Settings and activity
28 results found
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5 votes
Thanks for sharing images, Fiona.
Taking a look into your communications with our support team it does appear there was a bit of confusion and oversight by our team when you first got in touch. We apologise for this and I'd like to provide some clarification around the idea you've raised here.
What is currently possible within the Xero Accounting app does differ between Sales and Purchases.
While it's possible to view Sales credit notes that are awaiting approval, this hasn't yet been built into the Purchases side. To approve a Supplier credit note, you'll currently need to log into the web version of Xero.
We're working to develop the Xero Accounting app to add more functionality with growing needs from our customers in what they need to do on the go. We'll start to get a sense of interest from the community in this here, and I'll update if…
Hester du Toit
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292 votes
Hi team, we're pleased to share that this work is now underway.
Our intention is to allow you to associate a contact per line in a manual journal.
We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.
An error occurred while saving the comment An error occurred while saving the comment Hester du Toit
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absolutely
An error occurred while saving the comment Hester du Toit
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journal options are critical for daily capturing and reconciling purposes
Hester du Toit
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1 vote
Hi Hester, trying to better understand your needs here. Currently when you create an overpayment for a contact the overpaid amount will remain available on that contacts record to either be applied to a subsequent invoice or refunded. Can you explain a little more on your business process and why the current options don't suit?
Hester du Toit
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
533 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
Hester du Toit
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31 votesHester du Toit
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2 votes
Big thanks to Matthew for kicking things on this! The idea is to have the cursor default to the contact field when adding a bank fee during reconciliation. It’s a small change, but when you’re working through heaps of transactions, it can save a lot of time.
If this would make your workflow smoother, we’d love to hear more from you. Add your vote or drop a comment to let us know, it helps the product team see how much this matters across the community.
We’ll keep you posted here as things move along.
Hester du Toit
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26 votesHester du Toit
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8 votesHester du Toit
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4 votesHester du Toit
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4 votesHester du Toit
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6 votesHester du Toit
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3 votesHester du Toit
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6 votes
Hi Charlotte, can you expand a little on your needs or use cases for your idea here?
A wage would generally be connected to an employee in payroll. Managing a loan is a little different and we have suggestion of how to do this in our help here, and when it comes to drawings and introducing cash to the business this would generally relate to a specific shareholder and would be recorded as Spend or receive monies, if you'd rather not specify the contact you may want to set up a generic contact that you could code these sort of transactions too.
Hester du Toit
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11 votesHester du Toit
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16 votesHester du Toit
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6 votesHester du Toit
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26 votesHester du Toit
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17 votes
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
Hester du Toit
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54 votesHester du Toit
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9 votesHester du Toit
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Kelly July 2025 to date when is this problem going to be solved