Settings and activity
17 results found
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6 votes
Thanks for sharing your thoughts on this idea. We appreciate you explaining how the ability to record a purchase credit limit could make a difference in your day-to-day work.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Ellie Smith
supported this idea
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64 votesEllie Smith
supported this idea
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1 vote
Hi Ellie, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Ellie Smith
shared this idea
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2 votes
Appreciate you sharing your idea in the forums here, Ellie. Understand it's not a bulk assign feature like you're asking here, however you may find setting defaults for Contacts useful in your flows here.
You can set defaults for tracking for purchase and sales transactions within a contacts record that'l automatically be applied to lines of your quote when that contact is selected.
For now we'll get a sense of interest from the wider community in being able to assign tracking to your quotes in bulk from the idea here, and I'll share if there are any plans made.
Ellie Smith
shared this idea
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22 votes
Thanks so much for sharing this feedback 🙂 I can completely see why this would make for better processing we are now moving this to Gaining Support so the product team can capture the impact and visibility of the experience. You can invite friends and colleagues to vote and comment on this so our Product team can see how this improvement would positively impact our customers.
An error occurred while saving the comment Ellie Smith
commented
When allocating credits on account to a bill, it would be usedul to be able to select a button next to each payment o accept the credit in full, rather than having to type out the amount every time even if the full amount is being accepted.
Ellie Smith
supported this idea
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An error occurred while saving the comment Ellie Smith
commented
When allocating credits on account to an invoice, it would be usedul to be able to select a button next to each payment o accept the credit in full, rather than having to type out the amount every time even if the full amount is being accepted.
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13 votes
Great to hear you like the pay now option on statements, Marney. Can see how it would be useful to be able to include and apply Credit Notes when making payment. We'll start to get a sense of the interest in this from others on your idea and I'll share if there are any updates for you on this.
Ellie Smith
supported this idea
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4 votes
Hi team, it's great to hear how useful you find the quick view in bills and how this would be helpful on the invoice side to help you quickly process invoices.
We don't have immediate plans around this but are keeping a watchful eye on the interest from the idea here and will be sure to let you know if any plans are made. Thanks
Ellie Smith
supported this idea
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An error occurred while saving the comment Ellie Smith
commented
Add a preview option when going through invoices that are awaiting approval / that are in drafts - the same way that can be done for bills.
For bills there's a preview option for this so you can easily go through the bills to be approved without having to click in and then click back multiple times to get back to your list of items to approve like you currenlty have to do for invoices.
We import our invoices from an external system, so like to check that the data has pulled through correctly before approving, but it is very repetitive and annoying having ot keep clicking back multiple times to view your list of items especially when there's usually at least 30 invoices being imported each time.
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15 votesEllie Smith
supported this idea
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5 votes
Appreciate the feedback here team, we're moving this idea to gain more support from the team. In the meantime, feel free to share this idea with other users and colleagues who might find this idea helpful. They can add their votes for wider visibility. Cheers
Ellie Smith
supported this idea
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25 votes
Thanks for sharing your idea about adding a quick link to create a new Project from the customer's Contact record.
Now it's up to the community to get behind and support your idea, so you might like to share it with any colleagues that it could benefit, so they can add their votes and comments too!
Ellie Smith
supported this idea
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13 votes
Hi Shelby, thanks for sharing this idea. We appreciate you bringing this to our attention. At present users are utilising tracking categories to track different locations of a project. However we appreciate the need for a seperate field for address. We're moving this idea to gain more support from the community. Feel free to share it with your friends and colleagues so they can add their vote and comments.
Ellie Smith
supported this idea
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12 votes
Hi Michael, thanks for sharing your idea here. We can appreciate the convenience of being able to create an invoice from a calendar date. We'll open this idea up for the community to vote. We'll monitor this space in the meantime. thanks!
Ellie Smith
supported this idea
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22 votes
Hey all, unfortunately there's no news to share on this request at the moment.
Please make sure to share this idea with any colleagues that could benefit from this, so they can add their votes and comments too.
Ellie Smith
supported this idea
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26 votesEllie Smith
supported this idea
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911 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.
Ellie Smith
supported this idea
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218 votesEllie Smith
supported this idea
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1 vote
It's great to see your ideas and learning about the updates that would make your life easier! We've given your suggestion a look, and now it's up to the community to rally behind it. Definitely share it around with your team or colleagues so they can get their votes in. Plus, keep an eye on the comments—other members can now chime in on how this would level up their Xero experience!
Ellie Smith
shared this idea
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This would be very useful, we don't provide credit limits to our customers, but we have credit limits from 90% of our suppliers. Unsure why it was never an option from the start to input credit limit for the suppliers / purchase defaults.