377 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…
76 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.
34 votes -
uploading invoices
When uploading bills, have it include all line items and amounts; instead of just the invoice amount
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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credit note
It would be really helpful to be able to allocate a credit note against the supplier account rather than against individual purchase invoices. We receive supplier credit notes for discounts applied for purchases which don't relate to an invoice so the only way we can account it for them is to use any purchase invoice which then reduces the invoice amount. It can be confusing for the supplier when the invoice amounts do not match.
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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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 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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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 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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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 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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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 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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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 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.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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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.110 votes -
Bill pay options
More options than Melio. I would like the option to select pay by check or pay online. With pay by check, the payment is posted to the bank account and a pdf of the check is created for printing and mailing (U.S. obviously). Pay online would allow me to pay the bill on the vendors portal and download the receipt of payment, which would post to the bank account with the attachment automatically.
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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customer purchase order approvable from customer contact list
When viewing customer contact, clicking a Purchase Order would be good if we could approve or mark as billed there.
Once billed can unmark as billed from here and then mark as billed but nothing before billed?!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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network key
Allow Xero monthly subscription invoices to be sent via Xero to Xero using the Network Key.
The instructions on the "Share your Xero network key with another Xero organisation" saye:Xero subscription invoices can't be sent through the Xero to Xero network. You’ll still receive your monthly subscription invoice by email.
If I've shared my network key with the accountant we purchase our subscription through they should be able to submit via Network Key and it show as a draft bill in my Xero portal1 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: Delivery address one line for Suburb, State, postcode
I would like to see the suburb, state and postcode combined on a single line (in standard Australian address format). With the suburb, state and postcode on single lines, the address can end up being 8 lines or more.
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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**Title:** Purchase Order–Only User Access (No Bills Visibility) **Request:** We would like the ability to assign users access to purchase
Title: Purchase Order–Only User Access (No Bills Visibility)
Request:
We would like the ability to assign users access to purchase orders only, without any visibility of supplier bills or broader financial information.Use Case:
In our business, operational staff (e.g. apprentices, site staff, or project team members) need to raise and manage purchase orders as part of their role. However, they should not have access to financial data such as supplier bills, costs, or payment details.Current Issue:
At present, Xero user roles bundle purchase order access together with bills and supplier information. This means we cannot safely allow team…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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Hover over attachment to check without opening the document line up
Where the attachment is showing as being there it would be great to be able to hover over it and bring it up in a viewer window to check it rather than having to open the document up and then click into it to load it.
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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Hover over an invoice/bill/other doc and it appears in a view only window
It would be great to be able to hover over the document line in the customer account screen or banking screens and see the document in a view only window so that you don't have to click in and back out or open another window.
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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Batch payment - (New Zealand) Send batch direct to bank like it used to
Batch payment used to be able to send the batch direct to the bank, whereas now we have to export to a file, then upload the file to the bank program, which is multiple unnecessary steps and subject to file tampering and adjustment. Why does Xero remove great features like this and then charge more to use Xero - it is hard to fathom, but perhaps the banks were charging Xero for this wonderful feature and now Xero is cost cutting. It is hard to think of another reason for removing an excellent feature.
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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Correcting bank details after entry
Adding a drop down option - correcting the bank account after entry (Multiple banks in the system)
There are times when we realise that we entered a spend money, made a payment or received a payment and we clicked on the wrong bank account...
We "remove and save file to library" first to make sure we do not loose the attachment. Depending on the type of entry, let's say a "spend money" entry in this instance using a fuel receipt which will clear the next day (not yet in the options to reconcile). We then have to correct the bank…
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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