317 results found
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Lock Dates - Allow old bills/invoices to fall into current accounting period
Once you close a period, pulled all the accounts and happy with the financial position, you close the period to stop posting to that period. But when you receive a old supplier invoice, which has been accrued in, Xero does not allow you to post the invoice without re-opening the period date. This means, you either reverse your accrual journal to post the older invoice, changing the financial position or manully altering the invoice date, to post it into current period. Increases workload and hassle. It also means your supplier account does not mirror with their accounts with dates. Xero…
78 votes -
Bills - Drag and drop Files from email into Xero
In the Bills section under- New Bill and Upload Bill you cannot currently drag and drop the file from an email into the box. You either have to email or download the file would be time saving if you could just drag and drop straight from email into the new bill box.
37 votes -
Include an "approved by" column in the bills awaiting payment screen. This assists high-level review of bills before payment is made
Include an "approved by" column in the bills awaiting payment screen. This assists high-level review of bills before payment is made and might highlight any one-off or non-standard payments that require additional inspection before payment is made.
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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PO attachments copied to BILL
When you turn a Purchase Order (PO) into a Bill, all attached files should automatically copy over to the Bill. This saves time and keeps all documents in one place
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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Bills - Highlight bills due to be paid by Direct Debit
It would be great to have a Direct Debit flag on the Bills area. Especially on the ones waiting payment.
That would allow us to know if a bill that is waiting payment is Direct Debit and we don't need to act, just wait to reconcile.
I created a (terrible) mockup and attached it.130 votes -
Invoicing - Edit Item Code without changing Description, qty or price
When copying an invoice, we need to be able to copy and paste in the item code without it deleting all of the description, qty and cost.
You can do this in classic invoicing, but when you do it in the updated invoicing it removes all the data on the line.24 votes -
Inventory - In-built calculator for Sale Price
Xero features a handy inbuilt calculator on its invoices. However, this feature is rather useless if one is populating the invoice with inventory items ("Products and Services") where the Cost Price and Sale Price have already been set, or migrating said items from Projects to a new invoice.
Having the inbuilt calculator in the Sale Price text box when setting up or updating Inventory Items would eliminate the need to keep switching from Xero to a calculator app to apply the correct markup for each item. Better yet would be a dropdown menu feature like is found in Projects to…
16 votes -
Batch Payments - Keep multiple payments to the same payee as separate lines
Currently when creating batch payment files, multiple bills to the same payee are combined into a single line with only one set of bank payment details (although they appear separate on the batch payment screen in Xero).
Sometimes different bank reference details are needed for each payment, and sending the details in a remittance advice is inappropriate - it would be helpful if the lines could remain separate rather than combined so that unique bank reference details could be added against each line for the same payee
56 votes -
Inventory - Landed Cost allocation
Add the ability to allocate VAT, duty, and freight to items/inventory for landed entry allocation. This is available in competitor solutions.
75 votes -
Bills - Option to deselect 'Action' column
please remove ACTION column under bills tab - don't push your products on your customers. It is a real turn off. The check mark under the column is greyed out. Let your customers remove please. Right now it isn't possible.
12 votes -
Inventory - Add multiple suppliers for same product
When adding products from suppliers, it would be great to be able to add multiple suppliers details on one product (to save having the same item listed multiple times with each individual suppliers codes/costs etc). For example Supplier 1: Coca Cola Cans, Code: 1234 Cost: £12.99, Supplier 2: Coca Cola Cans, Code: A1244, Cost: £19.50. Rather have Coca Cola saved twice had sections within that product for multiple suppliers.
11 votes -
Sales | Batch Deposit in Foreign Currency
Xero currently lacks the capability to bulk pay multi-currency invoices. This creates a significant bottleneck for our clients with a default currency of USD who process hundreds of invoices in EUR each month. While it is possible to import invoices in EUR in bulk, marking each invoice as paid individually is extremely time-consuming and inefficient. Please consider implementing a feature that allows users to bulk pay invoices in the same foreign currency. This enhancement would streamline the workflow for businesses handling large volumes of international transactions, saving time and reducing manual effort.
73 votes -
Inventory - Warning of item code duplicate
Item code duplication notification prior to adding all the purchase and sales details or if it is duplicated make it editable while entering invoices without having to go out and into the inventory tab.
11 votesThanks for your feedback, Sue. Not something we have immediate changes for but we'll begin to get a sense of the interest from your idea here.
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Bills - Option to add credit card surcharge
Nowadays everyone include a credit card surcharge when paying a bill. However when the bill is recorded originally, it is without the surcharge. When applying payment to the bill, if we are in the bill screen and we apply an amount higher than the original invoice it records as an overpayment and creates a credit note. There should be an option like in the bank rec screen where it allows us to type in the surcharge so that the surcharge takes the same character as the original invoice. Currently, I have to manually adjust the original invoice to include the…
10 votesThanks for raising your idea here, Carine. Can understand wanting a simpler option to add a credit card surcharge when adding a payment directly from the Bill.
Understand it's not the flow you're looking for here, but one option would be once the payment comes into your bank account you could use Find & Match to select the bill and in the second section you could use the Bank fee option for the surcharge like you mentioned.
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Payment Voucher – Generate Payment Vouchers.
Provide users with a streamlined way to create official payment vouchers, including payment details and supporting documents, for improved record-keeping and transparency.
15 votesHi team, just wanting to make sure we understand the idea correctly here. When you'd like a payment voucher - would this be for accounts payable or receivable?
On the payables side, perhaps purchases orders could facilitate the record of this in Xero, and you can upload attachments to keep track of files related to a voucher. Alternatively, for accounts receivable, quotes maybe able to support what you're in need of here.
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Batch Payments - Export file in a Santander-compatible format
The repsonse to my support case was to be told to post the bug here... seems a weird request, but sure...
"The best way to get our product team to consider this would be to create a new product Idea on this, which is submitted to our product team who then go ahead and make changed based in priority."The santander batch file does not follow the santander format. In the past Santander used to accept the file anyway but they have now started rejecting it.
Bills > Make Payment > Pay from (santander), Method = Create Payment File
Batch…15 votes -
Remittance Advice - View emails sent for batch payments
When looking at the notes of a batch payment, it says "remittance advice emails were sent to 16 suppliers" - but I can't see anywhere that will tell me which 16 suppliers & which email addresses they were sent to. It would be great if I could see that.
7 votes -
Batch Deposit - Search and select on Awaiting Payment screen
Currently when selecting invoices to include in a batch deposit you can only select what's on the current screen, when you click to the next screen you lose the selections you made on the previous screen. I have thousands of invoices awaiting payment, even with the max display amount of 200, it's 30+ screens to scroll through. I have to create multiple batch deposits in order to capture everything that's being taken to the bank that day. Please add a search field that will save and allow multiple invoices to be included in batch deposits.
6 votes -
Tracked Inventory - Add Sales invoice number of COGS journal
When COGS posts via tracked stock on a sales invoice, record the sales invoice number the COGS value relates to in the nominal ledger. There is already a field for this, but Xero does not populate it.
7 votes -
Bills to Pay - Filter by currency
It would be extremely helpful if a filter was added on the Bills to Pay screens for filtering based on currency
10 votes
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