14 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
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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melio
Make Melio payments work as well in Xero as embedded bill.com payments used to work. ****, make it half as good.
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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"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.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 Orders - merge
We send individual purchase orders to a supplier over the course of a month, and the supplier sends one invoice at the end of the month. Currently, I can't create an invoice from the POs as it will provide me with a separate invoice for each separate PO. It would be handy to be able to merge either the POs or the invoices so that the final result matches the supplier invoice.
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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Users Role - Granular permission to view Inventory quantities without Costs
manage permission - I would need my crew to see inventory quantity without seeing the cost.
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.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 - Edit contact details (name, email, BSB, Account no.) when creating a bill
This idea ("Bills - Edit contact details (name, email, BSB, Account no.) when creating a bill") has been accepted by Kelly Munro on January 23rd 2026. HOWEVER it does not fix the issue of the inability to input the "first name" and "last name" in the Quick View. It allows "Name" which I understand could be a business name but it also could be an individual name. Currently I have to go and edit the contact details manually after the bill/invoice is created which is cumbersome and frustrating as almost all the fields are available to input via Quick View.…
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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Flagging invoices in Awaiting Approval
Hello,
When we check a purchase invoice and the total does not match our order value (kept in a third party software) it would be useful to be able to flag/hold the invoice in the awaiting approval section so we have visibility in this list between those invoices that still need checking/approving and those that we wish to hold because they require further investigation.
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 orders - Prevent tax rates changing when item edited
With the new Purchase Order template, tax rates applied to a product change if the cost price is amended, so for Zero rated items, they now switch to 20% VAT rate. Why has this change been made? Really frustrating and could lead to issues with Tax Returns if not manually updated.
1 voteJust trying to get a bit more understanding of your business flows here, Robert - Can you share a bit more about the steps you're taking when creating purchase orders and what the tax rate is changing from and to?
When you Edit an item within the purchase order, the detail of that item will be applied to the line of your purchase order that you're updating. Would this explain the change that you're seeing?
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click on a product ID from within a bill to open the
I'd like to be able to click on the item ID from within a bill or invoice to open the product to easily change the ongoing purchase and/or sale price
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.
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Jax automatically attaches pdfs from the Files section
Jax is showing great promise but we need to be able to attach PDFs/photos easily. There is another product suggestion where you can drag and drop a pdf which is good. However a much better method would be that you simply upload all pdfs to the Files section, or add via photos in the Xero app. Xero then scans these documents and makes them available to Jax, Jax is then able to match document to reconciled line and then attach automatically.
That is real automation and would be amazing.
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.
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Allow user to associate/assign unbilled expenses to a customer
Certain client-related expenses are tax deductible even if we don't bill the customer for reimbursement. Allow user to associate/assign unbilled expenses to a customer. Quickbooks has this feature.
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.
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uploading bills and credits
Instead of uploading bills and credit notes separately, how hard would it be to upload them all the same, then you can choose in a drop down box or similar as you approve them if they are a bill or credit.
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.
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Purchase orders - Add column to list view
An option to add a column (Received by) to PO menu.
This will display that an order was received form the menu rather than clicking in to each individual PO to fond out.1 voteHi Declan, taking a closer look into your idea here we'd like a bit more information to help us better understand the detail you're wanting to see from the list view.
When you say you'd like to see if a PO was received - Can you share a bit more about how you currently determine when a PO has been received by your supplier in Xero?
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