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8 results found
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882 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Rebecca Rotheram
supported this idea
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201 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. 😊
An error occurred while saving the comment An error occurred while saving the comment Rebecca Rotheram
commented
We have also been putting the PO number in the ref field for some years now. It works OK, we put the ref at the start and use SUMIFs offline via excel top reconcile the POs it is a lot of offline work to see what was left on PO or if the invoice went over the PO amount etc for it to be queried. It's reassuring to hear XERO is working on this as we have been looking at alternative software for PO tracking.
Rebecca Rotheram
supported this idea
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641 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
An error occurred while saving the comment Rebecca Rotheram
commented
Hi is there any update on this? I am unable to delegate a lot of admin tasks because I don't want to give out access to our bank accounts. Which would give users view of director dividends paid, salary levels paid etc. Many other companies must have the same issue
An error occurred while saving the comment Rebecca Rotheram
commented
Any more updates on this please XERO? I continue to do admin tasks that I should be able to give to our admin staff to do but I can't without giving them full access to sensitive company information - its crazy how this isn't a priority.
An error occurred while saving the comment Rebecca Rotheram
commented
I'm looking at Sage Line 50 at the minute which seems like the logical step up from XERO it is more expensive you get what you pay for I guess but going to trial it next week.
An error occurred while saving the comment Rebecca Rotheram
commented
Basically Xero are currently spending a lot of time working on the 'look' of the software rather than the functionality. I'm very disappointed that after hiring an accounts admin I can't ask her to post journals otherwise she will have access to a lot of sensitive information. Doing month end accounting journals are part of a low level accountancy role. To have access to a whole host of information just to post a journal seems crazy to me. Yet again another work around needs to be done. She will just have to fill in a template for me to upload. Until xero work on this...
Rebecca Rotheram
supported this idea
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89 votes
Hi team, we'd like to share another update as work for allowing direct wage payments via open banking with Crezco is well underway.
We look forward to updating everyone on this idea as soon as this is released.
As previously mentioned - we want to be upfront that we don't have any plans for extending the payment file export format to CSV, however direct payments will eliminate the need for a manual export saving you a few steps in this process. 🙂
An error occurred while saving the comment Rebecca Rotheram
commented
As mentioned below its crazy that bills can be downloaded to CSV but payroll cannot. I therefore can upload my supplier bills into Barclays but I am struggling with payroll another manual task from using XERO.
Rebecca Rotheram
supported this idea
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5 votes
An error occurred while saving the comment Rebecca Rotheram
commented
Hi Has this now been done? I can't figure out how to give my invoice only users access to the connected app function. Basically I want them access to business importer which will streamline a lot of processes.
The app however is useless if I can't give anyone access without giving them access to very sensitive information
Rebecca Rotheram
supported this idea
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1,223 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
An error occurred while saving the comment Rebecca Rotheram
commented
Why has no one from XERO commented on this since Nov 2022? It is the third top suggestion in terms of votes. Comments weekly. What is the point in inputting suggestions if xero just ignores them.
An error occurred while saving the comment Rebecca Rotheram
commented
The sheer volume of comments and votes on this thread I am shocked that XERO is not looking at this. It is a basic accounts function
A tick box to mark 'on hold'
Rebecca Rotheram
supported this idea
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508 votesRebecca Rotheram
supported this idea
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61 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important more granular CIS tracking is for your businesses. Some of you have mentioned that you currently use tracking categories to achieve the breakdown required, we understand however this may be suitable for everyone.
After review, we're updating this idea to Not in the pipeline, meaning our product team has considered it but it's not on our foreseeable roadmap. We know this isn't the update you were hoping for, and the idea will remain open for votes so we can continue to gauge community interest.
An error occurred while saving the comment Rebecca Rotheram
commented
I would like this feature for construction retention. Currently I am accruing the retention each month because the Gross should show in the P&L but if I could put retention to the B/S and have CIS tax deducted from that code it would save the hassle to accrue I could put retention straight to the retention liability code,
Rebecca Rotheram
supported this idea
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agreed our reference number is incredibly long at the moment to reconcile PO's to bills which brings its own issues for duplicate bills.
An update from XERO would be amazing