305 results found
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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…
7 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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Bill - Ability to restore deleted bill
I would like the ability to restore voided / deleted bills and invoices. Sometimes an item is deleted by accident but to restore it I have to copy it to a new draft and then re-attach any PDFs, which is clumsy and time consuming.
5 votesHi Jenn, appreciate you creating separate ideas for both Invoice and Bills in the forums here so we can get an idea of interest in each 🙂
Being open, this isn't something we have any plans for at present.
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Credit notes - Save and Add another
For Credit notes, when you click the 'Save' drop down, there is an option for 'Save and add another' like there is for regular Bills.
4 votesThanks Diamond. We have reviewed the idea and are now opening this up to the community to add their support. Please feel free to share this with your friends and colleagues who may also benefit from this idea. We'll monitor this space in the meantime. Cheers!
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Expenses - Option of Non billable expenses
We manage clients on a monthly service model and incur various expenses on their behalf, including subscriptions and operational costs. While Xero allows expenses to be marked as billable, there is no clear way to assign and track non-billable expenses at the customer level.
This makes it difficult to measure true customer profitability, as not all costs are captured against the client.Proposed improvement:
Allow both billable and non-billable expenses to be assigned to a customer.
Enable reporting that shows total costs vs revenue per customer.
This would provide a more accurate view of customer profitability for service-based businesses.4 votesThanks so much for taking the time to share this idea and explain the challenge behind it so clearly.
We can understand why having a way to assign non-billable expenses to a customer would be valuable, especially when you’re trying to get a more complete view of customer profitability. When some costs sit outside of that customer record, it becomes much harder to understand the true cost of servicing each client.
We really appreciate the detail you’ve provided here, and the examples help show the real impact this has for service-based businesses managing ongoing client work.
We’re moving this idea to 💥 Gaining Support so other customers can find it more easily, add their vote, and share how this would help their workflow too. That extra context is incredibly useful for our team as we continue to review and understand demand for improvements in this area.
If this idea would…
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User Permissions - Invoice only - Approve but not pay option
Allow an user on invoice only to create, view and approved bills & sales invoices but not be able to make payment.
4 votesHey Jasmine, thanks for raising this idea with us, there is a lot of interest around the user permissions customisation. We are moving this to Gaining Support so others can vote and comment on this. Although there aren't any plans for changes to the User permissions at this time, the Product team will watch this idea so get your colleagues and friends to vote and comment 🙂
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Bills - Editable Reference Line after Approval
It would be helpful if the reference line on bills was editable after approval from inside the bill without having to go through "Bill Options-Edit", then "Update" after making changes. You can currently edit a reference line if the bill is still in Drafts, but not once they have been approved without going through these additional steps. My organization has many repeating bills, but we don't always receive the invoices before the bill is created from the repeating template in Xero, so I have to add invoice numbers to each bill by going through the above process. Obviously, I know…
3 votesThanks so much for taking the time to share this idea 🙂 — we can see how being able to edit the reference line directly on an approved bill would make this workflow much smoother, especially when you're working with repeating bills and need to update invoice numbers after the bill has already been created.
We've now moved your idea to Gaining Support so other customers can find it more easily and add their vote if this would help their workflow too.
We really appreciate you sharing the context behind how you use bills in Xero. It helps our product team better understand where the current experience creates extra effort.
We'll keep you updated here if there’s any progress to share.
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Contacts - Filter Suppliers with Balance
When I click on my suppliers list, it shows the name of the supplier on the left, and on the right a total balance outstanding.
However it didn’t allow me to filter out the suppliers with no balance. I just want to sort or filter by those that have a balance.
1 voteThanks for sharing this idea about being able to filter the supplier list to show only suppliers with an outstanding balance. We appreciate you explaining how this could make it easier to identify the suppliers you currently owe. 😊This idea is now open for community support through votes and comments. We encourage others who would benefit from this to add their votes and share how they’d use this functionality. Specific examples of how this would improve your workflow will help us understand the broader need and prioritise the right solution.
We’ll keep an eye on the feedback and engagement this receives.
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Bills - upload button
The Upload Bills widget would be far more efficient if it were relocated to the Approve screen rather than its current location.
As many users have already commented (before comments on this topic were closed), the current design requires multiple unnecessary clicks to upload each new bill. This slows down what is otherwise a repetitive, high-volume task.
The most logical place for the Upload Bills button is alongside the Approve button. When processing multiple supplier invoices, the natural workflow is:
Review the current bill.
Approve it.
Immediately upload the next bill.Having the upload option available at the point of…
2 votesThanks so much for taking the time to share this suggestion and explain the workflow so clearly.
We can see how having the upload option next to the approval button could help speed things up when you're processing multiple bills.
We're moving this idea to Gaining Support so we can better understand how many customers would like to see this workflow improved. If this change would make a difference for others as well, we’d encourage them to add their vote and share how they use bills day to day.
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Upload Bills - OCR reader to itemise bill on bulk entry
It would be fantastic and much more efficient if the bulk uploading of bills allowed for the bills to be entered by individual line item.
At the moment it gives one line, without a description- with the grand total of the bill which defeats a lot of the purpose of being able to bulk upload bills, as they still need to be manually adjusted.
Xero have already shown it has the ability to extract data from a bill but haven't taken the feature to it's full potential13 votesHi Michelle thanks for sharing this with us here, can appreciate having the ability to itemise the bills on upload instead of just the one line. Currently this is possible via Hubdoc, you can read more about it here. We recommend raising a case with our support team for more details.
For now, 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 - Edit bills after batch payment has been reconciled
Edit a bill after batch payment has been made without unreconciling the entire batch
11 votesHi Natasha, thanks for your suggestion here.
I can see why you might like to edit the details of a bill without needing to remove an entire batch payment to do it.
There's already a similar idea around editing paid bills, but for now we might keep this as a separate one.
You might like to share this idea with any colleagues that this could also benefit, so they can add their votes and comments to support your idea.
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Bills - Automatically apply organization settings when creating bills from uploaded files
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).
5 votesHi everyone, thanks for sharing this idea. We understand that having document extraction follow your organisation settings could help reduce manual adjustments when reviewing bills and receipts.
The suggestion is to have document extraction automatically apply existing organisation defaults, such as tax settings, currency, and tracking categories, when creating transactions.
For now, supplier rules and automation settings can help prefill some details and reduce manual updates. We’ll continue tracking this idea here so the community can share feedback and use cases to help shape future improvements.
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Bill Upload & Linking Feature
A more streamlined document upload process for supplier invoices and bills would be a valuable addition.
Useful features could include:
- A dedicated “Uploads” section accessible from the main header
- The ability to upload and preview PDF supplier invoices before bills are created or synced
- A simple “Link to Existing Bill” function directly from the uploaded document
- Visibility of key invoice details within the uploads screen, such as supplier invoice number, issue date and total amount
This would significantly improve efficiency for businesses that sync bills from external job management or accounting systems, while also making accounts payable processing more streamlined.
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3 votesHi Sianan, thanks for your feedback here. Great to hear you're forward thinking and how more control within the automation would be helpful for you.
You may have seen on our website that we're in the process of releasing a new feature 'Smart Document capture' that will achieve most of what you've asked here.
The Files inbox will hold files that have recently been uploaded which will move to archived once attached to a transactions.
While you'll be able to first review files, you can then use Smart Document Capture to create or match to transactions in your organisation 😊
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Bill Payments - Improve sync between Melio and Xero for bills
Make Melio payments work as well in Xero as embedded bill.com payments used to work. make it half as good.
3 votesHi team, we're pleased to share an update as we are working on some improvements to the Melio and Xero sync to enhance this bill payments experience and save duplicated efforts in Melio and Xero.
Recently we released the first part of this, so now bank details and billing address sync through from the Xero contact record to Melio.
We're continuing work to develop this into a two way sync.
I'll return to keep you updated. Thanks
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Assign a customer to a bill credit note.
You can assign a customer to a bill. However, if you receive a credit note from a supplier, you can't assign that credit note to a customer, even if it relates to them. It would be good to have this so we can offset any credit notes before on-charging the cost to the client.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Accounting app | Bills - Multiple file upload against one bill
You can now upload multiple files/photos/pages (up to 10) into Documents with the option as separate or single a combined file through the Xero app, which is great but I would like to be able to do the same thing against a new bill. E.g. create new bill through the app, add multiple files/photos, add some details (e.g. contact name) and save as draft bill to then be able to complete processing at desktop level. I don't value the flow of smart document capture in it's current form so prefer to use the draft bill pathway as my file/document entry…
1 voteAppreciate you noting you're already aware of the option with Smart document capture, Tegan.
While it's possible to upload multiple files at once on a bill through the web version, it's not currently through the Xero Accounting app. We'll start to gather the interest in this through your idea and we'll let you know if there are any updates for this planned.
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remove "Tax Invoice" and Organisation name and date from populating in the description box when uploading draft bills, this is unnecessary
Please remove "Tax Invoice from" and Supplier Name and Organisation name and date from populating in the description box when uploading draft bills, this is unnecessary and wastes time as it needs to be removed each time
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bills - Creating Bill from a Purchase order include PO on screen
Before this latest upgrade, when you created a Bill from a Purchase order, the PO number was up at the top of the screen, so you could add it easily to the Bill, now it's not there!!! This is annoying have to write it down. Love this to come back PLEASE.
7 votesHi Kim thanks for sharingthis 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. 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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Lock Dates - Allow old bills/invoices to fall into current accounting period
Once you close a period, pulled all the accounts and happy with the financial position, you close the period to stop posting to that period. But when you receive a old supplier invoice, which has been accrued in, Xero does not allow you to post the invoice without re-opening the period date. This means, you either reverse your accrual journal to post the older invoice, changing the financial position or manully altering the invoice date, to post it into current period. Increases workload and hassle. It also means your supplier account does not mirror with their accounts with dates. Xero…
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Credit Notes: Add last Items Option
It would be good to have the "Add last items" option on credit notes.
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Microsoft Office fie support
It would be very helpful to be able to attach files in Excel & Word, not just a pdf!
1 voteHi Kevin, just to check is this when uploading bills to Xero?
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