Settings and activity

4 results found

1. XPM | Job Manager - Budget % based on Dollars $ not time

   27 votes

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   submitted  ·  7 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Sam Riley commented  ·  20 February, 2026  ·  Edit…  ·  delete…

   All practices have different rates for different levels of staff.

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   Sam Riley supported this idea  ·  20 February, 2026

2. Batch Payments - Ability to export Bpay batches

   125 votes

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   44 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we understand the high importance of more flexibility in how you pay your supplier. As you may have read on our website online bill payments in AU is currently in beta, with plans to roll out to more organisations soon.

   Once available to your organisation this agnostic solution, will give you multiple options of how your supplier receives funds, including BPAY as requested in this idea.

   I'll come back and share once online bill payments become available to all Australian organisations. In the meantime you can find out more and sign up to the beta on our website. 🙂

   Sam Riley supported this idea  ·  21 March, 2024

3. Find and Recode - Sort on Find and Recode by description

   156 votes

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

   Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.

   While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.

   To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.

   Sam Riley supported this idea  ·  02 June, 2023

4. Credit notes- bulk allocation

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   484 votes

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   197 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.

   Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.

   Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.

   We value the depth of detail shared by our community through this idea, that'll help inform the teams discovery of this when we can bring more attention and focus to new features in Credit Notes. We'll be sure to share as soon as there's opportunity to pick up this idea with more rigor.

   Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.

   Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.

   Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.

   We… more

   Sam Riley supported this idea  ·  12 July, 2022