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  1. 8 votes

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    Hi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use? 

    If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks 

    Andrew Syme supported this idea  · 
  2. 4 votes

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  3. 11 votes

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    Andrew Syme supported this idea  · 
  4. 200 votes

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    Andrew Syme supported this idea  · 
  5. 18 votes

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  6. 5 votes

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    Is there a particular reason you'd specifically not want the user to login to Xero to view this information, Ben? 

    Currently as you may be aware, there's an option to include a link so that your customer can view outstanding invoices they have with you - See more here 


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  7. 4 votes

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    Hi Nina, this is something I'd recommend engaging your financial institution or bank about. While you can set up and create a payment in Xero, the confirmation of funds transfer would come at the point the money is paid from your actual bank account to the suppliers bank account. 


    If your suggestion however is from the Sales side where you'd like to request your own customers provide proof of payment for invoices you send to them perhaps this could be worked into your organisations branding as part of the payment terms

    Andrew Syme supported this idea  · 
  8. 47 votes

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    Andrew Syme supported this idea  · 
  9. 6 votes

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  10. 4 votes

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    Hi Elizna, you can run the Receivable or Payable invoice detail reports for multiple contacts at a time. Is there something specific about the Contact Transactions Summary that's missing from these reports that you'd want included ? 

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    Andrew Syme commented  · 

    Need to be able to run Contact Transactions Summary report for Contact Group

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  11. 5 votes

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    Thanks for your feedback and sharing your idea in the forums here, Jo - As part of our work for 'building on beautiful' a contact record is the next page in this space that'll be getting a new look. 

    Though a little too soon to confirm what it will look like, I can say that the page will be cleaner, with filters to help with viewing what is shown on the page. 

    I'll keep you updated, here 😁

    Andrew Syme supported this idea  · 
  12. 13 votes

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    Hi Amy, could you give a bit more detail on what this would help you do, or is there a specific format you'd be looking to download invoices in? 

    Currently, you can export invoices from Xero and would be able to filter these in exported CSV file, or can do a search to do this before exporting - More on this here

    Andrew Syme supported this idea  · 
  13. 11 votes

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    Appreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.

    At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.

    For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.

    Andrew Syme supported this idea  · 
  14. 33 votes

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    Thanks for your feedback so far, everyone.
    We're currently looking at ways we could help fix double counting for issues at the ATO that have been made due to changes made to an organisation's ABN/Branch number and it'd be great to get input and further feedback from some of you here to help us understand and solve these issues. 

    📝If you're interested in participating in this research and would be available to connect (this week) on 24th or 25th November 2022 - Please click through and complete this short survey. Thanks 🙂

    Andrew Syme supported this idea  · 
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    Andrew Syme commented  · 

    BUT, it would help if we could CLONE the current setup of a file into a new File.

  15. 18 votes

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    Hi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects? 

    Atm, you can create bills and invoices for different contacts and associated these transactions with a single project. 

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  16. 9 votes

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  17. 21 votes

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  18. 34 votes

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    Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it. 

    From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries. 

    Is there a specific reason you need to enter the expense as one of these type of items? 

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  19. 105 votes

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  20. 296 votes

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    Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero.  Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology. 


    However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.


    As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.

    Andrew Syme supported this idea  ·