15 results found
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Bill Upload & Linking Feature
A more streamlined document upload process for supplier invoices and bills would be a valuable addition.
Useful features could include:
- A dedicated “Uploads” section accessible from the main header
- The ability to upload and preview PDF supplier invoices before bills are created or synced
- A simple “Link to Existing Bill” function directly from the uploaded document
- Visibility of key invoice details within the uploads screen, such as supplier invoice number, issue date and total amount
This would significantly improve efficiency for businesses that sync bills from external job management or accounting systems, while also making accounts payable processing more streamlined.
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3 votesHi Sianan, thanks for your feedback here. Great to hear you're forward thinking and how more control within the automation would be helpful for you.
You may have seen on our website that we're in the process of releasing a new feature 'Smart Document capture' that will achieve most of what you've asked here.
The Files inbox will hold files that have recently been uploaded which will move to archived once attached to a transactions.
While you'll be able to first review files, you can then use Smart Document Capture to create or match to transactions in your organisation 😊
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Bills - Expand smart document feature to all international regional editions
In "The Long and Short of It" in April 2026 Xero released "Extract bill line items straight from Smart Document Capture". Although this says it is Global I have also seen elsewhere where this is only in the UK.
Release this globally. Also, instead of just having it be entered as a Spend Money, have these extract to Bills also.
This is the write up - can't confirm that we have it in NZ.
Your bills are now as easy to capture as your receipts. Smart Document Capture can now extract data from bills - one of our most requested…
1 voteThanks for raising with us here. Arna. Appreciate the confusion and have shared back to the team about the tags on that article.
Right now, Smart document capture is available in all regions except NZ and AU. We will be rolling this out to these regions over the next couple of weeks so I'll keep you updated here of when it becomes available.
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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 😁
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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.
41 votesHi team, we wanted to share an update as we have released Smart Document Capture that can analyse and help auto create transactions(including bills) from the files inbox. Along with the upload bills feature mentioned in my last update, these tools can help reduce the manual data entry for you, saving you valuable time.
Right now, we're currently working on a redesign of the individual bill View and Edit pages, that'll have the ability to add a Planned date directly on the page. When released, if manually entering a bill from scratch, once you add a contact all you'll need to do is click Save to update the page where the option to add a planned date will be available.
I'll come back to share when these pages are released.
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Billable Expenses - Assigning items to customers, make clicking "OK" act like the "Assign" button
I regularly forget to click "assign" before "OK" when assigning a customer to a billable expense. In the attached screenshot, I've identified an expense, found the customer, and the line item is ticked. It's infuriating to have to remember to click "Assign" before "OK", when the rest of the interface is telling me that everything is all set and saved. While I try to remember to press the wretched "Assign" button first, could you please change the default so that clicking "OK" has the effect of clicking "Assign" automatically? There shouldn't be a separate "Assign" button.
7 votesHi community, thanks for your engagement and sharing your feedback on assigning billable expenses with us here.
We're in the process of developing a new experience for the individual bill Edit page, that'll make this process much simpler! Rather than a separate action Assigning to a customer or project will be an additional column within the table of your bills from which you can simply click, search and select.
Recently we also rolled. out an update to the Table so you can now drag contents of one cell up or down the a column, meaning if multiple rows of your bill need to be assigned to the same customer you can quickly fill this detail in without having to select in each row.
These features are already available when working with bills using the quick view(eye icon) on the list, but I'll return to confirm once the individual bills page…
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Bills - View file attachments on a separate browser tab
I work with 2 screens - when entering a bill it would be really useful to be able to view the xero transaction on one screen and view the attachment on the second screen. Currently the bills sometimes have such small print you have to really zoom in and move around the screen to be able to read it. I am aware you can open it as a separate document, but this wastes as much time trying to zoom etc. Many people now work with 2 screens so I think this would be a really useful function.
4 votesThanks for your inputs here team. We're currently developing a new experience for the individual bill View and Edit pages that'll provide the ability to view attachments in a separate browser tab.
This feature is already available from the quick view of a bill on the list screen - Clicking the square icon with the top-right arrow will open your file in a separate browser tab. 🙂
I'll come back to share once the new individual page experience is available, too.
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Bills - Display attached Invoice to the left not on top of the bill entry form
When creating a new Bill, and after uploading the invoice then viewing the attached invoice, the attached invoice displays on top of the bill entry form. This is very frustrating.
Please change to display the attached invoice to the left of the form, same as is the case when opening a draft Bill that was created by emailing Xero.
See screenshot for example
6 votesHi everyone, we'd like to share there are a few improvements that'll help with the view and entry of bills here.
Right now, if viewing an attachment on an individual bill there is a left side arrow that when clicked will shift placement to the left of the page.
You can also currently use quick view(eye icon) from the bills list where the default behaviour is to show attachments on the left side of the screen.
We're also developing a new experience of the individual bill View and Edit pages that will adopt the same behaviour as quick view. I'll roll back to confirm once this is available to you all. 😊
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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.
43 votesHeya community👋 thanks for the discussions and input through this idea overtime. I know it's been quiet on our end but want you to know your feedback has been getting back to the right places.
We have a couple of features I'd like to highlight here, as well as let you know our product team are currently developing the Bills View and Edit pages in which the pain points here will be solved. 😊
- Simply upload files to bills to automatically extract and create your bills in draft for you. You can upload multiple files at once and let Xero do the grit work. Once they're ready simply review
- Smart document capture - You can simply upload your files to the inbox and Xero will take the effort out of things by extracting key data and auto suggesting create transactions for you (Invoice, Bills, Spend and Receive money)
I'll return…
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Bills - Show GST/PST amount per tax type/name
Sales Tax lines in Suppliers bills - CAD
When a bill is posted as draft, Xero displays the sales tax based on the percentage of the tax and not the tax type/name. This makes it harder to review and compare and confirm with the supplier's invoice which always displays the federal tax (GST) and provincial tax (PST) in separate lines. It is even more problematic when there are more than one taxable portion in the same invoice (a portion GST and another portion GST/PST). It would be great to show the tax type in the draft mode too.6 votesHi team, we appreciate the interest and feedback through this idea.
As some may have seen we have released the ability to quick view bills from the list view, from which you'll see a Tax rate breakdown shown beneath the subtotal of the bill. Like you're after here.
Right now, we're also redeveloping the bill View and Edit pages. These'll also adopt the experience from quick view in which you'll be able to see a breakdown of each tax rate.
When released, if creating a bill from scratch all you'll need to do is click Save to update the page and be able to view tax amounts by tax type.
I'll come back to confirm once this is rolled out.
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Xero to Xero - Send the attached files on the invoice
When sending invoices from Xero to Xero it doesn't attach the actual invoice in the draft bill as an attached so we don't have this invoice for record keeping purposes and can't even see if there's VAT or No VAT charged on the invoice as it is not attached to the bill. This needs to be added.
12 votesHi team, apologies as we have jumped the gun a little - While it's currently possible to include a PDF of the invoice when sending via the Xero network, including attached files is not available just yet.
However, I want to confirm this is something the team are currently working on and we will share as soon as there is another update on this.
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Invoice/Bills: Notifications - Reminder Invoice/Bill becomes due
To have an option to set up e-mail notifications to receive a report when an invoice payable becomes due
Purpose: To easily be reminded when invoices/bills due through email.
247 votesThanks for your valuable feedback and for sharing the idea of "Bill payment reminder alerts or emails." It's clear this feature would be a significant improvement. As a current workaround, you can use the existing due date field in Xero to sort your bills and set a separate calendar reminder in your preferred app. While we work on assessing this idea, I want to share that we're exploring bill payment reminders for users with multiple initiatives in progress. We appreciate all your feedback and votes, as they help us better understand the impact and benefits of this feature, and we'll be sure to update this page with any new developments.
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Bills - Option to show lines as Tax Inclusive
When entering bills as "Tax Inclusive" line items, Xero automatically changes it to "Tax exclusive" line items.
When trying to edit the bill to show tax inclusive line items, it again auto reverts to tax exclusive per line item.
I am requesting Xero to allow for having a choice between Tax Inclusive Bill line items, as well as Tax Exclusive. Why? This is because it is easier to reconcile due to the payment being tax inclusive.60 votesHi team, thanks for all the feedback on this request. We understand how helpful it'd be to view a bill as Tax Inclusive if that’s how it was originally entered, especially when reviewing bills in your organisation.
We’re currently modernising the Bill Edit and View pages, and this'll be addressed in the new experience. Once a bill is saved or approved, it'll display in the same format it was created in.
Some of you may have already noticed that this has been implemented in the bill quick view (the eye icon in list view).
I’ll update this thread again once the change is released on the individual bill pages as well. 🙂
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Invoices/Bills - Don't update contact address for existing invoices
Currently, if you change the address of a contact, old invoices and bills will show the new address and not the old address.
It would it be good if the old documents can keep the old address. It is because having the old address is a piece of evidence to show where the goods have been delivered to. It is important to show that to the tax authority and auditors where the goods are delivered to determine the GST/VAT type, etc.
pls look into this. thank you.
94 votesThanks for continuing to raise the importance of this idea with us here.
We appreciate why invoices and bills need to reflect the address details that were true at the time the document was created, and recognise the importance of this for record-keeping and audit purposes.
As part of the work we’re progressing for multiple addresses per contact, we want to highlight that preserving historical invoice details within Sales invoices is something we’ll be solving.
With multiple product teams working across different features we want to be upfront that work is not currently roadmapped for the Bills side, however we’ll keep this top of mind as that area of product continues to be developed.
I’ll be back to share further updates as this progresses.
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Bills - Draft Bills overview, add GST and Account columns
Is it possible to add GST and Account columns to the draft bills screen in Xero to check the account and GST total before approving?
17 votesHi everyone, right now our team are doing lots of work in the bills space to help you streamline your accounts payable. Soon, we'll be adding a quick view so you can review bills and make changes on the fly without leaving the list view. Read more on other changes coming to this space on our blog.
I'll keep you updated when this is released and you can try it out for yourself.
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Invoices/Bills - Ability to duplicate a line item
Ability to duplicate a line item for invoices/bills.
Purpose: To make users easily enter similar line items when creating invoices/bills.
64 votesHi everyone, we appreciate all contributions and votes this idea has received overtime.
There are a few different features we'd like to highlight that can aid in the entry of a lot of transaction entry and solve for many of the needs here.
- Non tracked inventory can be used as a means to save details for items you regularly purchase or sell and reduce the need to repetitively enter information such as Description, Price and Account
- Contact defaults can additionally save time from having to enter or update account, and tracking options of your lines
- Add contacts last items from the previous transaction you entered for them if you have contacts you regularly purchase or sell the same items
- NEW drag & drop contents of a field up or down the column - hovering over a field you can click and drag from the dot in the bottom right corner…
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