18 results found
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Bulk Send Remittances
Have the ability to send multiple remittances in one go. Ideally from the account transaction screens by selecting all of the payments you need and then having a "send remittance" option, that does all of them in one go.
This would be a massive help when doing a supplier payment run that can include hundreds of payments, and would avoid having to go into each bill/payment and send remittances individually.
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.
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Default "Reconcile to" based on choice of "Pay from"
When paying a bill, when I select which account to pay from, please can you default "Reconcile to" to the same account. Currently I have to select the account twice every time I pay a bill. Or make "Reconcile to" optional, only to be used when you want to reconcile to a different account from the one used to pay the bill.
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.
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Sales Quotes to Purchase Orders
Hi, I am very new to Xero but after using MYOB for over 30 years it is definitely different and easier in a lot of ways.
One of the things though is that there is no way to convert a Customer Sales Quote to a purchase order - or not what I have found. This would be very handy as we always send our contractor/suppliers a purchase order from our Sales quotes. I was wondering if it's in the pipeline or is not even going to be an option. Thanks.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.
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Increase Item Code / SKU Character Limit
Currently, Xero allows a maximum of 30 characters for the Item Code / SKU field.
We have a client who is evaluating Xero, but some of their existing product codes are up to 32 characters. As these product codes are already being used in their current system and business operations, shortening or changing them may not be practical.
It would be very helpful if Xero could increase the Item Code / SKU character limit, ideally to at least 50 characters, to better support businesses with longer product codes and make system migration easier.
We hope Xero can consider this enhancement…
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.
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Repeating bills - due date beyond the following month, and previous year placeholder
There is no way to put a due date as "end of the fourth month after bill date". For example, in the UK, you may enter a bill for Corporation Tax of £50,000 in April 2026, which is not due for payment until 31st January 2027. Please can you allow us to manually enter how many months after the bill date the bill is due.
Also, please add "Previous Year" as a placeholder. For example, a bill on 1st January 2026 may be for services provided in 2025. Only the current year is included in placeholders at present.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.
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Supplier refund allocation
Refunds from a supplier. Have the ability to choose a refund in the bank reconcile screen, and the ability to allocate/ match it to the original supplier overpayment, if it is a returned payment, or a bounced payment by the bank.
Also, to have the ability to process an overpayment (credit) in the "New Transaction" section within the match tab, to have an option for "supplier refund" (or customer refund), so that it shows as a supplier refund (under a supplier contact) rather than a customer overpayment, and vice versa.
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.
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Add 'Date Last Paid' column to bills awaiting payment
It would be very helpful to know the last date we paid each supplier on our 'bills to pay' list. We have to do this manually using judgement to ensure we have the correct bank details for suppliers we have not paid within the last year.
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.
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Purchase Order - Option to choose percentage is calculated from amount instead of quantity
You can only select the quantity to bill when creating a bill based on an existing purchase order. However, other businesses, like Amazon, divide their invoices and add promotions, discounts, and other deductions to their Invoices. When you place a five-item order on Amazon, it may be divided into five invoices. A promotion or discount will be applied to the initial order total, but it will be divided among all invoices.
This means that we are unable to use the Xero's purchase orders percentage calculation tool if we have a PO with a promotion or discount applied and the PO…
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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create recurring bill from bank feed
Ability to create recurring bill direct from bank feed. Once you select 'Create', an option to create transaction or recurring bill would be useful.
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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pre populated fields in bills
Ability to Select and Edit Auto Populated Fields
Recent updates to Xero’s bill upload functionality have introduced several inefficiencies in the auto population process.
Description Field:
Xero now pre populates the description field when bills are uploaded. The suggested text is not fit for purpose, as it includes unnecessary information—such as supplier name, the organisation’s own name, and invoice dates—which are already captured in other designated fields. In addition, the description field is restricted to a single line, resulting in all invoice line items being grouped together regardless of tax rate or account coding. This requires users to overwrite the…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.
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Bills - Saving data while creating
When coding expenditure, my farmlands account has a month's expenditure and some transactions need splitting into business or personal. So entering details for a single bill can take an hour. There is no saving of data entered if I get disconnected from the internet although many people have apparently requested this. It was suggested I enter data offline in the Xero app, then synch it when going online, but i cannot do this because there is no option of 'none' in the tracking categories. Is it possible to reconcile a transaction then edit it later? I like Xero because it…
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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Bill Pay - Allica Bank to Crezco
Please can Xero provide the connection from Allica Bank to Crezco?
Allica is a very attractive bank for small businesses that use Xero, as they provide interest rate on business accounts that other banks mainly don't.
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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Melio
Melio - Partial Bill Payments
Currently unable to do a partial bill payment with Melio in Xero. Note: this is a very straightforward process when using Melio directly, but unfortunate now that I've cancelled that subscription and migrated the entire process to Xero).The support center provided a cumbersome "hack", which really lowers the value of doing this process in Xero (to reduce manual steps/processes). Here's the hack:
(1) Manually record a part payment on the bill for the balance still due (the amount you don’t want to pay now).
(2) Process payment via online bill payments for the balance…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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Proforma Bill
Option to raise a supplier bill as a proforma bill
5 votesHi Lucy, thanks for sharing in the product ideas forum here. It'd be great to get more understanding of the needs for recording a bill as proforma in Xero.
Is there anyway entering the information as a Draft bill or even a purchase order could accommodate your needs here?
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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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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.
5 votesThanks 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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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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Prepayments
This applies to sales and purchases.
I think Xero product ideas has been as effective as screaming into the void ... however that did not work so I will try Xero Product ideas.- Every time I have seen a Xero company use Prepayments it has been a ... mess.
- Users have prepayments going to various accounts, some with GST and some without and there are transactions in the Prepayments accounts that were not processed as Prepayments.
- You end up with prepayments scattered over the balance sheet, amounts in Prepayments that are not prepayments, and some have GST and some not.…
1 voteHi Alex, appreciate your feedback here and please know this is valued and does get attention from our teams. You'll see from the forums that there are many ideas for improvement that our customers feel could add value so the forums here help us understand and advocate for the idea that our community feels valuable.
I want to make sure I'm interpreting your idea here correctly - Rather than a change to the prepayment transactions it sounds like you'd like to restrict posting to the Account prepayments are posted to in the Chart of Accounts and would like a separate account that purchase v sales prepayment transactions are automatically posted to. Would this be right? Please do let me know if I'm misunderstanding.
- Don't see your idea?