Settings and activity
62 results found
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121 votes
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
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Sarah Jacobs
supported this idea
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190 votes
An error occurred while saving the comment Sarah Jacobs
commented
I always adjust any invoices I void to a zero balance with an explanation in the description and add 'voided' to the reference to avoid this problem, in case I have not excluded voided invoices when I run a report.
However, I would prefer that voided invoices are not deleted entirely as there should be included on audit reports -
173 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
Sarah Jacobs
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142 votes
Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
Sarah Jacobs
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643 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Sarah Jacobs
supported this idea
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1,005 votes
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
Sarah Jacobs
supported this idea
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An error occurred while saving the comment Sarah Jacobs
commented
Agreed
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243 votesSarah Jacobs
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38 votesSarah Jacobs
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17 votes
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
An error occurred while saving the comment Sarah Jacobs
commented
I generally merge these small value suppliers or use a generic contact name ie 'BP Petrol' regardless of which servo the petrol was purchased at
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69 votes
Hi everyone, thanks for taking the time to share your thoughts on ABN verification. We really appreciate you explaining how this could make it easier to stay compliant and simplify your daily workflows.
Right now, you can use the quick link on the Contacts page in Xero to open the official ABN Lookup site and check details manually. We understand this isn’t the fully integrated solution you’d prefer, but it’s the option currently available for verifying contact information.
Our product team has continued to review this idea, however it’s not something we’re planning in the near future. The idea will stay open for votes, and we’ll keep tracking interest here. If anything changes, we’ll post an update in this thread.
Sarah Jacobs
supported this idea
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20 votes
Hi team, returning to the idea here there are some updates we'd like to share that may accommodate some users needs here.
You can now Upload bills to your organisation where Xero will read and capture key details of your file to create a draft bill. Saving you manual entry. Once your draft bill is created you can quick view (click the eye icon) and edit details of the Bill before approving including the ability to edit and add details of your contact on the fly.
When editing a contact you'll be able to add or edit details including Contact name, Email, Phone, Delivery and Billing address.
This isn't currently possible when manually entering bills and we'll leave this idea open to continue tracking and updating you through.
I've also created a new idea to get a sense of interest in being able to add supplier bank details on the…
An error occurred while saving the comment Sarah Jacobs
commented
When you modernise the bills section, please don't use too much white space.
I want to see as many transactions on these screens as possible, without searching or scrollingSarah Jacobs
supported this idea
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115 votes
An error occurred while saving the comment Sarah Jacobs
commented
Agreed - then we wouldn't need the bulk merge functionality :)
Sarah Jacobs
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252 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
Sarah Jacobs
supported this idea
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25 votes
An error occurred while saving the comment Sarah Jacobs
commented
This irritates me too, particularly as Xero doesn't have the functionality to report/export repeating invoices, so I have to manually populate a spreadsheet with this information and have to click on every repeating invoice to view the reference.
Also the date columns are all really wide but only need to be 11 characters to fit the date in dd mmm yyyy format, which is such a waste of space
Sarah Jacobs
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12 votesSarah Jacobs
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69 votes
Thanks for your feedback on this idea, community. We appreciate you sharing how important consistent Profit & Loss formatting is for your workflows.
As noted by some, currently you can export the report to Excel in order to make adjustments outside Xero as needed.
To confirm, currently, if a tracking option doesn't have transactions in the period, there won't be a column for that option and there isn’t a way to show it on the report.
Being open, we don’t have any plans for changing the current behaviour and capabilities of tracking columns within the Profit & Loss report. We value your feedback and will keep this in mind as we evaluate future reporting enhancements.
That said, there are a few comments within the thread that reference the ability to show accounts that have a nil balance - Earlier this year we released an option within multiple reports to enable…
Sarah Jacobs
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46 votesSarah Jacobs
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92 votesSarah Jacobs
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522 votes
Hi team, while the status of this idea remains unchanged from our last post we did want to provide an update in the channel here.
As shared previously there's the possibility of exploring third-party apps like Google's High Contrast, which allows you to change the colour on your screen so it's easier to read.
Our Xero Accounting app is a bit of a different kettle of fish and for iOS users there is a dark mode available from the 'Appearance' option that you can navigate to from the 3 dot menu in the top right of the app screen.
Though we fully understand and appreciate needs for wanting dark mode, the ability to develop this requires resource from across all areas of product to implement in the web version. Providing dark mode is not on our current roadmap.
If there are any further changes to share we will provide further…
Sarah Jacobs
supported this idea
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135 votes
An error occurred while saving the comment Sarah Jacobs
commented
Yes! I have inventory items in multiple currencies, but this is not currently supported at all in Xero
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agreed - you should be able to copy a bill to a credit note