339 results found
-
Hover over an invoice/bill/other doc and it appears in a view only window
It would be great to be able to hover over the document line in the customer account screen or banking screens and see the document in a view only window so that you don't have to click in and back out or open another window.
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 🙂
-
calculation difference
Files Inbox - Review File Details - VAT amount difference (Purchases and Sales including direct Spend)
It would be a good idea to enable the VAT amount to be edited. I received quite a number of POs, purchases, and receipts with a different VAT amount compared to what Xero calculates (rounding). Currently, I have to enter a direct spend into a bill just to correct the VAT amount. It suggests to enter a rounding amount but the system does not allow for only a VAT amount to be entered when creating a new row for the difference. If I use…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 🙂
-
Bills - 'Add new line' between existing with option at top of bill
Add more lines on a Bill without having to scroll to "add a new line" button. If I copy a bill for example but want to add more lines in the middle of the bill, I have to scroll all the way down to the bottom of the bill to add more lines. There should be an option to add new lines with the enter button or to copy line items without having to scroll all the way down, especially on lenghty bills.
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 🙂
-
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.
-
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!
-
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!
-
Bills - Pay draft bill immediately after approving
When we have pro forma invoices, it would be helpful to be able to approve a draft bill and have an option to pay it straight away without having to search the awaiting payment.
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 🙂
-
Bills - Disable Make Payment Button
Your new "Make Payment" button and the Action column can not be removed/disabled in the Bills view. It is repetitive, distracting, and disruptive to my normal workflow.
I would appreciate it if Xero did not diminish my user experience as a paying customer in order to promote a new service it is offering.
17 votesAppreciate your feedback on this here, everyone. This has been shared with our product team.
They did thoroughly consider how and where this prompt was shown in the product, and I want to be open that we don't have any plans for enabling the ability to hide the Make Payments option from this screen.
-
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.
-
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.
-
Xero Accounting app - Change camera icon
On the mobile App for Android.
When you enter a bill and want to take a photo of it, the 'take photo' button has recently become a black camera Icon.
This is alomost impossible to see if you're taking the photo on a dark coloured background like your black car seat or dark desk.
Please change to a black and white icon or even better a normal red button.
Definitely a case where a designer has had too much input to make it look pretty, I'm afraid.
Functionality first please.
1 voteThanks again for sharing with us, Paul. Having connected with our product team I'd like to update that this is something they're currently working on an improvement for - I'l round back to let you know as soon as an up[dates been released and what this looks like 😁
-
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.
-
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.
-
undo or back button when approving a bill
Quite a few times i've hit approve on a bill and then realised it wasn't the correct account or details. Then i have to exit draft bills and go find the bill to open, edit, save and then go back to drafts to continue adding, which adds so much time.
A simple 'Undo' button would be amazing which would undo the last thing you did, opening the last draft you approved back open in edit mode. Then once saved will open your next draft bill ready to complete.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 🙂
-
Filter out/exclude suppliers when searching in bills
Allow us to filter through bills based on ticking/unticking certain contacts/suppliers. Why not add it if you can already use a search bar, this would make things much easier. As well as also filtering by tracking categories.
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 🙂
-
Xero Files | Data capture - Extend to emailed bills
Can the new Data Capture function for Files be extended to Bills forwarded by email.
1 voteThanks for your feedback and great to hear you're liking the smart capture with Xero Files, Tim.
Pleased to share that this is something our product team are working on at present and I'll keep you updated when this is released in the product.
-
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. 🙂
-
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.
-
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.
3 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.
-
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.
37 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. 😊
- Don't see your idea?