Settings and activity
8 results found
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6 votes
We're grateful for your engagement and letting us know the changes that matter to you.
While there isn't a direct filter for account codes in Xero right now, you could potentially explore the option to use Contact groups or tracking categories to help sort clients in this report.
We'll keep an eye on the interest on this idea here, and let you know if there are any updates.
An error occurred while saving the comment 
Alice Senior
supported this idea
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359 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
An error occurred while saving the comment Alice Senior
commented
This is critical for us, so our customers and suppliers can reply to the respective accounts payable and accounts receivable email addresses.
Alice Senior
supported this idea
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452 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…
An error occurred while saving the comment Alice Senior
commented
We would like to see a feature to restrict invoice and bill approvals, so the user only has the option to submit for approval.
Not having this feature is a major financial security issue because bills and invoices can skip the approval process if the person creating them has the option to approve them.Alice Senior
supported this idea
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124 votesAlice Senior
supported this idea
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188 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. 😊
Alice Senior
supported this idea
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50 votesAlice Senior
supported this idea
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268 votes
An error occurred while saving the comment Alice Senior
commented
We really need to be able to bulk import repeating invoices. We have the same 600 invoices each month and having to change the dates on the CSV and then re-import can be quite time consuming.
Alice Senior
supported this idea
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37 votes
An error occurred while saving the comment Alice Senior
commented
Hello,
This is critical to our business to ensure that our project costs are accurate. If we do not assign a 'receive money' transaction to the project then the project costs are overestimated.
The only way I can think of getting around this is create a dummy credit note, but this is not the correct way to be keeping records of our transactions.
Please can this feature be added :)Alice Senior
supported this idea
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Filtering aged receivables by nominal code is really important for financial analysis to understand the type and distribution of outstanding debt. I would really like this feature.