347 results found
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Batch Payments - View paid bills as a batch, instead of individual bills
View paid bills in the batch payment total insstead of each bill paid under the paid tab of the pay bills function.
3 votes -
Bills - Add a Project column to the Bill entry screen
Add a 'Projects' column to Bills rather than having to click 'Assign expenses to customer or project'.
As a company who have many projects that are a similar (or the same) name as a customer's company name, the current process results in expenses being assigned to a customer and not the project!
A 'Project' column has been added in the new invoice template so PLEASE add one to the Bills as well!!
8 votesThanks for the feedback here, team. While we have made some improvements to the Bills list screen we don't currently have plans for adding Projects as it's own column here.
However, you may have seen you can now quick view bills from the eye icon and edit from the list meaning you can check a bills assignments, edit if you need and then move onto the next without having to move away from the list.
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Bills to Pay - Ability to filter by Contact Group
Xero is very limited by only allowing 200 invoices to show on the page on the awaiting payment screen - a filter to exclude some clients based on the client type would be helpful
e.g. creating a client type for direct debit payments would help reduce the number of invoices.71 votes -
Bills LIst View - Mark un-verified bills without a Due Date
Bills entered that are receipts/paid tax invoices (and accounts can't confirm they have been paid/what bank account they come from) should be able to be marked in awaiting payment with custom names instead of due dates.
Instead of picking a past date to clear them from awaiting payment their should be an option to store it as a 'receipt' or 'direct deposit' to ensure paid invoices etc. are not double paid.2 votes -
Invoices and Bills - Mark with a "Delivered" status
After sending out an Invoice and it has been paid, it would be useful if that invoice could have an additional status, indicating (1) that the goods have been "despatched", then (2) later as "delivered"
Similarly, on a Bill, After the bill has been paid, it ships, and it would be useful if the bill could be marked as (1) shipped then (2) later as "received".
And in both cases, there is an associated shipping document, such as Air Waybill Number and associated shipping agency. The AWB can be further enhanced to provide a link to the tracking service provided…
7 votes -
Bills - Resize the PDF doc preview
The preview window that pops up when entering new bills is a bit small and you need to almost always zoom in on the pdf to read it.
It would be great to be able to resize the different page components to make things a bit more readible.
37 votes -
Bills - Improve Contact Matching for Bill Imports
The current bill import functionality relies primarily on contact names for matching, which creates two significant problems:
1. Unreliable Contact Matching
- Contact names can change over time
- Even minor differences (single character) result in creating new duplicate contacts
- No fallback to more reliable identifiers
2. Character Encoding Problems
- Special characters (e.g., apostrophes in names like "O'Connor") cause import failures
- This particularly affects common surnames and business names
Proposed Solution
Implement a hierarchical matching system for contacts during bill imports:
- First attempt: Match by account code
- Second attempt: Match by database ID
- Final fallback: Match by contact name
Benefits
- More reliable…
1 vote -
Invoices and Bills - Use cursor keys instead of mouse or tab
Include Alt+Key options for cursor positioning rather than having to use the mouse or Tab Key. eg Search, Save, Save and continue, Approve, Approve and add, etc
15 votes -
ApprovalMax - rejected bill email link - allow editing when it takes you to Xero
When we receive an email from Approval Max stating that someone has rejected a bill, it has a link to the bill in Xero. When you open the link, there's no way to edit/amend the invoice from this screen.
Please add an edit button.
Currently, from this screen, to edit the invoice, we need to go to:
Bills To Pay > Drafts > search for the invoice > then edit itToo many additional steps to edit the invoice, it should be easy from that first link.
1 voteHi Kelly, thanks for the screenshots. Seeing as this email is sent by ApprovalMax we'd recommend connecting with their support to see if this is something they can change or would consider extending their integration for. Many of our app partners designed and built their integrations with Xero themselves and are best placed to confirm how this works and make changes to it.
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Bills - Option to auto apply credit notes and overpayments
Honestly, This is very frustrating that we need to manually allocate the bill credits against the outstanding Invoices, it's taking a lot of time to do so, I highly request Xero to please come up with a solution for this
6 votes -
CIS deduction after retention - subcontractor invoices
When creating subcontractor bills and deducting retention, the CIS includes the retention when calculating the deduction
For example, XERO should read:
£250.00
minus 3% retention (£7.50)
£242.50
minus CIS (£48.50)
= £194.00HOWEVER, XERO calculates:
£250.00
minus 3% retention (£7.50)
minus CIS (£50.00) (off the gross amount not the amount after retention deducted)
= £200.00This means that CIS deduction is incorrect.
There is no way around this currently even though similar issues have been raised since 2019 on Xero discussion threads and no solution has been made.
The only way around it offered by Xero means that payment &…46 votes -
Bills - Ability to email bills and credit notes, as you can with sales invoices
Need to be able to send credit notes including bill credit notes to customer/ supplier with one click. Equally as important as sending them an invoice/ purchase order.
12 votes -
Contact | Activity - view reference of transactions
Implement a feature to make it easier to ensure purchase bills are paid only after the corresponding sales invoice has been settled by the client. Ideally, this could be achieved by adding a visibility feature, such as a dedicated column (along with the already existing Type, Reference, Issue date, Due date, Paid date, Paid, Due, Total, and Status) in the ‘Activity - Bills’ tab of a contact. This would eliminate the need to manually search for each sales invoice or purchase bill reference. This column could be optional, as the others are.
1 voteInteresting idea here, thanks for sharing. Will be good to get a sense of the interest and other businesses that process sales and payments in this manner. Being open it's not something we have plans for atm, but we'll start to track the idea here and let you know if there is any plans made.
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Bills - Bulk approve and bulk edit accounts on draft bills
I forward invoices to Bills via the email feature.
I then batch process these at regular intervals.
There could be 50 to 100 bills here.
I have set default purchase contacts for all these contacts yet none of these drafts use that until I go into the bill for manual approval.
This wastes a lot of time as I have to go through each bill 1 by 1.Allow me to bulk edit the accounts on Draft Bills and / or use the default account setting for that contact.
This simple change would save me hours and I would get…
15 votes -
Dashboard - Awaiting Approval in Bills Section
Add a line item/total for 'Awaiting approval' to the 'Bills you need to pay' section of the Dashboard.
25 votesThanks for all your input and sharing the needs in seeing awaiting approval invoices and bills from the Dashboard.
We'll soon be rolling out our new Homepage experience. The team have put a lot of work into designing the new widgets with our customers front of mind.
Within the new Tasks widget you'll be able to get a quick snap of invoices (and bills) awaiting approval, and from the 'Invoices owed to you', and 'Bills to pay' widgets you can get a quick understanding of the # of invoices or bills awaiting approval and amounts associated to them.
Try it out in the demo company now and I'll be back to share when it's fully released 😊
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Invoices / Bills - Option to copy line above
Whilst doing multiline bills and invoices we need a key stroke shortcut that copies the line above to reduce time taken to enter data. I was used to this in sage. I REALLY miss it. Please!!!!
64 votesAppreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
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Remittance - Include supplier Reference
We would love to be able to send a remittance advice direct from Xero which includes the Reference that the supplier has asked us to provide. We are having a lot of trouble with suppliers failing to match payments which is time consuming for everyone.
It would be a really easy fix!
And even better, would be when exporting a file to BACS, the Reference requested by each supplier should be included on the relevant line, not the global company reference that is currently exported. (not quite sure why it already works exactly like we want when you only export…40 votes -
Purchases - Ability to apply a deposit
Deposits on Sales and Purchases - will this ever be possible in Xero? The workarounds are fine if you have a few deposits to keep track of. But what if you have many? Like my Art Gallery client where most art is sold on a 'layby' system. The layby isn't recorded as a sale until it is fully paid. The customer makes multiple payments. There is no way to directly link the payments to a pending sale. They all coded on-mass into a prepayment liability account. The only way to keep track of payments is a spreadsheet which is time…
4 votes -
Bills - Capture energy usage data when inputting utility bills
Capture energy usage data such as electricity kwH and gas MJ, or actual CO2 emissions when inputting utility bills. This would be beneficial for SMEs who may need to calculate carbon emissions - increasingly being asked for this by larger clients with net zero targets and/or are calculating their Scope 3 emissions.
4 votes -
Bills List view - Adjust column widths
The new bills view has totally rearranged the columns and the column widths. I have already added my own vote to adjusting column widths but i really need to be able to sort my bills view columns in an order that is easier on the eye, and neck, instead of bouncing from from one side of the screen to the other unnecessarily.
26 votesHi team, we appreciate feedback on having more control of the width of columns in the bills lists.
Atm, we don't have plans for developing the ability for customers to control the column width, but will continue to monitor this idea closely.
I've split this idea off from the ability to sort columns in the bills list being two separate feature so we can update you on progress for each.
- Don't see your idea?