Settings and activity
21 results found
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470 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
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Janice Mcgrother
supported this idea
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1,241 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
An error occurred while saving the comment Janice Mcgrother
commented
Hi Xero
It's been 4 months now and no further update. Can you advise if you have made progress with this? It is really causing a problem as there is nowhere on the supplier screen that you can see if the invoice is in dispute despite putting a note on the actual invoice and when you are talking about hundreds of invoices how on earth are we to know if it's disputed? Please fast track this!
An error occurred while saving the comment Janice Mcgrother
commented
Why Xero are you not going to develop this? It is a fundamental part of the purchase ledger procedure. We need to be able to see bills on hold or under dispute with a reason code or something. As per previous posters comments, it is all too easy, especially for a larger company with several staff to pay bills under dispute if there is nothing there to indicate they are! There seems to be no comment from Xero since November 2022. You asked for a clearer understanding. Surely the amount of comments and explanations would sway you to actually take action on this!!
Janice Mcgrother
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28 votesJanice Mcgrother
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63 votesJanice Mcgrother
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154 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Janice Mcgrother
supported this idea
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71 votes
Hi team, we appreciate the feedback here and how an easier method of sending Remittance would be useful for some users.
While this isn't in the direct pipeline just yet we're staying close to the ideas around this in the forums here and will be sure to notify you of any progress.
Janice Mcgrother
supported this idea
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901 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.
An error occurred while saving the comment Janice Mcgrother
commented
Is everyone who comments also voting for this? Just to get Xero to take some notice, I cannot believe they don't even acknowledge all the issues people are having. Even a comment to say they are looking into it would be a start. Very frustrating to say the least. This is a fundamental part of an allocation procedure. I have never come across this before where you have to chose a totally unrelated invoice to allocate a credit to before you have to then go back to the allocation screen to complete your payment. Also it shows on the remittance advice incorrectly by showing the invoice value less the credit note allocated against it that doesn't even relate to it. Credits are often issued for other reasons and not always relating to a specific invoice. It's more than annoying when entering invoices that Xero keeps asking if you want to allocate a credit note! PLEASE SORT IT OUT!!
An error occurred while saving the comment Janice Mcgrother
commented
Xero, when are you actually going to take notice of this!! It's so frustrating that you don't seem to be doing anything about it even after one of your subscribers has spoken in detail and explained the issues to one of your developers a few months back!
Janice Mcgrother
supported this idea
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An error occurred while saving the comment Janice Mcgrother
commented
This is a must! To have to go to the account and allocate a credit against and unrelated invoice is just silly. Why can we not just allocate the credit along with the invoices that are being paid at the point of posting the payment? Also why does the system keep asking if you want to allocate a credit against every invoice you put on to an account? This makes no sense, if we wanted to do that we would do it beforehand not at the invoice entry screen every single time!
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54 votes
Hi team, we’ve been reading through the feedback on manual contact classification, and it’s clear how valuable this’d be for many of you.
In Xero today, contact types are shaped by transaction history. Bills and invoices determine whether a contact appears as a supplier or customer, which works well in many cases but doesn’t cover every workflow, such as where you use spent or received money transactions and contacts stay unclassified.
While not immediately roadmapped, we understand the needs shared through this idea. It’s on our Product team’s radar for future improvement. For the time being, we’ll keep an eye on the growing interest here, and update you as soon as there’s progress.
An error occurred while saving the comment Janice Mcgrother
commented
This is an issue, I have entered an 'invoice' on a supplier in error before and once realised and you get rid of it, it then puts the supplier in the customers list. They should be completely separate as ledgers not under one heading as 'contacts'
Janice Mcgrother
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49 votes
See where you're coming from and thanks for the confirmation, Malcolm (I've just slightly adjusted the title here 🙂)
This isn't something we have planned at present but will get a sense of the appetite here and let you know if there's any change.
Janice Mcgrother
supported this idea
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582 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Janice Mcgrother
supported this idea
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91 votes
Hi everyone, thanks for the engagement and support on this idea. We recognise that having the option to display accounts in GL account number order when editing a reports layout would reduce the need to manually adjust the order of accounts.
We've reviewed your feedback, including the specific issues with grouping, and are moving this idea to Accepted. This reflects that the idea has not been included in our current roadmap but that this is an idea that we will continue to monitor.
Janice Mcgrother
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10 votesJanice Mcgrother
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12 votesJanice Mcgrother
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45 votesJanice Mcgrother
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28 votes
Hi team, we understand how being able to search reference from the Account Transactions screen would create more efficiencies for those who've supported here.
Being open, this isn't something we have plans for extending the search for at present.
Right now, the best option would be to make use of the search within the Account Transactions report, where you can select the bank account you'd like to search and then can add a filter for Reference.
If this is something you'd find yourself commonly using you could make sure the Account Transactions report is favourited, and could even save a custom report of the Account Transactions report filtered by the bank account to save you a step.
For now, we'll continue to watch the interest in this idea grow and share if there are any updates planned. Thanks
Janice Mcgrother
supported this idea
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8 votes
An error occurred while saving the comment Janice Mcgrother
commented
To be able to see a proper transaction report of either outstanding or all transactions from the contact screen. All it gives you at the moment is a list of invoices and notes etc with no structure. If you could get a transaction history from that screen and an aged breakdown it would be really helpful, which you could download, without coming out of there and having to go to reports. It's so frustrating.
Janice Mcgrother
supported this idea
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670 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Janice Mcgrother
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39 votesJanice Mcgrother
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17 votes
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
Janice Mcgrother
supported this idea
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158 votes
Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.
While this request is not in the pipeline, that does not mean the need has gone unnoticed.
Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.
We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.
Janice Mcgrother
supported this idea
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All we want is to be able to pick up a credit note when allocating a payment the same as you pick up invoices to allocate. Instead you have to go to the credit note, allocate it against an unrelated invoice then back into allocation screen. Why on earth does your software insist on allocating a credit note to an invoice? This makes no sense, as quite often the credit doesn't even relate to an invoice. It's a basic accounting function which has me flummoxed as to why you set it up in this way.