Users & setup

2 results found

1. History & Notes - Comment Section for Invoices and Credit Notes

   Hi, It would be great to have a comments/notes section for invoices, credit notes, prepayments etc to keep track of why certain entries or changes are made

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   1 comment  ·  Import  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

   Hi Aisha Did you know it's already possible to do this in Xero?

   To add a note to an invoice or credit note you just scroll to the bottom of the page and click Add Note!

   To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks

   🙂

   
   

2. Homepage - Transfer money option for bank account

   On the new homepage, a 'transfer bank feed' option for a bank account is not available anymore as it was on the old home page. I was able to switch to the old look and complete the transfer of a bank feed, but from 2 Mar 2026 the switch to the old homepage will be disabled. Hope this fix is already in the pipeline..

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   0 comments  ·  Homepage  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminKelly Middleton (Admin, Xero) responded

   Hi! Did you know it's already possible to do this in Xero?

   Just click on the 3 dot menu next to the bank account and select the 'Transfer money' option. We have a bit if help around this in Xero Central, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊