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  1. 3 votes

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    Tanya Spence shared this idea  · 
  2. 117 votes

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    Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊

    As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.

    Tanya Spence supported this idea  · 
  3. 9 votes

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    Tanya Spence commented  · 

    This is essential for any sort of audit trail. Just having a note saying "sent" is completely unhelpful. What if the client disputes that it was sent? How do we have any sort of proof where it was sent. We use this feature extensively to ensure we are sending the invoice to the correct address and is this is almost the sole reason we stopped using it.

    Tanya Spence supported this idea  · 
  4. 2 votes

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    Tanya Spence shared this idea  · 
  5. 268 votes

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    Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here. 

    As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;

    • You can now tab to select a highlighted contact and move through to the next field - related idea
    • Create a new repeating template from a draft invoice - related idea 

    Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.

    Once the team's work has concluded,…

    Tanya Spence supported this idea  · 
  6. 284 votes

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    Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here. 

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    Tanya Spence commented  · 

    And yet we still don't have the email address sent to listed in the notes. And it says the invoice is edited when you simply approve it or email it?? Cmon Xero this is rubbish

    Tanya Spence supported this idea  · 
  7. 87 votes

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    Tanya Spence supported this idea  · 
  8. 20 votes

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    Tanya Spence supported this idea  · 
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    Tanya Spence commented  · 

    Please show amounts paid against unused leave on termination separately on the payroll reports. Given that super is not calculated on unused leave and with STP2 unused leave payments need to be separated, it would be great to have Xero report these amounts separately on the payroll reports.

  9. 523 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.

    Tanya Spence supported this idea  · 
  10. 1 vote

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    Tanya Spence shared this idea  · 
  11. 10 votes

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    Tanya Spence commented  · 

    I can't believe we can't have a printable TPAR report (PDF). Come on Xero, please give us some sort of consistency with these things.

    Tanya Spence supported this idea  · 
  12. 580 votes

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    Tanya Spence supported this idea  · 
  13. 28 votes

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    Hi community 👋

    Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:

    Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!

    They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.

    The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.

    They aim to discover:

    • Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
    • Whether this conceptual solution…
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    Tanya Spence commented  · 

    As a BAS Agent, I don't use report packs at all as they do not allow inclusion of many of the reports we use as part of our working papers. Payroll reports are the main ones that are missing. Please include, it makes no sense that they are not included.

    Tanya Spence supported this idea  · 
  14. 226 votes

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    Tanya Spence supported this idea  · 
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    Tanya Spence commented  · 

    This would be a great feature. You can attach documents almost everywhere else in Xero. This is just logical to allow attachments to the published Rec Report

  15. 7 votes

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    Tanya Spence supported this idea  · 
  16. 169 votes

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    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

    Tanya Spence supported this idea  · 
  17. 131 votes

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    Hi everyone, to provide an update relating to the original reports that were raised in this idea, and feedback through the thread. The following reports are all available to add to a report template in Xero HQ;

    • General Ledger Detail 
    • General Ledger Summary 
    • General Ledger Exceptions
    • Tax Depreciation Schedule


    We currently have no plans to make other reports available in report templates.

    Tanya Spence supported this idea  · 
  18. 132 votes

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    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…

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    Tanya Spence commented  · 

    Hi Alex,
    The functionality as you have explained it does not sound like what I am chasing here. I am wanting to be able to tick off, line by line, in many cases in order to reconcile back to $0 so reconciling to a specific balance won't work in these sorts of cases. eg. Merchant clearing account, reconciles to $0 but usually has an "unticked" balance at a specific date that won't come in till a day later.

    Also, personally I believe that this is a critical element for any decent accounting software and am astounded that Xero has not seen this yet, so your solution SHOULD be short lived if Xero listen to their partners and users and see the relevance and importance of this functionality being in the core software.

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    Tanya Spence commented  · 

    Thank you so much Heather Smith!! I must admit I hadn't seen Dana's comment until you referred to it in your post. I do hope that the powers that be at Xero do understand the importance of this function and how "in the dark ages" not having it makes Xero, which I know is not what they are going for. They cannot be "leading edge" without some way for us to manage this in the software. Surely exporting to excel and reconciling in excel is not a solution but should only be considered a "temporary" work around. Trust me, I have been talking the ears off any Xero person that would listen and I think I spoke to about 5 Xero people at Xerocon about this. We need to make our voices be heard but once again thank you Heather for using your contacts to also fight this one on our behalf.

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    Tanya Spence commented  · 

    Look at the date that this was lodged. 10years and still crickets regarding this feature

    Tanya Spence supported this idea  · 
  19. 20 votes

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    Tanya Spence commented  · 

    Yes please!!!! Seems crazy to have a fantastic feature like scheduling bills but only be able to access it from one location. This makes an extra 4 clicks and a process interruption in order to schedule bills, which could all be done at the same time as scheduling.

    Tanya Spence shared this idea  · 
  20. 14 votes

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    Tanya Spence commented  · 

    to send an invoice via e-invoicing is currently very clunky and manual. It needs to be better automated and one way to do this is to be able to set e-invoice as a default in the customer contact card, which should then send via this method when bulk sending.

    Tanya Spence shared this idea  · 
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