76 results found
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Bills - Ability to edit Person of a contact within a Bill
This idea ("Bills - Edit contact details (name, email, BSB, Account no.) when creating a bill") has been accepted by Kelly Munro on January 23rd 2026. HOWEVER it does not fix the issue of the inability to input the "first name" and "last name" in the Quick View. It allows "Name" which I understand could be a business name but it also could be an individual name. Currently I have to go and edit the contact details manually after the bill/invoice is created which is cumbersome and frustrating as almost all the fields are available to input via Quick View.…
3 votesHi there, thanks for sharing this. We can see there’s a gap between what you’re looking for and what was covered in the previous idea.Based off of the feedback here, we’ll use this as a way to gauge how many people need the ability to edit the contact person directly from a bill. While this isn’t something we have immediate plans to work on, we’ll start tracking interest in this request and will share any updates here if that changes.
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Bills - Upload option to use camera
New upload bill functionality is great but would be so much better if you could use you camera
2 votesAppreciate your feedback and great to hear you are liking the upload bills feature, Toni. We'll be sure to let you know if there are any plans to develop this capability of using your camera here.
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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…
8 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.
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Bills - Show supplier aged balance when entering bill
Surface supplier aged balances during Bill and Purchase Order creation
When creating Bills or Purchase Orders, there is currently no visibility of a supplier’s outstanding or overdue balance without leaving the workflow to run reports.
This creates unnecessary friction between Finance and Purchasing teams, with buyers frequently needing to ask questions like “What do we owe this supplier?” or “Is their account overdue?” Finance teams are then forced to interrupt their work to manually check balances.
Proposed improvement:
Display a supplier aged balance summary (Current / 30 / 60 / 90+) directly on the Bill and PO entry screens once…1 voteHi Charmaine, just sharing an update on this idea that I've split from your original here so we can track the interest in viewing this information within a bill.
We'll keep an eye on the interest the idea receives here and share if there are any updates.
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Inventory - Invoice only users | Show Latest transactions
I would like to submit a feature request regarding inventory visibility for invoice only users.
It would be extremely helpful if invoice only users could access the “Latest transactions” section within each inventory item to view stock movement. During stocktakes, when discrepancies arise, we rely heavily on reviewing item movement to identify the cause and resolve issues efficiently.
At present, granting access to this level of detail requires broader permissions, which then exposes reports and bank information. We would prefer our team members to have visibility over inventory movement only, without access to financial reports or sensitive accounts.
2 votesThanks for sharing here Sandra. Understand that the default permission for the invoice only inventory user role has no access to products and services. A user with this level of permission can’t view the products and services page. We'll open this idea up to gain more support from the community so they can share their thought as well! Cheers!
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Email to bills - Create one single bill from multiple file attachments
It would be good to have the option for emails sent to XERO which have more than one invoice attached to be dealt with in just one transaction. I've never had a need for XERO to create a transaction for every attachment, so if that is everyone's experience, then it would be good that happens, so maybe no option need be given.
Currently the only way is to create a single PDF from multiple invoices, which requires third party software.2 votesHi Rob, thanks for sharing your idea and letting us know the changes that matter most for you. We've opened this idea up to the community so they can share their thoughts and add their votes. We'll monitor this space in the meantime for more traction. Cheers!
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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…2 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.
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Bills - Add multiple payments without leaving the bill
Hi All, I am billed in advance for a storage facility which i break down into 4 payment per invoice. 1. I am not able to allocate these payments to an invoice unless I add them individually 2. I have to navigate each time back thru the whole process of billing, then locating the bill each time amongst the unpaid bills opening this then entering 1 payment and then having to navigate back thru the whole process again. I pay a lot of my bills weekly and broken down into smaller payments so being able to add the payments to…
2 votesThanks for sharing your feedback on adding multiple payments to bills. We appreciate you explaining how this could streamline your workflow when managing weekly payments broken into smaller amounts. We understand you're aware of reconciling through bank accounts using the split payments, though this may not fully address your needs.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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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Upload bills - Recognition for CIS
When uploading CIS invoices to Xero's Upload Bills function, the CIS is always deducted incorrectly, as the invoice reads the "total" after deduction as the total to take the deduction from. Just a suggestion that the AI needs training on in order to recognise which total is the gross amount.
1 voteAppreciate your feedback on the Upload bills feature, Eloise. It's good to hear you're making use of this feature and we'l start to get a sense of the interest in the reading of CIS invoices to take in consideration of this flow.
I'll be sure to share if there are any updates around this, here.
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Bills - Option to flag or highlight specific bills
I have an approval system with my manager. I usually create an excel for all the chasers by suppliers to pay the bills. and then my manager adds the planned date on Xero for me to pay. can we have an option to highlight on xero the "important ones"? currently due date is highlighted for importance, but sometimes other bills also need attention. it'd help in removing the manual process of creating a separate excel to highlight those to my manager. thanks!
1 voteGreat to get your feedback and how this feature could help you in identifying bills that need attention, Ayesha.
We have a somewhat similar idea but more for when a bill needs to be highlighted as in dispute or query, whereas it sounds like you'd like this feature to be able to highlight bills when they need more urgent attention for payment.
We'll start to get a sense of the interest from this other side of the coin here and I'll share if there are any updates.
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Bill - Direct link to account transactions from Account field
Being able to click on the account code on an invoice and it will take you to the account transaction report so you can see what other invoices are posted there. Even more useful if you could do this from the journal screen too so you can see the balance on the account after posting
2 votesHi Sadie, we don't have any plans for adding a direct link to the Account within a Bill, however one option for quick access right now could be to add the account you want to keep a watch on to the Chart of Accounts watch list on the homepage. You could keep this open in a separate tab and quickly click into this account when you want to view recent transactions.
Right now we'll start to get a sense of the interest for this here.
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Bills | Quick view - Option to Remove & send to files library when deleting a file
Fix/Restore ability to download bill attachments to Files library. Apparently this useful function was removed in a recent update. Previously if you clicked to delete an attachment, you would receive a choice to download the bill to the Files library or delete it; now it just deletes it.
1 voteThanks for the feedback, Roy. It sounds like you're trying to do this from the quick view 'eye' icon which will open the bill while still viewing in the list of bills.
I've updated the title of your idea to add this function to this quick view.
However, for the time being if you'd like to save a file to the library before removing you'll still be able to do this by clicking into the bill where the option to 'Remove & save to the file library' still exists. 🙂
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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
3 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 - Assign planned date when entering bill
Please add the option to assign a planned payment date when entering bills / within the individual bill, not just from the overview tabs.
36 votesHi team, we appreciate the interest in being able to add a planned date when entering a bill in Xero. While this isn't in our immediate plans our team are aware and keeping a close eye of the support for this idea.
While this isn't currently possible when manually entering bills I wanted to highlight our new Quick view and edit feature - If you upload or email bills to create drafts in your organisation you'll find you can use the quick view option to easily add a planned date.
If you don't have the edit option in your bills just yet, this feature is in the process of rolling out and should be with all customers soon. 😊
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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.
1 voteHey 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 - Add planned payment date from inside the bill with a default of the due date.
Add planned pay date automatically as the due date or add a field into the bill entry screen so that you dont have to go back and add it from the bill list view.
Just a suggestion which i think lots of people would find helpful. It would give real time data from the bill screen and saves going into the bill list to add the planned payment date for the categories at the top to populate correctly.
I I believe that this enhancement would be beneficial for many users, as it would definitely save time by reducing the number…
8 votesHey Sarah, thanks for your suggestion to add a planned pay date field directly on the bill entry screen.
We're grateful for your engagement and for sharing ideas that can help make Xero more efficient. We can see how this would save time by reducing the number of steps required to set a planned payment date.
We've reviewed your idea, and it's now ready to gain support from other community members. Along with votes, others can now comment to share more detail about how this enhancement could improve their workflow and help them manage their cash flow more effectively.🙂
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Bills - Show and override tax amounts when entering
Please show the sales tax amounts that will be posted to each account (GST and RST) separately so we can reconcile to the receipt that is calculating properly. It would also be nice if we could manually override this amount as sometimes there is a small rounding difference. I am attaching an example from QBO. Please update your system to also have this functionality.
2 votesThanks 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. Make sure you share your idea with any colleagues that this could also benefit, so they can add their votes and comments about how they'd like to see this too!
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Bills - Auto save
Auto Save to draft
Quotes
Invoices
BillsTo often data is entered then lost as you move away from a page before you are finished if not saved you loose it all. This becomes time consuming to re-enter all data.
2 votesHi Rossco, auto save is already within invoices in Xero, however I want to be open that we don't have any plans at this point of implementing this across other areas of Xero.
For Bills maybe another way to save you time could be to upload or email bills to your organisation so Xero does a lot of the manual work for you.
Here in Product ideas it helps for each post to be related to a singular idea for one feature - this ways it's clear what others are adding their vote to and we can best keep you updated on any progress.
I'll update your post here for Bills, and have added your vote to this idea in Quotes.
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Bills | Add new item - Autofill Item code from search text
When searching if an item code exists in the item column when in bill entry, the drop down minimises to "+NEW ITEM" - ideal if the code you have already typed (i.e) the new on to be set up, can be automatically copied into the new item set up pop out. Additionally it would be fantastic if the what is typed into the item name and be replicated in the purchase description box, if overtyped - currently it replicates, however if you then change the text in the item name it does not change in the purchase description box
1 voteAppreciate you sharing how we could make using Xero more efficient for your, Sheryl. We'll start to get a sense of the interest in this from the community here.
This isn't something we have plans for atm, but I'll share if there are any updates.
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Jax - Allow Jax to automatically attach pdfs from the Files section
Jax is showing great promise but we need to be able to attach PDFs/photos easily. There is another product suggestion where you can drag and drop a pdf which is good. However a much better method would be that you simply upload all pdfs to the Files section, or add via photos in the Xero app. Xero then scans these documents and makes them available to Jax, Jax is then able to match document to reconciled line and then attach automatically.
That is real automation and would be amazing.
1 voteHi Stuart, glad to hear you're liking JAX so far. Thanks for sharing your idea, and letting us know the changes that matter most for you. We'll move this idea to gain more support from the community. We'll monitor this space for more traction. Cheers!
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