208 results found
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Billable Expenses - Assign single line items to separate contacts
Hi there, I would like to be able to assign line items (that are the same) on a bill to multiple customers.
i.e. 2 x oil filters, assign ONE of each to separate customers without having to enter them on separate lines on the bill to do so.
Also, when creating an invoice and viewing "items to assign to a customer" I would like to be able to see the Supplier AND their invoice number in that list.
7 votes -
Purchase orders - links existing bills to purchase orders
Please provide bills allocation to purchase order option. converting purchase order to bills is not that useful as we received multiple invoice from different suppliers. sometime some supplier send us wrong invoice and without P.O allocations to bills we were unable to catch that kind of mistakes. which result in wrong payment.
benefits of that option:
it will be easy to see if trade/supplier invoiced more than our purchase order (agreed price). as right now there is no way we can see that information in xero.
implementations way could be:
Purchase order should be zero after allocating bill to it…
44 votes -
Billable Expenses - Assign to repeating invoices
I want to assign the customer to repeating invoices like software subscriptions that we pay for our clients. I have those bills in as repeating invoices but I have to assign the customer to them every month. It would be nice to be able to assign the customer on the repeating invoice and save that time each month.
5 votes -
Bills List View - Remove 'View' column from the default layout
There is a new completely unnecessary and annoying column named "View" in the Bills reports. I can switch it off each time I open that report, but I would like to reset the default so it doesn't come up ever. To view a bill all I have to do is click into it, so the extra visual of the EYE is just very irritating. It isn't an issue with the Invoices.
2 votesSorry to hear you find the view option an irritancy, Adrienne. This was developed based on customers feedback who wanted to be able to view more intricate detail of bills on the fly without having to navigate away from the list view.
I want to be open that we don't have any plans for removing this, but will continue to track and gauge interest around this through your idea here for now.
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Bills - Hide archived items when creating repeating bills
Whilst creating or editing "normal" bills, archived Products and Services don't appear in the Item pick lists to choose from. However, when creating or editing Repeating Bills ALL the Products and Services appear in the Item pick lists, irrespective of whether they're active or archived.
With many Products and Services archived (we have to renew them all annually), this makes the resetting of our Repeating Bills very labourious and makes the chances of making errors many times greater, as we can accidently choose archived Products and Services.
This looks to be a bug in the system that needs rectifying quickly.
7 votes -
Bill Payments - Schedule an email remittance advice for a future bill payment
Can there please be a function to schedule an email remittance advice at the same time as scheduling a future bill payment. I schedule all bill payments throughout the month but have to record which dates I am scheduling different bills to paid in my calendar so I can remember to send a remittance advice on that day. Would be much more time efficient if could schedule a remittance advice to be automatically sent the same day the payment is made / bill is paid.
49 votes -
Bills - Ability to set multiple planned dates
Bills - Split Payment in Several Planned Dates. Example: 1 Individual Bill of $25K in 3 differents planned dates.
13 votes -
Bills - Option to auto apply credit notes and overpayments
Honestly, This is very frustrating that we need to manually allocate the bill credits against the outstanding Invoices, it's taking a lot of time to do so, I highly request Xero to please come up with a solution for this
8 votes -
Batch Payments - View paid bills as a batch, instead of individual bills
View paid bills in the batch payment total insstead of each bill paid under the paid tab of the pay bills function.
3 votes -
Bills to Pay - Ability to filter by Contact Group
Xero is very limited by only allowing 200 invoices to show on the page on the awaiting payment screen - a filter to exclude some clients based on the client type would be helpful
e.g. creating a client type for direct debit payments would help reduce the number of invoices.71 votes -
Bills LIst View - Mark un-verified bills without a Due Date
Bills entered that are receipts/paid tax invoices (and accounts can't confirm they have been paid/what bank account they come from) should be able to be marked in awaiting payment with custom names instead of due dates.
Instead of picking a past date to clear them from awaiting payment their should be an option to store it as a 'receipt' or 'direct deposit' to ensure paid invoices etc. are not double paid.2 votes -
Invoices and Bills - Mark with a "Delivered" status
After sending out an Invoice and it has been paid, it would be useful if that invoice could have an additional status, indicating (1) that the goods have been "despatched", then (2) later as "delivered"
Similarly, on a Bill, After the bill has been paid, it ships, and it would be useful if the bill could be marked as (1) shipped then (2) later as "received".
And in both cases, there is an associated shipping document, such as Air Waybill Number and associated shipping agency. The AWB can be further enhanced to provide a link to the tracking service provided…
7 votes -
Invoices and Bills - Use cursor keys instead of mouse or tab
Include Alt+Key options for cursor positioning rather than having to use the mouse or Tab Key. eg Search, Save, Save and continue, Approve, Approve and add, etc
15 votes -
Bills - Resize the PDF doc preview
The preview window that pops up when entering new bills is a bit small and you need to almost always zoom in on the pdf to read it.
It would be great to be able to resize the different page components to make things a bit more readible.
37 votes -
Bills - Improve Contact Matching for Bill Imports
The current bill import functionality relies primarily on contact names for matching, which creates two significant problems:
1. Unreliable Contact Matching
- Contact names can change over time
- Even minor differences (single character) result in creating new duplicate contacts
- No fallback to more reliable identifiers
2. Character Encoding Problems
- Special characters (e.g., apostrophes in names like "O'Connor") cause import failures
- This particularly affects common surnames and business names
Proposed Solution
Implement a hierarchical matching system for contacts during bill imports:
- First attempt: Match by account code
- Second attempt: Match by database ID
- Final fallback: Match by contact name
Benefits
- More reliable…
1 vote -
Bills - Ability to email bills and credit notes, as you can with sales invoices
Need to be able to send credit notes including bill credit notes to customer/ supplier with one click. Equally as important as sending them an invoice/ purchase order.
12 votes -
CIS deduction after retention - subcontractor invoices
When creating subcontractor bills and deducting retention, the CIS includes the retention when calculating the deduction
For example, XERO should read:
£250.00
minus 3% retention (£7.50)
£242.50
minus CIS (£48.50)
= £194.00HOWEVER, XERO calculates:
£250.00
minus 3% retention (£7.50)
minus CIS (£50.00) (off the gross amount not the amount after retention deducted)
= £200.00This means that CIS deduction is incorrect.
There is no way around this currently even though similar issues have been raised since 2019 on Xero discussion threads and no solution has been made.
The only way around it offered by Xero means that payment &…46 votes -
Contact | Activity - view reference of transactions
Implement a feature to make it easier to ensure purchase bills are paid only after the corresponding sales invoice has been settled by the client. Ideally, this could be achieved by adding a visibility feature, such as a dedicated column (along with the already existing Type, Reference, Issue date, Due date, Paid date, Paid, Due, Total, and Status) in the ‘Activity - Bills’ tab of a contact. This would eliminate the need to manually search for each sales invoice or purchase bill reference. This column could be optional, as the others are.
1 voteInteresting idea here, thanks for sharing. Will be good to get a sense of the interest and other businesses that process sales and payments in this manner. Being open it's not something we have plans for atm, but we'll start to track the idea here and let you know if there is any plans made.
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Bills - Bulk approve and bulk edit accounts on draft bills
I forward invoices to Bills via the email feature.
I then batch process these at regular intervals.
There could be 50 to 100 bills here.
I have set default purchase contacts for all these contacts yet none of these drafts use that until I go into the bill for manual approval.
This wastes a lot of time as I have to go through each bill 1 by 1.Allow me to bulk edit the accounts on Draft Bills and / or use the default account setting for that contact.
This simple change would save me hours and I would get…
15 votes -
Invoices / Bills - Option to copy line above
Whilst doing multiline bills and invoices we need a key stroke shortcut that copies the line above to reduce time taken to enter data. I was used to this in sage. I REALLY miss it. Please!!!!
64 votesAppreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
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