Settings and activity
6 results found
-
3 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
ChingTing Goh
supported this idea
·
-
21 votes
An error occurred while saving the comment ChingTing Goh
supported this idea
·
-
191 votes
Thanks so much for all your support and input on this idea, everyone.
We understand how helpful it’d be to have a credit limit field for suppliers in Xero, and how it could help manage cash flow and stay within agreed limits with your key suppliers.
A good workaround shared here, is to use the Notes field in the supplier's contact record to manually track their credit limit. While this doesn't automatically stop you from exceeding the limit, it's a visible reminder for your team. Additionally, regularly running the Aged Payables Summary or Detail report can help you keep an eye on what you owe and when it's due.
We know there’s a desire for this functionality, however we want to be transparent that we don’t have any plans for this in the near term, and will move this to Not in pipeline.
The idea will remain open for votes…
An error occurred while saving the comment ChingTing Goh
commented
It is critical as part of the internal control which require by internal auditor. I can't believe Xero don't have this report to pull out.
ChingTing Goh
supported this idea
·
-
6 votesChingTing Goh
supported this idea
·
-
10 votes
We understand how valuable it'd be to have the option to CC or BCC internal staff and key stakeholders when emailing Statements of Account. You’ve highlighted how this feature would streamline internal communication, support better record-keeping, and make it easier to respond to client queries.
At the moment, while CC/BCC is available when sending individual invoices, this functionality isn’t yet available for Statements of Account, which means relying on manual workarounds.
This idea is now in the Gaining Support stage. If this feature would help you, please vote and share your thoughts to help us prioritise it. The more support it gets, the faster we can work on making it happen!
ChingTing Goh
shared this idea
·
-
23 votesChingTing Goh
supported this idea
·
That function facilitates IRAS or any authority questions a transaction, which can instantly refer to the specific invoice. Reduces the turnaround time for tax investigations or clarification.
Simplifies Reconciliation too.