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  1. 911 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

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    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!

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    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 supported this idea  · 
  2. 4 votes

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    Is there a specific field of an item that you'd generally search for, Janie? 

    Being open, we don't intend to allow for the ability to search 'any field' that data can be entered in Xero. 

    However if you can be more detailed in the terms you're searching this maybe something other in community want to see too and we can share with the team who develop Search in Xero. 

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    Janice Mcgrother commented  · 

    Would be great if the seach function on the main page was more powerful to include descriptions within invoices, partial search input to pick up things with part of that name in them, the search function is really basic and doesn't pick up most of the things you would hope it would. I know you can go into account transactions but it takes ages to put all the filters in there, would be much better to search the whole of Xero in one place!

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    Janice Mcgrother commented  · 

    To have a much wider search field. At the moment the SEARCH function is only restricted to certain things. The ability to search for anything say like a word within an invoice or transaction would be brilliant. This is possible in other software I have used and is very, very useful. The search option is very restricted in Xero and will only search for certain fields.

  3. 15 votes

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    Janice Mcgrother supported this idea  · 
  4. 4 votes

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    Janice Mcgrother supported this idea  · 
  5. 39 votes

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    Janice Mcgrother supported this idea  · 
  6. 94 votes

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    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  · 
  7. 17 votes

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    Janice Mcgrother supported this idea  · 
  8. 540 votes

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    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!!

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    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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    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!

  9. 24 votes

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    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'

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  10. 496 votes

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    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

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    Janice Mcgrother commented  · 

    What's happening with this? It's a standard feature that shouldn't even have to be asked for in an accounting package!

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    Janice Mcgrother commented  · 

    We need this in batch payments, I don't use bank feeds, I do payments manually using batch payments so hopefully this will be part of the issue they are going to solve.

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    Janice Mcgrother commented  · 

    Great News Valerie Hague! Hopefully they will now do something about it now!

    Janice Mcgrother supported this idea  · 
  11. 33 votes

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    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  · 
  12. 347 votes

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    Janice Mcgrother supported this idea  · 
  13. 81 votes

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  14. 10 votes

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    Hi team, to confirm the idea here are you asking for the ability to view ageing for contacts within their contact record in Xero? 

    As one user has noted in the idea, it is currently possible to run the Aged Payable or Receivable Detail reports where you can set the Ageing periods to be Day, Week or Month based on your choosing. If needed you can also filter these reports by Contact. 

    Appreciate there has been an ask around ageing periods directly within the customer statement - this is not something we have any short term plans for. You can see more around this on this idea. 

    Similarly we've had an idea raised for Suppliers statements similar to a customer statement and want to be upfront this isn't planned at this time. 

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    Janice Mcgrother commented  · 

    It is something that really needs to be addressed. You can't go into the customer or supplier account and see at a glance like you can in other systems what they owe and it also being an aged analysis at the bottom. You then have to go to reports and find out that way, so long winded and frustrating!

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    Janice Mcgrother commented  · 

    I agree, the screens for supplier and customers are terrible. Would be good to have a screen like Sage which shows an aged breakdown at the bottom and shows payments on account within the list of outstanding invoices/credits, instead it shows it at the bottom where the notes are, which is silly and confusing. Most confusing ledgers I have ever seen!

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  15. 4 votes

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    HI Alec, you're right that contacts in Xero are classified by the type of transactions that are entered for them. 

    Something doesn't quite sound right there with the example you've mentioned? Is it possible the contact has had receive money transactions entered rather than sales invoices? If so this would cause them to not appear under Customer. 

    Another option if you'd like to manage customer and supplier groups yourself would be to add new contact groups that you can then attach individual contacts too in your org - More in our help here

    If you're having trouble working out why the contact is appearing in one list over another it'd be good to approach our specialists for help who can get access to your org and dig into the history of a contact you're having trouble locating. 

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  16. 4 votes

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  17. 8 votes

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  18. 24 votes

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  19. 1 vote

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  20. 244 votes

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    Janice Mcgrother supported this idea  · 
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