Settings and activity
16 results found
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33 votes
Hi everyone, we'd like to get a feel of the support from the community in this idea. If there's any progress or updates to share we'll post to you all here, Thanks
Jacomina Wakeford
supported this idea
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45 votes
Hi everyone, thanks again for all the feedback we’ve received about this flow here. Our team has taken this on board.
It’s worth highlighting that the pop up window that shows for every payment is part of the payment flow to determine how you’d like to process the payment - You can choose to pay by online bill payments or manual payment. We want to be upfront that we don’t have any plans to permanently remove this flow.
However, based on feedback the team has added a selection to the modal in the screenshot here ”‘Don’t show again” to return to the original experience when it's possible to continue with manual batch domestic payments.
If you check this option you’ll be taken back through the older payments flow the next time you go to make a payment of this kind.
Please note, if you simply click the ‘X’ button in…
Jacomina Wakeford
supported this idea
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662 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.
Jacomina Wakeford
supported this idea
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776 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Jacomina Wakeford
supported this idea
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1,250 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…
Jacomina Wakeford
supported this idea
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911 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.
Jacomina Wakeford
supported this idea
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441 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
Jacomina Wakeford
supported this idea
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92 votes
Thanks for continuing to raise the importance of this idea with us here.
We appreciate why invoices and bills need to reflect the address details that were true at the time the document was created, and recognise the importance of this for record-keeping and audit purposes.
As part of the work we’re progressing for multiple addresses per contact, we want to highlight that preserving historical invoice details within Sales invoices is something we’ll be solving.
With multiple product teams working across different features we want to be upfront that work is not currently roadmapped for the Bills side, however we’ll keep this top of mind as that area of product continues to be developed.
I’ll be back to share further updates as this progresses.
Jacomina Wakeford
supported this idea
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Bank Reconciliation - Ability to make bank rec turn green even when there's something in discuss tab
20 votesJacomina Wakeford
supported this idea
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16 votesJacomina Wakeford
supported this idea
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14 votes
Hi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.
You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.
We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks
Jacomina Wakeford
supported this idea
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192 votes
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272 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
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213 votes
Hi everyone, Hubdoc remains a core part of our offering, however we want to be transparent that we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture that helps create and match transactions for you directly from your Inbox. This feature is currently available to organisations in all regions except NZ and AU, which we're working on expanding this feature to soon.
We also recently introduced the ability to upload multiple documents from your device to Xero using the Xero Accounting app. This feature enables you upload as either separate or a single document, that organisations can then use Smart Document Capture to help them create transactions fro once in the files inbox.
We appreciate some users here may prefer for this feature within Hubdoc itself however this isn't something we have plans of developing within Hubdoc. Thanks
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213 votes
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168 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
