Settings and activity
141 results found
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297 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Sarah Pemberton
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219 votesSarah Pemberton
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4 votes
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4 votes
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116 votes
Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.
While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂
Sarah Pemberton
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56 votes
Appreciate your input here, everyone. Our team is aware of the challenges our partners are facing around the auto-reversal of negative balance. It’s on their roadmap to investigate and provide a better user experience.
For the time being, I’ll move this idea into ‘Under review’ status. And when there's movement, we'll make sure to come back here and let you all know.Sarah Pemberton
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103 votesSarah Pemberton
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178 votesSarah Pemberton
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164 votes
Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.
We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.
Sarah Pemberton
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402 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Sarah Pemberton
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299 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Sarah Pemberton
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36 votes
Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here.
While it's not possible to set a default for each contact, you can currently send statements to multiple users at once -
From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.
- When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
Sarah Pemberton
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324 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
Sarah Pemberton
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259 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
Sarah Pemberton
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164 votes
Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.
Sarah Pemberton
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132 votes
Appreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
Sarah Pemberton
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44 votesSarah Pemberton
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90 votes
An error occurred while saving the comment Sarah Pemberton
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494 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Sarah Pemberton
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520 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
Sarah Pemberton
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Being able to assign users to raise purchase orders only would allow more flexibility.