Settings and activity
20 results found
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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 An error occurred while saving the comment 
John Lewis
commented
I suspect JAX has put in a request for this feature 🤣
Or perhaps more likely the people checking the AI auto bank rec have noticed this is actually an essential function
John Lewis
supported this idea
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788 votes
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.
John Lewis
supported this idea
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52 votes
An error occurred while saving the comment John Lewis
commented
We've been making allowances for Xero for too long 😝
John Lewis
supported this idea
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59 votes
An error occurred while saving the comment John Lewis
commented
Same for a % increase due to an ATO approved Medicare levy variation.
Having to manually calculate taxes in a product you pay a premium for is slightly ridiculous
John Lewis
supported this idea
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53 votes
An error occurred while saving the comment John Lewis
commented
I believe QBO is the only "regular software" which offers this. Neither Reckon, MYOB, nor Xero can do it.
John Lewis
supported this idea
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57 votes
An error occurred while saving the comment John Lewis
commented
Anyone know when clients currently on the GST Cashbook plan are getting kicked off? I thought the boot was due March 2025, but apparently not.
John Lewis
supported this idea
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7 votes
We're grateful for your engagement and letting us know the changes that matter to you.
This is something we're continuing to gauge community support for here and if there are any updates, we'll share news with you here.
An error occurred while saving the comment John Lewis
commented
Agreed. Please let us untick this box so we can print/download the signing pages only
John Lewis
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131 votesJohn Lewis
supported this idea
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47 votes
An error occurred while saving the comment John Lewis
commented
With an import function please, so we can lodge TPARs in XPM regardless of the data source
John Lewis
supported this idea
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15 votesJohn Lewis
supported this idea
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165 votes
Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.
An error occurred while saving the comment John Lewis
commented
The "it's too much work, we don't have the resources" response is a little concerning
John Lewis
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35 votesJohn Lewis
supported this idea
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69 votes
An error occurred while saving the comment John Lewis
commented
Would also be great to be able to sit a return Amendment under the contemporaneous Amendment job.
John Lewis
supported this idea
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134 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
John Lewis
supported this idea
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2 votes
Hi team, while it isn't possible to make a negative reimbursement line in an employees pay template, you could set up a deduction pay item.
A deduction item would function the same as the negative reimbursement line, as well as being able to be added into the employees pay template.
It'd be good to understand more if there's a reason using a deduction wouldn't be adequate here.
An error occurred while saving the comment John Lewis
commented
Would a deduction fill the same function?
John Lewis
supported this idea
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144 votes
An error occurred while saving the comment John Lewis
commented
Coming up on the 10 year anniversary of this request. Tipping it's not likely to happen any time soon
John Lewis
supported this idea
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239 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
John Lewis
supported this idea
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76 votesJohn Lewis
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16 votesJohn Lewis
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21 votesJohn Lewis
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Anita, it's only in Beta testing at the moment, but I suspect the need for the deveopers to actually interact with the process has revealed some of the flaws we've been trying to tell them about.
Here's an article on it https://central.xero.com/s/article/About-auto-bank-reconciliation-powered-by-JAX