619 results found
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Hubdoc: Validate that document type and "publish as" align
I don't think this is a product idea, I think this is the request for fix:
In Hubdoc, the chosen document type (in "Transaction Details") is not used to validate the "publish as" option in the Xero Integration. While Hubdoc validates the tax rate chosen in Transaction Details relative to the account chosen in the Xero Integration (providing an error message when it doesn't), it happily lets me publish a document categorized as "invoice" in Transaction Details as a credit memo in Xero, if the last transaction with the contact happened to be a credit memo.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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More Inventory History
Please allow for more history of inventory items. Sometimes it is easier to look up an item to find latest bill to see last price paid to vendor. As it is now item history only allows one to see +/- 30 transactions. It would be nice to have the option to see more than this. Other areas of Xero allow for this option.
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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automate tips in purchases
Please create an automatic tip function ideally with Hubdoc.
I'd be really grateful if there was a way to simplify tipping in the Purchase/Bill module. As it stands the total amount is transferred from Hubdoc to Xero. I have to:
1. hit edit
2. switch tax inclusive to tax exclusive
3. edit the bill amount to the pre-tax value
4. add a line
5. type "tip", add 1, add tip amount, change tax rate from standard (Entertainment) to Tax on Purchase (o%)
6. Hit 'Update'.THEN I can fill out the apply payment line.
Ideally, Hubdoc would identify a tip…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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go back to the old system of paying by check.With new system you have to re-enter the vendor information to send a payment. Don't like it. H
I don't like the new vendor payment system. I want go back to the old system of paying by check. With new system you have to re-enter the vendor information to send a payment. Don't like it. How do i revert back to paying with my own checks.
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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Home Page - Navigation
Navigation is clumsy - takes too many clicks to get anywhere. For example: Purchase > Bills, should then have options > All / Draft / Awaiting Approval / Awaiting Payment. Currently need to wait for Bills page to load, then select option.
Same for bank accounts. Need option from top nav to go straight to bank account instead of having to go via Home page. EG: If not main BANKS option in main nav, then Accounting > Bank Accounts > (list of bank accounts to choose from).
Most things at the moment take too many clicks. Once your hand is…
10 votesHey team, thanks so much for sharing this idea and the detailed examples – this is really helpful. We’ve move it into the gaining support stage so it can be considered alongside other potential navigation improvements. Please encourage your friends and colleagues to vote and comment to support this idea ✨
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Purchase order - Show supplier aged balance when entering PO
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 voteThanks for sharing how this would be useful to you here, Charmaine.
As we have multiple product teams working across Xero it really helps for us to have ideas for each feature tracked separately in the forums here that we can consider and keep you updated through.
I've split your idea so we can track the interest in seeing this detail on a Purchase order, and another for viewing this within Bills across here.
This isn't something we have plans for at present but will track the interest and update if there are any plans made.
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Bills - Option to permanently dismiss Pay bills online pop-up message
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…39 votesHi team, thanks again for your feedback on this here. Just to clarify the change, while the modal has been updated the payment method options shown are the same as previous. Just rather than making you select there is a preset default for online bill payment.
If you prefer manual payments you just need to click on the 'Continue with manual payment' to proceed.
With focus on further improving and expanding online bill payment methods and helping our customers stay on top of cashflows, it'd be great to better understand the reasons why online bill payments don't suit your business needs here.
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Bills - Add editing capabilities to bulk edit and approve Draft Bills
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.
2 votesHi Andrew, thanks for your suggestion. We understand that processing large volumes of draft bills can be time-consuming when updates need to be done one by one.
The suggestion here is to allow bulk editing of draft bills, so users can update fields like account codes, tracking, or tax settings across multiple bills at the same time instead of opening each one individually.
We’ve moved this to Gaining Support so we can keep tracking interest and share it with the team.
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Bills - Automatically apply organization settings when creating bills from uploaded files
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).
3 votesHi everyone, thanks for sharing this idea. We understand that having document extraction follow your organisation settings could help reduce manual adjustments when reviewing bills and receipts.
The suggestion is to have document extraction automatically apply existing organisation defaults, such as tax settings, currency, and tracking categories, when creating transactions.
For now, supplier rules and automation settings can help prefill some details and reduce manual updates. We’ll continue tracking this idea here so the community can share feedback and use cases to help shape future improvements.
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Purchase orders - Sticky header for actions
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 ActionsComment where this would be good for you...
1 voteHi Andrew, appreciate your sharing the idea for us here and how you'd like consistency across all Xero, however as features across Xero are developed separately it's best for us to get a sense of the interest in this for each place in Xero users would find this most helpful. I have updated the title of your idea to represent this for Purchase orders, you are welcome to start new ideas for each other feature you would find this helpful. Thanks
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Expand the layout alignment grid boundaries for custom 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…
1 voteHi everyone, we appreciate you sharing this idea. We understand that having more flexibility when setting up check layouts would help businesses align printed payments with their existing stationery.
The suggestion is to allow more control over print field positioning and layout boundaries, making it easier to adjust checks to suit different formats.
For now, printer settings and scaling options can help fine-tune alignment when printing. We’ve moved this to Gaining Support so we can continue tracking interest and gather more feedback from businesses with different check layouts.
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User Permissions - Invoice only - Approve but not pay option
Allow an user on invoice only to create, view and approved bills & sales invoices but not be able to make payment.
3 votesHey Jasmine, thanks for raising this idea with us, there is a lot of interest around the user permissions customisation. We are moving this to Gaining Support so others can vote and comment on this. Although there aren't any plans for changes to the User permissions at this time, the Product team will watch this idea so get your colleagues and friends to vote and comment 🙂
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Bills - Upload option to use camera
New upload bill functionality is great but would be so much better if you could use you camera
2 votesAppreciate 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.
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1 vote
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?
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Inventory - Bulk adjustment should allow changes in value and quantity
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…
5 votesAppreciate you sharing this idea. We understand you’re looking for a more efficient way to update inventory when both quantities and values need adjusting.
The suggestion is to allow both stock count and asset value to be updated together in a bulk inventory adjustment, reducing the need for separate entries.
For now, quantity adjustments and value changes can be managed separately to keep inventory records accurate. We'll continue to track interest and help our product teams understand the value of improving bulk inventory adjustments.
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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
2 votesThanks 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?
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Bills - Manage bad debts
At the moment, you need to raise a credit note to write off a bad debt, which then records the bill as "paid". There needs to be an actual "write off" option so that the debts don't show up constantly in your reports, but they don't get recorded as paid.
28 votesHi team, we appreciate the needs some customers have to be able to better manage and keep record of bills and bad debts related to these transactions.
This idea has been created off the back of this original idea so we can get a clear sense of interest in managing bad debts in Bills versus Sales invoices.
This isn't something we have planned at this point, but will continue to review this idea as the team plan their roadmaps. We will share if there are any updates around this.
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Bills - Add an option to hide or remove the Memo line on printed Cheque layouts
Allow users to remove or hide the memo line on check-style bill payments. Many businesses do not use the memo field, and it takes up unnecessary space on the check layout. Providing an option to disable or remove the memo line would simplify the check format and allow the check stub to display more relevant information such as vendor details, invoice numbers, or payment references. This would make the check layout more flexible and better suited to different business workflows.
1 voteHi Kevin, thanks for sharing this suggestion. Having the option to hide or remove the memo line on printed cheques could make the cheque layout more adaptable.
A simple layout setting to control this would give more flexibility over what is shown on cheque vouchers, especially where sensitive or internal information is involved.
We’ll continue tracking the feedback and interest shared here.
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hubdoc purchases page
For organisations that have an active Hubdoc organisation, it would be helpful from a workflow perspective to:
1. Have a link from the main purchases dropdown menu direct to Hubdoc; and
2. On the various Bills tabs, have a link to HubdocThis would provide a trigger for users to remember there may be Bills needing approval/processing in Hubdoc; and even as a cross promotion for Hubdoc.
Also from the1 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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Remittance advice - Ability to show foreign currency
As a business we deal in several currency so the ability to be able to send a remittance advice to a supplier that has been paid in a foreign currency similar to how this is done for suppliers in GBP would be a great help to ensure there are no queries with payments to suppliers paid in foreign currency
2 votesHi Mark, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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