12 results found
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Shortcuts - Create new Bill using Save and Add Another
Across all of Xero not just in Manual Journals, but suite-wide, can it be known that speed of data input is critical to productivity. Therefore can someone at Xero escalate the design choices to improve the speed of input of repetitive tasks.
Navigation loops for inputting draft bills, ie loop back to the draft bills screen to enter another one by default, OR a setting in the user profile...
3 votesI am happy to say you can already do this in Xero Paul! Just click Save and add another from the Save button dropdown and you can start a new Draft Bill from the last one you have created. We have a bit if help around this in Xero Central article, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Bills - In review (not approved yet)
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.
4 votesHi Alfredo, thanks for raising this with us. I am happy to day this is already a feature within Xero. While not specifically as described you can mark a Bill as Awaiting Approval which moves it ot the Awaiting Approval tab in Bills to Pay! 🙂
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PO - Mark as billed to copy reference
When an PO is now marked as billed, the reference on the PO doesn't carry though to the reference on the bill, it now only shows the PO number.
This is very annoying it now longer does this. Could this be returned to it's original functionality?
2 votesHi Daniel, the way creating a bill from a Purchase order works is that if the reference field is empty the PO number is copied over, however if the reference field is filled out with something, this is copied over to the bill that's created.
If you're experiencing different behaviour to this I'd recommend raising a case with our Xero Support team to take a closer look into things. You can reach them through Xero Central.
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Track Individual Invoices Within a Consolidated Supplier Account
We operate using a monthly statement from Capricorn Society, which includes multiple suppliers (e.g. Burson, Repco, Motorpass etc..) under one account.
In Xero, we’re currently forced to enter this as one total bill and manually allocate expenses — which means we lose all supplier-level detail.
What’s needed:
- Ability to create a main account (e.g. Capricorn) for the monthly payable
- Ability to enter each supplier invoice individually as it comes in throughout the month
- Each invoice treated like its own supplier record (sub-account), capturing:
- Invoice date
- Invoice number
- Part numbers / descriptions
- Individual invoice totals
- Ability to link all sub-invoices to…
1 voteHi! Did you know it's already possible to do this in Xero? The best way to manage this in Xero today would be to use Tracking for the underlying suppliers while keeping Capricorn as the supplier you pay at the end of the month.
You could create one tracking category and then add tracking options for each supplier, such as Burson, Repco, Motorpass, and any others you need. This would allow you to enter the bills during the month and report on spend by supplier, while still making a single payment to Capricorn.
To add this to bills, you would first set up the tracking category and supplier options in Accounting settings. Then, when entering each bill, select Capricorn as the supplier and choose the relevant tracking option for the bill line, such as Burson, Repco or Motorpass. Once saved, this means the bill remains under Capricorn for payment, while…
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Bill pay options
More options than Melio. I would like the option to select pay by check or pay online. With pay by check, the payment is posted to the bank account and a pdf of the check is created for printing and mailing (U.S. obviously). Pay online would allow me to pay the bill on the vendors portal and download the receipt of payment, which would post to the bank account with the attachment automatically.
1 vote[OPTION 1]
Hi! Did you know it's already possible to do this in Xero? When Melio is set up, it only adds the Online bill payments option – it doesn’t turn off normal Xero payments or check printing. You can still:
- Print your own checks from Xero using the standard US check-printing workflow (manual bill payment / spend money + Print checks).
- Use Melio only when you choose Make online payments → paper check, in which case Melio prints and mails the check and you can’t use your own pre-printed check stock for that Melio check.
If you want more information about how to do this its best you raise a case with Xero Support so they can assist you fully.
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Purchase order - approvable from customer contact list
When viewing customer contact, clicking a Purchase Order would be good if we could approve or mark as billed there.
Once billed can unmark as billed from here and then mark as billed but nothing before billed?!1 voteHi Calum, thanks for raising this with us. This is already possible within Xero While not specifically within Contacts list, but you can do this from the purchase order overview.
If you'd like to try this out before taking action in your own org, you can use the demo company to test it. 🙂
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Bills - Ensure search filters persist when navigating back from an individual bill
We have to approve multi invoices (purchase bills) from the same supplier; currently we enter the company name in the search bar, which brings up the suppliers purchase bill listing. We then open to view each bill, to check details, amounts, and the project to which it is assigned to then approve it. From there we click back using the arrow (top left of screen) to the original listing for that supplier, who should still be showing in the search bar, to do the same process for their next bill approval. However, we can only do this process (go arrow…
1 voteHi Maria, thanks for sharing your feedback. We understand to maintain a filtered list when working through bills, especially in longer workflows.
This is already supported through the New Bill Quick View, which lets you stay in context while reviewing and approving items. Here’s how it works:
- Go to the Awaiting Approval tab (or another relevant tab) and apply your filters.
- Select a bill to open the Quick View panel on the right.
- Review the bill details in Quick View.
- Click Approve and next to move through your filtered list without losing your place.
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Customise Purchase order template to manually change currency
We want to show different currencies for different overseas supplies on our purchase orders. We don't need any currency conversion. This is just so that the supplier receives a PO in their currency. Once the supplier sends their bill, we can manually adjust with local currency. This is only a cosmetic change to the appearance of the PO to save confusion. We do not need the 'Multicurrency' offering that Xero provides
1 voteHi Terry, thanks for raising your idea here. It sounds like you want your purchase order to simply show a different currency symbol and not calculate multi currency or use the multi currency module. If that is the case, we'd suggest setting up an advanced invoice template , this will only allow you to add your own currency symbols but the amount will be entered in your base currency. If this is something you're interested in, please raise a case with our support team and reference this idea. Cheers
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Bank Reconciliation - Suggest the Most Recent Bill
Currently, Xero’s bank reconciliation often suggests matching a transaction with a random bill - rather than the most recent one.
I.e, a transaction dated 24 Feb may be matched with a bill dated 30 Mar, even though a bill for 24 Feb exists.
It would be more accurate and efficient if Xero prioritized suggesting the most recent bill prior to or closest to the transaction date, instead of a seemingly random one.
This would be useful for us who enter multiple future-dated bills for budgeting/forecasting and would make the matching process more intuitive and time-saving.
1 voteHi Lana, thanks for the feedback. We understand that when you’re reconciling bank transactions, it helps when matching is quick and straightforward so you can reconcile with less searching.
For your request to automatically suggest the most recent bill on a statement line, Xero uses a matching process to surface the most relevant option based on the available data.
It first looks for transactions with an exact amount match to the bank statement line. From there, it compares details like supplier name and reference to rank the closest matches. If there are a few similar options, it will generally prioritise the bill with the closest due date rather than the most recently created one.
Because of this logic behaviour, and since you can still select a different bill using Find & Match when needed, we’ve marked this as Existing Functionality.
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New purchase order - Use Branding from copied purchase order
I note that POs have now been updated to look like invoices (I didn't like the change to those, either - much too big on the screen). And they also seem to be auto saving, which isn't helpful. But it would seem that when you copy an existing purchase order, the Branding now defaults to the supplier's default branding, and doesn't copy what is in the existing purchase order, which is extremely unhelpful. Especially as you enter the branding on one side of the screen, and it then appears when saved on the other side of the screen, so it's…
1 voteHi Julie, we have made more improvements to new Purchase Orders since it was first released.
To confirm purchase orders do not autosave if there is something about your purchase order which is saving that you wouldn't expect please do raise a case with our Xero Support team so we can deeper look into the behaviour.
When you 'Duplicate' a purchase order this will copy across the details from the original purchase order you're copying from including the branding them. Give it another try and if things aren't working as suggested please do get in touch with our team through Xero Central.
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Bills - Enter multiple bills on one page.
Add a feature where you can capture bulk supplier invoices.
You can select your supplier from a dropdown, type the invoice number, type the description, select to add a file, select account detail (sales account) and type in your amount.
This will save much more time vs opening the supplier account, add new bill, etc, etc, or copying a recent bill and just typing over it ... it's tedious and time consuming the way it is set up now.2 votesHi Louleen, not hearing back from our last update we're going to shift your post to Existing functionality. As mentioned in my last update you can use a repeat bill template - setting this to create a Draft bill you could then just review and make any adjustments.
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Bills - Option to Copy to a new Draft bill
Ability to copy bills into a new draft bill
Purpose: This would save time having to re-create purchases from scratch
14 votesHi everyone, thanks for all the engagements over the years. We just want to quickly update this idea to close the loop.
We understand why having a quick way to copy existing bills would help, especially when you’re processing regular supplier invoices or recurring expenses and want to avoid re-entering the same details.
The good news is that this is already available in Xero. You can open an existing bill, select Bill Options in the top right, and choose Copy. This will create a new draft bill with the supplier, line items, amounts, and other details carried across, which you can then update before saving. The Copy button is also available via the bills Quick View window.
As another option, users can also look into Bills Upload. We appreciate all the feedbacks that have been shared here.
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