339 results found
-
Reference field - Information no longer carries across when creating New Bill from Purchase order
We would like to raise a concern regarding a recent update to the Purchase Order function, which is now causing operational issues for us.
Previously, within a Purchase Order, we could select the three dots at the top of the screen, choose “Copy to…”, and then select either Bill, Purchase Order, or Invoice. This process worked well and ensured that all relevant details transferred correctly.
However, following the recent update, the options have changed. We now only see “Copy to Invoice”, while Bill has been replaced with a blue “Create Bill” button. To create a Bill, we must manually select…
2 votesHi 👋 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 🙂
-
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.
5 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.
-
Xero Network | Customer Statement - Enable Adding of All Bills in Bulk
When receiving a Xero customer statement from a supplier, it would be great if we could select all the invoices and add them to our company's Xero in bulk.
Our supplier sends paper invoices during deliveries, and only sends a digital Xero customer statement at the end of the month. Rather than having to scan all the paper invoices, being able to add them IN BULK from the Xero customer statement directly into our Xero account would save a lot of time. Currently, the invoices have to be opened in a new window and individually added as drafts.
2 votesAaah gotcha, good to hear you're already across the Upload bills feature and appreciate the extra work you've mentioned.
Not something that we have plans around at this time but we'll track interest here and I'll let you know if there are any updates. Thanks!
-
Emails to BIlls - Auto capture the bill as tax exclusive
You can set your company preference to tax exclusive or tax inclusive, but the Xero email bills to Xero function does not follow the company settings and always puts to tax inclusive. Can this be as per the company settings? Eg we would like it to always be tax exclusive.
13 votesThanks Dominique, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
-
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.
2 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.
-
Contact - Option to toggle to the next transaction in the contact record
There should be an arrow button on the screen when viewing a bill under a specific contact, so that you can click this and move to the next bill and so on. This would make looking at bills much easier to navigate. At the minute, I am opening up each individual bill from the contact screen in a new tab, to find what I am looking for.
3 votes⭐ Thanks for sharing this idea and explaining how being able to move through transactions from a contact record would improve your workflow.
We've reviewed your idea and moved it to Gaining Support, so it's now open for others in the community to vote on and add their comments.
If this would help others too, please add your vote and share any examples of when this navigation would save time or make reviewing contact activity easier.
We'll keep an eye on the feedback here and share an update if there's any progress to let you know about.
-
Bills - Add 'Upload bills' to Dashboard.
Add the 'Upload bills' feature as a widget on the Dashboard, for convenience.
At present you have to navigate to 'Bills to pay', then from the 'New bill' dropdown, select 'Upload bills'. It's a great time saving feature, but seems tucked away, and would be great if right from the dashboard I could just drop bills, and invoices, ready to process later.33 votesHi team, pleased to share that this is a feature that will be coming with the new Xero Homepage! Once released it will be an option available from the bill drop down within the Bills to pay widget 😊. I'll round back to share as it becomes available in orgs.
If you'd like to get more understanding of the new homepage and navigation visit our website and try out the prototype!
-
mark as billed
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 votesThanks 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. 🙂
-
Upload bills - Apply org settings when creating bills
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).
3 votesHi 👋 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 🙂
-
Bills - Quick link to the Draft tab after importing
You have today added a great new feature - the ability to upload Accounts Payable invoices to generate the Draft transaction.
Can I suggest that you have a look at the options available after the invoice has been approved, to then quickly navigate back to the Draft Bills.
This is because it's likely that we upload in batches then approve, however to navigate back to Draft to pick up the next invoice takes quite a few steps!
7 votesThanks for sharing your idea about how the workflow could be improved for you, when you're importing and approving bills.
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 also benefit, so they can add their votes and comments too!
-
credit note
It would be really helpful to be able to allocate a credit note against the supplier account rather than against individual purchase invoices. We receive supplier credit notes for discounts applied for purchases which don't relate to an invoice so the only way we can account it for them is to use any purchase invoice which then reduces the invoice amount. It can be confusing for the supplier when the invoice amounts do not match.
2 votesHi 👋 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 🙂
-
Bills - Awaiting Payment bills summary by supplier
Bills - View bills awaiting payment summarised by supplier with the ability to expand supplier to view invoices and select individually or make changes if required.
You need to use the awaiting payment screen to create batch payments. To make payments you have to select each individual invoice for a supplier which takes time and is inefficient.
Having the ability to view the awaiting payment screen showing summary (total) for the supplier would be helpful. You can still filter dates so you can see everything owed to a supplier within date range. Much like an Aged Payables report. You can…
9 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show a summary of bills awaiting payment by supplier 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.
-
Bills to Pay - filter by attachment
Feature Request - Purchases Overview
It would be great to be able to filter items listed under purchases overview by whether a document is added or not. I have to manually upload documents for certain type of bills as they are created in a third party application that doesn't bring the document forward.
2 votesThanks for sharing this idea around filtering bills to pay by attachments! We are always looking at ways to improve the Xero experience.
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 🌟
-
Purchases overview - View Billable expenses not billed.
Purchases Tab: would like to see Billable expenses not billed.
14 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have 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.
-
A quicker motion between entering draft bills
When you approve a bill it pops up with a notice saying add another bill, it should say back to (whatever screen you were on) i.e. I tend to upload bulk to the the ai section to which they then enter drafts. I have to manually go back to drafts each time to enter the next bill whereas it could automatically just take me where I need to go or at least offer the function
2 votesHi 👋 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 🙂
-
Bills - Highlight bills due to be paid by Direct Debit
It would be great to have a Direct Debit flag on the Bills area. Especially on the ones waiting payment.
That would allow us to know if a bill that is waiting payment is Direct Debit and we don't need to act, just wait to reconcile.
I created a (terrible) mockup and attached it.130 votes -
Bills – Ability to Bulk Delete Attachments from Bills
Hello Xero Team,
I’d like to suggest an enhancement to the way attachments are handled when sending bills into Xero. At the moment, when bills are forwarded via email, Xero captures not only the invoice PDF but also every image embedded in the email—such as logos, footers, signatures, and other graphic elements. This results in several unnecessary files being attached to a single bill.
Currently, these attachments have to be deleted one by one, which is time‑consuming and inefficient.
It would be extremely useful to have the option to select multiple attachments and delete them in one action, similar to…3 votesThanks for your feedback, Analise. Perhaps something you've already picked up on in relation to your note about bulk actions elsewhere however you can currently bulk delete files from within the Files library > Archive.
This includes files that have been uploaded directly to a transaction rather than from the files library.
There's an Associated with column so you can click through to check the bill you're deleting a file from
We don't have plans for adding a bulk delete option from within a bill itself atm, but we'll begin to track the interest for this here.
-
xero files data capture create to awaiting payment
Xero Files data capture should allow to choose to create the bill to awaiting payment as well as draft to save having to approve the invoice in puchases bills section.
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. 🙂
-
xero files data capture extract vat rates
Xero Files data capture for it to pre-populate the vat rate with the last rate used for the supplier invoice like Hubdoc does
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. 🙂
-
Ignite Plan Bill Limit feels unrealistically low.
The current Ignite plan bill limit feels unrealistically low for many small businesses. Having to jump to the next pricing tier just to enter a modest number of additional bills feels disproportionate, especially when many of us do not need the extra features included in the higher plan. It creates the impression of artificial feature gating rather than pricing based on genuine usage or value. It would be great to see either a more reasonable bill limit on Ignite, or an intermediate/add-on option that allows users to purchase additional bills without a large monthly price increase.
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. 🙂
- Don't see your idea?