Settings and activity
67 results found
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258 votes
Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
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Sarah Jacobs
commented
And the ability to import/export repeating invoices too.
At the moment I have to recreate a spreadsheet with the 107 repeating invoices we have!!An error occurred while saving the comment Sarah Jacobs
commented
At the very least I need to be able to view the repeating invoices list screen without the reference field being truncated. This is especially annoying as the 'next invoice date' field width is the same width as the reference field width - which is a poor design as any date field only needs to be 11 characters wide.
If I can't have a report, then I would expect to be able to export the repeating invoices with all fields included in the export
An error occurred while saving the comment Sarah Jacobs
commented
Thanks Nick, beanbox looks good. I agree, having to use a third party appfor basic functionality not available in Xero is very silly.
I manually populate my spreadsheet, then import it into monday.com so I can report forecast recurring revenue using their executive dashboardAn error occurred while saving the comment Sarah Jacobs
commented
Very important as I have over 50 repeating invoices and have to manually populate a spreadsheet with their details
Sarah Jacobs
supported this idea
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46 votesSarah Jacobs
supported this idea
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523 votes
Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.
The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.
Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.
We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short…
An error occurred while saving the comment Sarah Jacobs
commented
Yes, all set-up screens should have import/export functionality
Sarah Jacobs
supported this idea
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68 votes
An error occurred while saving the comment Sarah Jacobs
commented
When I send a remittance advice using the new bills screen, Xero notes it as a receipt email - this is the wrong terminology and needs to be changed to 'remittance advice'
An error occurred while saving the comment Sarah Jacobs
commented
Why is the supplier name in bold, but the reference isn't? They are both hyperlinks. This is inconsistent and not user friendly. I would prefer the supplier name not to be bold as it feels like Xero is shouting at me
Sarah Jacobs
shared this idea
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789 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.
An error occurred while saving the comment Sarah Jacobs
commented
agreed. you don't necessarily want to allocate a credit note to a bill, but just want to reconcile it against the payment
Sarah Jacobs
supported this idea
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114 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
An error occurred while saving the comment Sarah Jacobs
commented
agreed - you should be able to copy a bill to a credit note
Sarah Jacobs
supported this idea
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181 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 -
165 votes
We appreciate you sharing your idea, and letting us know how editing account transactions would be helpful.
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!
Make sure you share your idea with any colleagues to vote and support this!
We''ll keep an eye on the traction this gets in the community. Thanks.
Sarah Jacobs
supported this idea
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129 votesSarah Jacobs
supported this idea
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633 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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963 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
Sarah Jacobs
supported this idea
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An error occurred while saving the comment Sarah Jacobs
commented
Agreed
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220 votesSarah Jacobs
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27 votesSarah Jacobs
supported this idea
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15 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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67 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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19 votes
Hi everyone, currently our product team in the bills space are focused on the modernisation of Bills, upgrading technology.
Over the coming months you'll see some visual changes as we build and release these updates to Bills.
While entry of a Bill and contacts will come this is not the core focus atm. We'll move the idea here back to Submitted and will let you know when there's movement.
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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111 votes
An error occurred while saving the comment Sarah Jacobs
commented
Agreed - then we wouldn't need the bulk merge functionality :)
Sarah Jacobs
supported this idea
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185 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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23 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
supported this idea
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9 votesSarah Jacobs
supported this idea
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Don't get me started on repeating invoices. I set up repeating invoices with different amounts for up to 10 years in advance.
1. There needs to be a copy repeating invoice function, so I don't have to recreate each one.
2. When I do set them up in year order (ie 2023, 2024, 2025), Xero always reorders them on the screen to a random order (ie 2024, 2023, 2025) and tell me I can just use the search/sort functionality myself.
The very least Xero can do is default the order of repeating invoices to the same client in the order they were created.