Settings and activity
8 results found
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1,432 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
An error occurred while saving the comment 
Greg Caudell
supported this idea
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272 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
An error occurred while saving the comment Greg Caudell
commented
This would be life changing. Xero lets us attach support to just about every transaction. It would be great if we could lock down a reconciliation and attach a pdf of the statement to which we reconciled. This is maybe the only thing that QBO does better than Xero.
Greg Caudell
supported this idea
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An error occurred while saving the comment Greg Caudell
commented
This is a great idea and perhaps the only thing that QBO does better than Xero. Now that HubDoc will no longer pull statements from anywhere, it would be great to be able to "publish" a bank reconciliation once complete and attach a pdf of the statement. I'd be happy to attach the file. I'm nto talking about anything automated or fancy here.
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31 votesGreg Caudell
supported this idea
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12 votes
An error occurred while saving the comment Greg Caudell
commented
Notify Client when reports are published to Xero! Each month I publish client financial statements to the clients Xero company. It would be incredible it I could send a message through Xero to notify clients that their reports have been published! Life - changing - Incredible!
Greg Caudell
supported this idea
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19 votesGreg Caudell
supported this idea
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97 votes
An error occurred while saving the comment Greg Caudell
commented
What a great suggestion! If the workpapers specify the Xero Client and period, they TB should be automatically loaded when the workpaper is initially created. After creation of the workpapers, only manual updates should be allowed.
Greg Caudell
supported this idea
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11 votes
Hey team, thanks for sharing your needs in preparing workpapers on Cash basis. We're happy to provide an update that this is now in development as part of new Xero Workpapers. With new Workpapers you'll be able to select the accounting basis (cash or accrual) when setting up a workpaper pack, ensuring your calculations and reports align perfectly with your client's needs.
We've just started roll out to Australia, and will be following to other regions in 2026. We understand that you're eager for this feature, and we'll keep you updated on the progress, here.
An error occurred while saving the comment Greg Caudell
commented
Workpapers would be so useful if they could match the client's reporting method/preference.
Greg Caudell
supported this idea
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754 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Greg Caudell
supported this idea
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How do I remove my name, and more specifically my email, from this idea? I have gotten every update for a few years now. I fully agree this is a basic requirement and I am baffled that it has created such a challenge for Xero to implement. However, the seemingly undending emails, the explanations of the importance, and the near silence Xero has become more than I can bear. It is not clear to me how to remove myself from this idea so that I stop getting all this spam in my inbox. I hope that's not another item for Xero's development plan.