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4 results found

  1. Batch payments - Ability to include credit notes

    859 votes

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    143 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Sushma Clark supported this idea  · 

  2. Reports: Include bank accounts in Cash Summary report

    8 votes

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    submitted  ·  3 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Sushma Clark commented  · 

    Its very important that I can select a particular bank account to prepare a cashflow which clients want regulary.

    The fix around is very time consuming

    Sushma Clark supported this idea  · 

  3. Reports - Add custom reporting template

    39 votes

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    8 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Sushma Clark commented  · 

    Historically, we could create a PL or BS template and use it in any reports or layout and if any changes were made to the template this would update all the reports that had a PL or BS. However, in the new reports this function is unavailable, which means you have to amend the report in all the management reports you have created which has increased production time considerably.
    I dont understand why this function has been removed,please bring it back or something similar!

    Sushma Clark supported this idea  · 

  4. Report Templates - Allow Xero blue client access to Report Templates in organisation

    91 votes

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    36 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.

    Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.

    We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.

    Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.

    Sushma Clark supported this idea  ·