120 results found
-
Batch payment - Unique id that can be matched when reconciling
To verify batch summary that was loaded in the bank. Reduce the risk of file being replaced by staff
8 votesThanks for the extra detail, Yash. I've slightly updated the title of your idea here to reflect this and we'll start to rack the interest in this from others in the community here.
-
Account number on online bill payments
Allow the default financial ref to be used in the pay online section. It currently uses the invoice number meaning that every time I create a batch for online bill payment I have to manually enter our account number for each bill. Plus as it is per bill I cant batch the supplier invoices until all of the ref's for each individual supplier are the same.
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. 🙂
-
Select bills using the filter for tracking category
You need a way to build a payment run by project/job/ tracking category
And surprisingly, Xero itself still doesn't handle this well.
Xero can assign supplier bills and individual bill lines to a Project, but when you go into Bills → Awaiting Payment, Xero doesn't currently give you a useful filter by Project/tracking category to create the batch payment. In fact, this exact feature is still sitting in Xero's product-request system, with users asking to filter bills by project/tracking category specifically so they can create separate batch payments.
So your frustration is legitimate: the project information is already sitting in…
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. 🙂
-
Batch payment (NZ) - Send batch direct to bank from Xero
Batch payment used to be able to send the batch direct to the bank, whereas now we have to export to a file, then upload the file to the bank program, which is multiple unnecessary steps and subject to file tampering and adjustment. Why does Xero remove great features like this and then charge more to use Xero - it is hard to fathom, but perhaps the banks were charging Xero for this wonderful feature and now Xero is cost cutting. It is hard to think of another reason for removing an excellent feature.
3 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.
-
bills and drafts
It would be ideal in bills in drafts when importing monthly account statements and individual invoices for that statement could be dragged and dropped to the statement. at the moment we have to go in our emails and look for each invoice individually to add them to the statement draft. If there was an easier way to drag and drop within drafts would be massive advantage.
If you can see upload. Global Components 3rd line is statement and other lines are invoices. If the invoices pdf's could be dragged and dropped into statement line this would make monthly accounts and…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Allica Bank to Crezco
Please can Xero provide the connection from Allica Bank to Crezco?
Allica is a very attractive bank for small businesses that use Xero, as they provide interest rate on business accounts that other banks mainly don't.
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. 🙂
-
Payee name field separate from vendor name
We need a separate Payee name field for our Vendors. We have several vendors who factor their AR so we need to pay the factor company, not our vendor. Currently, the only way to do this is manually which is a hassle when writing a batch of checks.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Melio
Melio - Partial Bill Payments
Currently unable to do a partial bill payment with Melio in Xero. Note: this is a very straightforward process when using Melio directly, but unfortunate now that I've cancelled that subscription and migrated the entire process to Xero).The support center provided a cumbersome "hack", which really lowers the value of doing this process in Xero (to reduce manual steps/processes). Here's the hack:
(1) Manually record a part payment on the bill for the balance still due (the amount you don’t want to pay now).
(2) Process payment via online bill payments for the balance…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Bill Payments - Increase limit on Value
Currently, Xero is unable to generate a payment file when the bills amount are too large. While Support has advised that there isn't a specific limit on the number or value of bills, we had issue when we tried to batch payments from the bills that the system considered 'too large'. This means that we need to make these payments manually and when there are a large number of high-value bills, this significantly reduces processing efficiency and increases the administrative workload.
1 voteThanks for sharing this idea. We understand how not being able to generate a payment file for large-value bill batches can create extra manual work and slow down your payment process.
We’ve reviewed your idea and are moving it to Gaining Support so other customers can add their votes and feedback. This helps our product team better understand the level of demand and the impact this is having for customers.
We’ll keep you updated here if there’s any progress to share.
-
Remittance advice - Ability to show foreign currency
As a business we deal in several currency so the ability to be able to send a remittance advice to a supplier that has been paid in a foreign currency similar to how this is done for suppliers in GBP would be a great help to ensure there are no queries with payments to suppliers paid in foreign currency
3 votesHi Mark, 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.
-
Checks - Vendor details pull through automatically
I don't like the new vendor payment system. I want go back to the old system of paying by check. With new system you have to re-enter the vendor information to send a payment. Don't like it. How do i revert back to paying with my own checks.
1 voteThanks for your feedback on the new process.
At this stage, it isn’t possible to switch back to the previous check payment process.
We really appreciate you taking the time to share this feedback here 💡 It helps our product team better understand the experience you’re having and where customers would value improvements most.
-
Expand the layout alignment grid boundaries for custom pre-printed check styles
Hello, we use pre-printed checks that seem much wider than the alignment grid for custom check styles. I have the Amount and Date fields set all the way to the right (and the printer has no margins or spacing on the page formatting, etc.) but those two values are still left of the blanks on the pre-printed stock. The check stock is a regular 8.5"x11" format sheet and a regular B&W laser printer.
Unfortunately, this means the Amount ends up unclear because of the pre-printed dollar sign (see photo of a check I ran today). Thankfully the checks have been…
1 voteHi everyone, we appreciate you sharing this idea. We understand that having more flexibility when setting up check layouts would help businesses align printed payments with their existing stationery.
The suggestion is to allow more control over print field positioning and layout boundaries, making it easier to adjust checks to suit different formats.
For now, printer settings and scaling options can help fine-tune alignment when printing. We’ve moved this to Gaining Support so we can continue tracking interest and gather more feedback from businesses with different check layouts.
-
Direct Bill Payments within Xero - from the Xero Mobile App.
Button on the mobile app to pay bills, which will then use Crezco. This is how it works on Desktop but I can't see this feature on the mobile and I find myself often trying to pay bills while on the go, it would be much easier to start the flow from Xero, rather than switching between the Xero app and Banking app.
4 votesThank you Coby for sharing your idea and letting us know the changes that matter most for you.
We've reviewed your idea for the Xero Mobile App direct bill payment 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.
-
Bills - Make pop-up notifications optional
Could the pop-up windows that appears when I approve a bill be optional? It blocks the view of the next bill that pops up.
1 voteThanks so much for taking the time to share this idea with us. We understand how frustrating it can be when you’re trying to work through bills quickly and the approval pop-up interrupts your view of the next one.
We’re moving this idea to Gaining Support so we can better understand how many customers would like more control over this experience.
For now, as a workaround, you can click the x on the pop-up to dismiss it. We really appreciate you sharing your feedback — it helps us understand where small moments in the workflow can have a big impact.
-
Bills - Allow setting a default bank account and date when recording manual bill payments
The 'date paid' should default to current.
The 'from account' should default to last used for that contact1 voteHi Brett, thanks for sharing this suggestion. We understand you’re looking for the ability to keep a default bank account and payment date when recording manual bill payments.
Having these fields retained could help make high-volume bill processing smoother and reduce repetitive steps when entering multiple payments.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
-
Xero Accounting app - Send remittance advice
Add the ability to send remittance advice from the mobile app.
I find do most of my nightly accounting on the couch in my living room with this app - brilliant - but still have to go into the office just to do the remittance! Annoying.
Couldn’t we just do it from the app please?
10 votesHi, just a quick update on this.
Although the mobile app doesn't have this feature right now, feel free to share this idea with any colleagues that this could also benefit. They can add their votes and comments about how this would help them, too.
-
Bills - Add 'Make Payment' option available in Canada for 'Bills'.
In Canada, 'Make Payment' button is not available in 'Bills'. It would be nice to make payment directly from the Bills instead making payment from the bank.
6 votesThanks, Urjit for submitting your idea!
We've taken a look, and it's now ready for the Xero community to rally behind. Other users can now vote and offer their thoughts on how this could enhance their own Xero journey.
-
Bill Payments - Copy documents attached to a "Bill to Pay" entry into the bill payment transaction.
Currently, documents (invoices) that are attached to a "Bill to Pay" entry do not copy over to the bill payment transaction at reconciliation. You have to go to the (reconciled) account transaction and manually add the same documents again !
I'm told by xero this is because the Bill to Pay and actual bill payment are 2 separate transactions and the "documents" icon and process apply only to the transaction being processed at the time.
This is silly. It is doing the same thing twice - and requires you remember to do it anyway!
I thought automation was designed to…5 votesThanks for sharing this suggestion, Richard.
We appreciate you letting us know about the changes that matter to you. We've reviewed your idea for having documents attached to a bill automatically copy over to the final bill payment transaction. We can see how this would save a lot of time and remove the current double-handling of having to attach the same file again post-reconciliation.
This idea is now open to gain support from other members of the community. Along with votes, others can now comment to share more detail on how this improved workflow would help their experience with Xero. 🙂
-
Bills - Add an option to hide or remove the Memo line on printed Cheque layouts
Allow users to remove or hide the memo line on check-style bill payments. Many businesses do not use the memo field, and it takes up unnecessary space on the check layout. Providing an option to disable or remove the memo line would simplify the check format and allow the check stub to display more relevant information such as vendor details, invoice numbers, or payment references. This would make the check layout more flexible and better suited to different business workflows.
1 voteHi Kevin, thanks for sharing this suggestion. Having the option to hide or remove the memo line on printed cheques could make the cheque layout more adaptable.
A simple layout setting to control this would give more flexibility over what is shown on cheque vouchers, especially where sensitive or internal information is involved.
We’ll continue tracking the feedback and interest shared here.
-
Batch payments - Ability to include credit notes
Allow the inclusion of Credit Notes in Batch Payments where the total to be paid to a supplier is still positive. This would allow a single batch for a Supplier to match their Statement, particularly where credit notes are not related to specific Bills.
921 votesThanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
- Don't see your idea?