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378 results found
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476 votes
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…
Paul Howlett
supported this idea
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160 votes
Hi community, we appreciate your insights on this idea. We recognise that having depreciation excluded from the Cash basis P&L can limit how useful the report is for understanding overall business performance.
The distinction you’ve highlighted between a cash basis Profit and Loss report and a Statement of Cash Flows is a helpful one and gives us a better sense of why this feature matters for your reporting and compliance needs.
For now, creating manual journals is the only available option to include depreciation in cash basis reports. While not ideal, it’s a feasible approach if you need to reflect these adjustments.
We want to be upfront here that this isn't something we have roadmapped right now, and not likely to be planned soon.
This may be something we revisit in the future and will make sure to share any updates if the situation changes.
An error occurred while saving the comment An error occurred while saving the comment Paul Howlett
commented
Once again, wasting more time and potential errors having to mess about with manual journals just to make up for the deficiencies in Xero's core accounting product.
And yet they have the audacity to force ai slop upon us when they can't even get basic depreciation correct...
An error occurred while saving the comment Paul Howlett
commented
You can tell that Xero have NO IDEA how to actually work as accountants...
A 'cash flow' report (a specific report), indeed, wouldn't include depreciation - because no money has been spent - but WOULD include asset purchases in their entirety!
On the other hand, preparing regular reports on 'cash basis' (vs on 'accruals basis') DOES include depreciation - it simply doesn't include Accounts Payable or Receivable.
Will anyone from Xero bother to comment?
Will they continue to make us report bugs and failures of their program in the 'Product Ideas' forum?
My guess, respectively, is 'no' and 'yes'...
Paul Howlett
supported this idea
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4 votes
Hi everyone, thanks for sharing this idea and outlining your use case. We understand you’re looking for an easier way to search through History & Notes when reviewing changes or investigating balance differences.
The suggestion is to add more advanced filtering options, such as date ranges or transaction types, to help narrow down specific changes without manually reviewing the full history.
For now, reports like the Bank Reconciliation Summary and Journal Report can help investigate adjustments and changes. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving History & Notes search.
Paul Howlett
supported this idea
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3 votes
Thanks for sharing this idea. We appreciate you explaining how including ABN numbers in the Aged Receivables report could streamline your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Paul Howlett
supported this idea
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Reporting - Add option to insert page breaks after each account when exporting General Ledger report
3 votesHi Arunadevi, thanks for sharing this idea. We understand that having cleaner report layouts can make it easier to review and export General Ledger reports.
The suggestion is to add page breaks after each account when exporting the General Ledger report, so each section is easier to review and present.
For now, you can export the report to a spreadsheet and adjust the formatting before sharing. We'll continue to track interest and engagement here.
A separate suggestion was also mentioned around exporting transactions based on edit period. To help each idea get the right visibility, please create a separate idea for that request so it can be tracked individually.
Paul Howlett
supported this idea
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53 votes
Hi everyone, we appreciate your feedback. Our product team are very much across the ideas in this forum with the new Workpapers solution being progressively released.
Right now, we're monitoring feedback and engagement with the new solution closely and have plans to continue enhancing this product.
I'll be sure to share any progress for Individual Tax returns in Workpapers with you here.
Paul Howlett
supported this idea
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28 votes
Hi team, we appreciate the needs some customers have to be able to better manage and keep record of bills and bad debts related to these transactions.
This idea has been created off the back of this original idea so we can get a clear sense of interest in managing bad debts in Bills versus Sales invoices.
This isn't something we have planned at this point, but will continue to review this idea as the team plan their roadmaps. We will share if there are any updates around this.
Paul Howlett
supported this idea
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59 votes
Hi everyone, thanks for your feedback on customising the “Reply-To” email address which payslips are sent. We appreciate you sharing how important it is to have control over the reply-to address, considering sometimes bookkeepers process payroll.
As you’re aware Xero has the functionality to set a default reply-to email address for some emails, however this doesn't extend to payslips.
Our product team sees merit in the idea for future development. We’ll update the status of this to Accepted so that it’s formally marked for consideration.
Paul Howlett
supported this idea
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62 votes
Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.
We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.
We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.
We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.
Our aim is to give a clearer…
An error occurred while saving the comment Paul Howlett
commented
@Johan
Calculating the private use proportion of depreciation!!!
It is literally already available in AU tax returns, why are we still waiting for this in Xero Blue?!?!?!?!?
An error occurred while saving the comment Paul Howlett
commented
As per today's 'Latest Product Updates' email, Xero updating their website to make it easer to compare plans is a critical feature that we should thank them for adding...
Paul Howlett
supported this idea
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155 votes
Hi everyone, we appreciate all the attention and interest this idea has received. This has not gone unnoticed and our product team understand the importance of these estimates for practices.
There is a bit of complexity involved in being able to achieve this, but we'd like you to know this is something our teams are looking into.
As soon as we have any updates we'll be sure to share with you all through this idea. Thanks 🕵️
An error occurred while saving the comment Paul Howlett
commented
@Kim Turton They have only implemented it for Estates that are less than 3 years.
Once again, they pat themselves on the back for their effort of half-a$$ing an implementation - they don't even have an estimate for Estates more than 3 years - this should be the bare minimum.
Based on other topics I'm following, we might get an update within the next decade that all Estates have estimates (both less and more than 3 years), then they'll close this topic and never speak of Trust estimates again, apart from including it in their quarterly "we did this" email 🙄
Paul Howlett
supported this idea
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36 votesPaul Howlett
supported this idea
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4 votes
Hi Paul
It looks like you contacted our support team on this one, from which a case was raised and assisted on by our specialists.
As a result, I've changed the idea status to 'Not in pipeline', as it doesn't look like it's an idea that you have suggested.
However, feel free to submit your ideas or feedback on our product ideas page!
Kind regards,
Ridhwaan
Paul Howlett
supported this idea
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9 votes
Hi Sam, appreciate you sharing this idea — we understand where you're coming from.
Being able to quickly see your Xero subscription plan from within your organisation’s settings would definitely make things easier. Having to jump to a different section just to check your plan or see what features are included isn’t ideal, especially when you’re trying to make quick decisions.
At the moment, this info isn’t shown in the Organisation Settings, but you can view your plan by going to My Xero from the main menu and clicking on the Subscriptions tab. That’s where you’ll find your current plan and any add-ons.
This idea is now in the Gaining Support stage. If this change would make things simpler for you, feel free to vote or leave a comment — your feedback helps us understand what matters most and where we can improve.
Paul Howlett
supported this idea
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5 votes
Hi Alan, thanks for sharing this idea. This would be useful for situations when a payment fails, allowing a nominated user to be notified as well so action can be taken quickly and avoid being locked out.
A simple workaround for now is setting up an email forwarding rule from noreply@post.xero.com
or subscription.notifications@post.xero.com
to your bookkeeper or Billing Contact. It’s not a permanent fix, but it can help make sure the right person sees the alert sooner.
I’ve moved this idea to Gaining Support so we can see how many in the community would value more flexibility in who receives these notifications. If this would help your team, please add your vote or share your experience—it really helps us understand the impact.
Paul Howlett
supported this idea
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4 votes
Thanks for your feedback on the Uncoded Statement Lines button placement. We appreciate you explaining how this could streamline your workflow and better use the available space.We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Paul Howlett
supported this idea
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7 votes
Thanks Jim, appreciate your feedback and have shared this back with the team. We don't have any immediate changes planned for this but will keep an eye on interest here and share if there are any updates.
Paul Howlett
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2 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you Dan. We appreciate you sharing your thoughts and providing a detailed example. We'll open this idea up to the community to gain more support. You can share this with your colleagues who might benefit from this as well. Cheers.
Paul Howlett
supported this idea
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17 votes
Thanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting how this could improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Paul Howlett
supported this idea
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2 votes
Hi Tamer, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and can appreciate that the items list can be misleading. We're opening up this idea to gain more support from the community. We'll monitor this space for more traction in the meantime.
Paul Howlett
supported this idea
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11 votes
Hi Rene, thanks for raising this. We're opening this idea up for the community to support this. We will monitor this space for more traction in the meantime. Cheers
As an accountant, there are SO. MANY. things that Xero just gets wrong, and refuses to fix.
It seems like a perfectly serviceable program for a small business owner to run their books with, but working in an accounting practice that switched over from MYOB System Services / AE Tax a few years ago for our main ledger & tax software, there are just SO MANY things every day that irritate me to tears:
- No depreciation on the cash P&L / Bal Sheet.
- No private use depreciation
- No option to show quantities in reports
- So much double handling of figures in the Tax Return (CGT can't be shared between people, Losses required to be input in multiple places, multiple business required to just be input as one total, etc etc etc)
- Having to manually 'roll forward' a file from year-to-year
- Having to manually calculate livestock closing amounts / figures and fill in the report in the financials
- Cash Coding only having bare-bones column sorting, and no proper search (having all transactions sort by 'EFTPOS [[date]] [[store]]' isn't actually very helpful)
And just a whole bunch of small things that aren't failures of accounting, but just failures of creating a polished piece of software:
- Automatically creating new lines on the 'manual journal' screen, but not on the 'bank reconciliation' screen???
- Editing transactions and taking to you to a different screen when you click 'save'...
- Not automatically placing the cursor in the text field when logging on and you need to put in your 2FA code
There is just so much stuff here that I would call a 'bug', but Xero insists are 'features' and then you have to 'gain support' when some stuff (the 2FA code thing) should take one developer a day or two, but then other FUNDAMENTALLY BROKEN THINGS are labelled as 'not in pipeline', and it makes me want to scream.
If I had any say in it we would've gone straight back to MYOB System Services, but alas I am merely an employee that gets to be irritated by a thousand cuts every single day.