11 results found
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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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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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Option to display the Payment Reference instead of "Payment: multiple items" with batched payment
At the moment when going through transactions in Xero, batched payment lines show "Payment: multiple items", which is not useful and require the user to click into each of them to understand which supplier has been paid.
Given the batched payment has the option to add a Payment Reference, it would be a simple QOL improvement if that is shown with the transaction.
For example, currently what is shown:
13 Oct 2026 Payment: multiple items Batch Payment 10,871.32A better way is to show:
13 Oct 2026 Payment Reference: ApplesBannana Batch Payment 10,871.32Thanks for your consideration!
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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Fuel Tax Credit Quantity from Cost Centre
Recording cost center liters for Fuel Tax input credits
EG ULP usage units in liters
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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remove "Tax Invoice" and Organisation name and date from populating in the description box when uploading draft bills, this is unnecessary
Please remove "Tax Invoice from" and Supplier Name and Organisation name and date from populating in the description box when uploading draft bills, this is unnecessary and wastes time as it needs to be removed each time
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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ADD CUSTOMER COLUMN TO PURCHASE ORDERS
Add a column to fill out the associated customer on Purchase Orders, which is then searchable in the Purchase Orders section of Xero. This would make it easier to search for POs relating to a specific customer, rather than workarounds such as putting the customer in the reference.
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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Microsoft Office fie support
It would be very helpful to be able to attach files in Excel & Word, not just a pdf!
1 voteHi Kevin, just to check is this when uploading bills to Xero?
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Purchase order - Easier File Upload
Bring back classic Attachment view for Purchase Orders. Extra clicks suck, stop adding them.
1 voteHi Fiona, rounding back on your idea here I wanted to check if there was something specific or a particular click that you'd like to drop in the attachments process?
Right now, you can view attachments by clicking files and then View next to an attachment.
You can also click files and then drag & drop a document anywhere on the screen to have it attached. Thanks
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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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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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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?