Settings and activity
9 results found
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36 votes
Thanks for everyone's feedback on your experience with auto bank rec, here. The aim of this feature is to improve and build more efficiency in your reconciling your bank account, however we understand and appreciate feedback here on where users would prefer to more control and options, as well as the option to dismiss the banner.
Right now, as some in the thread have noted auto reconcile can be turned off for each of your bank accounts at any time. From the main Bank Reconciliation screen, click on the ‘Auto-reconcile’ settings button to manage your settings.
We're currently looking into more controls and settings for auto reconcile that may better suit needs shared in this thread, I'll round back to share more on this as it develops.
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29 votes
Thanks for feeding back on your auto reconcile experience with us here and letting us know the changes that'd help you make the most use of this feature.
Right now, our teams are looking into improvements including a settings panel that enable more control of what drives bank auto reconciliations in your org. I'll be back to share more when this is released 🙂
Duncan Philps-~Tate
supported this idea
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212 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
An error occurred while saving the comment Duncan Philps-~Tate
commented
We have a similar situation in regard to the UK NHS which no has a "no PO, no pay" policy, requiring a PO reference on all invoices.
What astonishes me is the almost complete lack of engagement with this from Xero. We might as well be shouting in the dark, yet it seems to me to be a fairly basic piece of functionality which could and should have been looked at during the latest re-work of invoicing.
An error occurred while saving the comment Duncan Philps-~Tate
commented
I completely fail to understand Xero's intransigence and lack of movement on this issue. It has been running for years and through several system enhancements. And during that time, the number of people saying this is vital to our business if we want to get paid, and furthermore, saying they'll stop using Xero or cease their trial period because of this issue has continued to grow.
I don't think I'm exaggerating if I say it is the commonest issue to pop up in my feed of ideas I've voted for or raised.Closely related to this of course is the inability to add user-defined fields to invoices, or even to relabel fields on the form. Something which other software has had for years.
It's about time Xero sorted this out and in the meantime gave us a decent response to this thread rather than letting it just sit there.
An error occurred while saving the comment Duncan Philps-~Tate
commented
I think it's about time the Xero team gave us an updated comment. The last one was May 2022 and since then the new invoice features HAVE been implemented so they could now be working on this added functionality. Or will they admit they don't want to?
There is clearly demand from users, some of who regard it as a deal breaker.An error occurred while saving the comment Duncan Philps-~Tate
commented
We really need a separate field on the invoice to hold customer's PO number. "Reference" might be used for something else (eg Training attender's name). And many parts of the NHS now require PO and are using character recognition to scan invoices - therefore need to be able to find it easily, if not in a specific area of the invoice.
Duncan Philps-~Tate
supported this idea
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162 votes
An error occurred while saving the comment Duncan Philps-~Tate
commented
@William Hamilton 20 April 2026:
Have you thought of using purchase orders for the first stage of the self-billing invoices? I've not thought that through in detail but it might help your situation. Although if it's really only a few second before you have the self-billing number available, why can't you wait until you do have it? (genuinelly interested to know).An error occurred while saving the comment Duncan Philps-~Tate
commented
@Campbell Green: I've just noticed that in your 12 Sept 2005, 10:29pm comment you say:
"Paul Canavese - For integrations (like with BigCommerce), relying on invoice numbers as the main identifier can cause issues. Ideally, integrations should use a unique internal ID that never changes, even if the invoice is voided or edited. This avoids conflicts and keeps systems in sync."
And yet in the same comment and your others it appears that Xero uses the invoice number as the sole or main key to the transaction, in direct contradiction to what you encourage for integrations. You can't or shouldn't really have it both ways.An error occurred while saving the comment Duncan Philps-~Tate
commented
Facility to restore a voided invoice seems essential to me, if only to enable numbering sequences to stay aligned across systems. If you want tighter control, allow it only by supervisor with higher level authorisation.
I've hit this today because someone voided an invoice that was refunded. It should have been matched by a credit note so that I can do a tidy refund. Now it looks as though I'll need to go round a lot of houses to get there.
(I note that this idea has been hanging around since 2022, so I'm not holding my breath, especially given the extended life of the even more important field for customer's purchase order ref on invoices, on which there has been no movement for years).
Duncan Philps-~Tate
supported this idea
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439 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
An error occurred while saving the comment Duncan Philps-~Tate
commented
I've just noticed that the keyboard shortcut for Approve (Ctrl-Alt-A) mentioned above seems to be the same as for "Update" when an invoice is in Edit mode. Which seems a bit strange.
Particularly as it doesn't seem to work for Update when I try it.
(FYI, Firefox under Windows 11)
Duncan Philps-~Tate
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5 votesDuncan Philps-~Tate
shared this idea
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6 votesDuncan Philps-~Tate
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39 votesDuncan Philps-~Tate
supported this idea
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85 votes
Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
Duncan Philps-~Tate
supported this idea
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I've tried auto-reconcile on our Stripe credit card feed and had to turn to off and reverse all its work. I won't trust it again.
I'm not sure if this is the best place to comment but here goes anyway....
For those who don't know, a Stripe feed is about the easiest to reconcile as Stripe gives us a record with the customer name, invoice/order number and (I think) email. I can't ever remember struggling with their incoming feed vs our records fed from WooCommerce orders.
However, autoreconcile happily matched items without regard to any of those identifiers, seeming only to care about the amount. As we have many transactions of the same standard amount that is almost useless to us.
I had a blissful few days when I thought "This is easy" before I discovered that we were marking the wrong invoices as paid and risking fulfilment to people who hadn't in fact paid.
As a result I had to turn off auto-reconcile and rework all of them. Which due to the quality of Stripe's feed was fortunately not a long task. There is no way I would turn it loose again, and certainly not on our main bank account.