Settings and activity
35 results found
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305 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
Accounts UK Business IT
supported this idea
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271 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
Accounts UK Business IT
supported this idea
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751 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Accounts UK Business IT
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87 votesAccounts UK Business IT
supported this idea
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651 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Accounts UK Business IT
supported this idea
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5 votes
Thanks for the suggestion! I've made sure to pass your feedback on to the the team, we don't have any immediate plans for this but will be good to build the interest of this here and I can keep you updated if any plans are made.
Accounts UK Business IT
shared this idea
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489 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!
Accounts UK Business IT
supported this idea
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7 votes
Hi team, as you might've heard and experienced yourself or through the prototype - we're rolling out a new Homepage that'll eventually replace the Xero Dashboard. Our teams did a lot of research and digging into the ideas shared through product ideas when considering functionality of the Homepage. One of the improvements that you'll see with the new Bank accounts widget is that there's no graph. 🙂
We'll be rolling out the new Homepage to all remaining customers over the next few months, but you can dive into the Demo company if you'd like to try it out now.
I'll be back to share once fully released.
Accounts UK Business IT
supported this idea
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55 votes
Hi team, I'm pleased to share an update with everyone here. As you may have noticed we've been rolling out a new branding experience with our new invoice editor.
This replaces the older Standard branding templates with the ability to quickly and easily modify the content and layout of your invoices. along with a preview so you can see what changes will look like to your customers. 🥳
It's in the process of being released to all users and I'll round back to confirm when available to all!
Accounts UK Business IT
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17 votesAccounts UK Business IT
shared this idea
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8 votesAccounts UK Business IT
supported this idea
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An error occurred while saving the comment -
48 votesAccounts UK Business IT
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19 votesAccounts UK Business IT
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1,245 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…
Accounts UK Business IT
supported this idea
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
560 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
Accounts UK Business IT
supported this idea
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Repeating save feature once amended invoices in draft
I find it frustrating that when we have say 2 repeating sales or purchase invoices in draft (for one contact) that if i update one it wont save it to all the others that it relates to in the following month(s), i have to go into the repeating one and change that as well or delete it and start the cycle again from the repeating section
We send invoices at the beginning of the following month day (3 or 4) so sometimes i can have 2 invoices plus the repeating one to update, the save button only saves the invoice im working on,
Xero doesnt seem to recognise that it was generated from a repeater, the option to save the related ones would be sooooo useful please as it can take me so long to do over 200 invoices each month