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67 results found

  1. Allow clients to pick their own Unique Email for suppliers to email their invoices to Xero, I think the generated email looks tacky and unprofessional.

    2 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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    Hi Michelle, I notice that you've placed your idea in the Hubdoc forum. Just wanted to check are you referring to the unique organisation email for the ability to email bills to an organisation?

  2. 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.

    2 votes

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    Thank you for your suggestion to add a spell check feature to Xero’s invoicing. We appreciate your feedback. As you know at this time, there isn’t a built-in spell check option available within Xero invoices. However, many users find that browser-based spell check tools or third-party extensions can help with proofreading invoice content.

    We encourage you to continue sharing your ideas and feedback, as this helps us understand what features are most important to our community. For transparency there are no immediate plans for this feature, please know that your input is valued and will be considered as we continue to improve Xero.

  3. stretch the reference column to see more information, without having to go look for the remainder of what we can view easily

    2 votes

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  4. The ability to set up a repeating customer prepayment. We have customers who pay on account every month. We then create an invoice at the end of a billing period (Quarterly, annually etc) and then use their prepayments against the invoice. It would be useful to automate the prepayment creation so that we can reconcile the payment made by the customer to their prepayment. Creating the multiple prepayment forms every single month for all of our clients is tedious.

    2 votes

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    Hi Reuben, thanks for the detail in your idea here - It sounds like you're currently manually creating the prepayment in Xero and then manually reconciling this once it's received in your bank account?

    Though not a repeat prepayment feature like you're asking however you could create the transaction right when you're reconciling - From the Create option in the Reconcile screen click Add details which will open the modal. Here you can click the drop down on the Received as and change this from Direct Payment to Prepayment.

    Totally get this doesn't automate the creation of the transaction completely, however could help save a few steps each month. LMK if this helps 🙂

  5. Be able to expand or reduce the size of a column in the depreciation schedule.
    We are finding when we add extra columns it is making the depreciation method column really large and you cant adjust it. Making the page stretched across longer that it needs to be.

    See attachment as an example.

    2 votes

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    After some testing, we discovered that downloading the file in Excel or Google Sheets format and then saving it as a PDF reduces the column size. While this may not be ideal, it can serve as a temporary workaround.

  6. Could it be possible to create a video to explain about the particular features of the Xero function in their respective page? I am trying to better understand visually on how to navigate and use a particular feature within Xero.

    If not at the very least, link me back to the lesson where I can get on the feature in the Xero Advisor course? It would be helpful for me to revisit the topic.

    2 votes

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    1 comment  ·  Admin →
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    Hi Marc, thanks for your engagement and for this excellent suggestion on improving our Xero Central resources.

    We've reviewed your idea about making our support content more visual by adding demonstration videos or linking back to specific lessons from our help articles. We agree that for many people, seeing a feature in action is incredibly helpful.

    Your suggestion is now open to gain support from other community members. Along with votes, others can now comment to share how more visual content like videos could improve their learning experience and help them better understand Xero's features.

  7. When working with multiple clients and applications, users are being logged out too quickly. Please consider adding a feature to allow console owners to adjust this time out at the console level for the entire organization.

    2 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  8. Allow for credit card credits to be posted as negative expenses. This will permit matching in QBO bank section. Currently credit card credits are not matchable and cause confusion with client staff unaware of what to do with these orphan transactions in QBO.

    2 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  9. To minimize the maximum organise for bout party to be aware to not to be niglected

    2 votes

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    2 comments  ·  Hubdoc  ·  Admin →
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  10. Currently you can click the Inv Ref field in a results list from a search in Find & Recode and it will add a little ^ symbol to indicating it is sorting by that column.

    It's not.

    It's sorting by the date column.

    Same if you click it again and get a \/ symbol.

    Xero said that it's working as designed 🥴

    Fix this madness and either remove the ability to click the column and the suggestion it's sorting (the ^ symbol) or make it work (sort by that column).

    2 votes

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     ·  1 comment  ·  Admin →
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  11. The US version of Xero doesn't have a tax rate column in the "Chart of Accounts" tab. In other regions of the world (like Australia & England) their version of Xero has access to see that information.

    It seems like a simple addition, as it has already been done, that could only help out those using Xero in the United States.

    2 votes

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     ·  0 comments  ·  Admin →
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  12. When printing a specific supplier/customer under contact information it would be great if there is a selection option that only shows invoices and payments ONLY and NOT including the payment allocation. This makes it easier to print and send out without confusing them.

    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. 🙂

  13. Clients need the ability to preview quotes and invoices on the mobile application before they send the document to their customer. I have a brand new client that took me several months to get him to move from QBO to Xero, and he is ready to pull the plug on Xero because this feature is missing. He performs 90% of his work on his mobile.

    1 vote

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    Heya Manny, I've looped back over your idea here again as it's played on mind. Options for preview do differ for Invoices versus Quotes in the Xero Accounting app. On the Invoices side you'll be able to Preview an approved invoice and I've included an example of this that I created on my Android.

    However, this isn't quite possible for quotes just yet. We're in the process of releasing the ability to 'get link' like you can for invoices within quote on the web, but there aren't any plans to extend this to the Xero Accounting app in the short term.

    I'll merge your post here in with this idea, where we'll be able to keep you up to date if there's any progress for the get link on quotes in the app. Thanks!

  14. Every time I process a payroll (hundreds every year), I produce the Payroll reports to send to the client.

    The Payroll Activity Details Report AND THE Payroll Employee Summary shows the INCORRECT details in the heading. For example The report reads: "For the period 17 November 2025 to 17 November 2025". THIS IS NOT CORRECT, and it wastes HOURS having to change it every single time.

    The Report is for the Processed Pay Period just completed!!!
    Can we have this corrected to the pay period when this report is directly created from a payroll run??? the date for Example SHOULD…

    1 vote

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    Thanks for sharing your idea about including the pay period in payroll reports downloaded from posted pay runs. Agree, it makes sense for the pay period to be shown rather than the payment date ("For the period 17 November 2025 to 17 November 2025").

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  15. 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!

    1 vote

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    Hi Ryu, thanks for sharing this idea here. Appreciate that you're wanting to see improvements in the way 100% GST on import is recorded in Xero. We've moved this idea to Gaining Support and now it's up to the community to get behind it. In the meantime, we'll monitor this idea for more traction.

  16. 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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    Thanks for highlighting the value of this idea, John.

    We’ll see how many others in the community would find it helpful as well.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero! ☺️

  17. 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…

    1 vote

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  18. A report that includes price, quantity and account fields for both customer invoice and receive money transactions. Perhaps add price and quantity fields to the account transactions report

    1 vote

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    We understand that a single report for all invoices and receive money transactions, including key details like Quantity and Unit Price, would be a big help 🤔. We know it can be time-consuming to switch between different reports to get a full view of a contact’s activity. While this specific report isn't on our immediate development roadmap, we're always looking to improve Xero's reporting. For now, you can use the Contact Transactions Summary report for a quick overview or combine exported data from multiple reports into a spreadsheet. We'll keep monitoring this idea and use your votes and comments to help prioritise our future work.

  19. Good morning...In the customer contact screen, how can I re-arrange the columns - I need to see the Total first, then Paid, then Due. Thanks

    1 vote

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  20. I work for an organisation that manages multi-millions in the public sector, and everyone in the team wants to move to Xero; unfortunately, with the nature of our finances, we need many cost-centres to sort the finances relating to each program. If Xero had the option of more than 4 cost-centres, say up to 50, then we would move to Xero in a heartbeat.

    At present we use Reckon as it allows for unlimited cost-centres, as this is the main feature we absolutely need for running our finances. We also use Xero for payroll but then do a manual journal…

    1 vote

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    Hi Sydnee, when you say cost centres would you be referring to the Tracking feature in Xero?

    Might be worth having a play in the demo company, but it sounds like you could possibly use one Tracking Category for Cost Centres, and list each of your cost centres as a separate Tracking option. You can have up to 100 options within a single Tracking category. See more on the set up in Xero central.

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