Settings and activity
51 results found
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332 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
An error occurred while saving the comment 
Nicole Neale
supported this idea
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271 votes
Hi team, we highly value all the feedback we've received through this request, and understand wanting more functionality to manage communications with suppliers directly through Xero.
As you may have read on our blog, we're redesigning the purchase orders experience, and our product teams have paid close attention to ideas for purchase orders in these forums.
I'm pleased to share that being able to include file attachments when sending purchase orders is being developed into this new experience. I'll update again as this feature rolls out to customers. 😊
An error occurred while saving the comment Nicole Neale
commented
This idea has been here for over a decade. Wow Xero, way to make your customers feel heard and respected.
Kelly M: you said 19 months ago that Purchase Orders needs an update before this can happen. When is this happening?
An error occurred while saving the comment Nicole Neale
commented
@ Natalie Forsythe. I wouldn't count on there being an update. Some of these ideas have been here for decades. XERO DO NOT CARE about their current customers. Only about attracting more unsuspecting customers to an inferior product with discounted fees so they can increase them in the future after they are already hooked into the software.
An error occurred while saving the comment Nicole Neale
commented
Couldn't agree more Sunny Gill!
People (Your paying customer base) have been requesting this for YEARS!!!!
Unfortunately, Xero don't seem to care about their current customers, they just want to make it look pretty to attract more customers. The new customers will inevitably be unhappy with the product once they find out all the basic accounting features it should have, are non-existent and there are no plans to fix the inadequacies.
An error occurred while saving the comment Nicole Neale
commented
Surprise surprise. Yet another request from hundreds of users over many years not being implemented. Really regretting my change to Xero!
An error occurred while saving the comment Nicole Neale
commented
We send drawings of parts to be made with purchase orders. Automating this function will save time and ensure all relevant information regarding the purchase order is all sent together, meaning things won't get missed.
Nicole Neale
supported this idea
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804 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 Nicole Neale
commented
They don't actually care about any of their existing customers, only about sucking more unsuspecting people into their inferior product. Pushing ads for Xero all over social media when their platform isn't even working.
Nicole Neale
supported this idea
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147 votes
Hi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.
At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.
For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.
We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.
An error occurred while saving the comment Nicole Neale
commented
This is something that annoys me on a daily basis. Xero makes it far too easy to create a new contact by mistake. If a bill comes in and the name of the supplier is not exactly as you have saved it, it creates it's own new contact. I have over 750 archived contacts due to my accountant improperly importing contacts when it was set up and no way of getting rid of them. None of these have any transaction history. But just like every other idea here XERO DONOT CARE ABOUT ITS CUSTOMERS
An error occurred while saving the comment Nicole Neale
commented
I have hundreds of contacts that have no transaction history because the accountant who imported from my old system imported every contact I wanted twice and all the contacts I didn't want as well. I have no way of fixing their mistake. You can 'merge' contacts, but this still leaves the merged contact in archived. It does not get rid of it. What a mess! Come on Xero, do something about this. It's ridiculous that the idea to fix this problem has been here for over a decade and you have done nothing!!
Nicole Neale
supported this idea
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1,081 votes
Hi everyone, we appreciate the interest surrounding this idea, however we want to be open that we're unable to extend our log-out time past 60 minutes. Xero hold a lot of sensitive information including bank data and we're required to be as secure as online banking.
Any session information running on a web browser can potentially be stolen. If the session does not time out. You then have an infinitely long vulnerability window to session hijacking. Our best option is to keep a tight expiration window on the session cookie, and regenerate them frequently. Even setting a long timeout doesn't help with this - too long a timeout will greatly increase the risk of invasion or potentially jeopardise your personal data and the safety and integrity of the Xero application itself. This is why we maintain control of this.
If we detect there's been no activity on a page (e.g…An error occurred while saving the comment Nicole Neale
commented
Seriously! What was the point of the survey? You disrupted everyone's workflow to force them to give you their opinion. Then in true Xero style, you didn't listen to what they had to say and did what you had already decided anyway. Another great way to alienate your customer base. 5 stars for making us feel unheard and unworthy of making our own decisions AGAIN!
An error occurred while saving the comment Nicole Neale
commented
I work on my own so there is no security issue. It is just frustrating and wastes my time. At least have an option so people can decide for themselves whether they want to use this feature.
Nicole Neale
supported this idea
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16 votes
An error occurred while saving the comment Nicole Neale
commented
This does not look like you have 'combined' two ideas. This doesn't say anything about printing a packing slip before approving the invoice. Where exactly is the original idea?
An error occurred while saving the comment Nicole Neale
commented
To allow the sending of finished jobs to account holders. This means customers get their goods sooner and will not have to wait until all the bills come in and the invoice approved, to be sent their goods.
Nicole Neale
supported this idea
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41 votes
Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
Nicole Neale
supported this idea
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36 votesNicole Neale
supported this idea
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169 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
An error occurred while saving the comment Nicole Neale
commented
Has there been any movement on this? We would really like to keep all the technical drawings used with each project for future reference.
Nicole Neale
supported this idea
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6 votes
An error occurred while saving the comment Nicole Neale
commented
It seems ridiculous that you cannot edit a note once submitted. If you make a mistake, you cannot correct it.
Nicole Neale
supported this idea
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66 votesNicole Neale
supported this idea
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1 voteNicole Neale
shared this idea
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56 votes
Thank you for engaging with us about how we could develop Invoice reminders so you can get more out of using this feature.
We've begun some research to help develop the future of Invoice reminders. I'd like to share this form where you can sign up to be a part of this.
Our team may reach out for input in surveys or direct interviews throughout the research, and you feedback would be very valuable in this.
An error occurred while saving the comment Nicole Neale
commented
This is a critical feature. If you are not going to deliver on keeping a log of mail sent to customers, which in my opinion should be a legal requirement. At least give us the option to send these reminders to ourselves when sent to customers, so we have proof of what has been sent.
Nicole Neale
supported this idea
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411 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
An error occurred while saving the comment Nicole Neale
commented
This is such a critical feature. The lack of it is causing so many problems. Come on Xero, why do you not listen to your customers? It's really bad customer service!
Nicole Neale
supported this idea
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9 votesNicole Neale
shared this idea
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195 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
Nicole Neale
supported this idea
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25 votesNicole Neale
supported this idea
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22 votesNicole Neale
supported this idea
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9 votesNicole Neale
supported this idea
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302 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
An error occurred while saving the comment Nicole Neale
commented
I really wish Xero would take our ideas seriously. This is something that would benefit everyone. However Xero have no current plans for it. Possibly because they are too busy making things look pretty rather than actually being functional.
Nicole Neale
supported this idea
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Why did this even change? You never used to have to download the invoice to print it. My computer is getting filled up with downloaded invoices and packing slips that I only wanted to print.