For accountants & bookkeepers

1109 results found

1. popups

   Can Xero creators stop putting annoying popups on our screens. They detract from our work, make our screens cluttered and are usually of no interest. Put them in notifications if you have something you want to let us know, there we can see that there is a new notification and then view it when it fits into our work day.
   Currently I have an Early Access alert/popup constantly on all my clients accounts, right in the middle of my screen, it has no benefit to me....so...frustrating and unnecessary.

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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. Filter the bank reconciliation

   The option to use a filter on the bank reconciliation for anything that has been found as a match - in simpler terms, to filter on anything that can be quickly reconciled vs anything that would be outstanding.

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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. Credit note allocation directly from the bank reconciliation

   When reconciling the bank, to have the option to search and find any unpaid credit notes - without having marked them as 'paid' beforehand, or having allocated them to an outstanding bill or invoice.
   At present, a credit note does not show unless it has been previously marked as 'paid' or already allocated against a bill or invoice; hence reducing the outstanding balance.
   Credit notes should be treated in the same way as a bill or an invoice in this scenario. I spend a lot of time having to back to the 'awaiting payment' screen, searching a credit note, manually marking it as paid, before I can then go back into the bank reconciliation screen and match this against a payment - it feels like I am working backwards.

   When reconciling the bank, to have the option to search and find any unpaid credit notes - without having marked them as 'paid' beforehand, or having allocated them to an outstanding bill or invoice.
   At present, a credit note does not show unless it has been previously marked as 'paid' or already allocated against a bill or invoice; hence reducing the outstanding balance.
   Credit notes should be treated in the same way as a bill or an invoice in this scenario. I spend a lot of time having to back to the 'awaiting payment' screen, searching a credit note, manually… 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. 🙂

4. tax depreciation

   Ability to replace accounting depreciation in Xero reports with tax depreciation to assist in using Xero reports for tax estimates.

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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. workpapes

   Xero programmers please have a look at BGL workpapers its much better way they have putting it altogether. Xero workpapers just tinkers around the edges when comes to do the work papers.

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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. Holding Account

   Would it be possible for Holding accounts to be set up as 'Bank' rather than 'Current Asset'. A number of my clients use holding accounts for Petty cash, cash drawer, Eftpos, Eway etc. I need to reconcile these accounts monthly and it takes me three tomes as long as it used to do in MYOB. I am reluctant to move any more of my clients to Xero while this is the situation. As it seems counter productive to move to a software that takes more time to reconcile. I know there is a work around with the transaction report exported to Excel, but I have to keep updating this report then exporting again. As it is for a retail client there are a lot of entries involved. Anyway here's hoping.

   Would it be possible for Holding accounts to be set up as 'Bank' rather than 'Current Asset'. A number of my clients use holding accounts for Petty cash, cash drawer, Eftpos, Eway etc. I need to reconcile these accounts monthly and it takes me three tomes as long as it used to do in MYOB. I am reluctant to move any more of my clients to Xero while this is the situation. As it seems counter productive to move to a software that takes more time to reconcile. I know there is a work around with the transaction report exported… 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. Show the entity name, reporting period at the top of each page for NFP reports

   According to Tier 3 (NFP) Standard A19, the performance report should show the entity name, reporting period, and rounding level at the top of each page.

   Please add this function that we can edit the headings on reports in a report template.

   Thanks

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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. Feature Request - Dedicated Interest Charging Functionality for Overdue Accounts

   I'd like to propose that Xero develop a built-in feature for charging interest on overdue customer accounts that doesn't require creating sales invoices.

   Current Limitation:
   Currently, the only way to charge interest on overdue accounts is by creating an invoice, which records the interest as sales revenue. This creates accounting challenges because:

   • Interest on overdue accounts is not sales revenue from our core business operations It should ideally be classified as "Other Income" or "Finance Income"
   • This affects the accuracy of sales reporting and financial analysis
   • It requires workarounds or third-party apps from the Xero App Store (at additional cost)

   Proposed Solution:
   A dedicated interest charging feature that:

   • Automatically calculates interest on overdue invoices based on user-defined rates and terms
   • Posts interest charges directly to an "Interest Income" or "Other Income" account
   • Maintains a clear audit trail linking interest charges to specific overdue invoices
   • Allows customization of interest calculation methods (simple vs. compound, daily/monthly rates)
   • Can generate separate interest statements or add interest to customer statements

   Why This Matters:
   Interest charging functionality is a standard feature in many accounting systems, and having to rely on manual invoicing or paid third-party apps for such a fundamental business need feels like a gap in Xero's core functionality.
   This feature would benefit many businesses that need to manage late payments while maintaining accurate financial categorization.
   Would love to hear if others in the community share this need and any thoughts from the Xero team on potential development of this feature.

   I'd like to propose that Xero develop a built-in feature for charging interest on overdue customer accounts that doesn't require creating sales invoices.

   Current Limitation:
   Currently, the only way to charge interest on overdue accounts is by creating an invoice, which records the interest as sales revenue. This creates accounting challenges because:

   • Interest on overdue accounts is not sales revenue from our core business operations It should ideally be classified as "Other Income" or "Finance Income"
   • This affects the accuracy of sales reporting and financial analysis
   • It requires workarounds or third-party apps from the Xero App Store (at additional cost)

   … 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. 🙂

9. Be able to pay Xero subscriptions with an American Express card.
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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. nce can't be entered.

    When in a contact and you look at the entries could the spend money entries show at the side if the invoice has been attached ~ at the moment I have to open each entry to check this?
    Currently, this isn't a feature in Xero, which means each Spend Money transaction needs to be checked individually, especially with EFTPOS card sales where a reference can't be entered.

    Judy
    Quantum Bookkeeping Solutions Limited

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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. table for partner spilts in tax returns

    It would be great if the tax returns had a table to allocate income and tax credits to partners, or at least be able to export to excel to see where errors are or rounding adjustments required are. I have a partnership with over 30 partners. Total nightmare! And no, the % split function does not work acurately enough when there are that many partners

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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. Move to button on the Xero inbox files update

    Xero have changed the files section and now there is inbox and then archive. All the previous folders clients have are now in the archive section. In order to file something in a folder they now need to move it to the archive section which as this shows all documents, they then have to find the document again and then tick it and use the move to button to move it to the chosen folder. Xero need to add the move to button to the inbox screen otherwise clients are having to do multiple clicks again to move the documents. This has only been brought in 2 days ago and I have had so many calls from clients expressing their frustration with Xero making simple things more complicated for absolutely no reason! The archive screen is frustrating also as it takes you to the default of all files and this look messy and unorganised when the reality of it is that all the documents are filed neatly into folders. Xero have told me the move to button on the inbox screen is "something they are looking into!" I think its crucial.

    Xero have changed the files section and now there is inbox and then archive. All the previous folders clients have are now in the archive section. In order to file something in a folder they now need to move it to the archive section which as this shows all documents, they then have to find the document again and then tick it and use the move to button to move it to the chosen folder. Xero need to add the move to button to the inbox screen otherwise clients are having to do multiple clicks again to move the documents.… 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. 🙂

13. UK Tax - Add issue address and balance sheet data to sa800 or partnership tax

    ability to add issue address and balance sheet data to sa800 or partnership tax - raising on behalf of xero practise staff- if an explanation also be added why its not there for the customer to have understanding about this

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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. BAS in xero

    In the Activity Statement screen, in the transaction detail, the contact column should be in there so we can sort per contact and analyze the contact's gst application consistency. This is very beneficial in terms of reviewer task.

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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. blocked bank accounts

    Similar to how the TFN is blocked out on tax returns - can the same be done for client bank accounts on the tax returns?

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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. Ability to "Go to Xero" from XPM search

    When XPM search finds a client, you can click the arrow > to the right of a result to view the client's name, basic contact details, enter time, etc. For clients that have a linked Xero file, it would be great to be able to click "Go to Xero" from here as well.

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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. Need ability to add manual transactions to NZ tax return (eg. expected penalty)

    Please can you make it possible to add manual transactions to the "tax statement" that will show up in the tax return.

    We often did this with MYOB, eg. adding a penalty that we know will be charged after the tax return has been filed, or changing a late filing penalty from $50 to $250 if the client's income is more than $100k (as this will be updated at IRD after the return is filed).

    At the moment it looks like we can only edit the pdf which is very disappointing...

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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. manual IRD data refresh nz

    Please make it possible to do a manual data refresh from IRD (for a specific client) without having to wait for overnight bulk refresh.

    eg. while preparing tax return we discover that a payment made is in the wrong year so move it at IRD. We want to finish the tax return but can't refresh the payments to pick up the change

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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. Payroll subscription upgrade - grace period

    Is it possible to give a 'grace' period when the payroll subscription limit has been reached. It can be quite stressfully for clients when they are trying to post a payroll and need to contact the subscriber to update the file. In most case the subscriber is the accountant and if they are unavailable or it is outside of work hours, they will not be able to post payrun. A Grace period would allow them to post the payrun and have until the following payrun to arrange a file upgrade

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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. Top Customer

    Suggested improvements to Receivable Invoice Detail - Top Customers report.

    The definition of this report is attached. It provides a list of sales invoices and credit notes by contact.

    There are two issues with this report:

    1) If a customer has an overpayment on their account, the report incorrectly treats this cash payment as a sales credit note and reduces the customer's sales figure by the overpayment. Please can this report be corrected to only include sales invoices and sales credit notes? Thank you.

    2) The report helpfully generates a bar chart of the Top Ten customers. This graph would be really useful but unfortunately the chart will only run on gross sales figures which include VAT. We would like to show the Top Ten customers without VAT to agree to the sales figure in the accounts. When the Net column is added to the report, the chart is unable to run on net sales values and gives the error message: "Chart can't be displayed for the current report settings". Is it possible to resolve this? Thank you.

    Suggested improvements to Receivable Invoice Detail - Top Customers report.

    The definition of this report is attached. It provides a list of sales invoices and credit notes by contact.

    There are two issues with this report:

    1) If a customer has an overpayment on their account, the report incorrectly treats this cash payment as a sales credit note and reduces the customer's sales figure by the overpayment. Please can this report be corrected to only include sales invoices and sales credit notes? Thank you.

    2) The report helpfully generates a bar chart of the Top Ten customers. This graph would… 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. 🙂