149 results found
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Bills - Turn a draft bill into a credit note
When a bill is in draft form, it would be good if this could be changed into a credit note without having to delete the bill and re enter this as a credit note. When suppliers email in credit notes, they appear as draft bills so would be great to have the option to convert into a credit note to save time and ease.
As per the support specialist I've spoken to from Xero:
At present, Xero doesn't have a direct function to automatically convert draft bills into draft credit notes. The standard process involves deleting the draft bill and…53 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bills - Option to permanently dismiss Pay bills online pop-up message
Whenever I make a manual payment to a supplier Purchases/Bill I keep getting an annoying pop-up saying "Pay bills online directly from Xero". Bills are not paid online, payments are processed manually. Please remove this annoying pop-up.
There needs to be a "do not ask me again" box.
I'm told by AI help that I can continue to process manual payments as usual - the pop-up shouldn't prevent me from completing the transactions. This is where the problem lies - I make payments nearly every day and some suppliers have more than 1 invoice to pay so have to select…29 votesHi team, thanks again for your feedback on this here. Just to clarify the change, while the modal has been updated the payment method options shown are the same as previous. Just rather than making you select there is a preset default for online bill payment.
If you prefer manual payments you just need to click on the 'Continue with manual payment' to proceed.
With focus on further improving and expanding online bill payment methods and helping our customers stay on top of cashflows, it'd be great to better understand the reasons why online bill payments don't suit your business needs here.
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Inventory Plus - Roll out Xero Inventory Plus to all countries
As a Group Financial Administrator at an IT company operating in South Africa, I am writing to request the expansion of Xero Inventory Plus to regions outside the US.
Our business relies heavily on accurate, real-time inventory tracking across multiple locations, and we currently face limitations due to the unavailability of Inventory Plus in our region.
Suggested Features to Prioritize:
- FIFO and batch/serial tracking
- Multi-location inventory management
- Barcode scanning and sticker generation
- Real-time inventory valuation and reporting
Business Impact:
Rolling out Inventory Plus globally would empower businesses like ours to:
- Improve inventory accuracy and reduce losses
- Enhance financial reporting and…
122 votesThanks for sharing your idea, on the platform.
We've reviewed the idea and it's now up to the community to get behind and support it. Sharing your idea with colleagues could benefit so they can add their vote too!
Members can now also comment to share additional details about how your idea could improve their experience with Xero.
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Bills - 'Upload supplier credit notes' button, like the 'Upload bills' feature
Could you have an 'upload supplier credit notes' button, the same as you do for supplier invoices, because at the moment you have to enter any credit notes manually, and of course if you accidentally upload them under the supplier invoice button they appear as invoices and not credits!
69 votesThanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
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New Purchase order - Option for narrower screen width
New Purchase Orders View - Improvement Suggestions
- Wide Screen is mentally straining and mostly irrelevent spaced out look over around 1400px; give a narrower screen width option please.
- Alternate line colourings may help
- Auto new-line/next-line is no longer working. Previously, pressing enter on a product made a default 1 item entry and opened a new line. This was a little unreliable, but clicking the correct product in the search also worked and cleanly. This action change is adding one more click to almost every line.
- Save and Send button should be at the bottom too -…30 votesHi team, while we appreciate hearing your feedback on the new purchase orders experience we do request that each post be limited to a single idea to help other members know what they're voting for, as well as sharing back with our product teams and considering changes. I've updated the title of the idea here around the whitespace and welcome you to create new ideas for other specifics you'd like to see.
To provide an update around the attachments - our team recently implemented a change to move the placement of this button to the top of the page next to Save and Approve options.
Relating to lines - with how this new experience now works when you add an item, or enter an amount in a line the Quantity will default to '1', also adding an item will automatically add a new row beneath. Thanks
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Purchase order - Include attachments when copying to an invoice
It would be useful to have attached documents flow through to the invoice that's created when using copy to.
21 votesHi everyone, we'd like to get a feel of the support from the community in this idea. If there's any progress or updates to share we'll post to you all here, Thanks
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Purchase order - Centre product line
Please change the Purchase Order screen, back to the way it was. Having the product line centred and smaller was easier on the eye. The delivery instructions window is now ridiculously small, and you cannot read the instructions all at once. Horrible change.
If it ain't broke, don't fix it!15 votesHi team, we do appreciate hearing your feedback on the new Purchase orders experience. In order for our product teams to get a good understanding of the direct changes that our customers would like to see, as well as help others in community understand what they've voting for we ask that each idea be created as a separate post. I've updated the title of the idea here to reflect the first point that Carl noted around the centring of the product line. We welcome you to each create a new idea for each change you'd like to see.
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Bills - Automatically view the next Draft bill after submitting for approval
Building on the product feature implementation of "Approve and Vie Next", it would be good to also be able to Submit Bills for Approval and view next, please.
18 votesThanks for sharing your idea about how you'd like the bill approval process to be more efficient.
We've reviewed this idea, and now it's up to the community to get behind it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments to support this too!
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Upload purchase orders
We do PO from excel that then is a PDF. It would be really helpful if purchase orders can be uploaded like bills?
21 votesAppreciate you sharing your idea, and letting us know the changes that matter most for you, Alyson.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the tractions this idea receives in the community. Thanks!
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Bills - "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.11 votesThanks for sharing your idea Chris and everyone who is voted/commented.
We've reviewed the idea and now it's up to the community to get behind and support it. Make sure you share the idea with any colleagues that this could benefit so they can add their vote too! Cheers
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Home Page - Navigation
Navigation is clumsy - takes too many clicks to get anywhere. For example: Purchase > Bills, should then have options > All / Draft / Awaiting Approval / Awaiting Payment. Currently need to wait for Bills page to load, then select option.
Same for bank accounts. Need option from top nav to go straight to bank account instead of having to go via Home page. EG: If not main BANKS option in main nav, then Accounting > Bank Accounts > (list of bank accounts to choose from).
Most things at the moment take too many clicks. Once your hand is…
8 votesHey team, thanks so much for sharing this idea and the detailed examples – this is really helpful. We’ve move it into the gaining support stage so it can be considered alongside other potential navigation improvements. Please encourage your friends and colleagues to vote and comment to support this idea ✨
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Bills - Display Chart of Accounts account code on "New bill" and "Edit bill" screens.
When entering or editing a bill I need to be able to enter and see the account code. At present, you can only see the account name.
14 votesThanks for sharing your idea, and letting us know the changes that matter most for you, Paul.
We've reviewed your idea regarding the account codes visibility and now it's up to the community to get behind and support it. Feel free to share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Display Supplier Contact Group - under Bills to Pay screen
That would be great to make the Contact group field visible on the Bills to Pay screen to let us filter to certain contact groups when we are preparing a payment file.
We use the contact groups for example to mark suppliers that are paid by Direct Debit, so this would be a useful feature to filter them out and do not pick their invoices up for a BACS payment.
We also have another group of suppliers within the contact groups that we pay at once on the same day of each month so we would be able to easily…
30 votesThanks, Marianna for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero Accounting App - Approve 'Awaiting approval' Bills
Fix the Xero App that your programmers broke, please.
When approving bills in the app it removes any decimal places beyond 2 and changes the final bill amount. The notes against the bill don't show this. I have marked up screen shots attached.
The Xero App has been broken for year now and having to manually change thousands of bills in a year because you broke your own program is a joke. Asking a business owner who works 60-80 hours a week to log in to his computer instead of the app on his phone to approve bills is not…
6 votesThanks for sharing images, Fiona.
Taking a look into your communications with our support team it does appear there was a bit of confusion and oversight by our team when you first got in touch. We apologise for this and I'd like to provide some clarification around the idea you've raised here.
What is currently possible within the Xero Accounting app does differ between Sales and Purchases.
While it's possible to view Sales credit notes that are awaiting approval, this hasn't yet been built into the Purchases side. To approve a Supplier credit note, you'll currently need to log into the web version of Xero.
We're working to develop the Xero Accounting app to add more functionality with growing needs from our customers in what they need to do on the go. We'll start to get a sense of interest from the community in this here, and I'll update if…
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Email Template | Remittance - Allow Reference placeholder.
invoice email template options for placeholders allow for the 'reference' placeholder to be inserted.
This needs to be available to be inserted into the remittance email template.
As the placeholder exists, can it be allowed to the dropdown for remittance?
12 votesHi Nicole thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Batch Payment - Export payment file into FNB format (South Africa)
Please allow us to update the batch payment export file for FNB in South Africa. The current export file does not have all the fields needed by the bank.
12 votes✨ Hi everyone, thanks for your feedback on batch payment exports for FNB. We appreciate you highlighting how important this is for your payment processing. Your idea has moved to Gaining Support, which means our Community team has reviewed it and it’s open for votes and comments from the community. We encourage you to reach out to others using FNB for batch payments to add their votes and share details about the specific fields you need, as your input helps our product team understand the priority and scope of ideas like this.
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Batch Payment - Option to add another when creating
Navigation. Wouldn't it make life easier when paying bills if you could create a batch and then go directly back to the Purchases Overview to create the next one. At the moment it's Create a Batch Payment then > Purchases > Bills. Repeat the process.
18 votesThanks for your idea, Karen. Understand how this would improve efficiency if you regularly create multiple batches in your workflow. We'll get a sense of the wider community interest in this from your idea here.
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Bills | New bill button - single click option
New Bill Button - Please bring back the single click New Bill button. Anywhere I click on the New Bill button gives me a dropdown menu, requiring mouse movement and a second click. I would expect this to function in the same way as the new invoice button where you can click on the button to generate a new bill or you can click on the arrow down to see the dropdown menu. Bring back the single click efficiency.
17 votesThanks for your feedback on this change, Patricia. Out of interest is there a particular reason or workflow for why you prefer to enter your bills manually rather than via an upload?
Appreciate, will take a little getting used to a different flow. A couple of other options for navigating to the new bill screen could also be;
- Using the keyboard shortcuts (Alt+Shift+N) from the bills screen
- Using the '+' icon in the navigation header to quickly Create a new Bill from any screen
- Using '/' and typing 'b' in the global search where you'll get the option of New bill from any screen
While we'll get a sense of interest in this through your idea, we want to be open that there aren't any plans for changing this back.
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Bill payments - allocate directly to supplier account
Bill payments - allocate directly to supplier account without having to match to a particular bill/s. Also allow allocation and creation of bank rule that allocates payments to the relevant supplier account from the bank reconciliation
10 votesHi Ziaad, thanks for sharing your idea, and letting us know the changes that matter most for you. We have moved this idea to gain more support from the community.Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Inventory - Stock count to show active/draft invoices assigned to item
It would be great if the inventory levels showed both items in active quotes and in draft invoice. displayed when clicking on your stock items it currently shows several info line, an additional line similar to the "in committed quote" option but also in active/draft invoices. this will give a more live feed into what stock has been booked out.
11 votesThanks for sharing your idea here Terrence. Can appreciate how this would be useful for other users wanting to know which quotes or invoices have the items assigned to get a better idea. We'll move this idea to gain more support from the team. In the mean time feel free to share this with your friends and colleagues who might also benefit from this feature! We'll monitor this space for any further updates.
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