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15 results found

  1. Hubdoc | Transaction Details - +Add Supplier to hold text that's already been typed (Like adding customer)

    9 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Kylie Gorzalka supported this idea  · 

  2. Hubdoc - Extract description

    35 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Kylie Gorzalka supported this idea  · 

  3. Hubdoc - Auto add new suppliers when publishing documents to Xero

    19 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Kylie Gorzalka supported this idea  · 

  4. Hubdoc - Publish receipt to existing Xero bill

    102 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Kylie Gorzalka supported this idea  · 

  5. Hubdoc - Convert bank statement to csv file

    296 votes

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    51 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    Kylie Gorzalka supported this idea  · 

  6. XPM - Option to upload Xero Ask attachments to Xero Files

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Kylie Gorzalka shared this idea  · 

  7. AU Payroll - New Employee - Online Commencement Forms

    302 votes

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    70 comments  ·  For small businesses » Payroll  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Great news team, work has been moving along well and I'm pleased to share our teams are developing the ability for employees to self-onboard by entering their own onboarding details within Xero Payroll in Australia.

    We appreciate the extra admin and time this will take back for Payroll admins to be able to focus on the more critical payroll tasks. Currently in testing with a small group of users, I look forward to coming back with more details as we progress to release.

    Kylie Gorzalka supported this idea  · 

  8. Repeating Invoices - Day/Date placeholder option

    149 votes

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    submitted  ·  45 comments  ·  For small businesses » Business features  ·  Admin →
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    Kylie Gorzalka supported this idea  · 

  9. Invoices/Bills - Feature to 'write off' as bad debt

    728 votes

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    14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Kylie Gorzalka supported this idea  · 

  10. Contact Record - View BSB and Account Number seperately

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Kylie Gorzalka shared this idea  · 

  11. Projects - Set different rates and multiple task for each employee

    55 votes

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    submitted  ·  25 comments  ·  For small businesses » Business features  ·  Admin →
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    Kylie Gorzalka supported this idea  · 

  12. Practice Manager | Clients - Date of death field for client details

    258 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!

    With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.

    This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website

    Kylie Gorzalka supported this idea  · 

  13. Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF

    183 votes

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    52 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here. 

    You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action. 

    If needed you'll be able to export your results to PDF or Excel. 

    Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results. 

    Kylie Gorzalka supported this idea  · 

  14. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    267 votes

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    submitted  ·  40 comments  ·  For small businesses » Accounting features  ·  Admin →
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  15. Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero

    157 votes

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    72 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 


    Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 


    That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

    Alternatively, if you’re using an external system, you could look into the Xero App store. 


    Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…

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    Kylie Gorzalka commented  · 

    Huge time saver - would use daily