Settings and activity
34 results found
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8 votes
Thanks for sharing your idea about how to extend the functionality of the automatic payslip feature
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment 
Julia Rebhan
supported this idea
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22 votes
Thanks for sharing your idea here.
We've reviewed your idea and it's up to the community to get behind and support it. Sharing the idea with any colleagues could benefit so they can add their vote too!
An error occurred while saving the comment Julia Rebhan
commented
as Xero has the ability to calculate accrued leave based on the number of hours worked, it would be so helpful to be able to have the option to pay this amount each period. At the moment the only way to do this is to manually calculate it or to create a leave request equivalent to the amount of leave accrued. Since the law was updated to allow rolled up pay, Xero should have reacted by reflecting this in the software
Julia Rebhan
supported this idea
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6 votes
Thanks for submitting your idea and outlining your key needs. We’ve reviewed it and opened it up for community support 😊
Share it with colleagues who may find it useful so they can cast their vote. The community can now comment and add insights on how your idea could enhance Xero.
An error occurred while saving the comment Julia Rebhan
commented
Creating custom reports in Xero is great. They look perfect on screen. The formatting for coloured variance tracking is lost if you export to excel and if the report splits across pages in pdf it is messy and loses value
Julia Rebhan
supported this idea
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245 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
Julia Rebhan
supported this idea
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37 votes
Hi everyone, appreciate this idea has been in a state of Under review fro some time. While it was something our teams we're looking into, this work has had to be put down with other priorities that have transcended.
For now, we'll shift back to 'submitted' where we can continue to track appetite. We'll be sure to let you know if there's any change in this space. Thanks
Julia Rebhan
supported this idea
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4 votes
Hi Mandy, thanks for sharing your feedback on managing end dates for repeating invoices. We appreciate you explaining how this impacts your workflow. Your idea has been reviewed by our product team, and we've updated the status to Not in Pipeline, which means that while we've considered the suggestion, it's not on our foreseeable roadmap at this time. We understand this may not be the outcome you were hoping for, but we value your input 💙 and encourage you to continue sharing your ideas with us. The idea remains open for votes, so if others in the community experience similar needs, their support could help us reassess in the future.
Julia Rebhan
supported this idea
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8 votes
It sounds like the suppliers payment details maybe held somewhere on the original bill that's been entered, Laura - Is this correct?
Is this detail that would commonly change for a supplier you work with? Generally when creating a batch this information is pulled from the contacts record.
Julia Rebhan
supported this idea
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21 votesJulia Rebhan
supported this idea
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898 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Julia Rebhan
supported this idea
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99 votes
An error occurred while saving the comment Julia Rebhan
commented
This would be so helpful! I always create batch deposits against customer remittance advice, but when you come to reconcile you can't search for the batch by customer name
Julia Rebhan
supported this idea
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474 votes
Hi team, work for requesting and accept deposit payments has progressed well. We're now just entering the stage of rolling out a solution powered by Stripe to a limited group of users.
As mentioned in my last update - we're extremely grateful to our community here, who have shared their interest and provided feedback on how deposits in invoicing would meet your needs. We'd love to hear your feedback on our developments for this feature early and have included anyone that has voted on this idea and is connected to Stripe in the first group rollout - You'll receive a banner in your organisation on how to make use of this soon.
I'll share more again here as the rollout widens. Thanks!
Julia Rebhan
supported this idea
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209 votes
An error occurred while saving the comment Julia Rebhan
commented
This is being asked for regularly by customers who will regularly not accept statements by pdf anymore.
An error occurred while saving the comment Julia Rebhan
commented
This is requested by customers more and more. I know it is possible to create a receivable invoice summary report, filtered by customer and by status, but it isn't branded in the same way and leaves margin for error in the filtering.
Julia Rebhan
supported this idea
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22 votes
An error occurred while saving the comment Julia Rebhan
commented
Agreed! I can't send a reminder for a sales invoice from a locked period, but expenses can be created in a locked period??
Julia Rebhan
supported this idea
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40 votes
An error occurred while saving the comment Julia Rebhan
commented
The really irritating thing is that the link does exist- you can just click on edit billable expense and see the bill it is linked to....UNTIL you mark the invoice is paid and then the ability to see it disappears and you just have the useless note that it was a billable expense. The only way to find your way back to the original bill is to remove the payment.
Julia Rebhan
supported this idea
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219 votesJulia Rebhan
supported this idea
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57 votesJulia Rebhan
supported this idea
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17 votes
An error occurred while saving the comment Julia Rebhan
commented
Really frustrating that the first invoice you send will be correct, because you can set the discount to an amount, but when you repeat the invoice it has to change to a percentage, so subsequent invoices will be different to the original because of rounding. I can't overcharge the client so we have to miss out on the pennies difference, which over hundreds of invoices, repeated monthly, adds up to wasted money, and as said below looks unprofessional.
Julia Rebhan
supported this idea
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5 votes
An error occurred while saving the comment Julia Rebhan
commented
Is there any update on this? Currently there is one notification that pops up that says the document can't be edited because it is in a locked period (clearly we're not actually trying to edit the invoice itself just the record associated with it), but then underneath is another notification saying 'invoice sent'. Nothing appears in the notes, so I have to assume it hasn't sent, but if it has, I am going to really annoy my customer by sending another reminder once I've unlocked the period to send it.
Julia Rebhan
supported this idea
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38 votes
An error occurred while saving the comment Julia Rebhan
commented
I'm sure this used to be a functionality?
Am I right that the only way to view the aged debtors and then send statements is to click on the customer, then click on one of the invoices, then click the contact and then send a statement? That's very long winded.
Obviously we used the aged report to choose who needs a follow up. The contact screen only tells us they're overdue, which could be a day or a month, so it doesn't give enough information for good credit control.Julia Rebhan
supported this idea
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10 votes
An error occurred while saving the comment Julia Rebhan
commented
It's bizarre to not include the net column as default. When you're running the report to get a breakdown of the P&L value, you naturally want the Net column so it agrees back to P&L!
Julia Rebhan
supported this idea
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Who came up with this! Who wants payslips to be sent based on the day we do the work? It's the date they're going to be paid that matters! The day we process pay runs may vary month to month, so to pick a standard amount of days after that to apply to all future payslips being made available is so random.