Settings and activity
176 results found
-
9 votes
Hey Bangit, thanks for bringing this to our attention, we have seen an uptake in this request and we are moving this to Gaining Support. Now that we have reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
An error occurred while saving the comment 
Fiona Davidson
supported this idea
·
An error occurred while saving the comment Fiona Davidson
commented
Whoever the person from Xero is that combined my suggestion with this one has gotten it wrong. The issue I have is different and predates the PO View change.
Someone who uses Xero and looked at my screen shots would have noticed the difference.
Please Reopen my idea!
An error occurred while saving the comment Fiona Davidson
commented
The only way to look for bills that have been raised against a purchase order is to go to the PO and look at the notes, here it only says Copied to "Bill", no invoice number just a link (see attached)
When I open this it's basically a view only, you can repeat, delete or copy.
I am baffled by this as I then have go searching by that bill number to go in and edit it. But there is no other way for me to find what bills are linked to that PO.
I also wonder how many people would be more likely to use "Repeat" instead of Edit at this screen?!
There appears to be no logic applied to this... Give us an Edit button... -
15 votes
Hi Fiona and Annie, thanks for raising this here. Appreciate the need to move the feature to an area where it is accessed with intention and not accidentally. We've moved this idea to gain more support from the community and allow other users like yourself to share their thoughts. We'll monitor this space for more traction.
Fiona Davidson
shared this idea
·
-
18 votes
Hi team, we appreciate interest and why you may want to copy documents from a source transactions when creating a bill.
We want to be open that this isn;'t something we have immediate plans for developing but are continuing to keep a track on the interest in this from the community here. We will share if there are any updates. Thanks
Fiona Davidson
supported this idea
·
-
41 votesFiona Davidson
supported this idea
·
-
39 votesFiona Davidson
supported this idea
·
-
148 votesFiona Davidson
supported this idea
·
-
204 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
Fiona Davidson
supported this idea
·
-
648 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
An error occurred while saving the comment Fiona Davidson
commented
Hi @ Paul M
Nailed it!
Fiona Davidson
supported this idea
·
-
16 votes
Thanks for your feedback on this change, Patricia. Out of interest is there a particular reason or workflow for why you prefer to enter your bills manually rather than via an upload?
Appreciate, will take a little getting used to a different flow. A couple of other options for navigating to the new bill screen could also be;
- Using the keyboard shortcuts (Alt+Shift+N) from the bills screen
- Using the '+' icon in the navigation header to quickly Create a new Bill from any screen
- Using '/' and typing 'b' in the global search where you'll get the option of New bill from any screen
While we'll get a sense of interest in this through your idea, we want to be open that there aren't any plans for changing this back.
An error occurred while saving the comment Fiona Davidson
commented
Yet another added click - the product development team are useless!
Again, stop confusing functionality for efficiency - get a dictionary.Fiona Davidson
supported this idea
·
-
2 votes
Really appreciate your feedback on the new navigation, Fiona. I've made sure to share this back with our product team. They are taking on board and considering all feedback carefully.
For now we'll get an understanding of the interest from community in this through your idea, and I'll let you know if there are any plans made for this, here.
Fiona Davidson
shared this idea
·
-
476 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
An error occurred while saving the comment Fiona Davidson
commented
I am with you on this. New Invoicing is a as efficient as a square wheel.
An error occurred while saving the comment Fiona Davidson
commented
@Mike Johnson - Here, here.... their recent marketing strategy appears to be the solution, give new customers 3-6 months @ 90% off that way they don't know that it used to be better and by the time their pricing goes up they are too deep into it to change anytime soon. So it doesn't matter if they lose "old" customers that complain all the time.
An error occurred while saving the comment Fiona Davidson
commented
https://www.change.org/p/petition-for-xero-to-stop-making-changes
Please sign and share this petition.
Fiona Davidson
supported this idea
·
An error occurred while saving the comment Fiona Davidson
commented
Petition for Xero Executives Regarding Alleged "Improvements"
-
991 votes
Hi everyone, we'd like to return with an update for all who've supported the idea for attaching files within Payroll.
As we develop foundations of payroll to enable us to consider new features like this, we're beginning discovery of how we might build this capability and when this could be planned in our roadmap.
This is just the initial stages of diving deeper into this work, but steering in the right direction.
I'll be sure to share any progression around attachments within payroll with you all, here.
An error occurred while saving the comment Fiona Davidson
commented
I still don't understand how this has not happened yet....?
I would love a REAL reason as to why this has been ignored for so many years and not just a fluffy explanation about competing priorities and demand and other more important things..... @ Kelly Munro.....?
An error occurred while saving the comment Fiona Davidson
commented
This has been continually requested for at least the last 9 years since I have been using Xero, its not planned anytime soon.
An error occurred while saving the comment Fiona Davidson
commented
Kelly Munro (Community Manager, Xero) responded · Mar 2, 2023
".....that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here."How can something be "top of mind" but have "no plans at present for this development"
I strugle to comprehend the alleged complexity of a function that is already established in so many other areas of Xero?
Fiona Davidson
supported this idea
·
-
431 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.
Fiona Davidson
supported this idea
·
-
416 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Fiona Davidson
supported this idea
·
-
507 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Fiona Davidson
supported this idea
·
-
642 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Fiona Davidson
supported this idea
·
-
667 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Fiona Davidson
supported this idea
·
-
752 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
Fiona Davidson
supported this idea
·
-
738 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Fiona Davidson
supported this idea
·
-
1,094 votes
Hi everyone, we appreciate the interest surrounding this idea, however we want to be open that we're unable to extend our log-out time past 60 minutes. Xero hold a lot of sensitive information including bank data and we're required to be as secure as online banking.
Any session information running on a web browser can potentially be stolen. If the session does not time out. You then have an infinitely long vulnerability window to session hijacking. Our best option is to keep a tight expiration window on the session cookie, and regenerate them frequently. Even setting a long timeout doesn't help with this - too long a timeout will greatly increase the risk of invasion or potentially jeopardise your personal data and the safety and integrity of the Xero application itself. This is why we maintain control of this.
If we detect there's been no activity on a page (e.g…Fiona Davidson
supported this idea
·
I am re raising this idea as was combined incorrectly with another idea that is unrelated...
I got an acknowledgement of this from Kelly M but have no way to contact her to follow up.
The only way to look for bills that have been raised against a purchase order is to go to the PO and look at the notes, here it only says Copied to "Bill", no invoice number just a link (see attached)
When I open this it's basically a view only, you can repeat, delete or copy.
I am baffled by this as I then have go searching by that bill number to go in and edit it. But there is no other way for me to find what bills are linked to that PO.
I also wonder how many people would be more likely to use "Repeat" instead of Edit at this screen?!
There appears to be no logic applied to this... Give us an Edit button...