619 results found
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report option to show price increases on products and services
Need a report option to show price increases on products and services purchased and sold please
5 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.
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Reference field - Information no longer carries across when creating New Bill from Purchase order
We would like to raise a concern regarding a recent update to the Purchase Order function, which is now causing operational issues for us.
Previously, within a Purchase Order, we could select the three dots at the top of the screen, choose “Copy to…”, and then select either Bill, Purchase Order, or Invoice. This process worked well and ensured that all relevant details transferred correctly.
However, following the recent update, the options have changed. We now only see “Copy to Invoice”, while Bill has been replaced with a blue “Create Bill” button. To create a Bill, we must manually select…
2 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 🙂
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Bills - Show supplier aged balance when entering bill
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…1 voteHi Charmaine, just sharing an update on this idea that I've split from your original here so we can track the interest in viewing this information within a bill.
We'll keep an eye on the interest the idea receives here and share if there are any updates.
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Bills | Contact - edit/add bank account details on the fly
It would be useful to add supplier bank account details when creating a bill.
This would save time from having to edit the newly created contact after creating the bill.4 votesHi team, this idea has been created from feedback on this larger thread.
We're keen to get a better understanding of the interest in being able to add supplier details when creating a new contact during bill entry.
This isn't something we have plans for the time being but will keep a close eye on the support this idea receives here. Thanks
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Bills - Pay draft bill immediately after approving
When we have pro forma invoices, it would be helpful to be able to approve a draft bill and have an option to pay it straight away without having to search the awaiting 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 🙂
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Batch Payment - Make reference mandatory
It would be great for the payment reference field at the top of the page to be a compulsory field when generating a batch payment. Given that it is required in order to generate an ABA file at the end of the process it causes a lot of issues if someone new or someone who is rushing skips filling it in, then you either have to reverse and redo or edit the batch in order to add the reference and generate the ABA.
1 voteThanks for sharing, Matthew. We don't have any plans for making this field mandatory atm but appreciate the extra steps of having to redo if it's been overlooked. We'll start to get a sense of the wider interest for this here.
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Upload bills - Recognition for CIS
When uploading CIS invoices to Xero's Upload Bills function, the CIS is always deducted incorrectly, as the invoice reads the "total" after deduction as the total to take the deduction from. Just a suggestion that the AI needs training on in order to recognise which total is the gross amount.
1 voteAppreciate your feedback on the Upload bills feature, Eloise. It's good to hear you're making use of this feature and we'l start to get a sense of the interest in the reading of CIS invoices to take in consideration of this flow.
I'll be sure to share if there are any updates around this, here.
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Xero Network | Customer Statement - Enable Adding of All Bills in Bulk
When receiving a Xero customer statement from a supplier, it would be great if we could select all the invoices and add them to our company's Xero in bulk.
Our supplier sends paper invoices during deliveries, and only sends a digital Xero customer statement at the end of the month. Rather than having to scan all the paper invoices, being able to add them IN BULK from the Xero customer statement directly into our Xero account would save a lot of time. Currently, the invoices have to be opened in a new window and individually added as drafts.
2 votesAaah gotcha, good to hear you're already across the Upload bills feature and appreciate the extra work you've mentioned.
Not something that we have plans around at this time but we'll track interest here and I'll let you know if there are any updates. Thanks!
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Xero Accounting app - Change camera icon
On the mobile App for Android.
When you enter a bill and want to take a photo of it, the 'take photo' button has recently become a black camera Icon.
This is alomost impossible to see if you're taking the photo on a dark coloured background like your black car seat or dark desk.
Please change to a black and white icon or even better a normal red button.
Definitely a case where a designer has had too much input to make it look pretty, I'm afraid.
Functionality first please.
1 voteThanks again for sharing with us, Paul. Having connected with our product team I'd like to update that this is something they're currently working on an improvement for - I'l round back to let you know as soon as an up[dates been released and what this looks like 😁
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Bills - Option to flag or highlight specific bills
I have an approval system with my manager. I usually create an excel for all the chasers by suppliers to pay the bills. and then my manager adds the planned date on Xero for me to pay. can we have an option to highlight on xero the "important ones"? currently due date is highlighted for importance, but sometimes other bills also need attention. it'd help in removing the manual process of creating a separate excel to highlight those to my manager. thanks!
1 voteGreat to get your feedback and how this feature could help you in identifying bills that need attention, Ayesha.
We have a somewhat similar idea but more for when a bill needs to be highlighted as in dispute or query, whereas it sounds like you'd like this feature to be able to highlight bills when they need more urgent attention for payment.
We'll start to get a sense of the interest from this other side of the coin here and I'll share if there are any updates.
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Cursor in the Purchase Orders and Bills screens
Good day.
The cursor in the Purchase Orders as well as in the Bills screens in Xero is invisible when typing. The fields accept input, but the cursor does not display, which makes data capture difficult.
Kindly assist with resolving this issue.1 voteHi Natasha, could you share more detail about the field you're in within a Bill or Purchase order where you're unable to see the cursor?
We've recently released a new Purchase orders experience and can confirm the cursor should be visible when typing in fields here, and similarly when testing Bills quick view and Bill create or edit pages the cursor shows in each field.
It does sound like this maybe an issue best investigated with our Xero Support team directly.
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Feature Request – Purchase Order to Invoice Matching Workflow
I wanted to share a workflow improvement idea based on how we currently use Xero alongside EzzyBills.
At present, our process is:
Staff raise purchase orders internally
Orders are placed with suppliers
Supplier invoices are received and imported via EzzyBills
Invoices are then posted directly into XeroThe challenge we have is that the purchase order currently serves very little practical purpose in the system, as the invoice effectively becomes the trigger document for processing and approval.
What we would find highly valuable is:
A feature that allows imported invoices (via EzzyBills or similar integrations) to be automatically or manually…2 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 🙂
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Default fields for paying bill
The 'date paid' should default to current.
The 'from account' should default to last used for that contact1 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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undo or back button when approving a bill
Quite a few times i've hit approve on a bill and then realised it wasn't the correct account or details. Then i have to exit draft bills and go find the bill to open, edit, save and then go back to drafts to continue adding, which adds so much time.
A simple 'Undo' button would be amazing which would undo the last thing you did, opening the last draft you approved back open in edit mode. Then once saved will open your next draft bill ready to complete.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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Filter out/exclude suppliers when searching in bills
Allow us to filter through bills based on ticking/unticking certain contacts/suppliers. Why not add it if you can already use a search bar, this would make things much easier. As well as also filtering by tracking categories.
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 Files | Data capture - Extend to emailed bills
Can the new Data Capture function for Files be extended to Bills forwarded by email.
1 voteThanks for your feedback and great to hear you're liking the smart capture with Xero Files, Tim.
Pleased to share that this is something our product team are working on at present and I'll keep you updated when this is released in the product.
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Bills | Quick view - Option to Remove & send to files library when deleting a file
Fix/Restore ability to download bill attachments to Files library. Apparently this useful function was removed in a recent update. Previously if you clicked to delete an attachment, you would receive a choice to download the bill to the Files library or delete it; now it just deletes it.
1 voteThanks for the feedback, Roy. It sounds like you're trying to do this from the quick view 'eye' icon which will open the bill while still viewing in the list of bills.
I've updated the title of your idea to add this function to this quick view.
However, for the time being if you'd like to save a file to the library before removing you'll still be able to do this by clicking into the bill where the option to 'Remove & save to the file library' still exists. 🙂
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Date selector in Purchase Orders should be Sunday to Saturday
Date selector in Purchase Orders should be Sunday to Saturday
I’d like to request an update to the New Purchase Order date selector so the calendar can display Sunday–Saturday instead of Monday–Sunday, or at least follow the same week-start setting used elsewhere in Xero.
Most US calendars and business workflows use a Sunday–Saturday view, so this change would make the Purchase Order date picker more intuitive and consistent with other Xero transaction screens (like invoices and bills), reducing date entry mistakes and improving usability for US-based users.
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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A quicker motion between entering draft bills
When you approve a bill it pops up with a notice saying add another bill, it should say back to (whatever screen you were on) i.e. I tend to upload bulk to the the ai section to which they then enter drafts. I have to manually go back to drafts each time to enter the next bill whereas it could automatically just take me where I need to go or at least offer the function
2 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 🙂
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Purchase order - Change date formatting
why don't Xero have the same date format when entering the date across all aspects of the system.
Invoice format - DD/MM/YYYY
Projects format - DD/MM/YYYY
Bills format - DD/MM/YYYBUT
New Purchase Order format - MM/DD/YYYY
PPPPP.
1 voteThanks for sharing with us here, Nicholas - Is it possible your browser language is currently set to English(US). This maybe causing the formatting you're mentioning here and changing to English (UK) or (AUS) should help.
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