Settings and activity
6 results found
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4 votes
Hi Keith, thanks for sharing your feedback. We can understand why you'd like contact defaults to automatically apply when creating bills from uploaded files.
At the moment, bills created from uploaded files don't automatically inherit all of the defaults saved against a contact. This means there can be some additional review and manual coding required before the bill is approved.
For now, you'll still be able to apply these details manually when reviewing the bill, and some customers may find tools like Hubdoc helpful for streamlining parts of their document processing workflow.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and understanding how this could improve your accounts payable workflows.
An error occurred while saving the comment 
Tim Besley
supported this idea
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9 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you Nicola.
We've 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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Tim Besley
supported this idea
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83 votes
Hi everyone ✨
Thanks for continuing to share your feedback on this idea. We’ve seen a lot of interest in having more detailed filters in Bank Reconciliation, including separate fields for Spent and Received amounts, and for Bill Numbers and Invoice Numbers 😊
We understand how clearer filtering would make it easier to review transactions, track activity, and find the right items faster when reconciling.
We’re moving this idea to Gaining Support so other customers can vote and add comments. The more detail we can gather on the situations where this would help most, the better this helps our team understand the impact and prioritise future improvements ✨
We’ll continue to monitor the feedback here and share any updates as we have them.
An error occurred while saving the comment Tim Besley
commented
Also would assist if you could select a date range for transactions to reconcile, for example we have 60 day temrs with key suppliers and could have 20+ invoices to pay for a period, being able to select a Supplier and date range should then give this in a minimum number of clicks
Tim Besley
supported this idea
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144 votes
Hi everyone, thanks for your feedback on automatic remittance sending.
We understand the efficiencies this could provide to your workflows and it's something our product team have reviewed and are interested in developing, however we do not have this work planned just yet. We’ll let you know here if there’s any more news about this in our future roadmap.
An error occurred while saving the comment Tim Besley
commented
Remittance advice sent from reconciliation: It would be a very useful addition to be able to send a remittance advice when reconciling supplier payments using Find & Match.
Tim Besley
supported this idea
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63 votesTim Besley
supported this idea
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226 votes
Hey everyone, thanks for all your feedback on displaying leave balances in days on payslips. We recognise that many of you are keen to see this feature.
Our product team has reviewed this suggestion. While we understand the value it'd bring, it isn't on our foreseeable roadmap. As a result, we're updating the status of this idea to 'Not in Pipeline'.
We're keeping this idea open for votes to help us gauge its popularity when we next review our payroll priorities. We appreciate you taking the time to share your thoughts with us.🙂
Tim Besley
supported this idea
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I find that using the Files inbox the line description is captured, but not the tax rate, but sending to the Bills inbox it is the opposite, the tax rate is selected, but no the description.
Can these two be merged so that all relevant fields get auto filled?