608 results found
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autopopulate bill
Xero just added a new feature - autopopulating all bill descriptions. These are NEVER correct. Please give me an option to turn OFF autopopulate description.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Improve Bank Reconciliation Matching Using Due Dates and Flexible Date Windows
Xero should consider the later of the transaction date or payment due date when suggesting bank reconciliation matches, and allow users to specify a wider matching window.
Currently, Hubdoc correctly extracts both dates, but Xero relies on the transaction date for matching. This creates problems with recurring bills such as mortgages, utilities, and subscriptions, where statements are issued weeks before payment.
Example:
- Statement date: October 9
- Payment due date: November 1
- Actual ACH payment: November 1
Xero looks for a payment around October 9 rather than November 1, often failing to suggest the correct match.
Proposed solution:…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Have option to turn off the new automatic bill descriptions as they are too long and irrelevent
I think it should have the option to not use the automatic bill descriptions that have just started as these descriptions are very long and contain information not helpful for review or approval. Having to delete this while entering a lot of bills adds time to the process.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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remittance email address
When using the new Online Bill Payment platform, during the sequence of pages to schedule the payment, the pages don't note the email address that the remittance notification will be emailed to.
We understand how to enter that email in the contact record. It would be nice to see it on the screen during the bill payment scheduling process so that we can validate the correct email will receive it without having to enter the contact record.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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back button filters
Bring back the memory of the filter when using the back button.
When I have a lot of bills that have been imported, I need to then upload the pdf's of the bills, since I have a lot of them I do it by supplier.
I used to be able to filter by the supplier and it would show the imported bills and I could see the ones without pdfs and click into each one, add the pdf then go back to the list and do the next one.
Now I can only go back twice, after which the filter…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Billing
Add a feature that allows you to track billing against a customer PO. We sometimes have multiple PO’s for the same project and invoicing gets confusing. If Xero had a way to track remaining amounts of a customer PO or multiple PO’s within a project it would help out tremendously with invoicing. Also, most of my customer require the PO and project numbers on Invoices, so this would be a two for one.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Projects - Create Purchase orders
Please allow creating purchase orders from Projects and this would fix the issues with project tracking purchase orders expense (cost) associated with projects. As the purchase order is received it adds the cost to the specific project. Add an option to manually track cash or CC expenses to projects without the need to allocate and adding to the process of accounting.
1 voteAppreciate you trying to suggest how w could tackle this request rom the other side of the coin, Alton. Dependencies across teams for this work remains the same as the request for being able to assign lines of a Purchase order to a Project.
We will track these separately, and if there are any steps toward this we will share.
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Assign a customer to a bill credit note.
You can assign a customer to a bill. However, if you receive a credit note from a supplier, you can't assign that credit note to a customer, even if it relates to them. It would be good to have this so we can offset any credit notes before on-charging the cost to the client.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Option to display the Payment Reference instead of "Payment: multiple items" with batched payment
At the moment when going through transactions in Xero, batched payment lines show "Payment: multiple items", which is not useful and require the user to click into each of them to understand which supplier has been paid.
Given the batched payment has the option to add a Payment Reference, it would be a simple QOL improvement if that is shown with the transaction.
For example, currently what is shown:
13 Oct 2026 Payment: multiple items Batch Payment 10,871.32A better way is to show:
13 Oct 2026 Payment Reference: ApplesBannana Batch Payment 10,871.32Thanks for your consideration!
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Fuel Tax Credit Quantity from Cost Centre
Recording cost center liters for Fuel Tax input credits
EG ULP usage units in liters
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Xero Accounting app | Bills - Multiple file upload against one bill
You can now upload multiple files/photos/pages (up to 10) into Documents with the option as separate or single a combined file through the Xero app, which is great but I would like to be able to do the same thing against a new bill. E.g. create new bill through the app, add multiple files/photos, add some details (e.g. contact name) and save as draft bill to then be able to complete processing at desktop level. I don't value the flow of smart document capture in it's current form so prefer to use the draft bill pathway as my file/document entry…
1 voteAppreciate you noting you're already aware of the option with Smart document capture, Tegan.
While it's possible to upload multiple files at once on a bill through the web version, it's not currently through the Xero Accounting app. We'll start to gather the interest in this through your idea and we'll let you know if there are any updates for this planned.
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remove "Tax Invoice" and Organisation name and date from populating in the description box when uploading draft bills, this is unnecessary
Please remove "Tax Invoice from" and Supplier Name and Organisation name and date from populating in the description box when uploading draft bills, this is unnecessary and wastes time as it needs to be removed each time
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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ADD CUSTOMER COLUMN TO PURCHASE ORDERS
Add a column to fill out the associated customer on Purchase Orders, which is then searchable in the Purchase Orders section of Xero. This would make it easier to search for POs relating to a specific customer, rather than workarounds such as putting the customer in the reference.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bills - Placeholder addition "previous Year"
Also, please add "Previous Year" as a placeholder. For example, a bill on 1st January 2026 may be for services provided in 2025. Only the current year is included in placeholders at present.
1 voteHey David, thanks for this Idea, we just need more information so we can review this. If you can let me know where the Placeholders are situated and how having the previous year option would benefit your business processes then we can complete the review.
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Bills - Unique reference or index numbers for repeating bills
Being able to have a unique identifier attached to repeating invoices and bills would make it so much easier to be able to spot the repeating invoices in the accounts,
1 voteThanks for bringing this idea to the community. We understand the request for a distinct reference or index number for each bill generated from a repeating template. This could make reviewing transaction lists, reconciling payments and auditing recurring expenses more straightforward.
I’ve updated this idea's status to Gaining Support and added your vote to a similar idea covering unique references for repeating invoices. If this could help your workflow, let us know how you’d like the identifier to work.
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Purchase Orders - Automatic purchase order approvals based on account codes
We would like to be able to send Purchase orders for approval based on account codes, so PO's containing specified account codes would need to be approved by a given person in the organisation. Similar to the following suggestion but for Purchase orders.
1 voteThanks for bringing this idea to the community. We understand the request for account-based approval workflows for purchase orders, particularly when different departments have their own budgets and approvers.
Automatically directing orders to the relevant manager could reduce delays and make it easier to maintain consistent purchasing controls.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your business, add your vote and share your use case.
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Credit Notes - Add last Items Option
It would be good to have the "Add last items" option on credit notes.
1 voteAppreciate you bringing this to the community. We understand the request for credit notes to have the Add last items functionality. This could make credit note creation more efficient and reduce the need to search for previously used items.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote if this would help your business.
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Products and services - Change placement and increase width of search bar
The recent update made the Products and services search bar smaller and moved it to the top right. This has made it less visible and harder to use. Please consider making the search bar larger and returning it to its previous position on the top left for better accessibility and ease of use.
18 votesAppreciate your feedback on the update to the Products and services lists, Paul. For now our product team are monitoring feedback closely and we'll get an understanding of the wider interest in this change.
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Checks - Generate Positive Pay files for US bank check verification
Banks are requiring positive pay files, but Xero doesn't have a positive pay file report. I have to manually export a report and make changes, before it can be uploaded to the bank
1 voteThanks for sharing this idea. We understand the request for Xero to generate Positive Pay files directly for US banks. Having a built-in export could reduce manual spreadsheet formatting and make it easier to meet bank check-verification requirements.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share which bank formats you’d need to support.
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Email to Bills - Have the same data extraction as Documents
I love the new data extraction feature in Documents (previoulsy files) so now I email my bills to inbox instead of bills.
but doing this creates an extra step, as from documents it only makes a draft bill, so then i have to go into bills window to approve.
It would be good if i could go back to emailing my bills to our bills email address and have it perform data extraction then approve in one go instead of having to go back and forth between windows.
1 voteHey Kristen thanks for bringing this to us. We really appreciate hearing how you're finding the new Smart Document Capture and how extending this to the Bills workflow would help reduce the extra steps in your process. We're excited to let you know that we're in the process of updating our other extraction services to use the same process as Smart Document Capture. This work is already underway, and we'll round back here once it's completed to let you know. I can also see that you have voted on a few other Ideas around adding another reference field in Bills, this is the best way to support the ideas and we will also post any updates on these Ideas.
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