Purchase orders, bills & inventory

8 results found

1. Proforma Bill

   Option to raise a supplier bill as a proforma bill

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   1 comment  ·  Paying bills  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Lucy, thanks for sharing in the product ideas forum here. It'd be great to get more understanding of the needs for recording a bill as proforma in Xero.

   Is there anyway entering the information as a Draft bill or even a purchase order could accommodate your needs here?

2. Batch Payments

   Batch Payments - Increase max items per page to 500. We are a large company and often have 200+ bills to pay at one time, meaning we need to create two batches for the one payment run.

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   0 comments  ·  Paying bills  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 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 🙂

3. Add supplier BPAY details in the contact card under the financial details section

   Some suppliers only offer BPAY details to pay their invoices, currently Xero only gives the option to add bank account details to the contact card.

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   0 comments  ·  Paying bills  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 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 🙂

4. Track Individual Invoices Within a Consolidated Supplier Account

   We operate using a monthly statement from Capricorn Society, which includes multiple suppliers (e.g. Burson, Repco, Motorpass etc..) under one account.

   In Xero, we’re currently forced to enter this as one total bill and manually allocate expenses — which means we lose all supplier-level detail.

   What’s needed:

   • Ability to create a main account (e.g. Capricorn) for the monthly payable
   • Ability to enter each supplier invoice individually as it comes in throughout the month
   • Each invoice treated like its own supplier record (sub-account), capturing:
   • Invoice date
   • Invoice number
   • Part numbers / descriptions
   • Individual invoice totals
   • Ability to link all sub-invoices to the main account for one consolidated payment

   Example workflow:

   1. Create main supplier: Capricorn
   2. During the month, enter invoices individually:
   3. Burson invoice → coded to parts, tagged as supplier “Burson”
   4. Repco invoice → coded accordingly
   5. Motorpass transaction → entered with full detail
   6. Each invoice is linked to the Capricorn master account
   7. End of month:
   8. Capricorn statement arrives
   9. System matches all entered invoices to the statement total
   10. One payment is made to Capricorn
   11. Reporting shows spend by each supplier (Burson, Repco, etc.), not just Capricorn

   Key requirement:

   Maintain one payable to Capricorn, while retaining full visibility and reporting by each underlying supplier.

   Why this matters:

   • Accurate supplier spend tracking (e.g. Burson vs Repco)
   • Better reporting and rebate tracking
   • Cleaner reconciliation against monthly statements
   • More efficient workflow (no end-of-month breakdown required)

   Business impact:

   The current limitation can lead to missed supplier rebates, reduced visibility over purchasing trends, and increased risk of errors during reconciliation and audits due to the lack of invoice-level detail tied to actual suppliers.

   Workshop systems like Mechanic Desk already support Capricorn-style billing structures by linking individual supplier invoices to a central billing account. This highlights a clear gap in Xero’s ability to support the same workflow within an accounting system.

   This is a significant limitation for automotive workshops using Xero.

   We operate using a monthly statement from Capricorn Society, which includes multiple suppliers (e.g. Burson, Repco, Motorpass etc..) under one account.

   In Xero, we’re currently forced to enter this as one total bill and manually allocate expenses — which means we lose all supplier-level detail.

   What’s needed:

   • Ability to create a main account (e.g. Capricorn) for the monthly payable
   • Ability to enter each supplier invoice individually as it comes in throughout the month
   • Each invoice treated like its own supplier record (sub-account), capturing:
   • Invoice date
   • Invoice number
   • Part numbers / descriptions
   • Individual invoice totals
   • Ability to link all sub-invoices to… more
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   1 comment  ·  Paying bills  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 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 🙂

5. HSBC roll out ISO 20022 payment file formats by November 2026

   When Xero will consider the new changes for HSBC BACS files and will it make it possible to generate the new standard payment file in Xero directly without using bridged software? HSBC set up a deadline in November 2026 for ISO 20022. Thanks

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   0 comments  ·  Paying bills  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 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 🙂

6. pop-up

   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.

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   0 comments  ·  Paying bills  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 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 🙂

7. exchange rate when recording payment made in foreign currency

   When recording a payment for a bill - when paid in a foreign currency - the field always asked for USD1= foreign currency amount. Rather than have to compute the exchange rate, it would be good to a) have the option to reverse the exchange rate (i.e. foreign currency1=USDx) or b) just to put in the amount of the USD transaction and have xero calculate the exchange rate that was applied.

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   0 comments  ·  Paying bills  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 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 🙂

8. US - Pay bills by check

   I need to pay bills by check.

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   0 comments  ·  Paying bills  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 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 🙂