Settings and activity
5 results found
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4 votes
Hi Leoni, thanks so much for sharing this idea with us. We appreciate you taking the time to walk us through what you’re looking to achieve and adding those screenshots.
We’ve moved your idea into Gaining Support, which means it’s now open for the wider community to vote and share their experiences. This helps us get a sense of how many people would benefit from this improvement.
We’ll keep an eye on the feedback as it comes in, and if the idea gathers momentum, we'll provide you with further update.
Thanks again for being part of the conversation.
Debbie Olsen
supported this idea
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36 votes
An error occurred while saving the comment Debbie Olsen
supported this idea
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862 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Debbie Olsen
supported this idea
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184 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
Debbie Olsen
supported this idea
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An error occurred while saving the comment Debbie Olsen
commented
Hi,
Would really like to see and actual report for when a bank account number has been changed - our clients are all Not for Profits and get audited every year, this report is always requested by the auditors.
Also not the notification that Xero sends when a bank account number is edited goes to the person who made the change - can this notification at least go to the subscriber or to all users with Administrator access. -
59 votesDebbie Olsen
supported this idea
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A Batch report with Supplier totals would be great - we run multiple batches on the 20th of the month as we are limited to 200 invoices in a Batch - a report showing the amount paid to each supplier per Batch would make things so much easier for our Bank Signatories to do their checks before approving.