653 results found
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Purchase Orders - Revert to the old method
Not sure why anything needed changing, it's now harder to use. Tab doesn't create a new line automatically, I now need to click on the line, thus making the process take more time. I can't email and print a PO at the same time, it now requires more effort, and making it all full screen strains my eyes. This 'update' feels like it wasn't tested and none of it is for the better.
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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Bill Matching Logic - Suggest the Most Recent Bill
Currently, Xero’s bank reconciliation often suggests matching a transaction with a random bill - rather than the most recent one.
I.e, a transaction dated 24 Feb may be matched with a bill dated 30 Mar, even though a bill for 24 Feb exists.
It would be more accurate and efficient if Xero prioritized suggesting the most recent bill prior to or closest to the transaction date, instead of a seemingly random one.
This would be useful for us who enter multiple future-dated bills for budgeting/forecasting and would make the matching process more intuitive and time-saving.
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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Spend/Receive Money - Make VAT Changeable
When adding a transaction via Spend/Receive Money in the Accounting section, it would be really helpful to be able to change the amount of VAT manually when there is a +/- 0.01p etc. This can be done when entering a New Bill but not a quick Spend Money transaction therefore when the VAT needs to be manually changed, the Spend Money needs to be voided and re-entered as a New Bill then a Payment Made once the bill has been saved. Very small adjustment but would save time!
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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Purchase Orders - Ability to view attachments beside the purchase order
Purchase Orders - The ability to view attachments beside the purchase order has been lost in the recent upgrade.
Bills have retained this feature, while this function has been lost in the Purchase Order window.
You now must open a second window to view attachments e.g. Packing slips/ Invoices when reconciling or creating new POs. This detracts from the user experience and makes this process cumbersome.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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Invoices/Bills - Separate field for posting date and invoice date
Dear Team,
I'm a new user to Xero and realized that the posting date for bills entered is default linked to the invoice date.
This cannot be the case as there will be instances where invoices only come in much later than the financial month closing (i.e. Invoice dated in Jan 2026 only reaches us in Mar 2026, 2 months after the financial month is already closed). The correct method would be to accrue for it in Jan 2026, and key in the actual invoice in Mar 2026.
Please review this as it's a critical aspect of accounting.Aside to…
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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Feature Request: Hubdoc Alert for Missing Supplier Bank Details
Feature Request: Hubdoc Alert for Missing Supplier Bank Details
We would like to submit a feature request for Hubdoc that we believe would significantly improve workflow efficiency. It would be extremely helpful to have an alert or notification within Hubdoc (or during bill processing) when a supplier does not have bank account details entered in Xero. At the moment, when new supplier accounts are created and bank details are missed, this is only discovered at the time of payment. This creates frustration and delays for the person processing payments, as they then need to stop, track down the details, and…
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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delivery slip
Hi Xero Team,
At present, we can generate packing slips, however it would be extremely helpful to have the option to generate a separate Delivery Slip document, clearly titled “Delivery Slip” rather than “Packing Slip”.
In our field, once orders are packed and staged, our warehouse team needs to quickly distinguish between:
Orders that are ready for customer pick-up
Orders that are scheduled for delivery
Having a document with a clear “Delivery Slip” heading would significantly reduce confusion, improve dispatch efficiency, and minimise loading errors. It would also allow us to issue the correct paperwork to drivers without modifying packing…
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. 🙂
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Pay bills by check
I need to pay bills by check.
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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Purchase orders - Button to 'Mark as sent'
The ability to mark a PO as sent would be great. Some of our suppliers only require a PO number and I don't have to actually sent the document. There is no facility to do this presently. I can do it for quotes but not for POs.
1 voteThanks for your feedback, Christine! While there's no direct button to 'Mark as sent' if you select 'Print PDF' you'll see you get an option to 'Mark as sent' however you will need to Print and download the PDF of your device for this action to complete.
We'll get a sense of the interest in a specific button for this from your idea here, but hopefully this option helps for now. 😊
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New Bill/New Credit Note single button
There are similar post about single click bills being requested, but I'd like to add Credit Notes to this...
I really dislike not being able to just click a single button to add a new bill or CN, from the Bills screen.
99% of the entries on this page will be new bills, and credit notes. Why are the options to create a new bill or credit note lumped in with Import from CSV, New Repeating Bill, or the ridiculously useless upload or email options for bills? Those last 2 add nothing to our productivity, as whatever is uploaded will…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. 🙂
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Purchase order - Add files from library once approved
In the purchase order screen, once po is approved you can not add from library anymore you can only upload files. Can this please be re-added as we add invoice/delivery dockets and order confirmations emailed to us from suppliers
1 voteHeya, we're going to re-open the idea here. After digging into this a bit more, I can see there's been a change in behaviour from how older Purchase orders used to work.
To confirm right now once a Purchase order is Approved users with the Invoice Only - Draft role can only view these transactions.
We understand for some businesses the creator may also be the user that receives documents related to the transaction and will keep a close watch on the interest for this here. Please do share with any colleagues that this would help too.
For the time being a user will need to have the Invoice Only - Purchases or a higher role in the organsation to do this. Thanks
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Automatic Currency exchange from Invoice to Purchase Order
The new changes to the Purchase Orders are terrible.
Still haven't fixed the option to copy from invoice to PO without having to go into the invoice list to do it from there, from the first upgrade, but now you have taken away how the PO would convert a foreign currency to AUD automatically when copied from the invoice to a PO.
Our current workflow does not utilise FX conversion at the billing stage; instead, we issue Purchase Orders based on the specific exchange rate from the date our client invoice was settled.
This now means we have to manually…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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Reviewing attachments from within a Purchase Order - so much more time consuming now.
Prior to the most recent update, you used to be able to view/refer to a purchase order's attached invoice from within the Purchase Order screen. Now you have to open a duplicate tab to do the same task. A 30-second task now takes much longer. This is frustrating when you're individually processing many purchase orders/bills in a day. Opening tabs, dragging them to another screen, closing tabs etc etc. I noticed that you moved the attachments back up to the top of the screen where it used to be - can we go back to the good ol' days with…
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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Purchase Order - Protect or Warn about Duplicate Line Items
Currently it is possible to accidentally order the same item multiple times in a PO. This is especially easy in a longer purchase order.
Please add in a popup or error to warn against this. Allow to continue if perhaps some people might require ordering the same items in one PO.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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Allow Specific Supplier Email Address/s for Purchase Orders
Emailing POs to every email in the supplier contact details does not make sense.
We should be able to select emails for each supplier to connect to each type of document or email.
For some suppliers, one email may be used for all, for others, each email is for a different department. Remittences go to accountsreceivable@, Purchae Orders to orders@, bills to accountspayable@ - you get the idea.The new layout have made this worse by making deleting all the existing emails harder, but let's fix the root problem... allow selecting a PO email for each suppliuer and using this…
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. 🙂
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Bring Back Purchase Order Send and Attach at Bottom
New PO layout has added extra scroll and clicks to PO creation.
Bring back the ability to send the PO from the bottom of the screen.
We start at the top, select supplier, add the products going down... get to the bottom... and have to scroll all the way back up to search for the send button... why?
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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Purchase orders - Increase the delivery instructions window to view full message
Just need to increase the delivery instructions window so all the message can be viewed at once. Current tiny line by line view is painful.
2 votesThanks for starting this as a new idea, Carl. 🙂 Have just shared this back with our product team - Totally understand if you have a few instructions you'd like to be able to view the full message to ensure it's accuracy before sending.
I'll share if there are any updates for you here.
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Bills - not approved or Purchase orders Cancel option
It would be practical to have the option to also not approve an invoice or flag it as in review to avoid it appearing as just not seen if not approved.
For purchase orders, iperhaps also a cancel option so we keep a history of purchase orders instead of just deleting them
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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Arrow option to toggle through bills under contact
There should be an arrow button on the screen when viewing a bill under a specific contact, so that you can click this and move to the next bill and so on. This would make looking at bills much easier to navigate. At the minute, I am opening up each individual bill from the contact screen in a new tab, to find what I am looking for.
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. 🙂
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Purchase defaults - Credit limit amount
Adding a 'credit limit amount' to the 'Purchase defaults' section of Contacts would be very useful.
I have accounts with several suppliers with a credit limit. It would be very handy if I could see that credit limit in Xero and either put a stop on placing orders until I have reduced the balance and/or a simple reminder that I am approaching or over the limit.
The 'credit limit amount' is available in 'Sales defaults' but not 'Purchase defaults' which seems to be an odd omission.
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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