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  1. Navigation - Make invoice lists available as sub menus

    3 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Gladman commented  · 

    We need a NEW BUTTON on the drop-down-menu please,
    called INVOICE PAYMENTS .. To go directly to invoices awaiting payment.

    We have one called "Bills to pay" So,Why do we have to click and click again to get to something we use every minute of the day in Xero ?

    - We often get multiple invoices paid together.
    This would save time and a lot of clicks!

    Thanks - Please add this feature

    David Gladman supported this idea  · 

  2. Organisation settings - Ability to wind back/restore to a previous date

    73 votes

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    28 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Not in pipeline  ·  AdminKelly M (Community Manager, Xero) responded

    Hi everyone, with the recent changes in Xero Product ideas, we will shift this idea to Not in pipeline to set the expectation here.

    While a direct option to restore or unwind an organisation to a previous date in time isn't in our plans, as previously mentioned to confirm - Xero performs daily backups of customer data to protect against data corruption and hosting service failures. However, these backups are not available for users to restore their organisation to a previous state.

    To reiterate from my last response, most actions in Xero are reversible (for example Remove & Redo on bank transactions) and our help article on Xero Central  explains some of these options that can help with needs expressed in this conversation.

    The History & Notes report can be highly useful to review actions recently made so you can 'undo' these.

    For future cases, if you're looking to…

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    David Gladman commented  · 

    Good idea - would be nice if you make a total mess in a day and need to go back to the previous day's version ...and then start again!!

  3. VAT - Ability to sort, filter and search from within tax rate or tax box

    15 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hey community, thanks for your interest and feedback on this idea 💡

    Did you know that the transaction reports on the VAT return can be exported to Excel format where these can then be sorted/searched and filtered to help review the transactions?

    We don’t have any near term plans to expand functionality to develop the ability to sort, filter and search within the tax rate box of the VAT return. If anything changes in the future, we’ll update you on this idea! 📢

    David Gladman supported this idea  ·