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104 results found
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56 votes
Jon Shepherd
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46 votes
Thanks for sharing this idea and for explaining the time involved in downloading invoices individually or splitting a combined PDF.
We’re moving this idea to Gaining Support because we recognise the value of being able to download selected sales invoices as separate PDF files, ideally in a ZIP.
We’re always working on broader improvements to invoicing and bulk document handling. While we can’t confirm a delivery date or that separate-file export is currently committed, this feedback will help inform our ongoing work. We’ll share updates here as the thinking develops.
Jon Shepherd
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18 votesJon Shepherd
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7 votesJon Shepherd
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22 votes
An error occurred while saving the comment Jon Shepherd
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265 votes
Hi community, thanks for continuing to share how much time this workflow can take.
Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.
Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.
We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is…
Jon Shepherd
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1,175 votes
We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.
Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.
While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.
We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.
- 28 Aug 26 - we appreciate everyone who has contributed through the form. This is now closed …
Jon Shepherd
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82 votes
Hi everyone, we thank you for your contributions and valuable feedback through this idea.
We've now released a new Invoice Template editor that'll eventually replace the older standard branding. This is a feature we're continuing to develop, and intend to expand to other document types in time (including statements).
Our product team are already starting to look into support for statements in the new editor and plans are to use the Long Reference as I know some of the feedback here has requested.
Being upfront here, we don't have any plans to enhance docx templates to enable adding the invoice links, however we plan to support majority of our customers needs in customising documents with the new editor long term.
An error occurred while saving the comment Jon Shepherd
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Add the newly released update to standard statement templates, being automatically generated links to invoices, as an option for custom templates.
Jon Shepherd
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102 votes
Hi everyone, thanks for your feedback and support regarding automated payslip emails. We appreciate you sharing how this feature would improve your workflows.
The product team has reviewed this idea and confirmed that this is something they’d like to work toward in the future. Although it isn't on the roadmap yet, we've moved the status to Accepted. We'll keep you updated as things progress.
In the meantime, payslips can be emailed manually after processing each pay run. This means if you post pay runs in advance, you may still need to log back into Xero on payday to email them.
Jon Shepherd
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15 votes
Hi team, thanks for continuing to share feedback on this idea.
We understand that customers have different needs when working in Xero, and we’re continuing to keep accessibility options, including keyboard navigation, front of mind as we develop.
In new invoicing, you can use Tab to move through all invoice fields and actions, including Save and Approve. We’ve also added keyboard shortcuts for key actions, which you can learn about in-product or in our Tips and shortcuts article.
For bills, our newer quick view tool (eye icon) uses a similar line item design to invoices, and Tab navigation is available there as well.
This will be especially helpful if you’re using connected apps, or the upload to bills or email to bills features, to automatically create transactions.
We appreciate this still leaves a gap if you manually enter new bills, and we’ll continue monitoring interest here and share any…
Jon Shepherd
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25 votesJon Shepherd
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347 votes
Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
Similarly, we are working on a solution for our AU customers and will be sure to share more as…
Jon Shepherd
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7 votesJon Shepherd
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8 votesJon Shepherd
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47 votesJon Shepherd
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120 votesJon Shepherd
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937 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Jon Shepherd
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41 votes
Hi team, we appreciate interest in being able to create more customised layouts when it comes to the styling of the PDF's of your reports.
Being upfront this isn't a feature we have immediate plans around but we'd like to keep tracking the interest from community around, through this idea.
Jon Shepherd
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68 votesJon Shepherd
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496 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
Jon Shepherd
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Seconding this. The data is already there in the contact history, so it is tracked by Xero. To expand on your idea, I would love to see an additional column on the 'Send Statements' screen showing date last sent.