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  1. 535 votes

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    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

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    Luke Abbott commented  · 

    Agree with Claire.

    Suppliers often ask us why we have randomly allocated a CN against an unrelated invoice on the remittance rather than just taking it as a credit against the whole payment. Only Xero users appear to have encountered the forced invoice allocation of credits.

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    Luke Abbott commented  · 

    Susan Barbarino, you are spot on there. We are always having suppliers confused by the remittances as to why we would allocate credits against invoices where they clearly don't belong. Takes some explaining sometimes as to why this is the case as it just doesn't follow any other accounting software out there!

    Luke Abbott supported this idea  · 
  2. 464 votes

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    Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

    The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

    Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

    • Void the bill
    • Copy the bill
    • Reattach any files (IF any) from the voided bill to the copy of the bill

    A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…

    Luke Abbott supported this idea  · 
  3. 2 votes

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    Luke Abbott shared this idea  · 
  4. 53 votes

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    Appreciate the detail, and thanks for raising this here in the forums. 

    While this isn't something we have direct plans for atm, we're keeping an active eye on the idea here and will share if there's any change. 

    Luke Abbott supported this idea  · 
  5. 472 votes

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    Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.

    In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.

    Luke Abbott supported this idea  · 
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    Luke Abbott commented  · 

    With the strides forward that are being made in open banking, this kind of function should be more than possible now, though understandably it does require the co-operation of the banking tech teams to allow this to happen fully.

  6. 638 votes

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    Hi everyone, thanks for joining and supporting this idea.

    We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.


    To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.

    That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.


    As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.

    Luke Abbott supported this idea  · 
  7. 617 votes

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    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!

    Luke Abbott supported this idea  · 
  8. 982 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

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    Luke Abbott commented  · 

    Unfortunately Yazz, there clearly is no threshold. It is becoming abundantly clear to all users of this forum that Xero have no intention of listening to what their customers want. They develop the "beautiful" things they fancy developing. Why else are there a number of items marked as "working on it" or "under review" that simply only have 4 or 5 votes to them, whilst this one (and countless others) have 100s!

    The best part about this whole forum is the daily emails I get from it on all the topics I've voted on, reminding me that so many others are in the same boat, and that if I finally give up waiting for Xero to respond there are hundreds of others who might like to join me in obtaining a group discount from Sage or Quickbooks 😂

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    Luke Abbott commented  · 

    Arnis - You're not the only one in the partner programme considering the move. I know a particular platinum partner who have been challenged recently as to why they stick with Xero based on recent lack of tangible, useful, customer based progress. Maybe when those in the 1,000s of clients start migrating they'll wake up...

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    Luke Abbott commented  · 

    The latest update was very aptly described by a colleague : "This new 'accessibility' update has now made it possible for even more Xero customers to see which functions are lacking!"

    @Xero, when will you realise people are screaming out for a "Focus on functional" rather than "Building on beautiful"!!

    Luke Abbott supported this idea  · 
  9. 19 votes

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    Luke Abbott supported this idea  · 
  10. 8 votes

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    Luke Abbott supported this idea  · 
  11. 7 votes

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    Luke Abbott commented  · 

    Would like to see this for adding direct from files to a purchase credit note.

    Currently all P/L files get uploaded and then any credits have to be re-downloaded, deleted and added manually via the Bills tab.

    Luke Abbott supported this idea  · 
  12. 14 votes

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    Luke Abbott commented  · 

    The obvious workflow I'm sure for many businesses is to upload multiple files and then batch process. We have a purchase ledger clerk who does this task once a week and having covered her while on leave, I had forgotten how annoying, and how much extra load time it adds because of not being directed back to files automatically. It feels like those who designed it this way have never used Xero in the real world!

    Luke Abbott supported this idea  · 
  13. 20 votes

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    Luke Abbott supported this idea  · 
  14. 154 votes

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    Luke Abbott supported this idea  · 
  15. 314 votes

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    Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
    We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…

    Luke Abbott supported this idea  · 
  16. 356 votes

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    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to…

    Luke Abbott supported this idea  · 
  17. 14 votes

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    Luke Abbott supported this idea  · 
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    Luke Abbott commented  · 

    Would value this change in relation to manual journals as well as I always believe it is good practice to have well organised and structured journals.

  18. 112 votes

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    Luke Abbott supported this idea  · 
  19. 19 votes

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    Luke Abbott supported this idea  · 
  20. 40 votes

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    Luke Abbott supported this idea  · 
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