272 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…171 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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Products and services - Change placement and increase width of search bar
The recent update made the Products and services search bar smaller and moved it to the top right. This has made it less visible and harder to use. Please consider making the search bar larger and returning it to its previous position on the top left for better accessibility and ease of use.
18 votesAppreciate your feedback on the update to the Products and services lists, Paul. For now our product team are monitoring feedback closely and we'll get an understanding of the wider interest in this change.
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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!
133 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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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…
177 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 - Nominal Account showing in the Bills list
Bills - Display Chart of Accounts account code on the main "bill" pages (currently only see on the "Edit bill" screen).
22 votesHi everyone, thanks so much for continuing to share your feedback, we can see how helpful it would be to show the nominal account / account code directly in the Bills list, rather than needing to open each bill to check those details.
Because this idea has continued to come up over the years — including in a number of older, similar ideas that we’ve now merged into this one — we’re moving it to Gaining Support so we can bring that feedback together in one place, build clearer visibility, and better understand how many customers would benefit from it.
Please keep adding your votes and comments here — especially if you can share a little more about your workflow and which bill list views this matters most in. That extra context really helps our product team when reviewing ideas like this.
Thanks again for taking the time to raise…
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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.
52 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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Inventory - Option to turn off back order capability
Please can we have the option to opt out of back ordering and negative stock. This has been a common option in Sage for many years. You have only just introduced negative stock and forced it on us whether we wanted it or not!
11 votesThanks for your feedback, Lisa. We appreciate hearing from users on their experience with this new feature.
While we don't have immediate plans for making this optional, we'd like to gain a better understanding of the wider interest for this from the community here.
I've shared your feedback with our product team so this idea is already on their radar.
We'll share if there are any updates.
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Batch Payment - Increase limit
Batch Payments - Increase max items per page to 500. We are a large company and often have 200+ bills to pay at one time, meaning we need to create two batches for the one payment run.
19 votesHi everyone, thanks so much for taking the time to share this idea and explain the impact it’s having on your payment runs.
We can absolutely see how splitting one payment run into multiple batches adds extra steps and complexity to the process, especially for organisations managing a high volume of bills.
Because of the support and detail we’re seeing on this idea, we’re moving it to Gaining Support. This helps us better understand how many customers are affected and the different ways this limit is impacting their workflow.
Please keep the feedback coming — if you can, add a comment with a bit more detail about how many bills you’re typically paying in a batch and how this affects your process. That context is really helpful for our team.
Thanks again for raising it and for helping us build a better experience 💙.
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Purchase Order quantities should reset when linked bills are deleted or corrected
The new billing interface has created a synchronisation issue between Purchase Orders and Bills.
If a bill is created from a PO and lines are accidentally billed before the goods are delivered, deleting the draft bill does not reset the PO quantities. Xero continues to treat those lines as billed, and when the goods eventually arrive, the system flags them as duplicate or over-billing.
The issue is not inventory. Draft bills do not update stock. The problem is that the PO no longer reflects reality.
Partial deliveries, back orders and simple human errors happen every day. Accounting software should allow…
14 votesThanks for raising this so clearly, Monica 🙂.
We understand the behaviour you’re describing: when a bill created from a purchase order is later edited, voided, or deleted, the billed quantities on the purchase order don’t reset, which can leave the PO out of sync with what’s actually been received and billed.
We’re making this idea available for others to vote on and comment on, which helps build a clearer picture of the level of support for this improvement.
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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 -…35 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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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…
20 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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Purchase Orders - Reduce the total value or show the remaining outstanding balance on the Purchase Order Overview when partially billed
We were excited to see the new Xero feature that allows users to mark a partial purchase order as billed. However, we are confused that the total amount of the purchase order remains unchanged after a portion has been marked as billed.
As a result, the outstanding amount shown in the Purchase Order Overview does not accurately reflect the remaining balance to be billed. It would be much more useful if the purchase order total or outstanding balance automatically accounted for amounts already marked as billed, providing a more accurate view of what remains open on the purchase order.
12 votesThanks for explaining how this feature could be improved. We understand the request for purchase orders to show the remaining value or outstanding balance after a partial bill has been created. Having this information available in the purchase order overview could make it easier to track outstanding commitments at a glance.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd like to see it displayed.
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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?
41 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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Inventory - Ability to add more 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.27 votesHi Paolo, thanks for sharing your idea, and letting us know the changes that matter most for you. We will move this idea to gain more support from the community and monitor for traction. Cheers!
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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.
29 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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Bills - Ability to restrict visibility on confidential bills and allow specific users only
For example, director expenses, salary/bonus-related bills, sensitive suppliers, personal/confidential purchases, special projects, or bills with sensitive pricing.
At the moment, the Draft Sales & Purchases role is not very user-friendly and has limited access, so it is difficult for accounts staff to properly manage and handle bills and invoices.
It would be much better to allow accounts staff to manage normal bills as usual, while allowing directors/admins to restrict access to selected sensitive bills.
This would be a very useful feature for businesses that need both efficient bill management and financial confidentiality.
5 votesThanks for sharing this suggestion. Being able to mark a bill as Confidential or Restricted could make it easier to handle sensitive expenses while maintaining broader access to everyday payables.
We've updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know how you'd expect the permissions to work.
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Bills | Contact - edit/add bank account details on the fly
It would be useful to add supplier bank account details when creating a bill.
This would save time from having to edit the newly created contact after creating the bill.15 votesHi team, this idea has been created from feedback on this larger thread.
We're keen to get a better understanding of the interest in being able to add supplier details when creating a new contact during bill entry.
This isn't something we have plans for the time being but will keep a close eye on the support this idea receives here. Thanks
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Remittance - "Send Remittance" button directly from the reconciliation screen
Currently, users must reconcile the payment and then navigate back to the bill or payment record to send a remittance advice. This creates unnecessary extra steps and increases the risk of remittances being missed.
Having this option available during reconciliation would streamline the process, save time, and ensure suppliers receive timely payment notifications.
9 votesHi Anna, thanks for sharing this suggestion. Being able to send a remittance advice directly from the bank reconciliation screen could help streamline payment workflows and save time when processing supplier payments.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, we'd love to hear more about when you'd expect to send the remittance during the reconciliation process.
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Purchase Orders - Add side-by-side split-screen viewer for document attachments
Purchase Orders - The ability to view attachments beside the purchase order has been lost in the recent upgrade.
Bills have retained this feature, while this function has been lost in the Purchase Order window.
You now must open a second window to view attachments e.g. Packing slips/ Invoices when reconciling or creating new POs. This detracts from the user experience and makes this process cumbersome.15 votesHi Tony, thanks for raising this idea. We can see how being able to view document attachments side-by-side while working on Purchase Orders would help make reviews more efficient.
I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of bringing the side-by-side attachment view from Bills into Purchase Orders as well.
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Smart Document Capture - Ability to add inventory items while creating transactions
If you'd like to assign an inventory item to a transaction, you'll need to create the transaction first via Smart Document Capture. Once it's been created, you can open it in Xero and edit to select the appropriate inventory item for each line using the Item field.
If having the Item column available within Smart Document Capture would improve your workflow, I'd encourage you to add this idea on Xero Product Ideas, as our Product team regularly reviews customer feedback when considering future enhancements.
Would be great idea if this could happen - too much time wasted in creating and…
5 votes💥 Thanks for sharing this idea, Fran we can see how being able to select inventory items while creating a transaction in Smart Document Capture would help reduce double-handling and save time.
We’re moving this idea to Gaining Support so we can better understand how many customers would find this valuable. If this would improve your workflow, please add your vote and any extra detail on how you’d use it — that helps our product team assess community interest and shape future improvements..
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