Skip to content
← Share and support customer ideas for Xero

Settings and activity

5 results found

  1. Sales report - By contact location

    34 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    12 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present. 

    From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based. 

    Joe Branca supported this idea  · 

  2. Lock Dates - Allocate Overpayments to Bills before a Lock Date

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Joe Branca supported this idea  · 

  3. User Permission - Separate approver roles for both Invoices and Bills

    28 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  7 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Joe Branca commented  · 

    Adding for manual journals is also critical.

    An error occurred while saving the comment
    Joe Branca commented  · 

    Also, having separation of duties is something that is required by financial auditors else it is documented as lack of proper controls in the final reporting.

    Joe Branca supported this idea  · 

  4. New Invoicing - Option to switch Autosave off

    447 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    244 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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;

    Thanks again for all your feedback and sharing with us in the forums here.

    Updated 10 Sept 25

    Joe Branca supported this idea  · 

  5. Reporting - Automatic generation and emailing of reports

    699 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    250 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    An error occurred while saving the comment
    Joe Branca commented  · 

    This seems like table stakes for any saas product.

    Joe Branca supported this idea  · 
    An error occurred while saving the comment
    Joe Branca commented  · 

    Would love to have this feature.