Settings and activity

4 results found

1. Invoices - Prevent sales invoice lines being posted to Overhead or Direct Costs nominal account codes

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   0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

   Hi Nick, thanks for sharing your idea on preventing sales invoice lines from being posted to Overhead or Direct Cost codes. We're grateful for your engagement and for letting us know the changes that matter to you.

   We've reviewed your suggestion, and it's now ready to gain support from other community members.

   Along with votes, others can now comment to share additional detail about how restricting sales invoices to specific nominal codes could improve their experience and help prevent errors in Xero.

   Nick Read shared this idea  ·  14 May, 2025

2. Repeating Invoices - Day/Date placeholder option

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   submitted  ·  44 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Nick Read supported this idea  ·  02 April, 2025

3. Credit notes- bulk allocation

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   424 votes

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   submitted  ·  159 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Nick Read supported this idea  ·  29 June, 2023

4. Batch payments - Ability to include credit notes

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   129 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

   We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

   As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently may improve the process for some customers. 

   We appreciate wanting to see developments, and while this update doesn’t signal the movement you’re hoping for right now, if there is any progress to share we’ll definitely update all of you through the idea here. 

   Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

   We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

   As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently… more

   Nick Read supported this idea  ·  29 June, 2023