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  1. 16 votes

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    Anita Wildman supported this idea  · 
  2. 113 votes

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    Hi everyone, thank you for all your valuable insights of how we could improve Xero inventory to suit your business.

    Atm, we don't have direct plans for providing capability to track assembly inventory within Xero, however our product team are doing some early testing of concepts for being able to bundle inventory in Xero.

    Quite related to your interests here, we wanted to provide you the opportunity to be a part of this,

    If you'd be interested in giving some time to share back with our team on their concepts please answer a few questions through our form here.✍️

    This will be a limited pool, however we'll be back to share outcomes of this work with you all here.

    Anita Wildman supported this idea  · 
  3. 30 votes

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    Anita Wildman commented  · 

    When we search for a client in HQ, can it please also search Organisation (Display) Name and Trading/Legal Name. This would make it make easier when clients go by their trading names and we need to use legal name. Thank you

    Anita Wildman supported this idea  · 
  4. 13 votes

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    Anita Wildman commented  · 

    We need separate fields for legal vs trading name - they are very different things and needed in different areas e.g. on invoice vs financials. It wastes time having to change between the two when publishing (and run the risk of invoice emails being sent with the legal name) - some clients are very precious about this - they want trading name, we need legal name. Please address - should be a simple fix. Thank you

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    Anita Wildman commented  · 

    Totally agree - separate fields for legal vs trading name needed - they are very different things and needed in different areas e.g. on invoice vs financials. It wastes time having to change between the two (and run the risk of invoice emails being sent with the legal name) - some clients are very precious about this -they want trading name, we need legal name. Please address.

    Anita Wildman supported this idea  · 
  5. 55 votes

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    Anita Wildman commented  · 

    Agree - need this reporting ability. Surely it can just be called Annual Leave (or similar) Paid on Termination as a payroll line on the payroll activity report.

    Anita Wildman supported this idea  · 
  6. 24 votes

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    You can re-order the columns of your report with the layout editor, Robbie. 🙂


    Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout. 

    If you're like to make this the default layout there is also an option for this - see our help here & here

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    Anita Wildman commented  · 

    Yes please.
    Can we please have a button to switch the order of the columns. Need this flexibility - as you need it different ways for different purposes and its very time consuming to switch it around exp if you are monthly reports for 12months.

    Anita Wildman supported this idea  · 
  7. 86 votes

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    Anita Wildman commented  · 

    Yes pls - agree with this.

    Anita Wildman supported this idea  · 
  8. 28 votes

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    Anita Wildman commented  · 

    100%. We are getting so clever with AI, yet the basic things we are making harder for ourselves. This would be such a simple update I would think.
    Bookkeepers/Accounts people are begging you.

    Anita Wildman supported this idea  · 
  9. 201 votes

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    Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

    We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

    As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

    To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it

    We see the value in providing more customisation in reporting. Right now we have some more codes…

    Anita Wildman supported this idea  · 
  10. 492 votes

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    Anita Wildman supported this idea  · 
  11. 593 votes

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    Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.

    We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.

    That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks

    Anita Wildman supported this idea  · 
  12. 303 votes

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    Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

    As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

    To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

    A caveat to this is when you are working in incognito mode, or refresh your browser…

    Anita Wildman supported this idea  · 
  13. 52 votes

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    Hi team, appreciate not exactly what's being asked here but to confirm what's available at present. 

    In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like. 

    Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report. 

    You can also Save as custom so you can then access this layout anytime you need. 

    To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in. 

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    Anita Wildman commented  · 

    Hi Xero, please combine all the similar threads on this topic to truly understand the need for this to be addressed. Thanking you

    Anita Wildman supported this idea  · 
  14. 208 votes

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    Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.  

    While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.

    We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas. 

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    Anita Wildman commented  · 

    Budget Manager needs some attention please per the comments on this post.
    I also note there are multiple threads requesting the same thing - can the xero moderator please combine these threads to understand the true need for this?

    Anita Wildman supported this idea  · 
  15. 12 votes

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    Anita Wildman commented  · 

    This is a basic data manipulation requirement. Please updated

    Anita Wildman supported this idea  · 
  16. 275 votes

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    Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.

    We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.


    Anita Wildman supported this idea  · 
  17. 10 votes

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    Anita Wildman commented  · 

    Approve leave request email to show dates and hours e.g. in case of part day request its useful for approver to know staff is only requesting 2hrs leave instead of full day prior to having to log into xero.

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    Anita Wildman commented  · 

    Please allow staff to reject their own leave (once approved). Otherwise they need to email payroll officer to cancel their leave - this should be self serve, the same as applying for leave. Rejected leave should also be approved by payroll so relevant people are keep in the loop.

    Anita Wildman supported this idea  · 
  18. 77 votes

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    Hi community 👋

    Thanks for sharing and supporting this idea - while I don't have an update specific to this one, I thought you might be interested in the following:

    Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to have an automatic monthly payroll tax report is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!

    They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.

    The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.

    They aim to discover:

    • Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
    • Whether this conceptual…
    Anita Wildman supported this idea  · 
  19. 351 votes

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    Anita Wildman supported this idea  · 
  20. 440 votes

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    Anita Wildman supported this idea  · 
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