Settings and activity

4 results found

1. Bills - Disable Make Payment Button

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   15 votes

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   5 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate your feedback on this here, everyone. This has been shared with our product team.

   They did thoroughly consider how and where this prompt was shown in the product, and I want to be open that we don't have any plans for enabling the ability to hide the Make Payments option from this screen.

   Hannah Whitfield supported this idea  ·  18 June, 2025

2. Invoice History - Add CC'd Email Addresses for Complete Audit Trail

   6 votes

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   0 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

   Hey Freya, thank you for raising your idea to add CC'd email addresses for Invoice History. This sounds like it could really improve the tracking and auditing of historic invoices.

   We 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. 🙂

   Hannah Whitfield supported this idea  ·  18 June, 2025

3. Bank reconciliation - Add attachment to Find & Match (multiple match) transactions

   131 votes

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   submitted  ·  1 comment  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Hannah Whitfield supported this idea  ·  13 February, 2025

4. Reconciliation - Allow credit notes to show and be selected on the find & match screen

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   819 votes

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   236 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.

   We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.

   We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.

   You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.

   When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically), instead of requiring you to set this up separately first.

   Front footing here, we know this solution won’t yet cover all the scenarios customers have asked; for example, overpayments and prepayments, and including credit notes in bill payment batches are still out of scope for this phase - We’ll continue to monitor feedback to help inform where we take this next, so please do continue to share through Xero Product Ideas and the ideas I’ve linked above.

   As this becomes available in your business, you’ll see a message within Xero highlighting the new behaviour and where to find credit notes in bank rec.

   Once this is available to 100% of customers, we’ll come back to update everyone here and provide more detail to help with understanding exactly how it works, and making the best use of this feature.

   Thank you again for your patience, persistence, and for sharing real examples of how this impacts you, they’ve been critical in shaping what we’re delivering here.

   Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.

   We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.

   We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.

   You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.

   When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically),… more

   Hannah Whitfield supported this idea  ·  13 February, 2025