Settings and activity
52 results found
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36 votes
Thanks for sharing this idea 🌟 We can see how an extra confirmation step before deleting a transaction could help prevent accidental deletions and give users more confidence when making changes.
We’re moving this idea to Gaining Support so we can better understand how many customers would value this and the different scenarios where it would be most useful. If this would make a difference for your workflow, please keep the votes and examples coming as they help our product team assess the impact.
We’ll continue to monitor the feedback here and share any updates as we learn more.
An error occurred while saving the comment 
Jo Russell
supported this idea
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61 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
Jo Russell
supported this idea
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774 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
An error occurred while saving the comment Jo Russell
commented
Being able to Schedule custom reports to email out to various team members would save a lot of time, both in the actual sending and in the setting up of reminders in other systems such as Outlook.
It also creates continuity for staff receiving the reports should the usual sender be away for whatever reason.Jo Russell
supported this idea
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222 votesJo Russell
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29 votesJo Russell
supported this idea
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220 votesJo Russell
supported this idea
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318 votes
Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.
Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.
As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.
Jo Russell
supported this idea
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1,443 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Jo Russell
supported this idea
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60 votes
Hi community, thank you for sharing how valuable this feature could be for your workflows and we can see the benefit this would have for businesses that have regular recurring trade with suppliers.
While this is something we'll keep front of mind as the teams plan their roadmaps we want to be honest that this isn't on the roadmap right now.
If there is any wind of plans for this we'll let you all know here.
Jo Russell
supported this idea
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An error occurred while saving the comment Jo Russell
commented
This would be great if recurring purchase orders could be set up based on the financial year's budget.
E.g. Annual cleaning costs from Company A for the period Apr-22 to Mar-23 are based on a budgeted figure of $***.xx, with the budget approved by management, therefore a repeating purchase order is set up to match the approved annual budget and only needs to be authorised by a manager once at the beginning of the year. Any bills coming in via the email function (which captures all of the header data automatically) can be matched to that purchase order, within 10% either side of the authorised amount, and therefore all of those bills are pre-approved. -
6 votes
An error occurred while saving the comment Jo Russell
commented
Have since discovered that this functionality existed in the Old Reports under Profit and Loss - see 'Common Format' which was called "Current financial year".
Jo Russell
shared this idea
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31 votesJo Russell
shared this idea
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430 votes
Hey team, thanks for all your input on partial asset disposal.
We understand that manually managing parts of an asset can be time-consuming. While we don't have plans at this time to develop a built-in feature, your feedback's really helpful in showing us where things could improve.
For now, manual methods to calculate depreciation and record journal entries to keep things accurate would be the best option.
However, this is a feature that we'd like to revisit as we plan our future roadmaps, and will be happy to share if there is any traction around this. Please keep sharing this idea with any colleagues you feel could benefit from this too.
An error occurred while saving the comment Jo Russell
commented
I've inherited an asset register where assets are listed together, e.g. 2 x iPads are listed as a single asset. One of these needs to be disposed of, so either the ability to split the asset then dispose or partial disposal of an asset would make this easier.
When selecting Remove and Redo for Spend transactions, all attachments are lost.
If the attachments are receipts that were photographed using the Xero app, they are not kept on the Xero app either.
This means that selecting Remove and Redo is the same as throwing the original receipt in the shredder, not just in the bin to potentially be retrieved later.
A pop-up warning asking if you'd like to save the attachments to the File Library before removing and redoing would avoid the loss of the transaction's supporting documentation.