124 results found
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Credit Notes - Remain on Credit Note view after allocating to a bill
After entering a credit and allocating it, Xero now displays the Invoice not the Credit. This is very confusing and annoying.
Xero support answer was:
I understand you're finding the recent change to the credit note display confusing. When you complete and approve a credit in purchases and apply it to a bill, the screen now displays the bill rather than the credit note you've just entered.
This change is part of recent improvements to credit notes that Xero has made to build consistency across different Xero experiences. The new layout has been designed to save time when applying credit,…2 votesThanks for sharing this idea. Having the option to return to the Credit Note after allocating it to a bill could give users more control over their workflow.
I’ve updated the status to Gaining Support so we can continue tracking interest. If you regularly work through credit notes, let us know whether staying on the Credit Note or returning to the bill would be your preferred experience.
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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 votesAppreciate the feedback on the Melio bill payments solution within Xero here team. I have shared this back with our product team and we will keep a close eye and share if there are any improvements around the syncing of data planned like you've noted here.
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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.
3 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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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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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.
3 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 | 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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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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Bills to Pay - Ability to create/add Prepayment to Batch payment
Currently Prepayments can only be posted directly to the bank line and so the actual payment must be processed manually in your online banking. We use Batch Processing for our supplier payments, so being able to add it to Accounts Payable instead would make things a lot easier for this saving both time and the risk of a mis-type for bank details. I appreciate this means both sides of a transaction would be in Accounts Payable (for a short while) but it would only be until the Batch Payment process has selected the relevant invoices for payment. This would also…
2 votesThanks for clarifying this for us Will, that context is really helpful.
I understand the main ask is to have the option to record prepayments either directly to the bank line, as they are today, or to Accounts Payable so they can be included in a batch payment run. I can also see how this would help in all three of the scenarios you mentioned: supplier payments processed through batch payments, pro-forma invoices, and keeping the audit trail visible when the final invoice goes through ApprovalMax.
I appreciate you taking the time to explain the current workflow and why it’s creating extra work, especially needing to manage two separate payment runs.
We’ll move this idea to Gaining Support so we can gauge community interest and better understand how many customers would benefit from this workflow.
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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).
4 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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JAX - Ability to create a spend money and bill
JAX - Ability to create a spend money and bill like it can invoices
1 voteThanks for sharing this idea, and letting us now how useful you would find it for Jax to create Spend Money transactions and bills. We’ll move this idea to Gathering Support ✨ so we can gauge interest across the Xero community. Votes and comments will help us understand how valuable this functionality would be for customers.
We’ll share updates as the idea progresses through the review process.
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Hubdoc - Direct integration with Xero Verify for multi-factor authentication
Hubdoc is a Xero product, yet Xero verify dosnt work with Hubdoc.
Authentication between the two should be seamless.1 voteHi Daniel, we understand the request for Hubdoc to support Xero Verify push notifications for MFA. This could make logging in quicker and provide a more consistent sign-in experience across Xero products.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share your thoughts.
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Hubdoc - Attach or link receipts directly from Hubdoc without re-uploading
Problem: Hubdoc already contains the original photograph/image of the receipt, yet when a publishing mistake needs to be corrected it says to upload the document again.
This is particularly ridiculous for users who photograph receipts specifically so the physical receipt can then be discarded.
Requested improvement:
Hubdoc should simply reuse the existing source document.1 voteAppreciate you raising this. Being able to select a receipt already stored in Hubdoc and attach it directly to a Xero transaction could save a few unnecessary steps when managing documents.
We've moved this idea to Gaining Support so we can keep gathering feedback. If this could help your workflow, add your vote and let us know.
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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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Remittance - "Send Remittance" button directly from the reconciliation screen
Currently, users must reconcile the payment and then navigate back to the bill or payment record to send a remittance advice. This creates unnecessary extra steps and increases the risk of remittances being missed.
Having this option available during reconciliation would streamline the process, save time, and ensure suppliers receive timely payment notifications.
2 votesHi Anna, thanks for sharing this suggestion. Being able to send a remittance advice directly from the bank reconciliation screen could help streamline payment workflows and save time when processing supplier payments.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, we'd love to hear more about when you'd expect to send the remittance during the reconciliation process.
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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!
9 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!
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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!
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Hubdoc - Permission settings to restrict clients from publishing documents to Xero
When you add a new client to HubDoc, you must enter the client's email address. Once you grant them access, they have full access. More specifically, there are no settings to prevent them from publishing documents to Xero. This is causing a lot of duplication of work for those clients who are "trying to be helpful" by publishing receipts to Xero - they are typically coded incorrectly and often as an AR transaction instead of an AP.
1 voteHi Catherine, a more flexible approach to Hubdoc user permissions could make client access easier to manage. In particular, your idea is asking for an option to let users upload documents without giving them publishing access.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this matches your workflow, add your vote and tell us how you’d like the permissions structured.
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Set the Repeating Bill date to last day of month
I have many repeating bills set up, and many of my suppliers send the same invoice each month, e.g. Subscriptions. I set up all my bills to be repeating on 31st of January, which was great. Then Feb came and they were dated 28th Feb - Great again.. But now that March has 31 days, Xero has kept all my repeating bills to reapprove as 28th March, not 31st.
I would love to be able to choose more options on create/start date, like how when you create a repeating event in outlook, you can choose "last day of the month"…4 votesThanks for sharing your idea Georgia, 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! Cheers
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Bills - Bulk add Tracking Categories across multiple bill line items
I add a lot of bills and spend a lot of time adding tracking categories one by one to each item line. I want the ability to do this in bulk for many item lines at once. This has just been completed for invoices but it would be just as (if not more!) useful to be able to do this when editing bills.
1 voteHi Kate, we understand the request to apply tracking categories to multiple bill lines at once, rather than selecting them individually.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this suggestion will be useful for your workflow, please vote and share your thoughts.
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Claude - File upload to auto create bills
You upload a bill — a PDF, a photo, a scan — into a conversation with Claude. Claude reads it, extracts all the key details (vendor name, amounts, line items, due date, tax, account codes), and creates the bill directly in Xero through the connector. No retyping, no copying numbers between screens, no switching apps. Drop the file in, confirm the details look right, and it's done.
Scale that up and you're processing a whole batch of supplier invoices in a single conversation, each one flowing into Xero accurately without touching the Xero UI at all.1 voteAppreciate you'd be keen to see this directly through Claude, Deny's however in the meantime just wanted to highlight the upload file options that can work alongside our new Smart document capture to perform a very similar process to what you're asking here.
For now, we'l get a wider sense of interest for being able to do this with Claude through your idea here. 🙂
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