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  1. Xero HQ - Filters for Client Partner and Client Manager

    34 votes

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    submitted  ·  13 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Robert Hill commented  · 

    It would be great to allow the date filter for profit to be set to YTD & be able to compare to sale period last year. This will allow a quick analysis to determine if there needs to further investigation of an adjustment to provisional tax

    Robert Hill supported this idea  · 

  2. Repeating Invoice - bulk update of amounts

    231 votes

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    74 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

    Robert Hill supported this idea  · 

  3. Multicurrency- Batch payments of Foreign Currency Bills.

    486 votes

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    175 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.

    Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.

    We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.

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    Robert Hill commented  · 

    This is an integral accounting procedure. By not allowing foreign currency batch payments, the software adds more time to the reconciliation process. We can do this in QuickBooks.