Settings and activity
6 results found
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1,250 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 An error occurred while saving the comment 
Rebecca Rotheram
commented
Gemma, the only way to get XERO to notice is if it impacts their sales. Why makes changes to a system when revenue keeps rolling in regardless. However if they get a load of negative feedback online, hopefully they will start to pay attention to these threads. A few people (including myself) have started to make comments on XERO's trust pilot reviews.
Hopefully that will get the CEO's attention and we get the changes we have been asking for years now. Its such a hassle changing software, once they have you, you are essentially stuck for years.
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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670 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
An error occurred while saving the comment Rebecca Rotheram
commented
Rhys after waiting for years for approvals to be updated in XERO and being a small business TO £4m hiring admin part time but only being able to give her certain access it has been a nightmare.
We have decided to add an ERP system that connects to XERO. I trialled various ones (we are construction I've therefore just bought a construction based PO system) but there are loads out there. With the rise of Ai majority now scan the invoice match to the PO taking away admin. Its been a game changer for us. After our admin left it made more sense paying £600pm for a system than having the HR hassle of a hire. There are cheaper systems though the cheapest I found was £110 a month. Co Pilot gave me a list of systems to trial that suited our business. All the PO approvals are on the system, you therefore don't have to give staff access to XERO.
An error occurred while saving the comment Rebecca Rotheram
commented
XERO aren't reading these comments. The only way they will listen is if they are on reviews online. I've just added a review on Trustpilot. I suggest others do the same. Then maybe when their rating has gone down they will focus on the upgrades people actually want
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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911 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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91 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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525 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Rebecca Rotheram
supported this idea
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64 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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@Alex Amazing please share how we can add this!