Settings and activity

8 results found

1. Files - Add a Search option

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   submitted  ·  31 comments  ·  Contacts & files » Files  ·  delete…  ·  Admin →
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   Lauren Holloway supported this idea  ·  26 June, 2026
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   Lauren Holloway commented  ·  26 June, 2026  ·  Edit…  ·  delete…

   not sure if it's the same thing, but being able to search/filter the folder names in archive

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2. Practice Manager | Jobs - Add custom fields to recurring jobs

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   submitted  ·  4 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Lauren Holloway supported this idea  ·  19 November, 2024

3. XPM - Prior period placeholder for recurring job templates

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   submitted  ·  0 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Lauren Holloway supported this idea  ·  08 October, 2024

4. Practice Manager - Audit trail for client history

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   37 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

   As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

   History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

   Lauren Holloway supported this idea  ·  22 August, 2024

5. Repeating Invoice - Automatic Application of Credits

   71 votes

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   submitted  ·  34 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Lauren Holloway supported this idea  ·  22 December, 2023

6. Navigation - Buttons at top to navigate between pages of a list

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   169 votes

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   35 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

   For moving between pages of a list, there are a couple of other features that may be useful, such as;

   • Increasing the # of items that are shown per page (available from the bottom of the page)
   • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
   • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll always have these options visible and selectable.

   For opening of transactions though not available in all areas, within Bills we’ve released a quick view and edit. Enabling you to make changes to transactions on the fly without having to navigate away from the list which may help for some atm.

   We’ll consider how we can incorporate these features across other areas of Xero as we keep developing Xero, however want to be open that this isn’t planned in our roadmaps currently.

   For the meantime, right clicking and opening a transaction in another browser tab would save having to navigate away from the list.

   As navigating pages would be developed separately in each area of Xero, it's most useful for our product teams to gauge interest in each idea separately. We have an existing idea you can join for this within Bank reconciliation, and have started ideas for contacts, bills and invoices that we’d love your feedback through

   • Bank Reconciliation - Account Transaction / Bank Statements - Pagination at top of page
   • Contacts - Options to navigate pages of the contacts list from the top of screen
   • Bills - Options to navigate pages of the contacts list from the top of screen
   • Sales Invoice - Options to navigate pages of the contacts list from the top of screen

   Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

   For moving between pages of a list, there are a couple of other features that may be useful, such as;

   • Increasing the # of items that are shown per page (available from the bottom of the page)
   • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
   • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll… more
   Lauren Holloway supported this idea  ·  14 November, 2022
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   Lauren Holloway commented  ·  14 November, 2022  ·  Edit…  ·  delete…

   Bank reconciliation- have the page select function (and 'previous'/ 'next') at the top of the bank rec screen to make it easier to navigate to a certain page and/or to be able to search for a specific transaction to match to a bill/invoice, or filter the bank rec page by date range, like you can do with the bank statements.

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7. Bank Reconciliation - Account Transaction / Bank Statements - Navigation at top of page

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   93 votes

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   40 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
   Lauren Holloway supported this idea  ·  14 November, 2022

8. Bills - Merge multiple bills from one supplier

   45 votes

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   6 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey community, thanks for your sharing and supporting this idea.

   We wanted to share for those that may not already know - right now you can combine multiple bills to mark them as paid in a single batch payment? Bills display separately in Xero, but bills for the same supplier are combined in the payment file, so each supplier receives a single payment and reference.  Appreciate that this may not help for all workflows of those who voted for this idea so we'll continue to monitor interest and feedback on the idea.