Settings and activity
5 results found
-
87 votes
Hiya team, we wanted to share another update with you all. As our product team conduct discovery for potentially extending the Reconcile period feature to more regions we'd love to get our community's active engagement in the process.
If you'd be interested in collaborating with our team on the research they're doing for this please reply on this idea or respond directly to our update 💬and we'll be happy to share your details with them for further contact. Thank you!
-
296 votes
Hey everyone, we know it can be tricky when you're managing lots of client accounts and need a way to easily tell them apart in Xero.
Thanks for your feedback on how a visual cue, like being able to set different colours for each organisation, would help cut down on confusion and those accidental data entries.
We've seen some of you have found workarounds, like using Chrome extensions or third-party Google add-ons for customisation. It's great to see the community finding creative ways to tackle this in the interim.
Right now, adding this feature isn't in our immediate plans. This is something we'll continue to keep an eye on the support for and may reconsider in future planning. I'll share if there are any updates around this here.
An error occurred while saving the comment An error occurred while saving the comment 
Karla Alexander
commented
This would be great! I only have 3 organisations, but imagine bookkeepers would have a lot more. Not just the organisation under the 'Change Organisation' Has to be the whole page when you open it up. Or have the company/organisation logo come up on each page you open. Save a bit of incorrect entering!
Karla Alexander
supported this idea
·
-
51 votesKarla Alexander
supported this idea
·
An error occurred while saving the comment Karla Alexander
commented
Does anyone know how long ideas take to get added, or is it just not enough votes? How many votes are needed?
An error occurred while saving the comment Karla Alexander
commented
This is critical! I have used two other business software programs and both had this feature. It was great! you updated the demo company and the colour of the icons etc changed to a bright pink so you knew you where in Demo.
-
868 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Karla Alexander
supported this idea
·
-
516 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Karla Alexander
supported this idea
·
Agreed with both Faye and Pete. There are some valid ideas on here listed years ago and still do not have a response from Xero.