Settings and activity
59 results found
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29 votes
Lezelle Laubscher
supported this idea
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340 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Lezelle Laubscher
supported this idea
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35 votes
Hi Community!👋 Thanks for your suggestion to improve the short-term cash flow projection. We're grateful for your engagement.
We've reviewed the idea, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this clearer view of cash flow could improve their experience with Xero.
Lezelle Laubscher
supported this idea
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
550 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
Lezelle Laubscher
supported this idea
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471 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
An error occurred while saving the comment An error occurred while saving the comment Lezelle Laubscher
commented
I would also love an update. My one client is a manufacturer and has a whole Sales, Planning and Finance/Admin team needing to access different types of reports or features. Some read only, some for processing. I've actually started considering splitting the company in two in order to give the Debtors/Creditors manager access to the reports she needs to be able to access to do her work efficiently. But this isn't a proper solution since we need to prepare management statements monthly. And we get asked for up to date statements regularly for securities or guarantees.
Desperately hoping this will come into effect soon. I can't think that it's such a difficult feature to build into an amazing and advanced program like Xero... If Quickbooks and Sage (even Pastel) can do it... I'm pretty sure Xero can too.
An error occurred while saving the comment Lezelle Laubscher
commented
It is really quite a big drawback for me for an amazing accounting platform such as Xero to not give the administrator access to narrowly defined user permissions. I had a rule with my clients on Sage - once an invoice is sent out to a customer, if you need to make changes do a credit note. It's something so silly, but I LOVED that I could tick that they can't edit invoices after it was sent out.
I love Xero and what it can do. But I really feel Sage was better in terms of giving people access to different areas and things in the accounting software and also with helping you set the permissions in a way that supports your internal processing controls.
Please, Xero, when will this be available?
An error occurred while saving the comment Lezelle Laubscher
commented
I haven't read through all the comments, but I recently moved all our clients to Xero and this is one of the only things (that and not being able to do Supplier Recons on Xero) that they have with the software so far. I get that it's a tricky thing to do. But that's literally the only place where I'd say Sage has a leg up. I could edit permissions and roles for days for every type of scenario by ticking/unticking each ledger/accounting area.
In most setups people have a debtors and a creditors department and then an accountant or someone else processing the bank etc. I need my one client to be able to do budget reports and cashflows, but I don't necessarily want her to see the other reports before I'm done checking and processing on my side.
They also need their Debtors Clerk to have access to the Aged Receivables report and the Creditors Clerk to the Aged Payables. They have to check these reports every other day, but we can't give them access to Standard as they aren't allowed to see the bank accounts. And for someone constantly needing to send it to them is a big hassle. Could you just move the Aged Receivables and the Aged Payables Reports to the Business: Invoices & Business: Bills to pay drop-down menu/tab?Lezelle Laubscher
supported this idea
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3 votes
Good to understand the needs of our different customers an that some times you may need to chase a supplier for an invoice, Lezelle.
This isn't something we have plans for atm, but we'll get a sense of the interest from community through your idea here.
Lezelle Laubscher
shared this idea
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21 votes
Payable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael.
There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after.
Lezelle Laubscher
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33 votesLezelle Laubscher
supported this idea
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4 votes
Appreciate you separating out the different ideas you have for JAX on the site here, Mark. This has also been shared back with our team.
We'll begin to track the interest from the community in being able to use JAX to import supplier bills here.
In the meantime you may find the Upload feature in Bills handy for this sort of entry - however just to note it doesn't support currency conversion atm so will still require manually updating to reflect the correct currency.
Lezelle Laubscher
supported this idea
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683 votes
Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂
In early stages right now, but I'll share more news as this progresses. Thanks!
Lezelle Laubscher
supported this idea
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12 votesLezelle Laubscher
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15 votesLezelle Laubscher
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62 votesLezelle Laubscher
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2 votesLezelle Laubscher
supported this idea
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4 votes
Hi Emile, appreciate you sharing this suggestion for specific shortcuts that would improve efficiency when working in reports. This idea is open for fellow community members to support through voting and comments.
We also have an existing idea for more shortcuts in Xero - we'd encourage you to also add your vote to that broader idea here: Navigation - More keyboard shortcuts in Xero.
Voting on both helps us in two ways: it shows our Reporting team the specific need you have, and it also contributes to the overall demand for more keyboard efficiency across all of Xero.
Thanks again for your valuable contribution to the community!
Lezelle Laubscher
supported this idea
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39 votesLezelle Laubscher
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28 votesLezelle Laubscher
supported this idea
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508 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Lezelle Laubscher
supported this idea
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298 votes
Hey everyone, we know it can be tricky when you're managing lots of client accounts and need a way to easily tell them apart in Xero.
Thanks for your feedback on how a visual cue, like being able to set different colours for each organisation, would help cut down on confusion and those accidental data entries.
We've seen some of you have found workarounds, like using Chrome extensions or third-party Google add-ons for customisation. It's great to see the community finding creative ways to tackle this in the interim.
Right now, adding this feature isn't in our immediate plans. This is something we'll continue to keep an eye on the support for and may reconsider in future planning. I'll share if there are any updates around this here.
An error occurred while saving the comment Lezelle Laubscher
commented
This will definitely help me. I somehow switch between companies sometimes without realising. So having it colour coded would be amazing.
Lezelle Laubscher
supported this idea
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I agree with Anne,
We need to be able to have way more control over who has access to what. One of the features we were told is coming was being able to give users access to one of the bank accounts for instance and not all of them. We have clients with bank accounts specifically for day to day supplier and customer transactions and separate accounts for savings/investments accounts and for payroll. Some of the users need access to the day to day supplier and customer account, but not the rest.
The other big issue we have is the creditors clerks not being able to view the payables age analysis themselves and the same for the debtors clerks or debtors/creditors managers. We need to be able to give them access to these reports according to their functions, because constantly asking for reports from someone who has access influences the flow and speed of them fulfilling their roles and adds a task that they used to have to someone else's to do list that has other things to focus on.
One more thing that our clients all mentioned would be great is to (for instance) be able to give someone access to COD customer invoicing without giving them access to the rest of the customer information. That way they can start prepping people to take over should they get promoted instead of throwing someone in the deep end without any experience.
Do we have any ideas of when this will be implemented?