269 results found
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Discount
Add a default supplier discount % field to Purchase Defaults for contacts
Please add a Default Discount % field to the Purchase Defaults section of a supplier contact, similar to the existing default discount field for sales contacts.
At the moment, Xero allows a default discount for customers, but not for suppliers. Many suppliers offer a standard settlement or early payment discount, such as 2.5%, on regular purchases.
Without a supplier default discount field:
Each bill has to be adjusted manually with a negative line item or separate credit note.
This increases the risk of data entry errors and missed…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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Purchase invoice descripton
Supplier & Customer Ledger Improvements
It would be extremely helpful if the invoice description could be displayed directly within the Supplier Ledger and Sales Ledger, alongside existing information such as invoice date, invoice number, and amount.
Currently, when searching for a specific invoice, it is necessary to open each invoice individually to view the description. This can be very time-consuming, particularly when reviewing large volumes of transactions.
If displaying the description by default is not possible, having it available as an optional column or filter would still provide significant time savings and improve efficiency.
Additional Purchase Ledger Enhancement
A valuable…
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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Bill entry screen scrolls down after approve should scroll up
When entering bills and clicking Approve the screen scrolls down to bottom but usually I'm entering a lot of bills and need to either enter a new bill or copy one I've just entered so I need the screen to scroll to the top
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.
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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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Improve Bank Reconciliation Matching Using Due Dates and Flexible Date Windows
Xero should consider the later of the transaction date or payment due date when suggesting bank reconciliation matches, and allow users to specify a wider matching window.
Currently, Hubdoc correctly extracts both dates, but Xero relies on the transaction date for matching. This creates problems with recurring bills such as mortgages, utilities, and subscriptions, where statements are issued weeks before payment.
Example:
- Statement date: October 9
- Payment due date: November 1
- Actual ACH payment: November 1
Xero looks for a payment around October 9 rather than November 1, often failing to suggest the correct match.
Proposed solution:…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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filter by business
Bills - the facility to extend filtering of bills paid/awaiting payment etc by 'business' simiar to how you can choose/filter the business in the reporting overviews.
We have multiple businesses within our account and as bills for all businesses show in the same purchase overview pages it's not easy to highlight which bills are for which business. Which when you're trying to create a report for bill payments per business proves time consuming.
Filtering by business would make this so much easier a process.
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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toggle decimal unit price rounding to allow more than 2 decimal places
Allow more than 2 decimal places for unit prices in bills, allow user to toggle from rounding to 2 decimal places or allow exact unit price. This will allow tracking fuel quantity accurately and allow primary producers to report petrol and diesel quantities to claim fuel levies.
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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Enable us to edit contacts when bill is awaiting approval status
When an end user posts a bill awaiting approval, let us change/edit or view the contact without going to the contact screen.
Make it the same as the bill awaiting payment, where you can edit the contact.
See examples
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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Items on their own row
I love what you have done to import the text from the bills to xero. However it would be extremely beneficial to have all items would be in separate rows as they are on the original invoice.
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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New bills module doesn't show attachment date or user info in Files dropdown
Across Xero, the Files dropdown has historically included metadata about the upload date & user for each attachment at a glance - this is very helpful for version control when updating/replacing attachments.
This info has been removed in the rollout of the new Bills module (and before that, in the new Invoices module as well) - it would be useful to restore it. Thanks!
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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Adding a warning flag to an approved bill
Sometimes I may need to part pay a bill if there is an issue with one item but I don't want to delay paying for the items I am happy with
It would be good to be able to add a warning flag with a comment when approving a bill (or at any other point in the process) so it was easy to see that action needs to be taken (e.g. making a part payment).
At the moment a bill has to be fully approved before a payment can be made as it isn't possible to part approve a bill.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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automatically assign customers on an bill
When a supplier document is uploaded (via Hubdoc or Xero Documents), Jax/Xero should recognise the supplier and offer to apply the most recent line item split, account coding, assign customer and tracking categories from the last bill for that supplier — so that recurring outgoings with fixed tenant percentage allocations don't need to be manually re-entered each time.
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 order attachment
Please set the "Attach file(s) to email" unchecked as default. We had sent the customer's purchase orders together with our own purchase order to the supplier due to this new function.
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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Column for attention
Is it possible to add a column to the overview screen for Purchase Orders using the "For attention" field so that an approver can quickly filter to see which ones they need to review?
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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Allow Option for FIFO or Specific Identification Inventory Costing (Instead of Moving Average Only)
Allow Option for FIFO or Specific Identification Inventory Costing (Instead of Moving Average Only).
Description / Feature Request:
What is the current challenge?
Currently, Xero’s tracked inventory relies solely on Periodic Weighted Average Costing to calculate Cost of Goods Sold (COGS). For businesses that need exact cost matching—such as selling specific product batches, high-value items, or custom transactions—the moving average calculation forces inaccurate COGS entries that do not reflect the actual item cost at the time of sale.What is the proposed feature?
Give users the flexibility to choose their preferred inventory costing method at the organisation or item level:…
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 order flow is awful
the newly deployed purchase order workflow is a huge downgrade from the original one.
two massive deficiencies exist in the core function.1) attaching PDFs can't happen until you complete the PDF. it used to be as easy as type in the contact, drag and drop the PDFs for the PO and proceed. Now you have to go through an entire approval process. This isn't the case for other transactions like bills or payments. totally missing the point for UX.
2) loading the PDF in a pop up is fundamentally important to even know WHY you're making the PDF, yet…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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pro forma
I have a lot of Pro Forma invoices that need paying, which I use the Xero integration with Telleroo. Regardless of which payment method you use, it'd be great to have a pro forma module where you can log pro forma bills, pay them, then allocate to the VAT invoice when it arrives. Its such a pain having to post Pro forma's in order to pay them, in order to get the VAT invoice, to then have to amend/remove and redo the Pro Forma.
Please please please please please please please!
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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backorder inventory
To allow the feature of backorder inventory to be allowed as a toggle. Meaning the feature can be disabled if not required by the client and enabled if they so need it. This would change as per the nature of the client business.
It would be good to let them choose what suits them best1 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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Check Memo fields
On Checks. The memo field needs a way to show the vendors invoice number, a PO number or something.
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 main screen with Draft, Waiting for approval and waiting to be paid.
The columns need more options. It would save time if there was a column that showed what PO # was. Currently the only way to see how a bill is connected to a PO is through the history section.
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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total
When creating a purchase order, total the item quantity automatically so I don't have to manually do it and it updates when changed.
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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