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For accountants & bookkeepers

Customer ideas for Xero's practice products, including Xero HQ, Xero Practice Manager, Hubdoc, Workpapers, and Xero Tax
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For accountants & bookkeepers

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12 results found

  1. 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.

    14 votes

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    Hi 👋 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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. 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…

    4 votes

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    1 comment  ·  Admin →
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    Hi 👋 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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  3. We would like our staff to be able to experiment with JAX outside of our clients accounts - to do this, we would like JAX to be available in the Demo Company and it is not currently.

    4 votes

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    Hi 👋 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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  4. 🚀 Xero Team — Please Bump This Up the Chain!

    There’s a huge opportunity right now for Xero to capture market share from QBO in the U.S. — but one major blocker is the limited integration between Xero and Double (formerly Keeper), the practice management app so many bookkeepers rely on.

    Keeper (now Double) users are a massive segment of the bookkeeping community, and many of us are ready to move our firms and clients off QBO — but we need assurance that the seamless workflow and automations we have in Keeper/QBO will carry over to Keeper/Xero.

    Can someone from…

    2 votes

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    1 comment  ·  Admin →
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    Hi 👋 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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  5. 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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  6. A report identifying transactions reconciled per user to assist with those "helpful" clients who love to reconcile ( when they shouldn't be )

    1 vote

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    Hi Sara, just to check are you saying you'd like a widget in the practice side to view who last reconciled a client organisation?

    Totally get needing to check in on who may have performed a reconciliation - Atm, within a clients org you'll be able to run the History & notes. Once run, you can do a quick search for 'Reconciled' which will show all recent reconciliations from users.

  7. 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.

    1 vote

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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?

  8. 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 👋 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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  9. When a existing company had a year end change, there should be a a option to add the new year end. Currently when you add the new year end, all of the reports change to the new year end.

    1 vote

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    Hi 👋 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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  10. 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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    Hi 👋 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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  11. 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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  12. 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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