Settings and activity
14 results found
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252 votes
Hi everyone, thank you for sharing how the current tracking limits impact your reporting and tracking of different aspects of your business and processes. We know this is an important capability.
We’re exploring how we might tackle the needs in this idea and enhance Tracking Categories for the future.
While we can't commit to developments at this stage, we want you to know we hear the support and feedback from our community on this.
We’ll provide another update as the direction for this feature becomes clearer.
An error occurred while saving the comment An error occurred while saving the comment 
Alexander Cope-Norris
commented
@thomas absolutely, couldnt agree more, and the API already handles tracking categories as an array so expanding beyond 4 wouldnt be unreachable task:
"Tracking": [
{
"TrackingCategoryID": "e2f2f732-e92a-4f3a9c4d-ee4da0182a13",
"Name": "Activity/Workstream",
"Option": "Onsite consultancy"
}
],An error occurred while saving the comment Alexander Cope-Norris
commented
If you cant increase the number of categories you should at least allow nested tracking categories. Another LIMITATION of software thats supposed toe be better than the others!
Alexander Cope-Norris
supported this idea
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1,461 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
An error occurred while saving the comment Alexander Cope-Norris
commented
There arent many other areas that are lacking, but of course there are some. Best to run an AI comparison of features you are looking for, and see what comes out best. In terms of making improvements, they are about the same and very lax in that area - however the US version gets a lot of improvements that then make it here to the UK version.
One thing that QBO have removed, which is frustrating, is the ability to have Word templates for documents, it used to exist, in much the same way as Xero, but the idiots at Intuit removed it.An error occurred while saving the comment Alexander Cope-Norris
commented
Come on @kellymunro, sort out this sh*t, right away!
An error occurred while saving the comment Alexander Cope-Norris
commented
@rhianydd I hate to say it, but YES! QBO allows you have to clients and subclients, subclients can be treated as projects and they have their own records so you can invoice at both levels. You can also invoice for the client and include all of the subclients, its very flexible indeed. Thats why I hate myself for choosing Xero for this client that now finds they cant achieve basic functionality with this piece of **** platform Xero.
An error occurred while saving the comment Alexander Cope-Norris
commented
@ibolya totally, 100% agreed.
And the ability to setup schedules to email reports out, something QBO has had for YEARS!!!
And to be able to search History items as an endpoint on the API, insread of having to work through the GUID of the document first. Stupidity at its best.An error occurred while saving the comment Alexander Cope-Norris
commented
@A/R maybe if we asked them for the ability to change the colours of the swooshes we could get a quicker response? ;)
All jokes aside, your comment is spot on ... too many valuable and much needed "ideas" on here are just swept aside. Even the UI on Xero reeks of an older application where others are light-years ahead.
Basic functionality is sub-standard to say the least.An error occurred while saving the comment Alexander Cope-Norris
commented
Maybe that's the cause of the problem, too many people at Xero are paid to say "we're working on it" but nothing ever bloody happens. Shocking state of affairs, and already DEEPLY regretting migrating my client onto Xero.
Alexander Cope-Norris
supported this idea
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784 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
An error occurred while saving the comment Alexander Cope-Norris
commented
Why has this not been done yet? 5 days since my last comment and 4 years since this was first raised.
An error occurred while saving the comment Alexander Cope-Norris
commented
Why has this not been done yet? 5 days since my last comment and 4 years since this was first raised.
An error occurred while saving the comment Alexander Cope-Norris
commented
Quickbooks Online allows you to set schedules on individual reports, or to combine them as a group of reports by way of management informaton - but with Xero's clunky interface, you have to do it manually!
An error occurred while saving the comment Alexander Cope-Norris
commented
Yet another thing that's making me regret siggesting a client switches from Sage Desktop to Quickbooks Online as opposed to Xero - truly shocking!!
Alexander Cope-Norris
supported this idea
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An error occurred while saving the comment Alexander Cope-Norris
commented
FIRST SUGGESTED ***TWELVE*** YEARS AGO AND YOU HAVENT IMPLEMENTED THIS YET? SHOCKING, VERY SHOCKING. Whoever is making the decisions on this should be fired? This is basic functionality available in just about all other respectable accounting packages, why not Xero? Yet another **** let down!!!!!!
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21 votes
Hi Peter, thanks for sharing this idea. We understand that for businesses regularly transferring funds between accounts, having both sides of the transfer reconciled automatically would help reduce repetitive steps.
For now, setting up transfer rules on both bank accounts can help make matching the transactions quicker. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving transfer reconciliation.
Alexander Cope-Norris
supported this idea
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86 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.
Alexander Cope-Norris
supported this idea
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An error occurred while saving the comment Alexander Cope-Norris
commented
This is crucial, get it done Xero team otherwise I cant move over more clients to you that can already do this easily on QBO!
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543 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Alexander Cope-Norris
supported this idea
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114 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
Alexander Cope-Norris
supported this idea
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32 votes
We understand this is a feature practices may like to see. We'd like to get a gauge interest from beta participants that'd find this feature useful - Add your vote, share importance and any comments to share extra detail of how this would help your practice.
Alexander Cope-Norris
supported this idea
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26 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show newest transactions first when sorting 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.
Alexander Cope-Norris
supported this idea
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14 votes
Hi!
Thanks for sharing your idea about how you'd like to see the reconciliation process improved.
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 votes and comments about how this would be helpful for them, too!
Alexander Cope-Norris
supported this idea
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174 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
Alexander Cope-Norris
supported this idea
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An error occurred while saving the comment Alexander Cope-Norris
commented
You really need to do this, and urgently. In quickbooks online you can reconcile any account, control accounts / intercompany accounts, anything - in Xero you are trying to stop people making stupid mistakes by restricting everything. Same as possting to AP or AR accounts, in QBO you just get forced to enter a supplier or customer accordingly - in Xero, you are told to eff off.
Fix this piece of ****, its beyond a joke now!
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575 votes
Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
An error occurred while saving the comment Alexander Cope-Norris
commented
Quickbooks can do this very easily, for it's faults. If this isn't brought online in the next days, I am going to have to move away from Xero because this is stupid.
An error occurred while saving the comment Alexander Cope-Norris
commented
Where is this functionality then? Similarly why can't I enter and post a manual batch of multi currency payments where we receive hundreds each month and need to wrap them in a single payment:
* Unable to mark multiple USD supplier invoices as paid in a single batch payment
* Receiving "Foreign currency not supported" error when attempting to pay multiple USD invoices at once
* Both invoices and bank account are in USD
* Organisation is set up for multi-currency and on the appropriate plan
* Cannot select USD bank account when trying to record payment for multiple bills simultaneously
* Wants to enter payment in advance before it clears the bank for multiple bills togetherAlexander Cope-Norris
supported this idea
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54 votesAlexander Cope-Norris
supported this idea
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An error occurred while saving the comment Alexander Cope-Norris
commented
This is really stupid that in current times this STILL cannot be done! I cant even mark a foreign currency invoice as paid it says "Foreign currency not supported" even though currency is enabled and the bill is in the currency
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49 votes
An error occurred while saving the comment Alexander Cope-Norris
commented
Why has this not been done? It is ridiculous that you cant show the originating currency!
Alexander Cope-Norris
supported this idea
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Even if they stuck to just two and allowed nested tracking categories with parent / child relationships it would provide more flexibility.