Settings and activity
19 results found
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92 votes
An error occurred while saving the comment An error occurred while saving the comment 
Sergii Soboliev
commented
We want the customise the Packing Slip in the same way as invoices and qoutes can be customised with the custom template.
An error occurred while saving the comment Sergii Soboliev
commented
We need customise packing slips and put notes for delivery drivers. It is important for us.
Sergii Soboliev
supported this idea
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5 votes
Appreciate your feedback here, Lynsey. It'll be good to get a sense of other members that have a similar workflow from your idea here.
This isn't something we have plans for atm, but will keep an eye on the support in this here.
Sergii Soboliev
supported this idea
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128 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
Sergii Soboliev
supported this idea
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29 votesSergii Soboliev
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13 votesSergii Soboliev
supported this idea
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12 votesSergii Soboliev
supported this idea
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131 votes
Hi everyone, thanks so much for taking the time to share your feedback and support this idea. We’ve taken another look here and, while we don’t have plans to develop DOCX further, we have released and are continuing to roll out our invoice editor. It’s replacing the Standard branding theme first, and from there will continue to evolve with more of the invoice customisation we know customers are looking for across things like logos, fonts and colours.
We know this won’t be the update some of you were hoping for, especially for those wanting more flexibility in how invoices look and feel. To help keep updates relevant to the specific changes being asked for, we’d really encourage you to add your vote to the ideas below, as they’re more closely related to those points:
Sergii Soboliev
supported this idea
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46 votes
Hi community, to share another update to share around chasing customer invoice payments.
As you may have seen, we have work underway to help with getting paid without chasing.
The intention is that you'll have control of turning this on for your preferred contacts. JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.
You can register your interest in this feature now through the link above, and we'll keep you updated as this is delivered here.
Sergii Soboliev
supported this idea
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An error occurred while saving the comment Sergii Soboliev
commented
It would be great if can set default time to Sent in company settings, instead of picking the time each time. Currently Xero set to send at 9 am by default.
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
Sergii Soboliev
supported this idea
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103 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.
Sergii Soboliev
supported this idea
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48 votes
Hi team, we appreciate there is some interest in this idea, however at this time we don't have any plans for enabling bulk send of receipts.
For now, we'll continue to track the support in this idea. I'll share if there are any updates.
Sergii Soboliev
supported this idea
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135 votes
Hi all, thank you for contributing to idea here. While our Inventory team have reviewed the idea for custom / tiered price lists in Xero, we want to be open that we do not have development planned for enabling more extensive Inventory management like this.
There are many Inventory apps that connect with Xero and offer these types of services and more - You can explore these on Xero App store. To be transparent we will update the status to not planned - If there is any change to this we will share with you here.
Sergii Soboliev
supported this idea
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79 votes
Thanks for your recent comments, and for continuing to support this idea, everyone. We appreciate the passion here, and I’m sorry it’s taken a while to return with another update.
Since our last post, we’ve made progress with passkey authentication through mobile access. Looking ahead, we also intend to explore desktop passkeys later this year.
When this work does get picked up, Yubikey passkeys will be considered, however we can’t confirm at this stage whether they’ll definitely be included. As soon as we have more concrete news to share, we’ll update you on this thread.
An error occurred while saving the comment Sergii Soboliev
commented
I agree, these codes MFA is so slow in process and annoying. Yubikeys are awesome and quick to execute the MFA.
Sergii Soboliev
supported this idea
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53 votes
Hi everyone, while we appreciate your interest in a direct feature in Xero to schedule and manage loans this isn't something we have planned right now.
We do have some information on Xero Central that may help some here with managing loans in Xero.
We will continue to monitor the community support for this in the forums here, and share if there are any updates.
An error occurred while saving the comment Sergii Soboliev
commented
I’d like to strongly vote for this feature.
Most small and growing businesses rely on loans such as term loans, overdrafts, equipment finance, and vehicle loans. We manage multiple loans and will continue to add more as we grow.
Manually splitting repayments into principal, interest, and fees, reconciling balances, and tracking amortisation each month is time-consuming task. This is not an edge case, it’s a core accounting requirement.
A loan schedule feature that allows users to upload or enter an amortisation schedule and have Xero automatically record and reconcile repayments would deliver significant value to businesses and accountants.
With Auto-Reconciliation recently introduced (Dec 2025), the missing piece is the ability to upload and apply an amortisation schedule in Xero. This feels like a fundamental feature, not a niche request.
Sergii Soboliev
supported this idea
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45 votes
Heya community👋 thanks for the discussions and input through this idea overtime. I know it's been quiet on our end but want you to know your feedback has been getting back to the right places.
We have a couple of features I'd like to highlight here, as well as let you know our product team are currently developing the Bills View and Edit pages in which the pain points here will be solved. 😊
- Simply upload files to bills to automatically extract and create your bills in draft for you. You can upload multiple files at once and let Xero do the grit work. Once they're ready simply review
- Smart document capture - You can simply upload your files to the inbox and Xero will take the effort out of things by extracting key data and auto suggesting create transactions for you (Invoice, Bills, Spend and Receive money)
I'll return…
Sergii Soboliev
supported this idea
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56 votesSergii Soboliev
supported this idea
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541 votes
Hi team, thank you for sticking with us on this one. Online bill payments are now live in Australia through Airwallex, so you can pay supplier bills directly from Xero without logging into online banking.
As mentioned in my last update;
- In the US we have bill pay powered by Melio, with quick payments and contact syncing.
- We offer bill pay with Crezco for our UK customers, including international payments with 32+ currencies supported.
We’re reviewing the experience across additional regions and will continue to share updates as we learn more and make further progress.
Sergii Soboliev
supported this idea
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320 votes
Hi team, we get how useful it'd be to add a task or reminder in Xero and see it again the next time you log in.
We've just released custom Tasks to the Homepage Tasks widget so you can capture work that Xero doesn’t create tasks for automatically.
Simply use the 'New Task' button in the Tasks widget, or the '+' icon in the widget once typed, to create a one-off task. You can then edit, mark it complete, delete it or view completed tasks.
At a glance you'll be able to get a view of the things you need to follow-up, and help you track progress within Xero. ✅
Any user in your organisation with Standard or Adviser access will be able to make use of this tool for their personal organisation.
We appreciate your inputs and helping us understand how tasks could be more meaningful for your workflows.
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Sergii Soboliev
supported this idea
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8 votes
Thanks for your idea here, Sergii. Really good to hear what our customers would find most useful to get a visual of from the homepage.
We're beginning to track the interest for an Inventory widget that'd show low stocks from your idea here and I'll share if there are any updates.
Sergii Soboliev
shared this idea
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We want to customise the Packing Slip (on its own as part of branding theme) in the same way as invoices and qoutes can be customised via the custom template.
Please note: Workaround to generate (Invoice + Packing Slip) in one PDF via custom template as per Xero Central, does not work for most businesses. The invoices are also duplicated via Email (where Packing Slip is irrelevant). Customer just needs Invoices. And Packing slips for our warehouse staff and drivers.
Please add custom template for Packing Slip separately (on its own).