Settings and activity
107 results found
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18 votes
Appreciate there are more settings that you'd like to expand the use of the Credit Limit for, Joyce.
In lieu of change in the direct feature atm, one way to prevent further invoices from being raised for a contact could be to set their limit to the amount of the invoice due which would stop all future invoices for the contact being raised.
Karen Lovegrove
supported this idea
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221 votesKaren Lovegrove
supported this idea
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237 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
Karen Lovegrove
supported this idea
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254 votes
Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.
We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.
Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.
To be transparent, this work isn’t currently on our roadmap.
For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.
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Karen Lovegrove
supported this idea
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346 votes
Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
Karen Lovegrove
supported this idea
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353 votes
Hi everyone, thank you for continuing to share your feedback on invoice subtotals.
We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.
While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.
As previously shared current options that you may want to explore include;
- adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
- exporting the invoice as a PDF and editing it externally, or
- exploring invoicing tools in the Xero App Store that offer more extensive services
We know these aren’t ideal substitutes, but they may help bridge the…
Karen Lovegrove
supported this idea
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450 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Karen Lovegrove
supported this idea
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486 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Karen Lovegrove
supported this idea
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525 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Karen Lovegrove
supported this idea
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1 vote
Thanks for highlighting this improvement, Karen. We understand the request to make Send Email a more prominent option on the invoice screen. This could make it easier to send invoices without additional clicks.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. Add your vote and let us know how this could fit into your invoicing workflow.
Karen Lovegrove
shared this idea
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807 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment An error occurred while saving the comment Karen Lovegrove
commented
Ability to have this function should rate higher than multiple addresses since all communication with clients and suppliers is by email and they often have specific email addresses for invoices, statements, PO's, remittances to align with how they are processed in their system and who manages that.
Also, the fact this has been an issue for over 3 years and has a high volume of comments just shows how important it is to your users - does that count for anything?
An error occurred while saving the comment Karen Lovegrove
commented
Ability to have this function should rate higher than multiple addresses since all communication with clients and suppliers is by email and they often have specific email addresses for invoices, statements, PO's, remittances to align with how they are processed in their system and who manages that.
Karen Lovegrove
supported this idea
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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.
An error occurred while saving the comment Karen Lovegrove
commented
Another user request approaching 3 years old!
Given the STP and new Payday super requirements requiring multiple steps each payrun - and sometimes across multiple payruns if weekly and monthly employees - it's easy to forget to do this. Also, as a bookkeeper for multiple businesses this is a daily task and especially onerous when paying in advance pre Xmas break. Having the option to send straight away or delay would be very useful.
Given most user requests end up on the backburner with virtually no response from Xero apart from vague "it's in the pipeline" or "waiting for votes" - no wonder we are all frustrated!
Karen Lovegrove
supported this idea
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48 votes
Thanks for submitting your idea for a payroll report specific to workers compensation and or insurance purposes.
We've reviewed your idea and it's up to the community to get behind and support it.
To help your idea gain traction, please share it with colleagues so they can vote for it too.
An error occurred while saving the comment Karen Lovegrove
commented
Given Xero is an NZ/AU company, which is a strong positive against US software, it seems odd that they don't prioritise local requirements.
An error occurred while saving the comment Karen Lovegrove
commented
How hard can it be to add a report that users are calling out for to do a regular compliance task?
An error occurred while saving the comment Karen Lovegrove
commented
Agree, more flexible payroll (and other) report formats are needed for Workcover, payroll tax, STP reconciling and portable LSL (LeavePlus) reporting.
Although required annually, I compile the numbers quarterly to make sure we are within the prescribed thresholds so adjustments can be made if needed. This usually has to be done outside Xero.
Karen Lovegrove
supported this idea
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41 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status.
To help this idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
An error occurred while saving the comment Karen Lovegrove
commented
I think this is also covered in other forum posts about part time work patterns and time sheets as they are related so it's up to Xero to take notice which I don't believe really happens.
This should be so simple to implement for AU users as well.
An error occurred while saving the comment Karen Lovegrove
commented
Xero is not keeping up with the times given how many employees have flexible and part time work patterns.
Given part time work patterns are available in other regions - the question is - why not AUSTRALIA!
https://central.xero.com/s/article/Set-up-a-working-pattern-template
https://www.youtube.com/watch?v=HcLY4MGWjOoKaren Lovegrove
supported this idea
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3 votes
Hi Rondene, thanks for bringing this idea to the community. We can see how having a dedicated Credit Notes tab within a contact's activity could make it quicker to review credits without searching through invoices, bills, or the full activity history.
At the moment, credit notes are included within the contact's activity and can also be filtered from the main Invoices or Bills lists.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular workflows where a separate Credit Notes tab would be most useful, we'd love to hear more about them.
An error occurred while saving the comment Karen Lovegrove
commented
Both Sales and Bill credit notes are hard to enter (too many clicks to get to the right screen) and hard to find (having to use a search filter) - a key function of accounting should be more accessible.
Karen Lovegrove
supported this idea
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102 votes
Hi everyone, we just wanted to provide a quick update on this one as the upcoming payday super changes will be top of everyone's minds.
The current approval step is important for both cash flow management and security and the community has also suggested a few different ideas on how to approach this:
- Setting up multiple auto super authorisers - currently in discovery
- Super Payment Authorisation via Xero Verify - currently gaining support
If either of these ideas reflects what’d work best for you, please add your vote, to help us get a clearer understanding what matters most to our community.
When we’re through the thick of EOY and initial payday super is rolled out, our product team will circle back around to these ideas to review.
An error occurred while saving the comment Karen Lovegrove
commented
We already get an email from Xero to say the code has been sent by text so why can't it include a code or even a button link to verify approval as some bank apps now do when logging in.
Otherwise, using an authenticator app like Google or Authy would be better, We shouldn't have to use Xero Verify which is only for Xero when we already use the other authenticator apps for other MFA logins.
We shouldn't have to use our personal mobile number for this.Karen Lovegrove
supported this idea
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69 votes
Hi everyone, thank you for sharing your feedback and adding your support to this idea.
Having a clear history trail for edits and approvals in timesheets is valuable for managing payroll accuracy. This is something our product team is aware of, and while it isn’t on our current roadmap, it is something we want to look at in the future.
We appreciate you keeping this top of mind for us. We'll continue to track community votes and comments on this thread and will update you here as soon as anything changes.
An error occurred while saving the comment Karen Lovegrove
commented
Given there is a history audit record on invoices and bills and other screens including employee info, why not in timesheets - shouldn't be hard to add.
Karen Lovegrove
supported this idea
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10 votes
Hi team, as you've noted there isn't a way to select multiple specific leave types in the Leave Balances report.
Right now you could run the report for all leave types, and click the leave type column header to sort the leave types together.
From here if you export to Excel you could then delete the rows of the leave types you don't want, and recalculate the totals such as amount.
Alternatively, you can select one leave type at a time and run the report for each required leave type.
We'll keep a track of the volumes of support this idea receives here and share if there are any updates.
Karen Lovegrove
supported this idea
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228 votes
Hey everyone, thanks for all your feedback on displaying leave balances in days on payslips. We recognise that many of you are keen to see this feature.
Our product team has reviewed this suggestion. While we understand the value it'd bring, it isn't on our foreseeable roadmap. As a result, we're updating the status of this idea to 'Not in Pipeline'.
We're keeping this idea open for votes to help us gauge its popularity when we next review our payroll priorities. We appreciate you taking the time to share your thoughts with us.🙂
Karen Lovegrove
supported this idea
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6 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.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Karen Lovegrove
supported this idea
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Agree with both posts below - Xero is not listening to it's core user base and just to rub it in, they've sent another email about the improvements they've made that no-one asked for and another about using 3rd party apps to save time but all have a cost on top of the Xero subscription which a lot of SME's can't afford or justify.