275 results found
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Lock Dates - Allow old bills/invoices to fall into current accounting period
Once you close a period, pulled all the accounts and happy with the financial position, you close the period to stop posting to that period. But when you receive a old supplier invoice, which has been accrued in, Xero does not allow you to post the invoice without re-opening the period date. This means, you either reverse your accrual journal to post the older invoice, changing the financial position or manully altering the invoice date, to post it into current period. Increases workload and hassle. It also means your supplier account does not mirror with their accounts with dates. Xero…
71 votes -
Bills - Drag and drop Files 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.
28 votes -
Creating Bill from a Purchase order include PO on screen
Before this latest upgrade, when you created a Bill from a Purchase order, the PO number was up at the top of the screen, so you could add it easily to the Bill, now it's not there!!! This is annoying have to write it down. Love this to come back PLEASE.
4 votesThanks 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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Submit for approval and Next
The ability to Submit for approval & view Next when working through draft bills. Sometimes I need to submit all the bills for approval before they are paid and it is quite time consuming that each time I submit for approval you need to go back to drafts to select the next bill. Like with Approve and Next - Submit and Next would be very handy
2 votesThanks 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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Allocate lines of Bills to a Master job allocation
Allocate Bills from suppliers (such as Bunnings or Bowens) to one master job, rather than needing to manually enter this against each line item.
This happens in MYOB and is very handy1 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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New Bill/New Credit Note single button
There are similar post about single click bills being requested, but I'd like to add Credit Notes to this...
I really dislike not being able to just click a single button to add a new bill or CN, from the Bills screen.
99% of the entries on this page will be new bills, and credit notes. Why are the options to create a new bill or credit note lumped in with Import from CSV, New Repeating Bill, or the ridiculously useless upload or email options for bills? Those last 2 add nothing to our productivity, as whatever is uploaded will…2 votesThanks 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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Arrow option to toggle through bills under contact
There should be an arrow button on the screen when viewing a bill under a specific contact, so that you can click this and move to the next bill and so on. This would make looking at bills much easier to navigate. At the minute, I am opening up each individual bill from the contact screen in a new tab, to find what I am looking for.
2 votesThanks 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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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 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 - Highlight bills due to be paid by Direct Debit
It would be great to have a Direct Debit flag on the Bills area. Especially on the ones waiting payment.
That would allow us to know if a bill that is waiting payment is Direct Debit and we don't need to act, just wait to reconcile.
I created a (terrible) mockup and attached it.103 votes -
Attaching multiple invoice images to an email and not create a transaction for each but create a single transaction
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 votesThanks 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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Invoicing - Edit Item Code without changing Description, qty or price
When copying an invoice, we need to be able to copy and paste in the item code without it deleting all of the description, qty and cost.
You can do this in classic invoicing, but when you do it in the updated invoicing it removes all the data on the line.21 votes -
Stop Bills thinking email signatures are a bill
Block email body attachments from creating draft bills or attaching to existing bills. When forwarding bills to Xero it either adds the email signature tiles or thinks they are separate bills which it then can't read details for because they don't exist. This wastes significant time deleting the extra documents to complete the drafted bill as well as deleting bills that aren't actually bills but rather someone's email signature. When sending multiple pngs/jpegs on one email the confusion with the email signature has meant all bills end up as one draft. Eg. You send 5 png/jpeg bills to Xero, instead…
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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An option to always have a second person review changes to bank account details
For fraud security, there should be an option to always have a second person review new bank account details and changed bank account details (Financial details) for Suppliers
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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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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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 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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