Settings and activity

7 results found

1. Inventory - Apply tracking categories on bulk stock adjustments

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   0 comments  ·  Purchase orders, bills & inventory » Inventory  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi Carol, thanks for sharing this idea and the context behind it.

   We can see how being able to apply tracking categories when processing bulk stock adjustments could help businesses maintain more consistent reporting across locations, departments, or other tracking category structures.

   I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how this capability could support inventory management and reporting workflows.

   Please keep adding your votes and sharing more detail on how you'd use this in practice.

   
   

   Carol Kain shared this idea  ·  28 May, 2026

2. Inventory - Add a Location and use on Packing Slips

   21 votes

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   submitted  ·  4 comments  ·  Purchase orders, bills & inventory » Inventory  ·  delete…  ·  Admin →
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   Carol Kain supported this idea  ·  28 May, 2026

3. Quotes - Packing slip template

   30 votes

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   16 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.

   You could then edit the quote, and switch the branding theme to the one you want to send out.

   Carol Kain supported this idea  ·  28 May, 2026

4. Purchase Orders - Import from an Excel file

   104 votes

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   submitted  ·  39 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  delete…  ·  Admin →
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   Carol Kain supported this idea  ·  19 March, 2025

5. Payments - Future dated remittance

   20 votes

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   submitted  ·  9 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Carol Kain supported this idea  ·  20 May, 2024

6. Audit Trail Report

   595 votes

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   84 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

   Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

   Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

   That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be most helpful for you.

   • User Permissions - History recorded of role changes and ability to add description
   • History & Notes | Include item for invoice Sent (Via email or E-Invoice)
   • Contacts - View all transactions history & notes from contact record
   • Document pack - History of reminders sent in Tax

   Since this idea was originally started we’ve uplifted the History and Notes to provide easier control and search of events, and we're continuously working to improve reporting and data integrity in Xero.

   Your details and insights shared here have all been fed back to our product teams and are incredibly useful as we shape our future roadmap. We appreciate you all for sharing your thoughts.

   Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

   Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

   Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

   That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be… more

   Carol Kain supported this idea  ·  24 January, 2023

7. Customer statements - Ability to auto email Statements to customers

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   343 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

   We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

   If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

   This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

   Please note: When you join, your entire organisation permanently moves to the new statement branding templates, that are consistent with your invoice templates. This can't be reversed. Each user can switch back to the older statements list for a limited time.

   What’s coming soon: Schedule statements to automatically send on regular cadence, track send status, get easier access to statements in the sales navigation, and have more control over which columns you display on your statement PDF.

   Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

   We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

   If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

   This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

   Please note: When you join, your entire… more

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   Carol Kain commented  ·  23 January, 2023  ·  Edit…  ·  delete…

   really important feature to add please

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   Carol Kain supported this idea  ·  23 January, 2023