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915 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.
Tammy Booth
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221 votesTammy Booth
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138 votesTammy Booth
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65 votes
We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.
To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.
Tammy Booth
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7 votesTammy Booth
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7 votes
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121 votes
An error occurred while saving the comment Tammy Booth
commented
I agree - its a massive waste of time to have merge/archive contacts that should not have been created in the first place. Does not make for very tidy ledgers!
Tammy Booth
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Would be useful to leave the "Expected date" column empty if there has been no due date manually added against a specific invoice. It is essentially useless to be able to add this column to the Receivables report if it also adds the due date to invoices where no expected date has been entered. We have the due date column, we need to know when our customers have promised to pay. The work-around suggested by your support (to export and manually sort the report in excel) risks missing invoices where the expected date is also the due date.