Settings and activity
42 results found
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303 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 😊)
An error occurred while saving the comment -
35 votes
Tracey G
supported this idea
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605 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
Tracey G
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35 votesTracey G
supported this idea
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19 votes
An error occurred while saving the comment Tracey G
commented
Yes please put the attach doc box to the top of the invoice as the classic version - so tired of wasting time scrolling...
Tracey G
supported this idea
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957 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
An error occurred while saving the comment Tracey G
commented
There’s a difference between having the ability to attach files to an employee’s profile, such as signed documents, NDA's and contracts, versus attaching manual timesheets or notes for a pay run.
We really need the ability to do BOTH.
Tracey G
supported this idea
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355 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
Tracey G
supported this idea
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238 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Tracey G
supported this idea
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421 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
…
Tracey G
supported this idea
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421 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Tracey G
supported this idea
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780 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment Tracey G
commented
I do NOT WANT TO GO TO THE NEW INVOICING!
I am receiving many emails from Xero to change over.
The - in Xero pop ups to change to new invoicing are numerousno
no
No
NOI dont want to do it.
Tracey G
supported this idea
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454 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
Tracey G
supported this idea
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632 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.
An error occurred while saving the comment Tracey G
commented
Please please please please
tick your box to add a pdf to the email with the invoice.
thats it.We all have to do it for our customers - please do it for us.
I do not want to sign up to another outside source.
I would just like to have our pdf invoice attached to the email so I can forward the email to my xero draft bills. That is all.
Please do this - tick your box.
thank you
An error occurred while saving the comment Tracey G
commented
In Xero when I send out an invoice to my customer a link is automatically included in the email with the options to:
- include files as attachments
- include PDF attachement
- Send me a copy (my email)Can you please "Include a PDF" when you email out our monthly invoice?
Also, can you send the email directly to my draft bills email address?that would save some time...
An error occurred while saving the comment Tracey G
commented
Can Xero email the invoice as a PDF to our 'Files xero email address' instead of an email with a link?
That way when the transaction line appears in bank feeds I can just add the pdf invoice from 'Add from file library...' -
181 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
An error occurred while saving the comment Tracey G
commented
Maybe Xero should change the heading in the report:
FROM Description
TO ContactThat way when looking at the report we know what factual information is in the report. As in * if the heading is Description - I would automatically look for descriptions that have been entered in previous steps.
If the heading is Contact - I would expect nothing else, as disappointing as that is, at least heading would match the information in the report.Contact = Contact
Description = DescriptionNOT as it is now..
Description = ContactAn error occurred while saving the comment Tracey G
commented
Question.
What report can give you the description?
Not the description = contact name.If I need to combine reports, annoying, but ok - but which report shows the description in it please?
Tracey G
supported this idea
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36 votes
An error occurred while saving the comment Tracey G
commented
Hi Tegan,
Have you had a look at the templates? Under the Organisation settings / Invoice settings.
Click the arrow for the +New Branding Theme. Choose Custom.dox
This will download a .Zip file. I have attached the 'purchase' doc image.
You could have a play around with this and see if you can have it look like what you are after.Then upload it and see if it will work for you. With what Xero can do I think this might be your best option.
I changed the sales invoice into a delivery docket for our boys and it works well enough, removing the $$ etc. Still playing with it though as not 100% happy - just need time to try and have the doc do what Im after.
An error occurred while saving the comment Tracey G
commented
Printing a bill PDF - I use these for making payments for multiple small receipts. I attach the receipts to the bill and print the pdf and hold in my payables to pay folder.
When I print the PDF the output looks more like an invoice to a customer than a bill / invoice to pay.I would like to alter the Bill pdf for easier identification - make the vendor (and staff name) Bold and a larger font so it stands out - wastes time looking for the vendor name opposed to the vendor invoices in the file.
Tracey G
supported this idea
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455 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…
An error occurred while saving the comment Tracey G
commented
This is a problem with junior staff seeing information they should have no access to and breaches workplace contracts.
I suppose at least we can see who made the change - but not the why why whyTracey G
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69 votesTracey G
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291 votes
An error occurred while saving the comment Tracey G
commented
This is a great idea!
I am working with 4 files and I have folders and stationary coloured to match each company Im working on - reports going to the monthly meetings are submitted in matching coloured physical files.
What a terrific idea!
Tracey G
supported this idea
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2 votes
An error occurred while saving the comment Tracey G
commented
Uncoded statement lines report available under 'Manage Account' and preset to that bank account.
If this report was available under the Manage Account arrow it would be much easier to find and print/process.
Otherwise you need to click click to bank accounts etc
Tracey G
supported this idea
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26 votes
An error occurred while saving the comment Tracey G
commented
This would be a godsend with multiple screens open - if i change the screen resolution larger it effects other programs I use.
Having larger font when invoicing etc trying to check for wording - would be very helpful.
Tracey G
supported this idea
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Another 'Add-on' $$?!?? This should be standard