54 results found
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Bills - Change the default save option
Reduce clicks in bill review by making "Approve and View Next" a sticky option.
I push batches of bills from Veryfi and then need to review each to assign a custom property. Currently, I have to click the dropdown arrow on the "Approve" button and then click "Approve and View Next". Instead, change the default button option to be "Approve and View Next" after it has been selected once. Revert to "Approve" when the user leaves the screen.37 votesHi team, reviewing this idea again I'd like to share that this is already possible with the quick view option on the Bills list.
From the Draft tab if you click the eye icon this'll open the bill to view and approve without needing to leave the list. Within this view you'll find the default option is Approve & next.
We're also in the process of releasing new experiences for the individual View and Edit pages of bills in which this will be the default.
We appreciate hearing how this small change could have a big impact for you all. Thanks!
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Bills List view - Sort
The new bills view has totally rearranged the columns and the column widths. I have already added my own vote to adjusting column widths but i really need to be able to sort my bills view columns in an order that is easier on the eye, and neck, instead of bouncing from from one side of the screen to the other unnecessarily.
26 votesHi everyone, with the ability to adjust column widths and sort columns being separate functionality we have recently split this idea from the original so we could update you on sorting while still tracking and sharing if there's any progress for column widths over here.
Sorting columns is now possible with the new bills lists view - If you click the 'Columns' option to the right of the page above the list you'll have controls to hide and show columns, and you can click and drag the six dots to reposition each column where you'd like it to show. Once you click Save you'll see these changes reflected on your list 🙂
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Bills - Automatically view the next Draft bill after submitting for approval
Building on the product feature implementation of "Approve and Vie Next", it would be good to also be able to Submit Bills for Approval and view next, please.
24 votesHi team, appreciate all the engagement on this one. We understand how helpful it is to move through draft bills quickly without breaking your flow.
This feature is now available in the new Bills quick-view experience. You can use Approve & Next to approve a bill and automatically move straight on to the next one in your Awaiting Approval list, making batch approval much smoother.
Thanks again for sharing your use cases and real-world examples, they’ve been helpful in shaping this feature.
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import bills
Bulk import bills - We currently use Apron which allows to upload one file of bills that then separates them out, rather than having to upload them individually, If Xero could do this it would avoid extra costs for having to use a different software and scanning time as scanning individually takes more time also. We are an accountancy practice and our clients give us their records quarterly, and most of them will not do the uploading themselves.
1 voteHi Pauline, this is possible from your mobile device. You can select and upload files to Documents in Xero. You'll have the choice of uploading as a single document or as multiple. See more details in Xero Central. 🙂
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Bills - Add 'Upload bills' to Dashboard.
Add the 'Upload bills' feature as a widget on the Dashboard, for convenience.
At present you have to navigate to 'Bills to pay', then from the 'New bill' dropdown, select 'Upload bills'. It's a great time saving feature, but seems tucked away, and would be great if right from the dashboard I could just drop bills, and invoices, ready to process later.34 votesHi team, now that we have completely released the new Homepage to all users I'm pleased to return and move this idea to Completed!
You'll find from the Bills to pay widget if you click 'Add bills' there is a drop down to Upload files. 😊
Also just to highlight for some here from the Bills list you'll find the New bill drop down includes Upload bills and indicates keyboard shortcuts you can use you to save time from this screen.
I appreciate there are additional requests around accessing upload files from Xero in feedback here and I do welcome you to start new ideas for these that we can consider for future enhancements. Thanks
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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.
29 votesHi everyone, we'd like to share an update on a change that we've made to help with the points raised in this idea.
You now have the ability to hide the 'Action' column in each of the Bills lists 🙂 Your selection will be held as you move away and return to this page.
Thank you for sharing why this is important to you here we appreciate your feedback.
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Contacts - Bills | Upload Bills available in contact record
Can you also add "Upload Bills" under the contact? When a bill comes in, I check to see if it's already in entered by looking at the contact. If not, I go to enter in the bill there and it only provides the manual option. Can you add it to the dropdown under the contact too please?
2 votesComing back to your idea her we'd like to let you know of a new feature within Files that meets your needs here, Veronica.
From viewing a contact if a bill needs to be entered you can click on the '+' icon in the blue navigation banner and select Document upload.
This will direct you to you file inbox where you can drag & drop your file. Xero's Smart document capture will then analyse this, helping to create and autofill details of your transactions for your to review and approve. 😊
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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 voteHi Arna, I'd like to confirm that Smart Document capture has now been rolled out to all regions and available to all organisations on a Business plan. 🙂
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Bills - Option to deselect 'Action' column
please remove ACTION column under bills tab - don't push your products on your customers. It is a real turn off. The check mark under the column is greyed out. Let your customers remove please. Right now it isn't possible.
16 votesHi team, apologies we've not updated this idea sooner. I'd like to let you know of a recent change our product team have made to solve your request here.
From the Bills list pages you now have the ability to hide the 'Action' column.
Just to note this is a separate selection on each list, so you may want update each one. However, once updated this selection will hold as you move away and return to the page.
Thank you for sharing and supporting in this idea, here.
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Xero Files | Data capture - Extend to emailed bills
Can the new Data Capture function for Files be extended to Bills forwarded by email.
1 voteHi Tim, I'd like to return and share that we have released the ability to create bills with Smart Document Capture 😊
We hope you enjoy the efficiency and time savings this tool can help achieve!
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A way of moving files from inbox into draft bills so they can be auto-populated by AI
A way of moving files from file inbox into draft bills so they can be auto-populated by AI
1 voteHi team, appreciate the feedback here. We have recently released a new feature called Smart document capture that is available to UK organisations and will be released to all other regions soon.
A recent enhancement we just released to this feature is the ability to extract data from your files to create Bills! So rather than having to get your files into the Bills feature you can use Smart document capture to select and create a Bill all within Xero Files. 😁
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Email-to Bills - Use the contact's default currency
When sending invoices to Xero email address, the currency defaults incorrectly instead of taking the currency already set for the contact. We expected the contact’s currency to be applied automatically at the stage of creating the invoice, but this is not happening.
3 votesHi everyone! Happy to share that this is now live 🎉
In an effort to make bill creation faster and simpler we've enhanced automation by now applying supplier and organisation defaults, no matter whether a bill is created from email, web or mobile. Defaults such as account codes, tax rates, and tracking categories that have been pre-set are now applied automatically to every bill.
Reducing the need for manual data entry, minimising errors, and speeding up your approvals.
Thank you for all your feedback surrounding this, here.
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Invoicing - Use drag & drop to copy line details
Hi Xero Team , Kindly find attached file for your reference. I am sharing video file and screenshot that feature very useful for all user and copy above cell during invoice and bill generate. I am suggesting to IT team if they unlock drag and drop copy cell from above cell from mouse that feature would be very appreciated and may help to all user to easy invoicing and bill that help to time saving while enter multiple similar details in invoice or bill. I have also mentioned how to prevent accidental drag & drop cell with using ON/OFF button…
10 votesHi everyone, back with a final update as this feature is now live to you all.
You can now copy values up or down lines of your invoice using drag and drop or keyboard navigation. This makes it much quicker to repeat details like tracking across multiple rows when working in an invoice.
To use it, click the blue dot in the bottom-right corner of a cell and drag up or down the column. Or, if you prefer using your keyboard, hold Shift, use the up or down arrows to select the cells you want, then press Enter to apply the value.
Thanks again to everyone who shared feedback and supported this idea. 😁
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Draft bills
Would like to be able to select multiple draft bills to review. Then once you have posted the current bill it opens the next one to review and process until all have been processed. Going back to draft bills each time is time consuming.
1 voteHi Gillian, you may have noticed the eye icon next to your bills in the list view. From here you can get a quick view of the bill, and recently we also released the ability to edit bills from the quick view, so you can easily make changes, and move on to the next bill in the list without having to leave the list at all 😊
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Bills - Select documents from files in the Upload bills feature
At the moment you can't directly Upload bills from the files inbox we are having to download the files then upload them. Seems like an obvious feature.
1 voteHi Lee, coming back to your idea here I'd like to share that we have released a new feature in Documents (previously Files). When you upload files Xero will analyse the aspects of your file to help you create transactions, including Bills. You can then review, make changes if needed and then save the transaction where the file will automatically be attached.
So starts in a different location, but will create the transactions for you just like Upload bills feature. 😁
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Bill due date
Hi, you already have a 'bill due date' which you can set up to default to various options but you have to enter a number between 1-31 and we have suppliers who allow us to pay 60 days end of month. Could this be amended?
2 votesHi Karen, it sounds like you may have the default for bills set for 'of the following month' or 'of the current month', however you can change this to [x] days after the end of the bill month. See our direction on how to adjust this on Xero Central.
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Bills - Changing VAT code on paid supplier invoices
It would save a lot of time if it would be possible to edit the VAT code on paid and reconcilled invoices, just like you can change the nominal code. The VAT return is done at the end of each quarter, which means that the majority of invoices and expenses have been paid, by the time you are running your VAT return and double checking that all invoices and expenses have been correctly coded for VAT. At the moment, if an item is miscoded I need to go to that item, unreconcile the paymemt, go back to the item and…
2 votesHi community, we have a help article surrounding this topic as there are a few different options available. If you're an adviser you could consider Find & recode as an option but would highly recommend testing this out in the demo company to get an idea of how this works if it's your first time.
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Bill Payments - Automatic upload of payment files in the bank system
Dear support team,
I use Zero mostly to run payments and upload them in the bank system. I am trying to make my work easier as currently Zero has very limited features and I have to do a lot of work manually. I need to be able to download payments files from Zero in CSV or XML format and then automatically upload them in bulk in our bank system. The upload must be done in the right bank account and show our account number, the beneficiary, the amount of payment, currency, value date, status of the payment file and, most…
1 voteHi Raluca, sounds like Batch Payments is what you're after here. You can create a payment file for your supplier bills, and send this to the bank.
Alternatively you could use Open Banking to pay bills by direct bank transfer.
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Bills list - Move direct linkage to bill away from check box
Often I will be selecting the checkbox on a number of bills, and I will misclick and click on the surrounding whitespace of the checkbox. This currently is acting as a link and opening the bill for edit; which means if I just spent my time selecting a number of bills (Usually checking them off one by one while I review some details on another screen) that now my previous selections have now been lost.
Change the surrounding whitespace clickbox to select/unselect the checkbox rather than linking to the edit bill. At the very least, just make it not link…
2 votesHi TJ, thanks for your earlier feedback here. You may have noticed that we've made a few updates to the Bills pages and you should find that clicking on the surrounding whitespace of the checkbox in the Bills list no longer directly opens the bill 🙂
Thanks again for sharing how this would improve your experience.
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Bills - Separating tax amounts when entering bills
It would be nice if the tax rates show separate on the bills when entering them to know it is calculating properly. I understand we can see the tax broken out after we click approve, but it would be handy to see it before. It would also be nice if we could manually adjust the tax amounts.
1 voteHi Bailey, currently when you enter a bill, if there's more than one tax rate, a different tax total is shown for each tax rate underneath the Subtotal.
These totals are automatically updated live as you enter more lines on the bill - there's no need to save or approve the bill to see it.
If you're experiencing different behavior I'd recommend raising this with our specialists at Xero Support who can get a closer look in to see what's going on.
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