349 results found
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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
1 voteAppreciate 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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Supplier/Purchase defaults should allow a default description
Supplier/Purchase defaults should allow a default description.
I have to copy and paste the same item into multiple bills and line items. Xero automatically grabs the dates, contact, and reference, allows defaults on tax but for some reason ignores the description field.
Please add this small feature that would save hours of manual inputs.
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. 🙂
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select whole cell when amending account code
When amending the account code for a bill, it would be helpful if the whole of the entry was selected when clicking into the box. I either have to click on the arrow and scroll up and down the list to select the account I want or I have to click at the front of the box, highlight the whole entry in blue and then delete to overtype the account code. If I could click in the box and the whole cell was highlighted in blue I could then just overtype the account code.
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. 🙂
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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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Send credit notes via email like you can with bills
I Need to be able to send credit notes in via email like you can with bills. The nature of my business I can end up with several credit notes from suppliers, which currently all have to be uploaded individually.
This takes significant time. We should be able to send them as a pdf the same as with bills, or at least make it so if a bill is a negative amount, it automatically changes to a credit note.
It seems odd for software so well developed, to not have this feature.
This may already be in the requests 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. 🙂
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hubdoc date
Can we please have an optional Organisational Setting in Hubdoc to ensure Hubdoc does not create or post items with dates earlier than the lock date in the Organisation?
This should prevent Hubdoc using a date like 1925 when using the date picker.
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. 🙂
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hubdoc purchases page
For organisations that have an active Hubdoc organisation, it would be helpful from a workflow perspective to:
1. Have a link from the main purchases dropdown menu direct to Hubdoc; and
2. On the various Bills tabs, have a link to HubdocThis would provide a trigger for users to remember there may be Bills needing approval/processing in Hubdoc; and even as a cross promotion for Hubdoc.
Also from the1 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. 🙂
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Bill Sorting
Sorting tool seems to be only for one criteria. It would be great to be able to sort bills by due date, then supplier or contact alphabetically as the 2nd sort request.
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. 🙂
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batch payments
Bill reference is included in the first ref cell - but when exporting to the bank (ANZ) - that ref is not exported over. I have to copy and paste the reference to the 2nd ref cells for it to be included on the uploaded file at bank point. Very time consuming.
1 voteHi 👋 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 🙂
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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"…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. 🙂
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move action buttons
Move the action buttons to the top of the page (save, approve etc), having to scroll down the page on 100% zoom just to select approve and view next can be annoying. Also defaulting the approve and view next might be a good option as well
Another idea allowing to match to a payment transaction from the bill screen not just add a payment record
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. 🙂
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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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Bill Matching Logic - Suggest the Most Recent Bill
Currently, Xero’s bank reconciliation often suggests matching a transaction with a random bill - rather than the most recent one.
I.e, a transaction dated 24 Feb may be matched with a bill dated 30 Mar, even though a bill for 24 Feb exists.
It would be more accurate and efficient if Xero prioritized suggesting the most recent bill prior to or closest to the transaction date, instead of a seemingly random one.
This would be useful for us who enter multiple future-dated bills for budgeting/forecasting and would make the matching process more intuitive and time-saving.
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. 🙂
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Feature Request: Hubdoc Alert for Missing Supplier Bank Details
Feature Request: Hubdoc Alert for Missing Supplier Bank Details
We would like to submit a feature request for Hubdoc that we believe would significantly improve workflow efficiency. It would be extremely helpful to have an alert or notification within Hubdoc (or during bill processing) when a supplier does not have bank account details entered in Xero. At the moment, when new supplier accounts are created and bank details are missed, this is only discovered at the time of payment. This creates frustration and delays for the person processing payments, as they then need to stop, track down the details, and…
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. 🙂
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Reviewing attachments from within a Purchase Order - so much more time consuming now.
Prior to the most recent update, you used to be able to view/refer to a purchase order's attached invoice from within the Purchase Order screen. Now you have to open a duplicate tab to do the same task. A 30-second task now takes much longer. This is frustrating when you're individually processing many purchase orders/bills in a day. Opening tabs, dragging them to another screen, closing tabs etc etc. I noticed that you moved the attachments back up to the top of the screen where it used to be - can we go back to the good ol' days with…
1 voteHi 👋 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 🙂
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Vendor Statement Cycle Date
Update vendor settings to set a statement billing cycle to be offset from a calendar month. I have multiple vendors that cycle bills prior to calendar month end, and that impacts the month the bill is due. Xero's automatic due date will populate an incorrect due date if a bill falls between the statement cycle date and the calendar month end.
1 voteHi 👋 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 🙂
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bulk edit of descriptions
Feature Request: Bulk Edit Descriptions on Posted Purchase Bills.
Please check out the Word file attached for details.
XOXO..
Reena1 voteHi 👋 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 🙂
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Spend Money Overview (Same with Purchases Overview- attached picture)
This feature as per attached picture for viewing/editing Bills paid is so useful in reconciling and checking. Also the return of the "Previous" & "Next" button/arrows are very welcomed.
What is missing right now is for the "Spend money" items which are not showing here. I would like you to add a new feature or even you can just make it viewable here in this same window.
If this feature is already there, please let me know.
Regards,
William Pablo1 voteHi 👋 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 🙂
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A way of moving files from inbox into draft bills so they can be auto-populated by AI
A way of moving files from file inbox into draft bills so they can be auto-populated by AI
1 voteHi 👋 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 🙂
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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…1 voteThanks 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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