate you looking at making this a customisable setting very soon, thank you2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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