Settings and activity
6 results found
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14 votes
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Mario Di Noia
supported this idea
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640 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Mario Di Noia
supported this idea
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293 votesMario Di Noia
supported this idea
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187 votes
Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.
I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.
We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.
Mario Di Noia
supported this idea
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389 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Mario Di Noia
supported this idea
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363 votes
Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.
We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.
We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.
This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.
For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks
An error occurred while saving the comment Mario Di Noia
commented
As we are a multi-state organization, and have several bookkeepers around the country, it is critical to us to be able to have the "reply to" email address be personalized for each bookkeeper.
One way to achieve this is to have the "Reply to" email address to be set in the branding, rather than being in the settings.
If you truly want Xero to be scalable to larger corporation, you will need to address this issue, and perhaps more larger companies would adopt Xero
Mario Di Noia
supported this idea
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In our industry, it's common to have multiple billing entities servicing the same customer. While each invoice is correctly issued under its respective billing entity, our customers expect to receive a single consolidated statement showing all outstanding invoices, regardless of which entity issued them.
Currently, Xero ties statements strictly to the billing entity, which makes it difficult to provide customers with a complete view of their account when multiple entities are involved.
We’d love to see a feature that allows:
Linking a customer profile across multiple billing entities.
Generating a consolidated statement for that customer, showing all outstanding invoices from all linked entities.
Maintaining proper legal and financial separation between entities while improving customer communication.
💡 Benefits for Xero Users:
Improved Customer Experience: Customers receive one clear statement, reducing confusion and improving transparency.
Streamlined Accounts Receivable: Easier tracking and follow-up on overdue invoices across entities.
Time-Saving for Finance Teams: Eliminates manual compilation of statements, speeding up month-end processes.
Better Relationship Management: A full picture of customer activity helps account managers and sales teams.
Scalable for Multi-Entity Businesses: Perfect for franchises, subsidiaries, or regional offices sharing customers.
Enhanced Reporting & Insights: Consolidated reporting improves forecasting and cash flow management.
If this feature would benefit your business too, please vote and comment to help bring it to Xero’s attention.
The more support we show, the more likely it is to be considered for future development!