Settings and activity

6 results found

1. VAT201 - Diesel refund and rebate

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   49 votes

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   submitted  ·  9 comments  ·  Reports & tax » Tax filing  ·  delete…  ·  Admin →
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   Chanita Paulsen commented  ·  02 July, 2025  ·  Edit…  ·  delete…

   this would help for our farmer clients

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   Chanita Paulsen supported this idea  ·  02 July, 2025

2. Xero HQ | Client list - Option to view client codes

   25 votes

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   submitted  ·  7 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Chanita Paulsen commented  ·  30 April, 2025  ·  Edit…  ·  delete…

   I agee just add the colomn in the HQ section as we add the codes to the billing side

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   Chanita Paulsen supported this idea  ·  30 April, 2025

3. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

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   Chanita Paulsen commented  ·  21 March, 2025  ·  Edit…  ·  delete…

   this feature would work awesome please consider this

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   Chanita Paulsen supported this idea  ·  21 March, 2025

4. Cash coding - Filter and Search

   68 votes

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   31 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
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   Chanita Paulsen commented  ·  21 March, 2025  ·  Edit…  ·  delete…

   cash coding , it would be nice if you can add search function at the cash coding tab also

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   Chanita Paulsen supported this idea  ·  21 March, 2025

5. Hubdoc - Convert bank statement to csv file

   303 votes

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   58 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.

   We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.

   When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.

   Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.

   With that in mind, there isn’t any work planned for this idea. We know that'll be disappointing, particularly for those outside regions where this capability has been available, however we want to be open here so you can make decisions best to accommodate your business.

   The support and feedback shared on ideas like this continues to help us understand where customers are experiencing friction, and if anything changes in future we’ll share an update here.

   Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.

   We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.

   When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.

   Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.

   With that in mind, there isn’t any… more

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   Chanita Paulsen commented  ·  21 March, 2025  ·  Edit…  ·  delete…

   banking conversion option, it would be awesome if hubdoc can add feature to extract bankstatements to csv file

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   Chanita Paulsen supported this idea  ·  21 March, 2025

6. Reporting - Change ordering of Account Type on Trial Balance when grouped

   27 votes

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   submitted  ·  12 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Chanita Paulsen commented  ·  03 August, 2022  ·  Edit…  ·  delete…

   this feature would be helpful

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