Settings and activity
27 results found
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7 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…
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316 votes
Thanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.
We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.
While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.
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
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
555 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
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38 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.
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32 votes
Thanks for sharing your feedback on this idea, everyone.
We’ve recently introduced a feature that may help with some of the needs raised here, and we’d be really interested to hear whether it’s useful for your workflow.
Many organisations now have access to Smart Document Capture, with the rollout still continuing across regions. This feature allows you to upload files into Xero, review the extracted information, and create transactions from those documents, including spend and receive money transactions.
You may also find importing a pre-coded CSV bank statement helpful, particularly if your organisation doesn’t have a bank feed available.
To be transparent, we don’t currently have plans to support importing received payments. That said, we’d encourage you to try these features and let us know here how they work for you, and whether there are still gaps for your use case.
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9 votesHester du Toit
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4 votesHester du Toit
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6 votesHester du Toit
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6 votesHester du Toit
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4 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.
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12 votesHester du Toit
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21 votesHester du Toit
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6 votesHester du Toit
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27 votesHester du Toit
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18 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.
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55 votesHester du Toit
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9 votesHester du Toit
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17 votesHester du Toit
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Kelly July 2025 to date when is this problem going to be solved