1364 results found
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XPM Report for Prepayment or Miscellaneous Invoice
Hi there, we would like to have a report in XPM to show all the invoices. This would include the normal invoices and prepayment invoices(miscellaneous invoices).
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Automated Timesheet Template in Xero for bulk enteries
Would love if Xero could have a built-in template specifically for importing timesheet data directly into the system, This would be a valuable feature for businesses like ours as it has over 522 casual staff who work remote, as well as perm staff who upload to XeroMe. To introduce a built-in functionality to import timesheets directly from a CSV or Excel file without using an external app would be a huge time saver.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Work in progress reporting
within report builder have the option to exclude costs and timesheet jobs with no values on both items
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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A report that includes price, quantity and account fields for both customer invoice and receive money transactions
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 voteWe 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.
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currency
When sending invoices to Xero email address, the currency defaults incorrectly instead of taking the currency already set for the contact. We expected the contact’s currency to be applied automatically at the stage of creating the invoice, but this is not happening.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Partnership tax returns
Partnership tax returns - we should have the ability to correctly submit partnership tax returns with rental income without having to fudge the figures on the return
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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set up guide
When I set up a new ledger only client it takes too long for the menu options to appear after doing set up. It stays in set up guide for too long. Why is this? I try logging in and out to no change. When we set up a GL file for a client, to create a set of EOY financials we just want to get on the with the job. Not be waiting for our menu to start work to appear.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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XPM notes numbering
From the initial client view, there should be a number next to the Notes section, to show that there are notes to look at (as there are for invoices, jobs etc)
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Create an option to redate draft bills to an entered date
We use Xero on top of a project management system (Deltek PIM) which generates employee expenses and supplier invoices. When we export them to Xero they sit as draft bills which we approve. If users of PIM enter an invoice/expense for a prior period, the transaction has to be redated in Xero to prevent it changing the historic management accounts. My suggestion is that there is an option within Draft Bills that would redate draft transaction dates (before posting) to a given date, say 1st of the open period.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Implement Accounting Periods
Implement accounting periods rather than running from transaction dates. We have to close the period for management accounts by day 7 but there will be supplier invoices or expenses appearing after that date. Currently we have to manually amend the date on posting to be the first date of the open period. If accounting periods were implemented, we would be able to allow a late transaction through in the current open period rather than amending the transaction date.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Xero HQ - Restrict Access to Specific Client Groups by User Role in HQ
It would be great to have a feature that allows users to group clients within their HQ (or the main dashboard) in a way that only selected users with specific permissions can access certain client groups. This would provide more granular control over who can see and manage specific clients, making it easier to manage access for teams working on different client accounts.
This would be especially helpful for firms with multiple teams handling different types of clients (e.g., accounting, payroll, etc.), ensuring that only relevant team members can view and work on certain client groups.
Potential Benefits:
Improved data…
1 voteHi Rumyana, this is a thoughtful idea, and we can see how having more control over who can access specific client groups in Xero HQ would be useful, especially for firms with different teams handling various services like payroll, BAS, or advisory work.
The idea has been reviewed and is now gaining support, which means it’s open for others to vote and share how this would help in their practice. As support builds, it helps give the product team a clearer view of the need across different types of firms.
If there are particular scenarios or workflows where restricted access would make a difference for your team, feel free to add those as a comment. The more context we can gather, the better positioned the team is to understand the real-world impact.
We’ll keep an eye on how the idea progresses from here.
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Xero Tax - Track time spent on a return
Can you automatically keep the start and end times when working on a tax return per user.
1 voteAppreciate you raising this idea about tracking time on returns within Xero Tax, Neil. It’s something that can make a difference for teams trying to manage capacity or reflect on the actual effort behind each return.
This idea is now sitting in the gaining support stage, which means it’s open for others in the community to engage with. As more votes and comments come through, it helps the product team see where this functionality might be most impactful and what specific outcomes users are looking for.
If there’s a particular reporting format, integration, or manual workaround you’re currently using to track this, sharing that in the comments could be really helpful. It adds valuable context and helps show how this could tie into existing practice workflows.
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Xero Sign - Automated Notification of Xero sign Bundle Expiry
Automated reminder for Xero Sign Bundle expiration
I have just been caught out again with expiry of unused transactions in my signing pack of 150. Instead of being cut off at expiry date or having to remember to go and look it up could there just be an automated reminder. Also, for us small sole traders it would be great to have smaller bundles than 150, even 50 at a time. Even better, why not let us use all of our transactions we have paid for. Still need an automated message that they have expired.1 voteHi Angela,thanks for letting us know an automated reminder for your Xero Sign bundles would be a huge help, and we really appreciate you bringing this idea to our attention. For now, the best way to stay on top of your usage is to manually check your remaining transactions and the expiry date in Xero HQ > Xero Sign. A good workaround is to set up your own calendar reminder 🗓️ to check in on your bundle regularly. This will help you avoid any last-minute surprises. Right now, an automated notification for expiring Xero Sign bundles isn't on our immediate roadmap. However, your feedback is incredibly valuable and helps us understand which features are most important to you. We'll be sure to keep you in the loop on any changes to the status of this idea. 🔄
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Milage claims - GST on business kilometres
The ATO allows businesses to claim the GST on cents per kilometre based on the business Kilometres travelled. The Milage claim in Xero currently does not have any tax category which means milage claims aren't showing on the GST reports and have to manually added to the BAS otherwise businesses are missing out on GST if not added manually.
For example, If staff travel 100kms for business, then the claim should reflect the following
100 kms x rate of 88cents (FY2026) totalling to $88. the $88 is inclusive of GST of $8.1 voteHi Camilla👋, we understand the importance of being able to track and claim GST on business mileage and appreciate you letting us know this functionality isn't available within Xero. We know that not having this feature causes extra work to manually calculate the GST on mileage claims. While we don't have this feature at the moment, we’d like to acknowledge the workarounds of manually calculating the GST component of the mileage claim and entering this as a separate line item when processing the expense claim. We understand this isn't ideal and adds extra work, but it may help for now. We're still actively monitoring this idea to see how much support it gets from our customers 👀. As always, we'll continue to provide updates as we have them. Please continue to share your feedback and vote for the idea! ✅
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Document Pack - Schedule time to send document pack
Document Pack - Allow time delay.
For example I want to finish the work now but dont want it sent to the client for another 2 days so can set a time to be sent out.1 voteHi Alexandra, thanks for sharing your idea about being able to schedule the time to send a document pack.
We can see how having more control over when document packs are sent would be useful in managing your client communications more effectively. While this idea is still new, it’s been reviewed by our community team and is now marked as Gaining Support.
At this stage, we’re keeping the idea open to see how much interest it gathers—so if others would find this helpful too, please feel free to add your vote or leave a comment to share how it would benefit your workflow.
We’ll continue to monitor this idea and will post any updates here if things change.
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Xero Tax fields in XPM to be importable and extended to UTRs for business tax clients.
Within XPM there are fields for individuals in the Tax section of Client with UTR and National Insurance number. It is not possible to import and upload to them, this would be useful as they then link to Xero Tax when filing a tax return. Currently we have them stored in a custom field as these weren't available originally. It would be good to be able to import all of our custom fields to the system's UTR and NINO fields.
There is also not a Tax section on Limited Company clients to add a UTR to. Companies need UTRs and…
1 voteHi Stewart, thanks for raising this idea. It’s clear that the ability to import Unique Taxpayer References (UTR) and National Insurance Numbers (NINO) is important to you, and we hear the pain points about the extra manual work involved in not having this feature. A possible workaround is using a custom field for now, which can help keep this data within Xero Practice Manager. ⭐I wanted to provide an update on this. At Xerocon, we announced new developments for Xero Practice Manager and Xero HQ that are designed to improve efficiency and help you manage clients more effectively. While I can't promise a specific timeline or confirm that this exact feature will be included, we believe these enhancements will help streamline many of the workflows you’ve highlighted. We'll be sure to provide another update as soon as we have more information. Thank you for your patience and for helping us…
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UK Xero Tax - BADR £1m lifetime allowance automatic cap
Automatic BADR lifetime allowance £1m application.
At present for a gain of over £1m you need to enter two transactions, one with a £1m gain to apply BADR, and the remainder to be charged at 20% (24/25).
It would be much better if the system knew the lifetime allowance and applied it only up to the limit.
At present if you put the whole transaction to BADR it will apply 10% to more than £1m which is incorrect.
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NZ Tax - Notification when there is overdistribution of income types in an IR6
When making distributions to beneficiaries, we are able to distribute more than the income type recorded i.e. if there is $1,000 of interest income you can distribute $10,000 of interest income to a beneficiary if there are other types of income and it doesn't put the total at keypoint 21B in the return to a negative figure. It would be helpful if the over distribution of interest was picked up by the audit check.
1 voteThanks for sharing your idea, Barbie.
Great to hear how we could improve NZ Tax for your practice.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can comment to share additional detail about how your idea could improve their experience with Xero.
We'll share if there are any updates.
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AU Tax - Rollover IT8
Rollover from previous tax year includes IT8 Number of independent children.
1 voteThanks for sharing, Peter. We'll get a gauge of the interest from community in this from your idea here.
If there are any plans made we'll share an update through the idea here.
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Practice manager - Stop importing invoices into XPM for non clients
Xero's feature of importing invoices into XPM is great for clients. But there is no way currently to stop importing them for people who aren't clients. Currently - we sell digital products, which we need to keep invoices for. Every time a digital product is sold, it creates a new client in XPM. They aren't clients.There should be the option to only import if a client exists in XPM.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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