Settings and activity
51 results found
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2 votes
Appreciate your confirmation and can understand your example - thank you for confirming.
Repeating invoices is an area of Xero that our teams are beginning to look at as they continue to update the technology and experience of pages across the product.
While this isn't specifically on the roadmap right now, it'd be good to get a wider understanding of the community support for this here that we can share with our team - Make sure to also share with any other colleagues that'd like to see this too. 🙂
We'll let you know here if there are any updates.
Lexi Allston
supported this idea
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An error occurred while saving the comment -
17 votes
Thanks for sharing this idea around being able to further filter the Find and Match options 🙂
We've reviewed it and moved it to Gaining support. This means the idea is now open for other customers to vote on and comment, which helps build a clearer picture of the level of interest and the different ways this could be useful.
If further filtering in Find and Match would improve your workflow, it would be helpful to add a vote or comment with a bit more detail on the types of filters you'd want to use and the scenarios where they would make the biggest difference.
We’ll continue to track the feedback shared here.
An error occurred while saving the comment Lexi Allston
commented
I wasn't sure if I had commented on this yet and just spent quite a while to find this again. That may help showcase how important this particular feature would be to me. This one thing would save me hours of additional work.
Lexi Allston
supported this idea
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An error occurred while saving the comment Lexi Allston
commented
Filtering by transaction type in the bank recs would help immensely. Due to my company's integrations, if you accidentally reconcile to an invoice instead of the actual payment, it causes a chain reaction of problems for us.
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43 votes
An error occurred while saving the comment Lexi Allston
commented
Yes! More than once I have been click-happy and hit "OK" before I should have. As another commenter said, at minimum, an "undo last" would save me so much time.
Lexi Allston
supported this idea
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248 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
Lexi Allston
supported this idea
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2 votes
Thanks for sharing this feedback. Having a way to quickly isolate transactions matched by bank rules could make high-volume bank reconciliation easier to manage.
We’ve updated this idea to Gaining Support so we can continue tracking interest. If this would improve your workflow, let us know how you’d like to use it.
Lexi Allston
supported this idea
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18 votes
Hi everyone, thanks for sharing this suggestion. We understand you’re looking for a way to view original bank statement details directly within the Account Transactions report to make auditing and reconciliation easier.
Having bank particulars visible alongside ledger data could help you quickly verify entries without needing to switch between reports or screens.
We’ll continue to collect feedback and interest from the community.
Lexi Allston
supported this idea
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An error occurred while saving the comment Lexi Allston
commented
Oh my goodness, this would make life so much easier!
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45 votes
Hi David, appreciate you sharing your idea with us here. To get more understanding, can you share why you'd like to be able to download a bank statement that's being imported to Xero versus retrieving this from your banking portal?
Lexi Allston
supported this idea
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33 votes
Thanks for taking the time to suggest this, Kimberley.
We understand the request for more flexibility when reviewing the GST Reconciliation report. A Cash or Accrual option on the report could reduce the extra steps involved to change the reporting basis.
We've updated this idea to Gaining Support so we can continue collecting feedback and votes. If this would make your GST reviews easier, share your use case with us.
Lexi Allston
supported this idea
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7 votes
Hi Timothy, while we appreciate your feedback I want to be upfront that we don't have any plans to add a complete opt out option.
JAX has become a core part of how Xero works, which is why we've moved it to always-on. That said, JAX isn't active until you open it and move through the initial consent step, so it won't do anything without you initiating it.
You won’t be able to turn JAX off for the whole organisation, but you don’t have to use it:
- If you don’t want to use JAX, simply don’t open it
- If you don’t want certain people to use JAX, you can manage their Xero roles and permissions so they can’t see sensitive data
Lexi Allston
supported this idea
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5 votes
Thanks for sharing this idea. We can understand how having the Save and Update buttons in a consistent location across transaction pages could make moving between different workflows feel more intuitive.
We've updated the status to Gaining Support so we can continue tracking community interest and sharing your feedback with the product team as they consider future improvements to the experience.
Lexi Allston
supported this idea
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4 votes
Thanks for sharing this idea, Frances. We can see how helpful it would be for chatbot responses and help articles to provide direct links to the relevant pages. We’re opening this idea up for votes and comments so we can better understand how useful this would be for the wider Xero community. If you’ve experienced something similar, please vote for the idea and share examples of the links or journeys you’d like to see improved. Your feedback will help us gauge community interest and understand which linking improvements would make the biggest difference. Thanks again for taking the time to suggest this 😊
Lexi Allston
supported this idea
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7 votes
Appreciate your feedback here, Jessica. While subscription invoices are available to view from the Billing accounts tab under Subscription & billing it sounds like you're wanting the view option to be more prominent and directly available from Subscription and billing. We'll get a better sense of the interest for this from the community here.
We have an existing idea around being able to attach a PDF of the invoice to the email you receive and I've added your vote for this so we can keep you updated here.
Lexi Allston
supported this idea
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11 votes
Hey Alicia, thank you for raising this with us. We always appreciate the input from our customers and its great to hear about your experience around accessing Support Articles and Help in Xero Central. This idea is now open for votes and for the community to add their comments and experiences You can share this with others and we will gauge the community interest and response. Any updates will be posted here..
Lexi Allston
supported this idea
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6 votes
Appreciate you bringing this to the community, Dennis. We understand the request for a way to identify dormant user accounts through automated alerts, rather than relying on manual checks.
I’ve updated the status to Gaining Support so we can continue tracking interest.
Lexi Allston
supported this idea
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8 votes
Thank you for taking the time to share this idea with us — we really appreciate you helping us identify ways to improve security in Xero. 🔐
This is now open for votes and comments from the community. The feedback and support received here help us understand how valuable this functionality would be for other customers. In the meantime, feel free to share the idea with colleagues who would also like to see this functionality so they can add their support too.
Lexi Allston
supported this idea
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18 votesLexi Allston
supported this idea
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160 votes
An error occurred while saving the comment Lexi Allston
commented
This would be extremely helpful and save a ton of time filtering through which bills I actually need to pay directly via a website. Additionally, I would love to see a color-coded system or some way to distinguish between bills that are paid using other methods as well. For instance, green for direct debit/autopay, blue for vendors I have to write a check to, pink for ones I have to pay online, etc. Currently I am doing my own version of this with the reference line, but it prints my notes on checks, which is not great.
An error occurred while saving the comment Lexi Allston
commented
This feature would save me a ton of time. I currently use the reference line to distinguish between payment methods. For instance, if I need to remember to write a check to a vendor, the reference will say "Check - Invoice #"; if the bill is on autopay, it will say Autopay - Invoice #". So on and so forth for bills that have to be paid online but cannot be on autopay, bills paid via bank transfer, etc.
Lexi Allston
supported this idea
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25 votes
Hi everyone, thanks so much for taking the time to share this idea and explain the impact it’s having on your payment runs.
We can absolutely see how splitting one payment run into multiple batches adds extra steps and complexity to the process, especially for organisations managing a high volume of bills.
Because of the support and detail we’re seeing on this idea, we’re moving it to Gaining Support. This helps us better understand how many customers are affected and the different ways this limit is impacting their workflow.
Please keep the feedback coming — if you can, add a comment with a bit more detail about how many bills you’re typically paying in a batch and how this affects your process. That context is really helpful for our team.
Thanks again for raising it and for helping us build a better experience 💙.
Lexi Allston
supported this idea
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60 votes
Hi everyone, we'd like to get a feel of the support from the community in this idea. If there's any progress or updates to share we'll post to you all here, Thanks
Lexi Allston
supported this idea
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51 votes
Hi team, we appreciate the needs some customers have to be able to better manage and keep record of bills and bad debts related to these transactions.
This idea has been created off the back of this original idea so we can get a clear sense of interest in managing bad debts in Bills versus Sales invoices.
This isn't something we have planned at this point, but will continue to review this idea as the team plan their roadmaps. We will share if there are any updates around this.
Lexi Allston
supported this idea
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You should be able to do "Year + 1", "Month - 1", etc. for now, but this would be a nice addition.