22 results found
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Cash Coding - Improve sorting and sort logic
Improve the sorting functionality within the Cash Coding screen to sort by Account. When I review the transactions (esp ones that have rules) it's difficult to assess if they've been categorized correctly and might need changes.
Additional ask would be to improve the sort logic that already exists. When you sort by Description it should show A-Z and then blanks at the bottom, or Z-A with blanks at the start. But you can see in the screenshot it's sorted by Description but one transaction is floating in the middle of blanks...why?
23 votesHi everyone! thank you so much for taking the time to share your idea with us! We really appreciate you flagging that the sorting function on cash coding isn't quite sorting the blanks first, but instead is just going straight from ascending to descending by date (or vice versa). We are moving this idea over now so it can gather more support from the rest of the community. Please feel free to share it with any of your peers who would also love to see this feature implemented.
We'll be keeping a close eye on this space in the meantime. Thanks again for your valuable input.
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Xero Tax (AU) - PAYG Instalment Estimate Worksheet improvements
Could we get a PAYG Instalment worksheet please, with an option to tick if a client is a new entrant to the PAYG instalment system and a field where we can enter the expected lodgement date of the tax return. These fields can then drive the PAYG instalment estimate for the current financial year.
Currently Xero just estimates the instalments for the four quarters which isn't always correct. For example if we lodge a return in November and the client is entering the PAYG instalment system for the first time, there's no way to zero out the September quarter without…13 votes"Thank you for submitting your feedback and highlighting the improvements that are important to you. We have reviewed your suggestion, and it is open for community support.
To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can leave comments to provide further context on how this change would enhance their experience with Xero."
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Lock Date: ‘Unlock for Me Only’ Option for Accountants
When doing the year end processes, an accountant should be able to unlock the period for their log in only ie 'unlock for me only' as if the client or others have the same user access, they can change the accounts while we are working.
18 votesAppreciate your sharing on lock date controls. Being able to remove lock dates for specific users can help maintain accounting information .
We’ve moved this idea to Gaining support, so the community can vote and comment. If you have any details about how you’d use it, adding them here will help everyone understand the idea better and give the product team more context down the line.
We’ll update more here once we gain more traction.
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Receivable Invoice Detail - Top Customers report to exclude overpayments
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.
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.
9 votesThanks for sharing your idea, Maeve.
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.
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Conversion Balances - Warning for unsaved conversion balances before navigating away
I’d love to see a feature added that helps prevent accidental data loss when entering conversion balances. Currently, if you leave the page without saving, there’s no warning and it’s easy to lose your work. I’d really appreciate a dialogue window that pops up when you try to navigate away with unsaved changes.
9 votesHi Karlee, thanks for sharing this idea.
We've now reviewed your idea and it's up to the community to get behind and support it.
Make sure you share your idea with any colleagues that could benefit from the warning/ pop up notification on unsaved conversion balances before they navigate away so they can add their vote too!
Other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Files - '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.…
6 votesThanks for sharing your feedback on the new updated Files. We appreciate the time you've taken to bring this to our attention. We've reviewed your idea and moved this to gaining support, 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.
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Xero files - option to view files as a group, reducing the need to open individually
New Xero files - add option to return to the old way of viewing bills that had been uploaded?
I often log in to 80-100 bills that have been uploaded into files for me to add to a clients xero. Until the recent changes you could click on the oldest one and then scroll through each one viewing them full screen whilst working on another screen to add the information to a bill in xero. Now when you click on the file it opens in a much smaller box on the far side of the screen and you can't scroll…
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We've reviewed your idea and now it's up to the community to get behind and support it. While that exact group view isn't available in the new design, we have a helpful trick: we recommend you try expanding the side view of the file so it fills up most of your screen. When you do that, you'll be able to quickly jump between files just by hitting the Tab and Enter keys on your keyboard. If you run into any trouble with this or need more help, please don't hesitate to reach out to our support team :)
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Invoice - Restore previous single-screen upload and confirmation
In the previous version of Xero, uploading invoices was much faster and more efficient. When uploading an invoice image, we could immediately select whether it was a Sales Invoice or a Bill from the same screen. This saved time and simplified the workflow.
Another important feature in the old system was the visual indicator: once an image was uploaded and recorded as a Sales Invoice or a Bill, there was a clear mark showing that the document had already been categorized. This provided transparency and reduced the risk of duplicate entries.
In the new version, we are required to go…
3 votesWe understand that the previous single-screen invoice upload process helped with efficiency, and it’s great to hear how it supported your workflow.
The idea is now in Gaining support, so the community can vote and join the discussion. Adding details about your workflow can help the community see the value and encourage others to share their experiences too.
We’ll keep this thread updated as the idea develops.
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Reporting - Reconcile period report
Provide a report which shows all bank accounts listed alongside the latest reconciled month for each bank account to provide a quick overview of which bank accounts have not been reconciled.
3 votesHi Maria, thanks for sharing your thoughts on this reconciliation period report idea. It’s been helpful to understand how a single view of reconciliation status for all bank accounts could support the way you manage your work.
This idea has now moved to Gaining Support, so it’s open for the community to add votes and comments. If others would find this useful, it’d be great to hear how it could fit into your workflow or any specific use cases you have in mind. That kind of detail really helps guide what we explore next.
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Bank Statement Tab Search – Show Account Transactions in Results
I’d like to suggest a small but valuable feature update:
When we search for a bank memo, description, or reference in bank transactions or account transactions (e.g., “UberBV”), Xero does return the transactions, but the categorized account (account head) is not visible in the search results.
In MYOB, when performing the same search, the results also show the categorized account, which helps identify how transactions were coded in the past. This saves time and ensures consistency during reconciliations.
Feature Request:
Please consider updating Xero so that when searching transactions (by memo, description, or reference), the categorized account column also displays…
4 votesHi Abrar, thanks for the thoughtful suggestion and the screenshots showing the account code used when reconciling the bank statement lines. We’ve shared your feedback with the team so they can consider this in future improvements. In the meantime, it’d be great to hear from others who’d benefit—please add your vote and any specific scenarios where this would save time in your workflow. In the meantime as a short-term workaround, run the Account Transactions report for the Bank account and add the Related account column to see where each transaction was coded ✨
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Quote & Invoice Preview in Mobile App
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 voteHeya 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!
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AU Payroll - Reports downloaded from posted pay runs to include pay period rather than payment date
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 voteThanks 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.
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Repeating Customer Prepayments
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 votesHi 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 🙂
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Business Activity Statement - Improve process of recording 100% GST on Imports
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 voteHi 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.
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Reporting - Display Custom Report Names in Report Packs
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 voteThanks 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! ☺️
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Depreciation Schedule - Adjustable Columns
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 votesAfter 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.
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Bank reconciliation - Ability to enter dates directly in formats other than dd mmm yyyy
Across Xero it would be very useful (and intuitive) to be able to type dates in formats other than dd mmm yyyy (for example dd/mm/yyyy, ddmmyyyy, etc). The dd mmm yyyy isn't the usual way to enter and clients have commented that it's irritating that they can't type the date in (they use the calendar instead) because it didn't occur to them to try this format, and even when you are aware the habit when typing dates into these boxes is to use one of the more common formats so it can lead to errors
4 votesHi Jonathan! Thanks for sharing this great suggestion about allowing more flexible date formats in Xero. We can see how being able to type a date in different formats (like dd/mm/yyyy) would be a much quicker and more intuitive experience for many, and acknowledge that this functionality is available within other areas of Xero.
We've also added the supporters of this idea to these two similar ideas; New invoicing and Fixed Assets.🙂
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Xero Central - Adding a Video on Demonstration
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 votesHi 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.
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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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Organisations - Indication/Warning/Flag when changing organisation
It is too easy currently to click back/undo one too many times and end up inadvertently posting into a different organisation from the one you were working on.
I was showing a colleague how to do something in the Demo company, but I clicked back too many times and ended up making my dummy postings into a client's organisation instead.
For accountants and bookkeepers who have multiple clients and multiple transactions to post, this could create a lot of unnecessary work that can easily be avoided by some kind of indication that you are changing organisation.4 votesHi team, we understand wanting more of an indicator when you're entering data in the demo org, and with our new navigation experience you'll now have a banner at the top of the screen to let you know that you're in the demo company to avoid wasting time of data entry that should be in your actual org.
We want to be upfront that this banner is only applicable for the demo company, so not exactly what is being asked in this idea but hope it goes some way to helping in scenarios like has been shared here.🙏
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