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  1. 202 votes

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    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

    Maree Wallace (Business Allsorts) supported this idea  · 
  2. 197 votes

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    Maree Wallace (Business Allsorts) supported this idea  · 
  3. 152 votes

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    Maree Wallace (Business Allsorts) commented  · 

    Bookkeepers often send out quotes on behalf of their clients. When the person receiving the quote clicks accept, currently the acceptance email it is sent to the person logging into Xero, regardless of the reply to email settings. We need an option for any online quote acceptance, decline or question to go to a specified email address rather than the logged in user.

    Maree Wallace (Business Allsorts) supported this idea  · 
  4. 75 votes

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    Maree Wallace (Business Allsorts) commented  · 

    As a xero partner, my clients have refused to move to the new invoicing for exactly this reason. Most of my clients are tradies and when they are discounting, it's usually a percentage. The previous default in classic invoicing used to be a percentage, so those that have made the transition have been caught out, they are so used to just entering the discount amount with out the % sign, that this has resulted in examples where they have discounted too much eg. a $40.00 item that was supposed to have 20% discount applied, actually had $20.00 discount applied (giving the client a 50% discount in error)

    Please sort this before retiring the classic invoicing!!!!!

    Maree Wallace (Business Allsorts) supported this idea  · 
  5. 537 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.

    Maree Wallace (Business Allsorts) supported this idea  · 
  6. 625 votes

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    Maree Wallace (Business Allsorts) supported this idea  · 
  7. 266 votes

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    Maree Wallace (Business Allsorts) supported this idea  · 
  8. 4 votes

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    Maree Wallace (Business Allsorts) supported this idea  · 
  9. 701 votes

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    Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.

    As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.

    With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.

    Maree Wallace (Business Allsorts) supported this idea  ·