Settings and activity
44 results found
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35 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.
Sue Green
supported this idea
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147 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
We've reviewed your idea 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.
Sue Green
supported this idea
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8 votes
Hi Catrina , thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. We'll monitor this space for more traction in the meantime. Cheers
Sue Green
supported this idea
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15 votes
Thanks for sharing, Glen. We'll begin getting a sense of the interest in this from others in community here.
Make sure to share this with any other colleagues that'd find it beneficial too so they can upvote your idea.
Sue Green
supported this idea
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28 votes
Thanks for sharing your idea, Davinder, and letting us know the changes that matter most to you. It’s great to see customers like you helping shape the future of Xero.
We have reviewed your idea, and it is now available for the community to support. Make sure to share it with colleagues who could also benefit from this feature so they can add their vote. Other members are welcome to comment and provide additional context on how this improvement could enhance their experience with Xero.
Sue Green
supported this idea
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16 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea 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.
Sue Green
supported this idea
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16 votes
Hi Stuart, thanks for sharing your idea, and letting us know the changes that matter most for you. We understand the need to have this option available when you do not want to show the summary.
We've reviewed your idea 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.
Sue Green
supported this idea
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15 votes
Thanks for sharing your idea of using SMS as a delivery option for customer statements.
We've reviewed your idea 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.
Sue Green
supported this idea
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18 votes
Hi everyone, thanks for all the engagement so far. We understand why having a custom email template for deposit could be useful.
The idea is to allow users to create or assign a separate email template for deposit invoices, so messaging and payment terms can be tailored to suit businesses.
We'll continue to track the demand for this idea here.
Sue Green
supported this idea
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64 votes
Thanks everyone for your feedback here on customising SMS messages for invoices. We understand how a more personal message could provide customers with greater confidence and context when receiving an invoice.
Our product team has explored options for more customised messaging, including the practical constraints around character limits and preventing messages from being treated as spam.
After that review, we want to be transparent that editable SMS templates aren’t part of our plans at this stage.
If this position changes in the future, we'll be sure to share with you, here.
Sue Green
supported this idea
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273 votes
Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.
I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.
We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.
Sue Green
supported this idea
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128 votes
Thanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
Sue Green
supported this idea
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30 votes
Thanks for your feedback, Michelle. At this initial stage as we roll out deposits as you're aware this will only be available with Stripe. However, we understand there are differing user flows and would like to better gauge interest in the idea here.
We'll share if there are any updates.
Sue Green
supported this idea
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28 votes
⭐ Thanks so much for taking the time to share this idea in so much detail. The examples and use cases you’ve included do a great job of showing why more flexible repeating invoice schedules would make a real difference for businesses managing recurring and occasional charges.
This is an area that is continuing to gain support. The need for more flexibility, less manual admin, and better support for real-world billing arrangements is something we know matters to customers, and feedback like this helps reinforce that.
While I can’t make any specific promises on timing or delivery here, please know this idea is valuable and the level of detail you’ve provided genuinely helps inform those conversations. Thanks again for sharing it and helping highlight an important pain point.
Sue Green
supported this idea
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49 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/
Sue Green
supported this idea
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50 votes
Hi Susan, thanks for raising this here. Appreciate that there are certain fields which are required to process motor trade invoices. At the moment, the DOCX branding theme can be customised to show a few fields. However, we understand the need for custom fields so we'll open this idea up for the community to add their support.
Sue Green
supported this idea
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112 votes
Thanks for sharing your idea, we appreciate you explaining how a revert option could help when bills or invoices are accidentally submitted for approval.
We've reviewed your idea 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.
Sue Green
supported this idea
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7 votes
Hi team, thanks for your feedback on this idea. Our team are currently working on a refreshed Sales overview page which will soon be rolling out to customers. As part of this work they'll be solving for the idea here with Billable expenses sitting before Quotes. 😊
Sue Green
supported this idea
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52 votes
Thanks for sharing this idea. We recognise that native partial-exemption calculations are a known gap in Xero, particularly for businesses that make both taxable and exempt supplies.
We’re moving this idea to Accepted to reflect that. It isn’t currently on our roadmap, but we’ll continue to track interest and consider it as part of our longer-term planning.
In the meantime, partial-exemption adjustments can be calculated manually and entered on the VAT return.
Sue Green
supported this idea
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226 votesSue Green
supported this idea
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