Settings and activity
23 results found
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133 votes
Hi everyone, we wanted to share another update here. The ability to schedule and send a one-off invoice at a date and time that works best is now available to all organisations.
You can find this feature in the send window by clicking the dropdown arrow next to the Send email button.
As mentioned in my last update, we understand there’s strong interest in extending this functionality to repeating invoices as well. While this isn’t currently in the pipeline, it’s something our product team will closely consider as they shape the future of repeating invoices in Xero.
I’ll be sure to share any further updates with you here.
Raymond Goh
supported this idea
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46 votes
Hi everyone, thanks for engaging with us here in Product Ideas. We know having more control over when messages are sent is important to customers.
We've just released the ability to schedule the send of a one-off invoice in Xero, but we also recognise the broader feedback here about wanting similar control for other send types, like invoice reminders.
While this isn’t on the roadmap right now, the feedback on this idea will be an important consideration for our product team in future planning sessions.
We appreciate you taking your time to support and share your feedback, and we'll update if there's any news.
Raymond Goh
supported this idea
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29 votes
Hi everyone,
Thanks so much for taking the time to share your feedback and explain how this would improve your experience with Global Search.
We’ve reviewed this idea and are moving it to Gaining Support so we can continue building a clearer picture of how valuable this would be for customers.
The suggestions and examples shared here have absolutely been noted. They help highlight where the current search experience can feel limiting, and they give our team useful context about the types of improvements customers would most like to see. The feedback shared so far is thoughtful, constructive, and well worth capturing.
If this idea would help you, please keep voting and add any comments or examples of how you’d like this to work in practice. Real examples of what you’re searching for, what results you expect, and where the current experience falls short are especially helpful as we continue…
Raymond Goh
supported this idea
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40 votesRaymond Goh
supported this idea
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651 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Raymond Goh
supported this idea
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29 votes
Thanks for the feedback around adding the description or reference form the statement line when auto reconciling with JAX. We really appreciate the feedback as it is invaluable to our Product team. We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Raymond Goh
supported this idea
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85 votes
Hi team, atm we're considering improvements to enable you to navigate between workpapers without needing to go back to the workpaper list.
I'll be sure to keep you updated of progress around this, here. Thanks
Raymond Goh
supported this idea
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33 votes
Hi Bradley and others that have supported this idea. You may have seen we have made a recent update to allow journals to be posted from individual workpapers.
It'd be great to check in with you here and see if this change meets the needs you have in this idea? We welcome your feedback
Raymond Goh
supported this idea
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65 votes
Hey Everyone! Thanks for the feedback on the New Workpapers experience. Xero Ask is available on the Classic Workpapers but as yet not available in the new Workpapers experience. We've reviewed your idea and moved it to Gaining Support and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Raymond Goh
supported this idea
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171 votes
Thanks to everyone who's shared feedback here. Over time, the conversation has broadened from the original request: the ability to create custom-designed workpapers, similar to Classic Workpapers, with tailored calculation rows, sections and mapped account codes.
This is something we're actively exploring and will share another update soon. We’ll use this idea to track that broader customisation capability.
Requests for specific worksheets are best tracked separately:
- Inter-entity loan workpapers
- Division 7A loans
- Motor vehicle private use and FBT
- Franking credits - add payment dates
- Investment income
- Profit appropriation/distribution
Tracking these separately helps us understand interest, needs and use cases. Please make sure to add your vote to these if of interest, or start a new idea for a new one.
Raymond Goh
supported this idea
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691 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Raymond Goh
supported this idea
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344 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Raymond Goh
supported this idea
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41 votesRaymond Goh
supported this idea
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689 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
Raymond Goh
supported this idea
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46 votes
Hi team, support for Canada subscription payments via AMEX are now live!
To recap we currently support American Express as a payment method for Canada, Australia, South Africa, and United Kingdom.
I'll continue to update on further region support here 😊
Raymond Goh
supported this idea
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101 votesRaymond Goh
supported this idea
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427 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Raymond Goh
supported this idea
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501 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Raymond Goh
supported this idea
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71 votes
Thanks for the continued support and feedback shared here, everyone. Totally appreciate wanting to save clicks and improve the efficiency of logging in to use Xero.
Our product team have reviewed this and it's something they'd like to take a closer look into longer term, however isn't roadmapped just yet.
As soon as there's any progress to update you of I will share with you all.
Raymond Goh
supported this idea
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506 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Raymond Goh
supported this idea
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When using the search function, searching either an invoice or purchases or anything, the search tool is not very smart and too defined making even a space as a defining character. For example If you search for A B Consulting but you type AB Consulting, it won't show up.
It would be good if the search tool can be smarter and use the widely available and established fuzzy search and ignore these minor characters (space, period, commas, typos etc).
It would also be better if it is smart and able to give you results even if you have a typo.