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26 results found
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199 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
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Eve Radford
supported this idea
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3 votes
Thanks for sharing how we could improve auto bank rec for your workflows, Michelle. We'll start to gather others interest in this from your idea here. Our product team are keeping a close pulse on the feedback in this forum and I'll be sure to let you know if there are any updates.
Eve Radford
supported this idea
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58 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important more granular CIS tracking is for your businesses. Some of you have mentioned that you currently use tracking categories to achieve the breakdown required, we understand however this may be suitable for everyone.
After review, we're updating this idea to Not in the pipeline, meaning our product team has considered it but it's not on our foreseeable roadmap. We know this isn't the update you were hoping for, and the idea will remain open for votes so we can continue to gauge community interest.
An error occurred while saving the comment Eve Radford
commented
I use tracking codes to differentiate plumbing, electrics etc. Also If it is a P&L item then I put it in the CIS code, out of 710 (same amount) and then into the P&L. All on the same invoice.
An error occurred while saving the comment Eve Radford
commented
Yes it is but it's better than trying to cope with all the journals to get things in the right place
An error occurred while saving the comment Eve Radford
commented
I have posted here before - there is a work around. You use the set CIS codes to do the CIS entries then on the SAME invoice enter the exact amounts as negative entries to a similar GL code (that is added together for presentation purposes on balance sheet or P&L) so basically you are back to nil payment then add a line where you want it to be. Be careful of VAT.
An error occurred while saving the comment Eve Radford
commented
Hi Anita
In the invoice in xero do this:
711 CIS Labour 100
712 CIS materials 20
710 CIS Lab & mats moved to 465 (or where ever) -120 ** MINUS**
465 Repair of XYZ 144Being 100+20+VAT of 24 = 144. This is my issue that the CIS report picks up total as 144 not 120. I have to manually adjust this but if your VAT is recovered then you won't have this problem.
Try one out in demo company.
We use a unit of CIS repairs (as that's what ours are) for 711/712/170 entries and we check each month that it comes to nil.
An error occurred while saving the comment Eve Radford
commented
I have a solution for this. You put the CIS into the correct codes (lab & mats) and then reverse them out in a different code (I use 711/712 for CIS and then 710 for the reversal). Then input into where you want them. This only works on Xero reports is you are VAT registered. If you are not VAT registered you need to add VAT in the last step and manually adjust your return at the end. At least all the input is correct and your accounts are right. The CIS return is wrong though.
An error occurred while saving the comment Eve Radford
commented
I need (at the very least) a CIS code for balance sheet (freehold property improvements) and one for the P&L (repairs and maintenance). It's not really acceptable that nothing has been done on this for so long. I'm seriously considering moving to another platform.
An error occurred while saving the comment Eve Radford
commented
You can get round this by coding to 711/712 then deducting from 710 (exactly equal to cancel out - excluding VAT). Then code where you want it (including VAT). All within one bill in xero. But you have to change the return figures so you can’t use the auto submission. My company is not VAT registered so this may work fine if you reclaim the VAT. Worth a trial.
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857 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
An error occurred while saving the comment Eve Radford
commented
Katie Jackman - try the CEO. You can find emails for senior Company employees on the web
An error occurred while saving the comment Eve Radford
commented
Sharon - you can enter the date & bank account at the bottom of the screen then you can see it in the bank rec. be sure to select the correct bank
Eve Radford
supported this idea
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44 votes
An error occurred while saving the comment Eve Radford
commented
Manual journals will NEVER be a cash item. The default setting in xero is simply wrong.
Eve Radford
supported this idea
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522 votes
Hi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors…
Eve Radford
supported this idea
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1,207 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Eve Radford
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573 votesEve Radford
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50 votesEve Radford
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97 votes
Thank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.
This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.
Eve Radford
supported this idea
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81 votesEve Radford
supported this idea
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89 votes
Hi everyone, thanks for the engagement and support on this idea. We recognise that having the option to display accounts in GL account number order when editing a reports layout would reduce the need to manually adjust the order of accounts.
We've reviewed your feedback, including the specific issues with grouping, and are moving this idea to Accepted. This reflects that the idea has not been included in our current roadmap but that this is an idea that we will continue to monitor.
Eve Radford
supported this idea
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729 votes
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!
Eve Radford
supported this idea
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84 votesEve Radford
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68 votesEve Radford
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622 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Eve Radford
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13 votesEve Radford
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5 votesEve Radford
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4 votesEve Radford
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4 votes
Thanks for the idea here, it's good to know how we can help businesses understand how best to navigate Xero when onboarding a business.
For the UK we now have a page on our website that helps you find a plan that's right for their business. Xero will provide a plan recommendation based on responses to a selection of questions.
Though only available in the UK atm, we are looking to extend this to other regions and I'll keep you updated on when this is available elsewhere, here.
Eve Radford
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I think xero isn’t really aimed at larger companies with lots of transactions. I suggest moving to another provider who does this better.