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1172 results found
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26 votes
Thanks for your feedback on Projects here, Tia. If you have any other detail you can share or examples of how sub projects would be used by your business this would be useful for our product teams consideration.
We don't have any plans for this at present, but make sure you share the idea with other colleagues that could also find this useful so we can get a wider understanding of the interest.
Freya Pieroz
supported this idea
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11 votes
Thanks so much for taking the time to share this idea with us, we can see how important this is for you. We’re moving this idea to Gaining Support so we can better understand how many others in the community would also find this helpful. Community feedback and votes play an important part in helping us gauge interest and understand the different ways this impacts customers’ workflows.
Freya Pieroz
supported this idea
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49 votes
Hi Dominik, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to add a tracking category option on the transfer when reconciling your bank accounts, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
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2 votes
Thanks for bringing this to the community. The key request is to make linked outstanding supplier bills accessible to other users in the organisation who have the appropriate Purchases permissions.
This could reduce the need to rely on the person who originally received the supplier link and make it easier for accounts teams to manage outstanding bills across shared workflows.
I’ve updated the status to Gaining Support so we can continue tracking interest. Add your vote and share more about how your team currently handles these links.
An error occurred while saving the comment Freya Pieroz
supported this idea
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13 votes
Thanks for raising this so clearly, Monica 🙂.
We understand the behaviour you’re describing: when a bill created from a purchase order is later edited, voided, or deleted, the billed quantities on the purchase order don’t reset, which can leave the PO out of sync with what’s actually been received and billed.
We’re making this idea available for others to vote on and comment on, which helps build a clearer picture of the level of support for this improvement.
Freya Pieroz
supported this idea
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20 votes
Hey team, thanks so much for sharing this idea and the detailed examples – this is really helpful. We’ve move it into the gaining support stage so it can be considered alongside other potential navigation improvements. Please encourage your friends and colleagues to vote and comment to support this idea ✨
Freya Pieroz
supported this idea
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50 votes
Hi everyone, we'd like to get a feel of the support from the community in this idea. If there's any progress or updates to share we'll post to you all here, Thanks
Freya Pieroz
supported this idea
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45 votes
Hi team, we appreciate the needs some customers have to be able to better manage and keep record of bills and bad debts related to these transactions.
This idea has been created off the back of this original idea so we can get a clear sense of interest in managing bad debts in Bills versus Sales invoices.
This isn't something we have planned at this point, but will continue to review this idea as the team plan their roadmaps. We will share if there are any updates around this.
Freya Pieroz
supported this idea
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21 votes
Hi everyone, thanks so much for continuing to share your feedback, we can see how helpful it would be to show the nominal account / account code directly in the Bills list, rather than needing to open each bill to check those details.
Because this idea has continued to come up over the years — including in a number of older, similar ideas that we’ve now merged into this one — we’re moving it to Gaining Support so we can bring that feedback together in one place, build clearer visibility, and better understand how many customers would benefit from it.
Please keep adding your votes and comments here — especially if you can share a little more about your workflow and which bill list views this matters most in. That extra context really helps our product team when reviewing ideas like this.
Thanks again for taking the time to raise…
Freya Pieroz
supported this idea
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131 votes
Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
Freya Pieroz
supported this idea
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71 votes
Hi everyone, thanks again for all the feedback we’ve received about this flow here. Our team has taken this on board.
It’s worth highlighting that the pop up window that shows for every payment is part of the payment flow to determine how you’d like to process the payment - You can choose to pay by online bill payments or manual payment. We want to be upfront that we don’t have any plans to permanently remove this flow.
However, based on feedback the team has added a selection to the modal in the screenshot here ”‘Don’t show again” to return to the original experience when it's possible to continue with manual batch domestic payments.
If you check this option you’ll be taken back through the older payments flow the next time you go to make a payment of this kind.
Please note, if you simply click the ‘X’ button in…
Freya Pieroz
supported this idea
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37 votes
Hi team, thanks for all your feedback on this flow here. I've connected with our product team on this and they do appreciate hurdles that have been highlighted in your feedback and are considering how they might solve for these.
It's not on our roadmap just yet, but I'll be sure to come back and share any updates planned for this, here.
Freya Pieroz
supported this idea
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11 votesFreya Pieroz
supported this idea
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5 votes
Appreciate your feedback here, Lynsey. It'll be good to get a sense of other members that have a similar workflow from your idea here.
This isn't something we have plans for atm, but will keep an eye on the support in this here.
Freya Pieroz
supported this idea
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20 votes
Thanks for sharing this idea. We can understand how allowing customers to accept selected line items within a quote could make it easier to manage proposals that include optional services or products, without needing to create and send revised quotes.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this capability would improve your quoting workflow, add your vote and share the types of quotes or scenarios where line-by-line acceptance would be most useful.
Freya Pieroz
supported this idea
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56 votes
Hey Team, thanks for sharing this idea but right now Xero doesn’t have a dedicated pro‑forma invoice document type in Quotes or Invoices. We are moving this to Gaining Support so others can Vote and Comment.
The main workaround is to use a Quote as your pro‑forma (with wording like “Pro‑forma invoice – not a tax invoice” in the template), then convert the quote to an invoice only once the amount is confirmed and you’re ready for it to hit your accounts.
You can find more detail on how pro‑forma invoices work in our guide:
What is a pro forma invoice? – https://www.xero.com/nz/guides/what-is-a-proforma-invoice/
Freya Pieroz
supported this idea
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33 votes
Hi team, we've created this idea from recent feedback we heard about the new invoice editor.
Our product team are paying close attention to feedback to consider for future iterations, so we'll make sure to update if there's any news.
Freya Pieroz
supported this idea
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61 votes
Hi everyone, this idea has been created based on recent feedback received on the new invoice editor. Our product team are keen to get a wider understanding of overall interest so please add your vote if this would be useful for your business.
We'll share if there are any updates.
An error occurred while saving the comment Freya Pieroz
commented
Because the due date is so much larger than the invoice date, I've had customers query why I would future date an invoice - they look at the big date up the top and think it's the invoice date, because due dates go down the bottom, next to the payment instructions.
Freya Pieroz
supported this idea
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74 votes
Hi team, we appreciate the feedback we've received from customers about the Amount Due and Due date sizing with the new invoice template editor.
Taking this on board our team did recently release a change to reduce the size of this text.
We're keen for your continued feedback here on if this change has had an impact for your business, for product's continued consideration of future improvements. Thanks
Freya Pieroz
supported this idea
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122 votes
Hi everyone, thanks so much for taking the time to share your feedback and support this idea. We’ve taken another look here and, while we don’t have plans to develop DOCX further, we have released and are continuing to roll out our invoice editor. It’s replacing the Standard branding theme first, and from there will continue to evolve with more of the invoice customisation we know customers are looking for across things like logos, fonts and colours.
We know this won’t be the update some of you were hoping for, especially for those wanting more flexibility in how invoices look and feel. To help keep updates relevant to the specific changes being asked for, we’d really encourage you to add your vote to the ideas below, as they’re more closely related to those points:
Freya Pieroz
supported this idea
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This issue means that I, as bookkeeper, cannot see the outstanding invoices for any of my clients, because of course I log in to Xero using my account/email and not the clients! And several of my clients can't see their own outstanding invoices, because the invoices are sent to the general accounts email and not the individual person! (bills do not get sent to CEOs, they get sent to the accounts department...)