Settings and activity
107 results found
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20 votes
Hey team, thanks so much for sharing this idea and the detailed examples – this is really helpful. We’ve move it into the gaining support stage so it can be considered alongside other potential navigation improvements. Please encourage your friends and colleagues to vote and comment to support this idea ✨
Karen Lovegrove
supported this idea
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45 votes
Hi team, we appreciate the needs some customers have to be able to better manage and keep record of bills and bad debts related to these transactions.
This idea has been created off the back of this original idea so we can get a clear sense of interest in managing bad debts in Bills versus Sales invoices.
This isn't something we have planned at this point, but will continue to review this idea as the team plan their roadmaps. We will share if there are any updates around this.
Karen Lovegrove
supported this idea
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171 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
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.
Karen Lovegrove
supported this idea
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12 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.
Karen Lovegrove
supported this idea
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133 votes
Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
An error occurred while saving the comment Karen Lovegrove
supported this idea
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An error occurred while saving the comment Karen Lovegrove
commented
Processing supplier credit notes currently is a messy process - can't email and have it recognised as a CN, no quick way to get to the CN screen to manually enter, no upload option to streamline entry.
Come on Xero, make the improvements we ask for - not just promote "window dressing" that doesn't really add value to your frontline users!
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71 votes
Hi everyone, thanks for sharing how important it is for your business to have monthly salaried employees complete timesheets for tracking and reporting purposes, without impacting pay run calculations.
Some of you have found workarounds like approving timesheets after processing pay runs, although this may create challenges down the line.
Our product team is currently undertaking a wider review of timesheets, and this idea will be included in that process. Therefore we're updating this idea to Accepted. We'll keep you updated if there are any developments on this.
Karen Lovegrove
supported this idea
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69 votes
Hi everyone, thanks for sharing your feedback on the needs for leave approvers to view upcoming leave for their team. We appreciate you highlighting how important it is to have better oversight of team leave without needing full payroll access.
Our product team is looking into how this idea may fit into a wider review of team management in AU payroll. This is in the early stages of review so not currently on the team’s roadmap, but we'll keep you updated as we learn more.
An error occurred while saving the comment Karen Lovegrove
commented
An essential requirement in running a business with several employees.
The existing "calendar" only shows one month at a time and no detail unless you click on a date - not practical when planning leave/rostering
Karen Lovegrove
supported this idea
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80 votes
Thank you all for getting behind this idea and sharing your thoughts on how beneficial a shared leave calendar could be for team management and scheduling.
Our product team has been following this idea and agree that creating a shared calendar is a feature we would love to develop. However, it’s not currently on our immediate product roadmap, as we are prioritising other improvements at this time. We’ll continue to review and monitor interest in this request.
In the meantime, manually maintaining a separate calendar outside of Xero may help bridge the gap. We’ll update this thread if there are any plans made for a calendar within Xero.
An error occurred while saving the comment Karen Lovegrove
commented
This ties in with having visibility of staff for rostering but also for leave planning/approvals.
Currently having to manually maintain a separate Outlook calendar is double handling and problematic.
Also leave approvers can't see leave balances or other leave to make informed decision.
Don't expect a resolution anytime soon though
Karen Lovegrove
supported this idea
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12 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show a summary of bills awaiting payment by supplier 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.
An error occurred while saving the comment Karen Lovegrove
commented
Needing to pay multiple suppliers with numerous invoices per month and having to manually tick each invoice and separately add all the statement totals to make sure the batch balances is very time consuming and prone to error.
If you search on a supplier and tick the invoices, you can only do that for one, not multiple suppliers.Karen Lovegrove
supported this idea
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19 votes
Thanks for your feedback on this change, Patricia. Out of interest is there a particular reason or workflow for why you prefer to enter your bills manually rather than via an upload?
Appreciate, will take a little getting used to a different flow. A couple of other options for navigating to the new bill screen could also be;
- Using the keyboard shortcuts (Alt+Shift+N) from the bills screen
- Using the '+' icon in the navigation header to quickly Create a new Bill from any screen
- Using '/' and typing 'b' in the global search where you'll get the option of New bill from any screen
While we'll get a sense of interest in this through your idea, we want to be open that there aren't any plans for changing this back.
Karen Lovegrove
supported this idea
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177 votes
Thanks for sharing your idea, on the platform.
We've reviewed the idea and it's now up to the community to get behind and support it. Sharing your idea with colleagues could benefit so they can add their vote too!
Members can now also comment to share additional details about how your idea could improve their experience with Xero.
Karen Lovegrove
supported this idea
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17 votes
Hi, thanks for sharing this idea, and letting us know the changes that matter most for you.
Now it's up to the community to get behind and support it with their votes and comments.
In the meantime as you've likely noticed, there are placeholders for Statement Balance, Balance With Currency and Symbol, and Balance With Symbol that you might use in the email template.
An error occurred while saving the comment Karen Lovegrove
commented
Hi, just had a look at this and the option mentioned below isn't a placeholder field for a custom email template as it appears was requested and would allow the user the flexibility to draft a suitable template, or different variations depending on the tone they want to set.
Lisa's screenshot shows the standard statement email template which I don't have an issue with as customers often don't read "reminder" emails so a prominent overdue message might get noticed.
Personally, I use my own custom statement template for overdue accounts which I send weekly and normal statements monthly. It is a bit of a hassle to manually select only overdue accounts as Xero can't add some automation options for sending emails for invoices. statements, etcKaren Lovegrove
supported this idea
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39 votes
An error occurred while saving the comment Karen Lovegrove
commented
This is another frustrating glitch in Xero which seems fundamental to have it automatically sort by supplier name and then invoice number by default as it impacts the batch PDF, the remittance and the ABA file.
Having to manually edit the batch to get it logically correct for every single batch is an additional step and a time waster. Not doing it means the supplier gets a jumbled remittance.Karen Lovegrove
supported this idea
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66 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. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
Karen Lovegrove
supported this idea
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An error occurred while saving the comment Karen Lovegrove
commented
Yep, like all great ideas and timesaving updates for existing users, this will be put on the backburner and ignored. Also why are features not added across all versions of Xero, ie AU as well as NZ plus others as we could all use it. Just like work patterns for partt imers and casuals which is avail to NZ but not AU. TBH, Xero forum is so hard to use and ideas/feedback ignored, it defeats the purpose and most ppl give up - maybe that's the plan! Easier to lure new users than help the loyal ones.
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31 votes
Thanks so much for sending in your idea and showing us what matters most! We've taken a look, and now the next step is to gather community support. The more votes the better! Please encourage any colleagues who would benefit from this change to get involved and vote. Other members can also leave comments, adding more context on how your idea would improve their experience in Xero.
An error occurred while saving the comment Karen Lovegrove
commented
Given that sometimes a pay history review can be over a long period, 250 payslips for a weekly payroll is only 5 yrs of information. Even to verify correct LSL calculation needs to cover 7yrs of employment history, esp for casual and part time employees who have changed or had varied work patterns.
Karen Lovegrove
supported this idea
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36 votesKaren Lovegrove
supported this idea
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7 votes
Appreciate your feedback, Maggie. However it is unlikely that this change would be made across all areas of Xero at once. It would help to get an understanding of the desire for this in each area to share with our product teams.
We have an existing idea for customising columns in the Invoices list, and one around the ability to view total and tax amount columns in the bills list that I have added your vote to, and I have adjusted your idea here for the customisation of columns in the Contact Activity. If there is any progress for each of these we will update on the respective idea. Thanks
Karen Lovegrove
supported this idea
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29 votes
We understand why this idea is quickly gaining traction. Being able to start typing in the search bar as soon as the contacts page loads would be a small but meaningful improvement.
Right now, the cursor doesn’t land in the search bar by default, so it’s an extra click each time.
This idea's now in the Gaining Support stage. If it’s something that would make a difference to your workflow, adding your vote or comment helps us understand the wider demand—and gives our product team more to work with when prioritising updates.
We’ll post here with any changes or progress.
Karen Lovegrove
supported this idea
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34 votes
Hi community, thanks for supporting this idea and sharing how setting templates for customer invoice reminders would be useful for your business.
Right now, we're developing a new agent with JAX that will help with getting paid and building personalised plans for selected contacts to chase payments through the best medium at the right time.
To begin, messages will be personalised by JAX however giving users control over the messaging is something our teams will continue to consider as this feature develops.
I'll share if there are any updates on this here.
Karen Lovegrove
supported this idea
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67 votesKaren Lovegrove
supported this idea
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Thanks Philip, I also agree with Aidan below and have become disillusioned with Xero not listening to it's core users who are generally bookkeepers and admin staff that do most of the key work in Xero and who make valid requests for basic improvements that are ignored or lost in the Product Ideas maze (the PI forum is too hard to use or find anything) for years with sometimes a token response that a request is under consideration or moved up the line. Equally frustrating is when something is added to say the UK or NZ version but not AU or across all versions!
I think Xero have got too comfortable with their market share and think users won't look for alternatives.