Settings and activity

6 results found

1. Purchase Orders - Ability to Void/Archive purchase orders

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   submitted  ·  12 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Gareth Parry supported this idea  ·  22 July, 2025

2. Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

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   208 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

   There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

   • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
   • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
   • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
   • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

   While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central. 

   Thanks for all contributing, and staying plugged into updates on this idea. 

   Being upfront, we will continue to field feedback and revise this idea, but we don’t have plans for adding the ability to set your own default any time in the short term. 

   Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

   There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

   • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
   • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
   • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
   • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

   While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central. 

   … more

   Gareth Parry supported this idea  ·  20 September, 2024

3. Batch payments - Ability to include credit notes

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   136 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.

   We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.

   Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.

   We want to be transparent that we don't have any plans to change the credit application process right now.

   We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this thread if our focus changes in the future.

   Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.

   We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.

   Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.

   We want to be transparent that we don't have any plans to change the credit application process right now.

   We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this… more

   Gareth Parry supported this idea  ·  08 March, 2024

4. Credit Notes - Ability to add a Due Date

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   submitted  ·  8 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Gareth Parry supported this idea  ·  08 March, 2024

5. Contacts - Ability to copy a contact

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   4 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Gareth Parry supported this idea  ·  06 September, 2022

6. Contacts - Add IBAN in account number and Swift in Routing number

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   117 votes

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   44 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your on-going involvement in the idea here.

   We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.

   Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.

   For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow of making foreign currency payments.

   Within the contacts space in Xero, this is very much a piece of work we intend build a solution for, and while I can't give any timeframes as yet we'll share any progression with you all here.

   Hi everyone, thanks for your on-going involvement in the idea here.

   We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.

   Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.

   For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow… more

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   Gareth Parry commented  ·  15 August, 2022  ·  Edit…  ·  delete…

   I would just echo that we have suppliers around the world and this really is a retrograde step in terms of usability.

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