Settings and activity
94 results found
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19 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show newest transactions first when sorting 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.
Lezelle Laubscher
supported this idea
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28 votes
Hey all, we really appreciate you joining in this conversation and adding your votes.
We've reviewed this idea, and now it's up to the wider community to get behind it.
You might like to share this idea with any colleagues that this could benefit, so they can also add their votes and comments to support it.
Lezelle Laubscher
supported this idea
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22 votes
Thanks for your feedback and for pointing out how the term "Reconcile" can be confusing—especially for those new to Xero or bookkeeping.
We get that using clearer terms like "Categorise" or "Allocate" might feel more intuitive and help reduce confusion when working through bank reconciliation.
Right now, this idea’s open for feedback and support, so feel free to keep voting and sharing how a change like this could help in your day-to-day.
Lezelle Laubscher
supported this idea
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13 votes
Appreciate the detail and how this impacts your flow, Robert.
It'd be good to get some more understanding of the scenarios in which you're finding you often need to copy an invoice to a bill - Welcome any feedback on this to share back with the team too.
Lezelle Laubscher
supported this idea
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8 votes
Hi Brian, appreciate your feedback here. However, in order for others in community to understand the specific idea they're supporting and to also share back with the right teams here at Xero we ask to keep one idea per thread.
We have an idea started that you can support for livestock calculations
I've adjusted your idea here specifically for showing the account code in the cash coding screen, and you're welcome to support others cash coding ideas or start others for ideas that are represented.
If you're having any trouble with conversions, I'd recommend coming directly into our team at Support for 1-on-1 help from our specialists. 🙂
Lezelle Laubscher
supported this idea
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47 votesLezelle Laubscher
supported this idea
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10 votes
Hi Ziaad, thanks for sharing your idea, and letting us know the changes that matter most for you. We have moved this idea to gain more support from the community.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.
Lezelle Laubscher
supported this idea
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35 votesLezelle Laubscher
supported this idea
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13 votes
✨ Hi everyone, thanks for your feedback on batch payment exports for FNB. We appreciate you highlighting how important this is for your payment processing. Your idea has moved to Gaining Support, which means our Community team has reviewed it and it’s open for votes and comments from the community. We encourage you to reach out to others using FNB for batch payments to add their votes and share details about the specific fields you need, as your input helps our product team understand the priority and scope of ideas like this.
Lezelle Laubscher
supported this idea
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23 votes
Hi Tristan, thanks for sharing such a detailed and well-thought-out suggestion. We appreciate you taking the time to explain the specific accounting impact and how this would improve financial visibility.
We've reviewed your idea for having approved Purchase Orders post to the general ledger and integrate with Xero Projects. This suggestion is now ready to gain support and feedback from other community members.
Along with votes, others can now comment on how having this visibility of committed costs could improve their own project management and financial forecasting in Xero. 🙂
Lezelle Laubscher
supported this idea
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74 votes
Hi team, we appreciate the feedback here and how an easier method of sending Remittance would be useful for some users.
While this isn't in the direct pipeline just yet we're staying close to the ideas around this in the forums here and will be sure to notify you of any progress.
Lezelle Laubscher
supported this idea
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18 votes
Thanks for your idea, Karen. Understand how this would improve efficiency if you regularly create multiple batches in your workflow. We'll get a sense of the wider community interest in this from your idea here.
Lezelle Laubscher
supported this idea
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77 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.
Lezelle Laubscher
supported this idea
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91 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
Lezelle Laubscher
supported this idea
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5 votes
Hi Alan, thanks for sharing this idea. This would be useful for situations when a payment fails, allowing a nominated user to be notified as well so action can be taken quickly and avoid being locked out.
A simple workaround for now is setting up an email forwarding rule from noreply@post.xero.com
or subscription.notifications@post.xero.com
to your bookkeeper or Billing Contact. It’s not a permanent fix, but it can help make sure the right person sees the alert sooner.
I’ve moved this idea to Gaining Support so we can see how many in the community would value more flexibility in who receives these notifications. If this would help your team, please add your vote or share your experience—it really helps us understand the impact.
Lezelle Laubscher
supported this idea
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32 votesLezelle Laubscher
supported this idea
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353 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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41 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
562 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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487 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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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?