41 results found
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Allow Bill Credit Notes to be assigned to customers
You are currently able to allocate Bills to customers in Xero, but not supplier Credit Notes. Adding this feature will make recharging costs simpler to manage, for those who use Xero for invoicing.
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 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.
5 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…5 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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Side‑by‑Side PDF Attachment Viewer for Purchase Orders etc...
Please add the ability to view attachments (PDFs, images, invoices, delivery notes) side‑by‑side within the Purchase Order screen — similar to the existing viewer available on Draft Bills and in New Invoicing.
At present, PDF attachments can only be downloaded or opened in a separate tab, which breaks workflow and makes data entry or checking details more time‑consuming.
Xero’s own guidance confirms that PO attachments currently open separately and cannot be previewed within the same window.A side‑by‑side viewer would improve accuracy and efficiency by enabling users to compare line items, quantities, pricing, or supplier documents without switching away from…
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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Mass adjustments display backdated stock levels and allow for valuations
Mass adjustments should include the ability to increase quantity as well as value - when we run production I currently have to do this one by one or create a bill to bring in the stock, it would be great to be able to bring in production through an adjustment
Adjustments should show the stock level as at date of the adjustment as we there is always movement between when we do stock count to when we process the count on Xero - hence there is the need to perform an additional recon to current stock levels in order to…
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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Date format currently showing 'Statement balance (Month Date)', instead show 'Statement Balance -DD-MMM-YY'
Date format currently showing 'Statement balance (Month Date)', instead show 'Statement Balance -DD-MMM-YY'
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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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
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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Upload bills - Apply org settings when creating bills
Prevent invoice scanning technology from splitting out the VAT on a bill where the client's financial settings are set to "VAT scheme - None" and all chart of accounts codes are set to "No VAT" (the client is not VAT-registered).
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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Send credit notes via email like you can with bills
I Need to be able to send credit notes in via email like you can with bills. The nature of my business I can end up with several credit notes from suppliers, which currently all have to be uploaded individually.
This takes significant time. We should be able to send them as a pdf the same as with bills, or at least make it so if a bill is a negative amount, it automatically changes to a credit note.
It seems odd for software so well developed, to not have this feature.
This may already be in the requests section,…
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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supplier remittance for foreign currency suppliers
As a business we deal in several currency so the ability to be able to send a remittance advice to a supplier that has been paid in a foreign currency similar to how this is done for suppliers in GBP would be a great help to ensure there are no queries with payments to suppliers paid in foreign currency
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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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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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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Prioritised manual notes on inventory items
I leave manual notes in the 'notes' section of a product record with information such as working mark-up, preferred supplier, or explanations of the reasoning behind certain stock adjustments. However, these notes tend to get lost in the history among all the automated notes relating to adjustments, editing etc. Can there be a way to either filter or categorise manual notes from the automated ones, or flag certain notes as 'important' so they appear at the top of the list of history items?
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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Pay draft bill immediately after approving
When we have pro forma invoices, it would be helpful to be able to approve a draft bill and have an option to pay it straight away without having to search the awaiting payment.
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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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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Link purchase order to uploaded bills
At the moment, when a bill is sat in drafts, because it has gone through the upload process, it does not match with any unbilled purchase orders. Would be good if you could select the PO it relates to from a list or something
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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