Purchase orders, bills & inventory

662 results found

1. Purchase Order changes

   To add to the 85 customers already exasperated by the delivery address changes in the new Purchase Order screen (why on earth did you remove that essential functionality in the first place? Talk about not being in tune with your customers/users) - I want to be able to SEE the delivery address and the delivery instructions, just like I could in the previous (and much better) iteration. Please roll back this awful so called improvement

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   submitted  ·  System responded

   Thanks 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. 🙂

2. Show supplier aged balance on Bill and PO entry screens

   Surface supplier aged balances during Bill and Purchase Order creation

   When creating Bills or Purchase Orders, there is currently no visibility of a supplier’s outstanding or overdue balance without leaving the workflow to run reports.

   This creates unnecessary friction between Finance and Purchasing teams, with buyers frequently needing to ask questions like “What do we owe this supplier?” or “Is their account overdue?” Finance teams are then forced to interrupt their work to manually check balances.

   Proposed improvement:
   Display a supplier aged balance summary (Current / 30 / 60 / 90+) directly on the Bill and PO entry screens once a supplier is selected.

   Why this matters:
   • Provides real time context at the point of decision
   • Enables buyers to self-serve basic supplier status
   • Reduces interruptions and context switching for Finance teams
   • Aligns purchasing activity with accounts payable reality
   • Removes the need to leave the workflow to access key information

   This would use existing data, but surface it where it’s most actionable, significantly improving day to day efficiency for both Finance and Procurement.

   Surface supplier aged balances during Bill and Purchase Order creation

   When creating Bills or Purchase Orders, there is currently no visibility of a supplier’s outstanding or overdue balance without leaving the workflow to run reports.

   This creates unnecessary friction between Finance and Purchasing teams, with buyers frequently needing to ask questions like “What do we owe this supplier?” or “Is their account overdue?” Finance teams are then forced to interrupt their work to manually check balances.

   Proposed improvement:
   Display a supplier aged balance summary (Current / 30 / 60 / 90+) directly on the Bill and PO entry screens once… more

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   submitted  ·  System responded

   Thanks 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. 🙂

3. Link purchase order to uploaded bills

   At the moment, when a bill is sat in drafts, because it has gone through the upload process, it does not match with any unbilled purchase orders. Would be good if you could select the PO it relates to from a list or something

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   submitted  ·  System responded

   Thanks 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. 🙂

4. Pop-up removal

   Whenever I make a manual payment to a supplier Purchases/Bill I keep getting an annoying pop-up saying "Pay bills online directly from Xero". Bills are not paid online, payments are processed manually. Please remove this annoying pop-up.
   There needs to be a "do not ask me again" box.
   I'm told by AI help that I can continue to process manual payments as usual - the pop-up shouldn't prevent me from completing the transactions. This is where the problem lies - I make payments nearly every day and some suppliers have more than 1 invoice to pay so have to select each supplier manually.
   Xero/Crezco Limited - please sort this out

   Whenever I make a manual payment to a supplier Purchases/Bill I keep getting an annoying pop-up saying "Pay bills online directly from Xero". Bills are not paid online, payments are processed manually. Please remove this annoying pop-up.
   There needs to be a "do not ask me again" box.
   I'm told by AI help that I can continue to process manual payments as usual - the pop-up shouldn't prevent me from completing the transactions. This is where the problem lies - I make payments nearly every day and some suppliers have more than 1 invoice to pay so have to select… more

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   submitted  ·  System responded

   Thanks 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. 🙂

5. Bulk Edit Draft Bills - Add Supplier and details - Approve

   Add further Bulk Action options to the Draft Bills screen. See image - so many identical low value bills.
   Idealy I would be able to check the bills, and bulk add:
   - Supplier Name
   - Basic Description
   - Default Due Date (revert to supplier default automatically?)
   - Account used.
   - Approve if eligiible after this.

   I find the 'approve' options are useless because the incoming bills never have enough info to approve until edited... therefore - edit options would be more useful.

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   submitted  ·  System responded

   Thanks 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. 🙂

6. Upload bills - Apply org settings when creating bills

   Prevent invoice scanning technology from splitting out the VAT on a bill where the client's financial settings are set to "VAT scheme - None" and all chart of accounts codes are set to "No VAT" (the client is not VAT-registered).

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   submitted  ·  System responded

   Thanks 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. 🙂

7. add a supporting pdf to go with purchase order for a drop ship

   We need to be able to include a copy of our packing list when emailng the Purchase Order to our vendor for orders that are to be drop shipped. We can upload the document but it does not get included with the purchase order. We need to be able to select whether to include linked pdf's of packing lists with emailed purchase orders.

   Same functionality would also be useful to include support documents with quotes, literature, spec sheets etc could be uploaded and then selected to be included with the quote.

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   submitted  ·  System responded

   Thanks 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. 🙂

8. Drop Down Calendar Issue

   The drop down calendar shows a different start day in Bills depending on which field you are using, should be the same across the entire site.

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   submitted  ·  System responded

   Thanks 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. 🙂

9. Show “Days Until Due” on Sales Invoice Preview (Based on Sent Date)

   In the previous version of Xero, when previewing a sales invoice, the preview clearly displayed how many days the invoice was due in, based on the date the invoice was actually sent.
   This was extremely useful for quick reference when emailing invoices, scheduling follow‑ups, or checking payment timelines. You used to have this feature in the classic version of Xero ?

   In the new invoicing update, the preview no longer shows the number of days until the due date, which means I now need to manually calculate it every time — not from the invoice date, but from the date I actually send the invoice. This makes the workflow slower and adds room for human error.

   In the previous version of Xero, when previewing a sales invoice, the preview clearly displayed how many days the invoice was due in, based on the date the invoice was actually sent.
   This was extremely useful for quick reference when emailing invoices, scheduling follow‑ups, or checking payment timelines. You used to have this feature in the classic version of Xero ?

   In the new invoicing update, the preview no longer shows the number of days until the due date, which means I now need to manually calculate it every time — not from the invoice date, but from the date… more

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   submitted  ·  System responded

   Thanks 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. 🙂

10. Side‑by‑Side PDF Attachment Viewer for Purchase Orders etc...

    Please add the ability to view attachments (PDFs, images, invoices, delivery notes) side‑by‑side within the Purchase Order screen — similar to the existing viewer available on Draft Bills and in New Invoicing.

    At present, PDF attachments can only be downloaded or opened in a separate tab, which breaks workflow and makes data entry or checking details more time‑consuming.
    Xero’s own guidance confirms that PO attachments currently open separately and cannot be previewed within the same window.

    A side‑by‑side viewer would improve accuracy and efficiency by enabling users to compare line items, quantities, pricing, or supplier documents without switching away from the PO screen.

    Please add the ability to view attachments (PDFs, images, invoices, delivery notes) side‑by‑side within the Purchase Order screen — similar to the existing viewer available on Draft Bills and in New Invoicing.

    At present, PDF attachments can only be downloaded or opened in a separate tab, which breaks workflow and makes data entry or checking details more time‑consuming.
    Xero’s own guidance confirms that PO attachments currently open separately and cannot be previewed within the same window.

    A side‑by‑side viewer would improve accuracy and efficiency by enabling users to compare line items, quantities, pricing, or supplier documents without switching away from… more

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    submitted  ·  System responded

    Thanks 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. 🙂

11. Sticky Header for ALL action bars.

    Action Bars across all views should be sticky so that scrolling up and down is eliminated.

    For me...
    - Purchase order/Bill/Invoice actions.
    - Bill Batch Payment Actions

    Comment where this would be good for you...

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    submitted  ·  System responded

    Thanks 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. 🙂

12. Customised Bill Settings to add additional field for PO and Invoice Number

    Could we get a customised bill option to add additional field for Purchase Order number (for PO's not created in Xero), so PO and Invoice number can be visible and searchable.

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    submitted  ·  System responded

    Thanks 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. 🙂

13. Larger alignment grid space for pre-printed check styles

    Hello, we use pre-printed checks that seem much wider than the alignment grid for custom check styles. I have the Amount and Date fields set all the way to the right (and the printer has no margins or spacing on the page formatting, etc.) but those two values are still left of the blanks on the pre-printed stock. The check stock is a regular 8.5"x11" format sheet and a regular B&W laser printer.

    Unfortunately, this means the Amount ends up unclear because of the pre-printed dollar sign (see photo of a check I ran today). Thankfully the checks have been clearing correctly because the "Amount in Words" field is fine.

    It would be very helpful if the available alignment grid space was widened by a full inch or more! Thanks.

    Hello, we use pre-printed checks that seem much wider than the alignment grid for custom check styles. I have the Amount and Date fields set all the way to the right (and the printer has no margins or spacing on the page formatting, etc.) but those two values are still left of the blanks on the pre-printed stock. The check stock is a regular 8.5"x11" format sheet and a regular B&W laser printer.

    Unfortunately, this means the Amount ends up unclear because of the pre-printed dollar sign (see photo of a check I ran today). Thankfully the checks have been… more

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    submitted  ·  System responded

    Thanks 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. 🙂

14. access bills to edit and add but can't make payment

    Allow an user on invoice only to create, view and approved bills & sales invoices but not be able to make payment.

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    submitted  ·  System responded

    Thanks 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. 🙂

15. Allow Bill Credit Notes to be assigned to customers

    You are currently able to allocate Bills to customers in Xero, but not supplier Credit Notes. Adding this feature will make recharging costs simpler to manage, for those who use Xero for invoicing.

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    submitted  ·  System responded

    Thanks 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. 🙂

16. Bills - Upload option to use camera

    New upload bill functionality is great but would be so much better if you could use you camera

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback and great to hear you are liking the upload bills feature, Toni. We'll be sure to let you know if there are any plans to develop this capability of using your camera here.

17. XIP - Produce Invoice when order is fulfilled with full product details.
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Yariv, just to get better understanding of your post here by XIP would this be our Xero Inventory Plus feature?

    Would the request be that you're wanting Xero to automatically create an invoice once a purchase order has been fully billed?

18. Mass adjustments display backdated stock levels and allow for valuations

    Mass adjustments should include the ability to increase quantity as well as value - when we run production I currently have to do this one by one or create a bill to bring in the stock, it would be great to be able to bring in production through an adjustment

    Adjustments should show the stock level as at date of the adjustment as we there is always movement between when we do stock count to when we process the count on Xero - hence there is the need to perform an additional recon to current stock levels in order to process the stock count

    Mass adjustments should include the ability to increase quantity as well as value - when we run production I currently have to do this one by one or create a bill to bring in the stock, it would be great to be able to bring in production through an adjustment

    Adjustments should show the stock level as at date of the adjustment as we there is always movement between when we do stock count to when we process the count on Xero - hence there is the need to perform an additional recon to current stock levels in order to… more

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    submitted  ·  System responded

    Thanks 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. 🙂

19. Batch Payment - South African banks - Correct CSV export

    Batch Payment - South African banks - CSV export

    Batch payment export to pay suppliers in Capitec Bank (or other banks) via CSV file upload. The current export does not create the correct fields. Not in correct order and do not contain all necessary fields.

    This is a critical part of the accounting process.

    Below should be included in that order, I believe this will take minimal development from xero and will make a huge impact on efficiency for the South African xero clients.

    CSV export with columns with the following information:
    A = Beneficiary Branch Code (FIELD NOT IN CURRENT CSV EXPORT)
    B = Beneficiary Account number
    C = Payment amount without the Rand sign, from 0.01 to 999999.99
    D = Their reference (FIELD NOT IN CURRENT CSV EXPORT)
    E = Your reference (FIELD NOT IN CURRENT CSV EXPORT)
    F = Beneficiary name, up to 16 characters

    Batch Payment - South African banks - CSV export

    Batch payment export to pay suppliers in Capitec Bank (or other banks) via CSV file upload. The current export does not create the correct fields. Not in correct order and do not contain all necessary fields.

    This is a critical part of the accounting process.

    Below should be included in that order, I believe this will take minimal development from xero and will make a huge impact on efficiency for the South African xero clients.

    CSV export with columns with the following information:
    A = Beneficiary Branch Code (FIELD NOT IN… more

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    submitted  ·  System responded

    Thanks 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. 🙂

20. Purchase Orders - Search ignore spaces

    When searching a purchase order number in the search bar in the purchase order section, it wont find the purchase order if there is a space after the number. This shouldn't be an issue if there is a space next to it. This happens a lot if I am copying and pasting a number into the search bar and it adds in a space next to the number, I then have to go back in and get rid of the space to find it

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    1 comment  ·  Purchase orders  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback, Brianna. Can see how it would be easy to add a space that could cause troubles when searching a PO number. Just to double check - is the space you mention in the original PO number field or within the search that you're performing?