46 results found
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linking purchase order numbers with projects and auto reconciling
it would be ideal if purchase orders were linked to bills when they are uploaded, which then is also linked to projects, this would automatically add it to the relevant project as an expense
11 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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"Approve and View Next" should be sticky
Reduce clicks in bill review by making "Approve and View Next" a sticky option.
I push batches of bills from Veryfi and then need to review each to assign a custom property. Currently, I have to click the dropdown arrow on the "Approve" button and then click "Approve and View Next". Instead, change the default button option to be "Approve and View Next" after it has been selected once. Revert to "Approve" when the user leaves the screen.7 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 orders - Leave delivery telephone number blank
Why does the delivery telephone number autofill with the business telephone number?
I put the delivery name and number in the attention field of the delivery address in contacts. When the purchase order autofilled the name, with the name and number, I have been cuting and pasting the number across from the name field to the telephone field.
Now new purchase orders is auto filling the telephone field with the business number which is not always the delivery phone number!
It looks like the contacts part of xero needs to have a dedicated place for a delivery phone number for…
6 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 defaults - Credit limit amount
Adding a 'credit limit amount' to the 'Purchase defaults' section of Contacts would be very useful.
I have accounts with several suppliers with a credit limit. It would be very handy if I could see that credit limit in Xero and either put a stop on placing orders until I have reduced the balance and/or a simple reminder that I am approaching or over the limit.
The 'credit limit amount' is available in 'Sales defaults' but not 'Purchase defaults' which seems to be an odd omission.
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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Submit for approval and Next
The ability to Submit for approval & view Next when working through draft bills. Sometimes I need to submit all the bills for approval before they are paid and it is quite time consuming that each time I submit for approval you need to go back to drafts to select the next bill. Like with Approve and Next - Submit and Next would be very handy
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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Creating Bill from a Purchase order include PO on screen
Before this latest upgrade, when you created a Bill from a Purchase order, the PO number was up at the top of the screen, so you could add it easily to the Bill, now it's not there!!! This is annoying have to write it down. Love this to come back PLEASE.
4 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 Are Invisible for Cash‑Flow Planning
Xero treats repeating bills as templates, not real future obligations. As a result, they don’t appear in Bills to Pay, aged payables, or short‑term cash‑flow views until the bill is actually created. This hides genuine recurring expenses and breaks basic planning questions like: “What are my projected expenses and will my cash cover them?”
The only safe workaround today is to ignore repeating bills and always keep the next instance entered as a normal bill, so it shows in reports and cash‑flow. That defeats the purpose of automation.
Please allow repeating bills to surface as projected obligations in cash‑flow tools…
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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inventory fields
Could inventory item fields be increased to allow extra information to be added.
This would be extremely useful to be able to add data such as: Item Weight; Alternative item/part number; Purchase and Sell currency - we buy in one currency and sell in another, would be useful to see this clearly; Specification data - keeping this distinct from description is very useful.4 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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New Bill/New Credit Note single button
There are similar post about single click bills being requested, but I'd like to add Credit Notes to this...
I really dislike not being able to just click a single button to add a new bill or CN, from the Bills screen.
99% of the entries on this page will be new bills, and credit notes. Why are the options to create a new bill or credit note lumped in with Import from CSV, New Repeating Bill, or the ridiculously useless upload or email options for bills? Those last 2 add nothing to our productivity, as whatever is uploaded will…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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filter by files
Feature Request - Purchases Overview
It would be great to be able to filter items listed under purchases overview by whether a document is added or not. I have to manually upload documents for certain type of bills as they are created in a third party application that doesn't bring the document forward.
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 - 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.
1 voteThanks 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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Allocate lines of Bills to a Master job allocation
Allocate Bills from suppliers (such as Bunnings or Bowens) to one master job, rather than needing to manually enter this against each line item.
This happens in MYOB and is very handy1 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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Inventory report with GP margins
Inventory activity summary with columns for
Purchases
Adjustments
Sales
On Hand
Unit Cost
Sales (currency value)
COS (currency value)
GP
GP%
Unit sales price2 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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Purchases - Send pricing requests to supplier for saved inventory
I hold inventory for a large number of products, many of those products can be made by more than one manufacturer.
At the moment, if I want pricing from a supplier, the only real option in Xero is to raise a purchase order. That doesn’t work well in practice, because quite often I need to request prices before I’ve decided who I’m buying from, or before I even have an existing supplier relationship set up.
For example, if a new manufacturer opens nearby, I might want to send them a list of specific items from my inventory and ask for…
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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Automatic Currency exchange from Invoice to Purchase Order
The new changes to the Purchase Orders are terrible.
Still haven't fixed the option to copy from invoice to PO without having to go into the invoice list to do it from there, from the first upgrade, but now you have taken away how the PO would convert a foreign currency to AUD automatically when copied from the invoice to a PO.
Our current workflow does not utilise FX conversion at the billing stage; instead, we issue Purchase Orders based on the specific exchange rate from the date our client invoice was settled.
This now means we have to manually…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 - Protect or Warn about Duplicate Line Items
Currently it is possible to accidentally order the same item multiple times in a PO. This is especially easy in a longer purchase order.
Please add in a popup or error to warn against this. Allow to continue if perhaps some people might require ordering the same items in one PO.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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Bills - not approved or Purchase orders Cancel option
It would be practical to have the option to also not approve an invoice or flag it as in review to avoid it appearing as just not seen if not approved.
For purchase orders, iperhaps also a cancel option so we keep a history of purchase orders instead of just deleting them
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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Arrow option to toggle through bills under contact
There should be an arrow button on the screen when viewing a bill under a specific contact, so that you can click this and move to the next bill and so on. This would make looking at bills much easier to navigate. At the minute, I am opening up each individual bill from the contact screen in a new tab, to find what I am looking for.
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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Inventory - Invoice only users - Show Latest transactions
I would like to submit a feature request regarding inventory visibility for invoice only users.
It would be extremely helpful if invoice only users could access the “Latest transactions” section within each inventory item to view stock movement. During stocktakes, when discrepancies arise, we rely heavily on reviewing item movement to identify the cause and resolve issues efficiently.
At present, granting access to this level of detail requires broader permissions, which then exposes reports and bank information. We would prefer our team members to have visibility over inventory movement only, without access to financial reports or sensitive accounts.
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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