305 results found
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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 - Drag and drop documents from email into Xero
In the Bills section under- New Bill and Upload Bill you cannot currently drag and drop the file from an email into the box. You either have to email or download the file would be time saving if you could just drag and drop straight from email into the new bill box.
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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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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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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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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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