130 results found
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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 potential14 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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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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Bills - Edit bills after batch payment has been reconciled
Edit a bill after batch payment has been made without unreconciling the entire batch
12 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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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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Hubdoc - Allow changing transaction type when republishing existing Hubdoc documents
Allow a Hubdoc document to be republished as a different transaction type
Problem: If a receipt has already been published as a Purchase/Bill, Hubdoc will not allow it to subsequently be published as Spend Money.
The message effectively says that the transaction must be removed from Xero and the document uploaded again.
Requested improvement:
Allow an existing Hubdoc document to be changed from:Purchase/Bill → Spend Money
Spend Money → Purchase/Billwithout uploading the document again.
1 voteThanks for bringing this to our attention. We understand how being able to republish an existing Hubdoc document as a different transaction type could reduce steps.
We've updated the status to Gaining Support so we can continue tracking interest. If this could be useful, add your vote and share how you'd like it to work.
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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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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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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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Contact Credit - Apply credit to Contact
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.
4 votesThanks so much for taking the time to share this — we can see why this would be really helpful.
Right now, supplier credit notes in Xero need to be allocated against individual bills, which can be awkward when the credit relates to things like discounts or rebates rather than a specific purchase invoice. We understand how that can create confusion, especially when invoice amounts no longer match what the supplier is expecting to see.
We’re moving this idea to Gaining Support so we can continue to track interest and better understand the impact for customers using this workflow.
If this workflow is causing issues for you, please keep adding examples and details — especially around how often it happens and any workarounds you’re currently using. That context is really valuable.
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Bills - Unique reference or index numbers for repeating bills
Being able to have a unique identifier attached to repeating invoices and bills would make it so much easier to be able to spot the repeating invoices in the accounts,
1 voteThanks for bringing this idea to the community. We understand the request for a distinct reference or index number for each bill generated from a repeating template. This could make reviewing transaction lists, reconciling payments and auditing recurring expenses more straightforward.
I’ve updated this idea's status to Gaining Support and added your vote to a similar idea covering unique references for repeating invoices. If this could help your workflow, let us know how you’d like the identifier to work.
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Bills | JAX - Ability to specify currency when generating bills using AI
It would be beneficial if users were provided with the option to select their preferred currency when generating a new bill within the new bill AI integration.
2 votesThanks for sharing this idea. We can understand how being able to specify the currency when generating bills with JAX could make multi-currency workflows more efficient, particularly when you're working with overseas suppliers or regularly processing foreign currency bills.
We've updated the status of this idea to Gaining Support so we can continue to monitor the feedback and share it with the team as they evolve the experience.
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Bills - Option to customise or clear default line item quantity (0.5 or blank)
Change default quantity settings for line items. Some of my clients need it to default to (.5) or nothing so we can enter what we need. Xero does not offer a setting to change the default quantity for line items in purchase transactions (such as bills or purchase orders) to 0.5
1 voteAppreciate you raising this suggestion. Being able to set a preferred default quantity for transactions could make entering recurring or fractional quantities much quicker.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would help your workflow, add your vote and share what quantity you’d typically set as the default.
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Bills - Switch "Amounts are" to Tax Exclusive when adding line items with different tax rates
When creating bills with multiple line items and differing tax rates, it would save time if the "Amounts are... " section would automatically change to "Tax exclusive" any time you input an additional line item that has a tax rate different from the previous line item.
1 voteAppreciate you bringing this to the community, Richard. A dynamic Amounts are setting could make it easier to enter bills where line items have different tax treatments.
For now, you can set the supplier’s purchase default—or the organisation default—to Tax exclusive, so new bills start with that setting.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share your preferred behaviour.
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Bills - Direct 'Bills to pay' link to user's custom default Bills view
I complete the details for a bill.
At the top the screen there is a link for Bills to pay
Clicking this does not take you to the default view for Bills. For example, I have Drafts set up as the default view, but clicking the link always takes me to the Approved list.
I think clicking this link should take you to the default view that has been set up.1 voteThanks for highlighting this improvement. When working through bills, being able to return directly to your preferred Bills view could make navigation more predictable and efficient.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and let us know how you’d like the link to behave.
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Repeating bills - due date beyond the following month
There is no way to put a due date as "end of the fourth month after bill date". For example, in the UK, you may enter a bill for Corporation Tax of £50,000 in April 2026, which is not due for payment until 31st January 2027. Please can you allow us to manually enter how many months after the bill date the bill is due.
1 voteThanks for bringing these ideas to us, David! 🙂
We’ve split your suggestion into two separate Ideas for ease of reference, so the community can vote and comment on each one individually. This will also help us understand which part of the request is most important to the community and gauge the level of interest in each idea.
We’ll keep a pulse on the interest for this idea and share if there are any updates. Feel free to share the Ideas with colleagues who’d also like to see these improvements so they can add their support too.
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E-Invoicing - Additional Tracking Categories for Malaysian E-Invoicing users
MY e-invoicing requires a tracking category in Xero. As we have clients which requires 2 tracking categories for their businesses, it is impossible to free up 1 tracking category for e-invoicing. Please look into this matter by considering adding a new tracking specific for e-invoicing.
41 votesHi team, we appreciate the appetite in this idea for being able to add more tracking categories to suit the needs of eInvioicing in Malaysia. We want to be open that while we have improvements planned for eInvoicing in Malaysia, increasing tracking categories isn't in our plans right now.
I understand some in the conversation here may already be doing this however to highlight for others - Right now, if you use a Tracking category for this purpose you can also look to add a default tracking to a contacts record which may help with auto assigning these codes for customers you trade with frequently.
We will continue to watch the interest through this idea closely, and share if there are any updates.
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Email to bills > Email forwarding directly into Xero as draft bills
I would like the ability to set up an email forwarding rule so that any incoming invoices can be automatically forwarded to Xero and created as draft bills.
At the moment, there’s no verified mailbox or built-in process that allows this automation, meaning invoices have to be manually uploaded or sent from specific addresses.
Adding this feature would make invoice management faster, simpler, and far more cost-effective, as users wouldn’t need to subscribe to third-party apps or integrations just to achieve automatic forwarding.9 votesThanks for sharing your idea on setting up auto-forwarding to the bills inbox, 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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Bills - Use Supplier default tax settings over Organization defaults for emailed draft bills
Have the ability to toggle if you want Xero to use Organisation Defaults or Supplier Defaults for Draft Bills from email.
Currently it's a roughly 50/50 split on whether my supplier's invoices have their line items inclusive or exclusive of GST. It is immensely frustrating that Xero chooses to ignore the tax setting for the supplier on emailed draft invoices and the number of times I go to approve an invoice only to be told the totals don't match, is infuriating.1 voteThanks for raising this suggestion. Being able to choose whether emailed draft bills use the organisation default or supplier default could make bill processing more flexible.
This could be useful for businesses working with suppliers that use different tax-inclusive or tax-exclusive arrangements.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would help your workflow, add your vote and let us know which default you’d prefer to use.
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