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  1. Bills - Assign planned date within individual bill

    42 votes

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

    Appreciate wanting this within the individual bill and through creation, Ruth. We'll track interest of this here,  


    As a solve for right now, you can jump across to the Awaiting Payment tab and select the Bills you'd like to assign a planned date too you'll see the Action for 'Add planned date' turn blue and you can use this to bulk assign a plan to date to multiple bills at once 🙂


    If you're not sure which bills you've assigned a planned date too, you can click the plan Planned date header to sort all bills without a date assigned. 

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    Accounts Keycon commented  · 

    You can allocate a planned payment date once its approved.

  2. Batch Payments - Ability to 'split' when reconciling

    284 votes

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    12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
    Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!

    Accounts Keycon supported this idea  · 

  3. Audit Trail Report

    350 votes

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    submitted  ·  18 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accounts Keycon supported this idea  · 

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

    602 votes

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    13 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!

    Accounts Keycon supported this idea  · 

  5. Bank Reconciliation Report - Show 'Discuss' tab notes

    28 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accounts Keycon commented  · 

    We should be able to incorporate comment/discuss tab while exporting the reconciliation report. We normally export the report to get client's comment on the transaction. So interactive comment section is necessary feature.

    Accounts Keycon supported this idea  · 

  6. Report Templates - Ability to add any report

    165 votes

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    submitted  ·  24 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accounts Keycon supported this idea  · 

  7. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    88 votes

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    9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Accounts Keycon supported this idea  ·