Settings and activity
10 results found
-
82 votes
Hi everyone ✨
Thanks for continuing to share your feedback on this idea. We’ve seen a lot of interest in having more detailed filters in Bank Reconciliation, including separate fields for Spent and Received amounts, and for Bill Numbers and Invoice Numbers 😊
We understand how clearer filtering would make it easier to review transactions, track activity, and find the right items faster when reconciling.
We’re moving this idea to Gaining Support so other customers can vote and add comments. The more detail we can gather on the situations where this would help most, the better this helps our team understand the impact and prioritise future improvements ✨
We’ll continue to monitor the feedback here and share any updates as we have them.
An error occurred while saving the comment An error occurred while saving the comment 
Diane Lambert
commented
This would be extremely useful, and save a lot of time for us. Also having the option to have the newest transactions come up first. Hopefully this can be implemented soon! Many thanks
Diane Lambert
supported this idea
·
-
75 votes
Hi, thanks for sharing this idea. This might be useful for situations such as suspense accounts, where entries are intended to net each other off.
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.
An error occurred while saving the comment Diane Lambert
commented
Hello, each month we have large invoices that are paid off with a lot of small payments. At the moment we have to go through each little payment separately, find and match, locate the invoice, split, allocate, back to the reconciliation page and repeat. It takes ages! If we could allocate all of the payments to the one invoice in one go it would save us so much time.
An error occurred while saving the comment Diane Lambert
commented
This would be extremely helpful, and also the option to do partial matches
Diane Lambert
supported this idea
·
-
108 votes
Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
Diane Lambert
supported this idea
·
-
133 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
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.
Diane Lambert
supported this idea
·
-
3 votes
Appreciate you sharing this feedback, Harry. We understand the request to filter auto-reconciled transactions during review. Having this visibility could help make reconciliation checks quicker and more focused.
We’ve updated the status to Gaining Support so we can continue tracking interest.
Diane Lambert
supported this idea
·
-
18 votes
Great to hear you;'re finding good use in our new Smart document capture 🙂
I've shared this back with our product team to be taken on board. We'll keep an eye on the interest here for now and share if there are any plans made.
An error occurred while saving the comment Diane Lambert
commented
Morning Kelly,
I usually upload bills, with some being forwarded from my email. Once I've gone through the bills in Files I then go straight to Reconcile before realising that I haven't gone into the Bills section to approve them.
If I could approve the bills from the Files section that would be really handy.
Many thanks,
Diane
An error occurred while saving the comment Diane Lambert
commented
I would really like the option to automatically approve bills when entered, rather than having to then go into the Bills section and change from draft to approved every time
Diane Lambert
supported this idea
·
-
7 votes
Thanks for your feedback, Dane. This isn't something we have direct plans around atm and we'll track the interest in having this option as a floating button, here.
You may find using the 'Home' button on your keyboard helps to quickly navigate back to the top of page for now.
Diane Lambert
supported this idea
·
-
6 votes
Hi Trudi, while the Business menu option I mentioned in my last update remains the best flow for what you're after here currently.
I thought it may be useful to share that we've recently released some keyboard shortcuts for common actions in new invoicing that may help improve your efficiency when invoicing. Our product team have added small prompts to highlight these in the product while our customers familiarise, and if you’d like to view the full list of options you can see them all on Xero Central.
We'll continue to track the interest in an approve & close option here, and share if there are any changes planned that may impact this.
Diane Lambert
supported this idea
·
-
444 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Diane Lambert
supported this idea
·
-
45 votes
Hi Natascha thanks for raising this here. Appreciate the need for having Split payment available on both steps. We're moving this idea to gain more support from the community. We'll monitor this space for more traction. You can now share this idea with your friends and colleagues so they can add their vote too.
Diane Lambert
supported this idea
·
Hello, is there any update for this? It seems like quite a basic request for an accounts package. The idea was shared in Feb 2025 but is still only being monitored. Thanks