130 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
3 votesAppreciate 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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Email to Bills - Access Xero App when opening on phone
When receiving a bill via email from another person using Xero invoicing, rather than clicking the link to open in your phone browser -> be prompted to login to Xero -> then clicking the 'Log in to save as bill' button (which is not visible in Safari unless you turn your phone landscape) and then selecting the organisation to attribute to.
Could the experience recognise whether you have the XAA and if so, instead default to login through the Xero app (ideally then using passkey/FaceID) to then pick the organisation and be saved as a draft bill that way?
1 vote🌟 Thanks for sharing this idea.
We’ve moved it to Gaining Support so we can better understand how much interest there is from the community, and learn more about the different ways people would expect this experience to work on mobile.
If this would make managing bills easier for you, please add your vote and share more detail in the comments about your ideal workflow — for example, whether you’d expect the link to open directly in the Xero Accounting App, prompt you to choose an organisation, or save the bill straight into drafts.
Community feedback helps our product team understand the impact of an idea, the problems it solves, and the scenarios that matter most.
We’ll continue to monitor the support and add any updates here when we can.
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Bills Draft Tab - Option to pay draft bill 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.
2 votesThanks so much for raising this and for taking the time to explain the extra friction in your workflow.
We understand how frustrating it can be when you’re working through draft bills and then need to go searching again for the bill once it’s been approved. When you’re processing multiple bills, those extra steps can really add up and make what should feel like a smoother workflow more time-consuming than it needs to be.
We’ve reviewed this idea and we’re moving it to Gaining Support. This means the idea has been reviewed by our Community team and is now open for other community members to vote on and comment.
If others in the community would also benefit from a smoother way to move from approving a draft bill to actioning it for payment, we’d really encourage them to add their vote and share a little about how they work. For…
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Purchases overview - View Billable expenses not billed.
Purchases Tab: would like to see Billable expenses not billed.
15 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Batch Payment - Unique payment file name
It would be good if we could have the ability to have unique batch names when exporting payments to the bank. Currently its the same name ie the date. If you create a further batch it has the same name, with only difference being the time stamp on the file when selecting it from 'downloads' - even it was batch 1, batch 2 etc, it at least means you're not accidentally selecting the wrong file. We often make more than one payment in a day, especially if you're making payments from different bank accounts, you need to watch carefully that…
1 voteAppreciate how this could be useful when creating multiple batches in a day, Sue.
We'll start to get a wider understanding of interest through your idea here, and can share if there are any improvements planned to help with what you're asking.
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Bills to Pay - filter by attachment
Feature Request - Purchases Overview
It would be great to be able to filter items listed under purchases overview by whether a document is added or not. I have to manually upload documents for certain type of bills as they are created in a third party application that doesn't bring the document forward.
2 votesThanks for sharing this idea around filtering bills to pay by attachments! We are always looking at ways to improve the Xero experience.
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 🌟
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Melio fees: User-controlled Contact and default account
We started using Melio bill pay, and it keeps posting the spend money transactions for Melio fees to an account it creates (550, not at all the format we use) and a vendor "Payment Fee." Every time I have to change the vendor to the one I want Xero to use ("Melio"), the account I want to use, and then archive their contact and GL account again. The user should be able to set the contact and account to be used for Melio fees.
1 voteThank you for bringing this idea to our attention Gregory 🌟 We’ll move your idea to Gaining Support so other members of the community can vote and add comments. This helps us continue to track the level of interest in the idea and better understand how valuable this change would be for customers.
If there’s anything more you’d like to share about how you’d expect this to work in practice, please feel free to add that detail to the idea as well — that extra context can be really helpful for our product team when reviewing community feedback.
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Reconciliation - Show indication of documents from source transaction
As a Xero user, I regularly upload supplier invoices and receipts as attachments to Bills. While the attachment is stored correctly against the Bill, it is not visible when viewing the related bank transaction, account transaction, or reconciled payment.
This creates a challenge when working with accountants and bookkeepers. During month-end reviews, audits, and reconciliations, accountants typically review transactions from the bank account and transaction listings to verify that every payment has supporting documentation.
When they open a reconciled bank transaction and cannot see an attachment, they often assume that the invoice or receipt is missing. I then have to…
1 voteHi Kelly, thanks for sharing this idea. We can see how being able to view attachments from reconciled bank statement lines could make it quicker to review transactions during audits and day-to-day bookkeeping.
At the moment, attachments remain linked to the source transaction, such as the bill, spend money transaction, or invoice, and can be accessed by opening that record. While this keeps the supporting documents available, we appreciate it's more convenient to see attachments directly from the bank statement view.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular bank screens or workflows where attachment visibility would be most helpful, let us know as those examples help us better understand the feature.
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Bills - Supplier name Lock
Bills:
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.
Being able to lock a supplier/ 'From' when adding Bills, so we don't need to search for every bill, for when we have multiple bills under one supplier.
Maybe a lock button next to the contact name which can be clicked to unlock it when no longer needed.
2 votesHi Diamond, thanks for sharing your idea, and letting us know the changes that matter most for you. We have split your idea into 2, as they are both great ideas but require to be raised separately so people know what they are voting for Here is the idea. 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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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
3 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.
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Import Bills/Credit notes - Provide universal template and click on checkbox to select bills or credits
Instead of uploading bills and credit notes separately, how hard would it be to upload them all the same, then you can choose in a drop down box or similar as you approve them if they are a bill or credit.
3 votesHi Hayden, thanks 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 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. Cheers
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Bills - Ability to edit Person of a contact within a Bill
This idea ("Bills - Edit contact details (name, email, BSB, Account no.) when creating a bill") has been accepted by Kelly Munro on January 23rd 2026. HOWEVER it does not fix the issue of the inability to input the "first name" and "last name" in the Quick View. It allows "Name" which I understand could be a business name but it also could be an individual name. Currently I have to go and edit the contact details manually after the bill/invoice is created which is cumbersome and frustrating as almost all the fields are available to input via Quick View.…
3 votesHi there, thanks for sharing this. We can see there’s a gap between what you’re looking for and what was covered in the previous idea.Based off of the feedback here, we’ll use this as a way to gauge how many people need the ability to edit the contact person directly from a bill. While this isn’t something we have immediate plans to work on, we’ll start tracking interest in this request and will share any updates here if that changes.
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Statements - Set supplier due dates based on statement cycle
Statements - Set up 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.
For example, I have a vendor where my statement ends on the 25th of the month, and the bill due date is the 25th of the month following the statement cycle…
1 voteHi Michael, thanks for highlighting this workflow.
Being able to set a statement cycle date against a supplier could help businesses that work with vendors who don't follow standard month-end billing cycles. Having that information saved against the contact would make it easier to align statement reviews and reconciliation processes.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see in Xero, please continue to vote and share details of your use case. The more context we have on different supplier statement cycles and workflows, the better we can understand the impact of this request.
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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 Shannia, thanks for sharing your idea about making it easier to add a new line between existing lines on a bill. ⭐
We’ve reviewed your suggestion and moved it to Gaining Support so we can keep it open for votes and comments from other members of the community. This helps us monitor interest in the idea and better understand how valuable this improvement would be for customers working with longer or more detailed bills.
If others would find this useful too, we’d encourage them to add their vote and comment with more detail on how they’d like this to work in practice.
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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.
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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!
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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!
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Purchase overview - Add Spend money view same as bills
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 Pablo2 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 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. Cheers
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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.
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Jax - Allow Jax to automatically attach pdfs from the Files section
Jax is showing great promise but we need to be able to attach PDFs/photos easily. There is another product suggestion where you can drag and drop a pdf which is good. However a much better method would be that you simply upload all pdfs to the Files section, or add via photos in the Xero app. Xero then scans these documents and makes them available to Jax, Jax is then able to match document to reconciled line and then attach automatically.
That is real automation and would be amazing.
2 votesHi Stuart, glad to hear you're liking JAX so far. Thanks for sharing your idea, and letting us know the changes that matter most for you. We'll move this idea to gain more support from the community. We'll monitor this space for more traction. Cheers!
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