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6 results found
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114 votes
Hi everyone, I'm back again with more exciting news as we progress work for backorders in Xero!
We're ready to share our solution with a small group of beta users to test and feedback. 🧪
- If you'd be interested in taking part, it'll just take a couple of minutes to fill in this form📝
Though we mightn't be able to include everyone that signs up in the beta, we'll make sure to share as we continue to make steps toward releasing this, here. Thanks!
Lydia Ryabtseva
supported this idea
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14 votesLydia Ryabtseva
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68 votes
An error occurred while saving the comment Lydia Ryabtseva
supported this idea
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442 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
An error occurred while saving the comment Lydia Ryabtseva
commented
The APPROVE only options is used 90% of the time in our business.
Lydia Ryabtseva
supported this idea
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122 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…
An error occurred while saving the comment Lydia Ryabtseva
commented
In our hotel business we often get situations when a customer pays for an invoice but later the booking gets cancelled and a refund is applied. If the invoice is already marked as paid, the only way to to create a completely a new credit note and manually copy all the details of the invoice. When the invoice contains a lot of information, this becomes combersome. Having an option to copy the invoice to a credit note would come very handy. Thank you.
Lydia Ryabtseva
supported this idea
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31 votes
Hey team, just rounding back on this again - Apologies, as I can see that the option of assigning expenses has been offered here as an alternative earlier.
Being open, right now this is not a feature we have any plans for developing and would still recommend billable expenses the best method for the time being. However, appreciating the rational for why you'd still like a direct copy to bill button we'll shift this idea to Gaining Support and continue to gauge traction around this from community.
Lydia Ryabtseva
supported this idea
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Please create the ability to search and filter transactions within the Cash Coding screen! At this stage it only supports sorting by column, but that’s not enough when managing high-volume feeds (say, 2,000+ lines).
Particularly problematic is the way credit card feeds dump the full statement description into the Payee field. For example:
“DEBIT CARD PURCHASE ACCOR* IBIS SYDNEY AIR SYDNEY AUS.”
This makes manual sorting and selecting a real time-sink because the Payee field ends up cluttered with long, inconsistent strings.
What would be great to have:
- A search box for keywords in Payee or Description (e.g., “Accor,” “Countdown”).
- Filters by Contact, Amount range, Date, and Account code.
- Allow multi-select of filtered results for efficient bulk coding.
These capabilities would transform Cash Coding into a genuinely efficient tool - especially for small businesses managing multiple feeds from credit cards and high-volume accounts.
Thank you!