601 results found
-
add remittance advices and partial payments to online payments
Paying bills online. First, THANK YOU for making ACH included in monthly fee. Awesome. I would like you to consider two enhancements: (1) the ability to send a single remittance advice for batched online payments right from Xero (like what is available in regular batch payments). My current workaround is to pull a payments report for multiple invoices paid together and manually email it. (2) the ability to make a partial payment on an invoice. Right now it's all or nothing at all.
2 votesThanks 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. 🙂
-
nominal account bill
Bills - Display Chart of Accounts account code on the main "bill" pages (currently only see on the "Edit bill" screen).
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. 🙂
-
Creating bill from a new file
When creating a bill from a new file it appears the only option is to save to draft .. this is a double entry process that in many cases is unnecessary .. is there an option to save/approve the bill in the first step rather than saving to draft bill?
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. 🙂
-
Bills - upload button
The Upload Bills widget would be far more efficient if it were relocated to the Approve screen rather than its current location.
As many users have already commented (before comments on this topic were closed), the current design requires multiple unnecessary clicks to upload each new bill. This slows down what is otherwise a repetitive, high-volume task.
The most logical place for the Upload Bills button is alongside the Approve button. When processing multiple supplier invoices, the natural workflow is:
Review the current bill.
Approve it.
Immediately upload the next bill.Having the upload option available at the point of…
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. 🙂
-
Include an "approved by" column in the bills awaiting payment screen. This assists high-level review of bills before payment is made
Include an "approved by" column in the bills awaiting payment screen. This assists high-level review of bills before payment is made and might highlight any one-off or non-standard payments that require additional inspection before payment is made.
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. 🙂
-
PO attachments copied to BILL
When you turn a Purchase Order (PO) into a Bill, all attached files should automatically copy over to the Bill. This saves time and keeps all documents in one place
2 votesThanks 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. 🙂
-
bills batch payments
Batch payment
1 Show batch "payment reference" in Bank reconciliation details
2 Have an option to either:
2.1 - record batch payment as 1 line in bank recon
(good for multiple bills from same supplier)or
2.2 - record batch payment in multiple lines on bank recon
(good for multiple suppliers in same payment)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 🙂
-
Purchase Order quantities should reset when linked bills are deleted or corrected
The new billing interface has created a synchronisation issue between Purchase Orders and Bills.
If a bill is created from a PO and lines are accidentally billed before the goods are delivered, deleting the draft bill does not reset the PO quantities. Xero continues to treat those lines as billed, and when the goods eventually arrive, the system flags them as duplicate or over-billing.
The issue is not inventory. Draft bills do not update stock. The problem is that the PO no longer reflects reality.
Partial deliveries, back orders and simple human errors happen every day. Accounting software should allow…
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 🙂
-
Purchase order - Easier File Upload
Bring back classic Attachment view for Purchase Orders. Extra clicks suck, stop adding them.
1 voteHi Fiona, appreciate you highlighting this improvement. We understand the request for a simpler way to attach files when creating Purchase Orders, particularly with support for drag-and-drop uploads and less clicks.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular attachment workflows that slow you down today, we'd love to hear more about them.
-
Batch Payment - Unique payment file name
It would be good if we could have the ability to have unique batch names when exporting payments to the bank. Currently its the same name ie the date. If you create a further batch it has the same name, with only difference being the time stamp on the file when selecting it from 'downloads' - even it was batch 1, batch 2 etc, it at least means you're not accidentally selecting the wrong file. We often make more than one payment in a day, especially if you're making payments from different bank accounts, you need to watch carefully that…
1 voteAppreciate how this could be useful when creating multiple batches in a day, Sue.
We'll start to get a wider understanding of interest through your idea here, and can share if there are any improvements planned to help with what you're asking.
-
XIP - Ability to run and export report for stock on hand value
Inventory Plus - Increase Reporting Capabilities
I need to run/download reports for value of stock on hand.
Currently, I can view the information, however, extracting the data is difficult.1 voteHi Carrie, thanks for sharing this idea. We understand the request for more reporting options within Inventory Plus, particularly for businesses wanting deeper insights into inventory performance and stock management.
For now, you can use reports such as Inventory Item Details and Profit and Loss alongside Inventory Plus to analyse sales, cost of goods sold, and inventory activity. We appreciate these don't provide all of the reporting available directly within the Inventory Plus experience.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are specific reports you'd find most valuable, such as stock valuation, inventory ageing, or margin reporting, we'd love to hear more.
-
Purchase Order - Remove tax columns from POs
While POs are a tax exempt document, displaying "Tax Exempt" in the PO and not having the ability to set the tax rate is very confusing to a vendor as they think you are asking for your organization to be Tax Exempt. Please let us either set the tax rate in the PO or remove both of these columns entirely. Alternatively, just allow that column to be hidden on the vendor facing PO.
1 voteHi Alex, thanks for sharing this idea. We can see how having more flexibility in the Products and Services list view, including the ability to customise or add columns, could make it easier to review item details at a glance.
At the moment, additional item information can be accessed by opening individual records or exporting the list to CSV for review in a spreadsheet.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are specific fields or columns you'd find most useful, we'd love to hear more about them.
-
Add column for payment account type
It is critical that a payment type column should be added. I have to check each bill in case they are credit card paid bills (pre-statement upload) in case I pay thinking they are bills to be paid by bank (feed). This can result in bills being paid twice by card and bank unnoticed.
If Dext can have a column for payment type (specifying what "Area of Xero it goes to"), surely Xero can too?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 🙂
-
Can we get a report for part billed PO's please
Can we get a report for part billed PO's please. We need to be able to pull reports with open order positions to be able to know which suppliers to chase for deliveries.
3 votesHi 👋 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 🙂
-
Option on Bills to allow businesses to make Tracked Inventory unavailable until the Due Date of the Bill has passed
Add the option on Bills to allow businesses to make Tracked Inventory available upon creation of Bill, or unavailable until the Due Date (or available date) of the Bill has passed.
This new option would help businesses manage available inventory when selling products with long production lead-times, so they do not sell inventory that is not yet available despite it being in the system in a future dated Bill.
Additionally, it would be beneficial if Sales Invoices could access the Tracked Inventory from the future dated Bill if the date of the invoice was after the due date (or available…
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 🙂
-
Statements
Bills – ‘Upload Supplier Statements’ Feature
Could you add an ‘Upload Supplier Statements’ feature, similar to the existing ‘Upload Bills’ function?
Many businesses receive monthly supplier statements that contain multiple invoices. It would be extremely helpful if users could upload or email a supplier statement into Xero, and Xero could automatically match the statement entries against invoices already recorded in the system.
This would save significant time spent manually reconciling supplier statements, help identify any missing invoices, and improve the accuracy of accounts payable processing.
A feature like this would streamline end-of-month supplier reconciliations and make it easier to ensure…
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 🙂
-
Inventory cost price
Auto update last cost price when entering from last bill/receipt received (irrespective of Inventorised or not), not having to manually go to item & update, should be automatic.
It makes double handling to ensure the correct prices is showing on the item.
Should also have to option of additional columns so show who the supplier was rather having to click into the bill.
Then the correct price will auto populate into purchase orders. Then if want an average you run a report.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 🙂
-
Melio fees: User-controlled Contact and default account
We started using Melio bill pay, and it keeps posting the spend money transactions for Melio fees to an account it creates (550, not at all the format we use) and a vendor "Payment Fee." Every time I have to change the vendor to the one I want Xero to use ("Melio"), the account I want to use, and then archive their contact and GL account again. The user should be able to set the contact and account to be used for Melio fees.
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 🙂
-
Receive money posted directly to supplier ledger
It would be nice to be able to post a receive money overpayment directly against a supplier and have it go to trade creditors in the instance where a supplier has refunded money and an credit note has yet to be issued.
Similarly it would be nice to be able to a post a spend money overpayment directly against a customer and have it go to trade debtors.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 🙂
-
Contact - Add Credit Note as a separate tab in contact activity screen
Add a credit notes section on the Supplier account for ease of searching for the credit notes received.
1 voteHi Rondene, thanks for bringing this idea to the community. We can see how having a dedicated Credit Notes tab within a contact's activity could make it quicker to review credits without searching through invoices, bills, or the full activity history.
At the moment, credit notes are included within the contact's activity and can also be filtered from the main Invoices or Bills lists.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular workflows where a separate Credit Notes tab would be most useful, we'd love to hear more about them.
- Don't see your idea?