Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

  1. Reports - More detailed bank transaction report.

    4 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

    1 comment  ·  Reports & tax » Reporting  ·  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
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for the idea. It has been awhile since this idea was raised, so we just want to update the status of it. We understand you’d like more detail visible in the bank transaction report, such as contact names, descriptions, and reference information.

    Having this in one view could help make reviewing and checking transactions a lot quicker.

    We’ll continue to keep track of the feedback and interest from the community.


    NAOMI COETZEE supported this idea  · 

  2. Contact - Supplier Account Credit Limits

    217 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

    117 comments  ·  Contacts & documents » Contact  ·  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

    Thanks so much for all your support and input on this idea, everyone.

    We understand how helpful it’d be to have a credit limit field for suppliers in Xero, and how it could help manage cash flow and stay within agreed limits with your key suppliers.

    A good workaround shared here, is to use the Notes field in the supplier's contact record to manually track their credit limit. While this doesn't automatically stop you from exceeding the limit, it's a visible reminder for your team. Additionally, regularly running the Aged Payables Summary or Detail report can help you keep an eye on what you owe and when it's due.

    We know there’s a desire for this functionality, however we want to be transparent that we don’t have any plans for this in the near term, and will move this to Not in pipeline.

    The idea will remain open for votes…

    An error occurred while saving the comment
    NAOMI COETZEE commented  · 

    I cannot understand how such an important feature is not available!

    NAOMI COETZEE supported this idea  · 

  3. Quotes - Add payment link

    46 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

    19 comments  ·  Invoices & quotes » Quoting  ·  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
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks again for sharing how useful it'd be for customers to pay as soon as they accept a quote. We’re developing a way for a business to request a deposit on a quote, as a fixed amount or percentage.

    Once available and a quote is accepted, Xero will automatically create and send the deposit invoice, and the customer will be able to go straight to online payment. Helping to reduce manual follow-ups and help you secure bookings or upfront costs at the point of acceptance. ✨

    It's currently with a small group of users. We’ll keep you updated as it rolls out more widely, which is likely to be in the new year.

    NAOMI COETZEE supported this idea  ·