Settings and activity
13 results found
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855 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.
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Elizna Bouwer
supported this idea
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787 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Elizna Bouwer
supported this idea
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455 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Elizna Bouwer
supported this idea
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426 votes
Hey everyone, thanks for all your valuable feedback and support on this idea here.
It's nice to see tips being shared throughout this thread to help others managing multiple assets. The suggestion to group similar items (like office chairs or laptops) into a single asset with a quantity can be an efficient way to handle things. When you need to dispose of some, you can then perform a partial disposal by updating the quantity, which helps save a few steps.
Wanting to share an update for you all, although I appreciate it will not be the news hoped for - Developing the capability to bulk dispose assets isn't on our current roadmap. We will keep an active eye on the support this continue to build here and be sure to let you know if anything changes here.
An error occurred while saving the comment Elizna Bouwer
commented
Definitely a good idea to be able to dispose of multiple assets at once. This will assist when a store is sold and all assets are sold to new owner.
Elizna Bouwer
supported this idea
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194 votes
Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented.
That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow.
For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.
An error occurred while saving the comment Elizna Bouwer
commented
How long does an idea stay "under review" before it is actually done?
The newest product updates shows that we can now upload multiple photos on Hubdoc. But it is still multiple photos individually uploaded to separate invoices.
That feature is not really as helpful as a multiple-pages combined to one upload that we all need.
Many invoices run over more than 1 page. To use another app to first save two pages as one document and then only adding to Hubdoc is a time waster.Elizna Bouwer
supported this idea
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320 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Elizna Bouwer
supported this idea
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450 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Elizna Bouwer
supported this idea
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169 votes
Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.
How you can help: Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉If you're interested, please use this link to get started.
We greatly appreciate your ongoing support & valuable input for the reporting team!
(If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Elizna Bouwer
supported this idea
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304 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Elizna Bouwer
supported this idea
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An error occurred while saving the comment Elizna Bouwer
commented
We have a client where they have a user with an "Invoice Only" role. This person is responsible to import the billing invoices from Hubdoc to Xero and approve the invoices. This user does not handle the payments of the billings.
However, after processing the billing invoices, the client wants this user to give them an Age analysis, which she cannot do with the "Invoice Only" option.It would be great if the "invoice only" role had to option to add certain reports that the user may access to give through to management.
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81 votesElizna Bouwer
supported this idea
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23 votes
An error occurred while saving the comment Elizna Bouwer
commented
@Andrew - I think even more people need to vote on this before they will even look at this. Hopefully, at some point, they will find a better solution.
Elizna Bouwer
supported this idea
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6 votes
Hi Elizna, you can run the Receivable or Payable invoice detail reports for multiple contacts at a time. Is there something specific about the Contact Transactions Summary that's missing from these reports that you'd want included ?
Elizna Bouwer
supported this idea
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An error occurred while saving the comment Elizna Bouwer
commented
Hi
I know about that Payable invoice detail report and it works nice. There are many filters and options to choose from. The only issue is that you cannot see the actual amounts paid. When the auditors ask for a ledger, they try to match a payment back to the bank.
The contact transaction detail, which we have to pull one by one, reflects the allocated payments which they need to add up, but then you need to pull the report one by one.
The Payable invoice detail - I can filter for certain suppliers, but it just reflects as Paid and a date.
It would be nice to have something in a ledger style with debits and credits reflecting the amounts paid. Not sure if it is possible after we allocated a payment to different invoices, to just reflect the one amount paid in the ledger, though?
In the meantime we will be working on the Invoice detail report.
Thanks!
Elizna Bouwer
shared this idea
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44 votes
Hi community, we recognise it's been some time since our last update on this idea and apologise for the delay in coming back here.
After our last post, priorities for the team did pivot and work for showing current VAT liability was put on hold.
While not actively underway atm, we have intentions of surfacing an organisation's VAT liability total on the dashboard on our longer terms roadmap. While we'll move this idea to Accepted for now, as soon as there is movement we'll be back to update you again. Thanks
Elizna Bouwer
supported this idea
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Hi all
Just saw now there is another idea that was posted similar to this one -
"Reconciliation - Allow credit notes to show and be selected on the find & match screen"
That one is actually reflecting as "working on it", but also from a while ago. Maybe go and vote on that one as well so that we can get this moved to priority.