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  1. 5 votes

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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

    Alison Martin shared this idea  · 
  2. 186 votes

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    Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.

    Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.

    I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.

    Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊

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    Alison Martin commented  · 

    Please can there be a link from purchase order to bills to pay to save time on month end matching or even somewhere to auto reflect the PO Number once the bill has been received

    Alison Martin supported this idea  · 
  3. 564 votes

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    Alison Martin commented  · 

    We have clients reluctant to switch from Sage as they like an audit trail report to see what has been posted and, whilst you can find things in Xero when you are used to it, - it is not an easy report to pull off when there are multiple users

    Alison Martin supported this idea  · 
  4. 6 votes

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    Alison Martin commented  · 

    When reconciling the bank the items do not appear in date order- this is really frustrating to think all items are done in a month, and then find some muddled up with later dates

    Alison Martin supported this idea  · 
  5. 7 votes

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    Alison Martin shared this idea  · 
  6. 482 votes

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    Hi Community! 👋

    Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.

    I look forward to updating you as we make progress 🙂 🙏

    Alison Martin supported this idea  · 
  7. 90 votes

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    Alison Martin supported this idea  · 
  8. 760 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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    Alison Martin commented  · 

    I am so pleased this is now being followed up

    Alison Martin supported this idea  · 
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    Alison Martin commented  · 

    At present if there is a credit note you have to offset it against a bill to pay before being able to Match the totals bills to the payment.
    It would be so much easier and quicker if when going to find and match you could tick the credit note as well as bill EG: Payment for £750 covers bill £1,000 less credit note £250 and see both rather than go to credit note - options-allocate credit - offset against the bill and then see the net amount due

  9. 5 votes

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    Alison Martin shared this idea  · 
  10. 5 votes

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    Alison Martin shared this idea  ·