660 results found
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Prepayments
This applies to sales and purchases.
I think Xero product ideas has been as effective as screaming into the void ... however that did not work so I will try Xero Product ideas.- Every time I have seen a Xero company use Prepayments it has been a ... mess.
- Users have prepayments going to various accounts, some with GST and some without and there are transactions in the Prepayments accounts that were not processed as Prepayments.
- You end up with prepayments scattered over the balance sheet, amounts in Prepayments that are not prepayments, and some have GST and some not.…
1 voteHi Alex, appreciate your feedback here and please know this is valued and does get attention from our teams. You'll see from the forums that there are many ideas for improvement that our customers feel could add value so the forums here help us understand and advocate for the idea that our community feels valuable.
I want to make sure I'm interpreting your idea here correctly - Rather than a change to the prepayment transactions it sounds like you'd like to restrict posting to the Account prepayments are posted to in the Chart of Accounts and would like a separate account that purchase v sales prepayment transactions are automatically posted to. Would this be right? Please do let me know if I'm misunderstanding.
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Batch payment - Warning if contact has not be paid in the last year
It would be great to have a warning pop up when creating a batch payment if a supplier has not been paid in ie 1 year. Recently a Supplier was paid however in the 2 years since they were first added into Xero (and no bills paid since) the business was sold and the bank account changed. Additionally if Hubdoc could read bank accounts and a warning pop up if they differ from that in Xero.
5 votesThanks for letting us know that you would like to see a warning when paying suppliers that haven't been paid for over a year.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
A second idea has been created from this one for the suggestion of adding a warning within Hubdoc if a different bank account number is entered in Xero. You can view this here - Hubdoc - Warning if supplier bank account in Xero is different
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Purchase Order - Customisable purchase order tracking
Could customisable tracking fields be added to PO's. There are several steps in our business between SENT and then BILLED. the only way we can track this is using a spreadsheet as when looking at a PO in XERO we can not easily check status. Using the Notes is too slow and awkward.
As an example: We send a PO to Supplier; Items are then Collected by a courier (this could be weeks or months later); Items then Delivered to Customer (also delay here of months). By allowing us to have customised tracking fields we can then update the PO…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 🙂
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Dairy Farming - Feeds to Milk Processors & Agri Reporting
Can we please have the ability to access automatic feeds to dairy milk processors - I.e. Fonterra.
Can we also please have milk production trading reports that show production together with milk income received.Perhaps you could add an "Agriculture" add on that is optional add on for a fee?
Yes there are third party programs that do this but they are increasingly expensive and you pay for a lot of functionality that isn't necessary or used.
It would be far preferable to have the basics available in Xero.
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 🙂
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Inventory - Insert multiple item lines in one click (template)
Product/Inventory - Template Parent Item Line.
Would hugely time saving to be able to add multiple item lines with one click.
Clicking on a parent item which has selected item lines attached.
These multiple item lines are the items that would be used on every invoice, creating an item line template so to say.2 votesThanks Mark, we understand that being able to insert multiple inventory item lines in a single action—using a template or similar tool—would save time for many businesses. This idea has received strong interest from the Xero community. At this stage, the idea remains open for voting and discussion on our Product Ideas portal. While it is not currently on our published roadmap, our product team is actively monitoring feedback and engagement. We recognize the value this feature could bring and want to ensure we capture as much input as possible from our users.
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click on a product ID from within a bill to open the
I'd like to be able to click on the item ID from within a bill or invoice to open the product to easily change the ongoing purchase and/or sale price
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 🙂
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Jax automatically attaches pdfs from the Files section
Jax is showing great promise but we need to be able to attach PDFs/photos easily. There is another product suggestion where you can drag and drop a pdf which is good. However a much better method would be that you simply upload all pdfs to the Files section, or add via photos in the Xero app. Xero then scans these documents and makes them available to Jax, Jax is then able to match document to reconciled line and then attach automatically.
That is real automation and would be amazing.
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 🙂
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Allow user to associate/assign unbilled expenses to a customer
Certain client-related expenses are tax deductible even if we don't bill the customer for reimbursement. Allow user to associate/assign unbilled expenses to a customer. Quickbooks has this feature.
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 🙂
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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.
11 votes -
Bills - Awaiting Payment bills summary by supplier
Bills - View bills awaiting payment summarised by supplier with the ability to expand supplier to view invoices and select individually or make changes if required.
You need to use the awaiting payment screen to create batch payments. To make payments you have to select each individual invoice for a supplier which takes time and is inefficient.
Having the ability to view the awaiting payment screen showing summary (total) for the supplier would be helpful. You can still filter dates so you can see everything owed to a supplier within date range. Much like an Aged Payables report. You can…
4 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show a summary of bills awaiting payment by supplier 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.
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Sales | Batch Deposit in Foreign Currency
Xero currently lacks the capability to bulk pay multi-currency invoices. This creates a significant bottleneck for our clients with a default currency of USD who process hundreds of invoices in EUR each month. While it is possible to import invoices in EUR in bulk, marking each invoice as paid individually is extremely time-consuming and inefficient. Please consider implementing a feature that allows users to bulk pay invoices in the same foreign currency. This enhancement would streamline the workflow for businesses handling large volumes of international transactions, saving time and reducing manual effort.
72 votes -
Xero Network - Send purchase order via the network
Xero to xero network - send purchase orders. Want to be able to send my regular supplier a Xero Purchase order via Xero network, who can then create a bill in their Xero, who can then send me their Invoice via Xero network. Would be super helpful given the start of the workflow is typically the purchase order.
5 votesThanks for your idea, Paul. Great to hear you find using the Xero network helpful in your workflow.
We'll gauge the interest from the community in expanding the use of the network to send purchase orders. This isn't something we have plans for at this stage but we'll let you know if there are any updates.
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Purchase Orders - Approval for amended purchase orders
Since the option is there to amend a PO once it's been approved would it be possible to add a requirement for POs where the value has been increased to have to be re-approved?
6 votesAppreciate why you may want to review a Purchase order if it has been edited once raised, Jenni.
We appreciate you taking your time to share changes that would be most meaningful to you. We'll get a sense of interest and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
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Bills - Move Approve button on top of screen
When creating new bills in Xero, I use a secondary screen positioned above my main screen to reference information and manually enter details into the new bill page.
I’ve noticed that on the invoice page, the Approval button is now located at the top of the page, which is far more user-friendly and convenient. For consistency and improved workflow, it would be great if the same layout could be applied to the Bills page, with the Approval button moved to the top.
Currently, when entering bills—especially with another screen positioned above—I need to scroll or move the page upward to…
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you Alex.
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.
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Bills Purchase Overview - show permit number column in draft bills
It would be nice to have more options to view more columns featured in the draft bills and bills so we can have more options to search for the supplier invoices.
3 votesWe appreciate you sharing your insightful idea and clearly explaining the changes that matter most to you.
We've reviewed your submission, and it is now ready for community support! The next step is getting votes, so please share your idea widely with any colleagues who would also find this beneficial. Every vote counts!
Community members can also add comments to elaborate on how this change would specifically improve their experience using Xero.
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Inventory - In-built calculator for Sale Price
Xero features a handy inbuilt calculator on its invoices. However, this feature is rather useless if one is populating the invoice with inventory items ("Products and Services") where the Cost Price and Sale Price have already been set, or migrating said items from Projects to a new invoice.
Having the inbuilt calculator in the Sale Price text box when setting up or updating Inventory Items would eliminate the need to keep switching from Xero to a calculator app to apply the correct markup for each item. Better yet would be a dropdown menu feature like is found in Projects to…
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Bill Payments | Crezco - buy batches of bill payment fees
The highest Xero subscription allows you to make 10 bill payments through Crezco and then you pay a fee per bill. This is a pain, as I now have to approve each 24p fee.
Please can I buy Crezco payments upfront?4 votesHi everyone, we’ve seen some good chatter around buying Crezco bill payment fees in batches. For those handling a high volume of transactions, being able to buy fees in bulk would make this process quicker and smoother.
At the moment, Xero doesn’t support batch purchases for bill payment fees, but this idea is now in Gaining Support.
If this sounds like something that would help your workflow, please add your vote or share your thoughts. The more feedback we get, the better we can show the product team how important this is.
We’ll keep you updated here as we learn more.
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Xero Accounting App - Add item from Product & Services to Bill
On the Xero mobile app it would make life easier for small entrepreneurs who are always on the go to update products purchased and update their inventory from a receipt that they capture on mobile app. This feature is only available from a desktop computer where persons need login from their computer to enter Bills or expenses for the purchases of inventory products. At the moment this is possible through the Sales invoices. Please make it available through purchases as well
4 votesWe've reviewed your idea to allow an item to be selected when creating a bill in the Xero Accounting App and understand that this is important for users to track their inventory. 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!
Supporters of this idea may also be interested in adding their support to the Xero Expenses - Ability to Add Item Code product idea.
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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Purchases - App vs Desktop version , both versions should show bills and spend money
It is very unclear the difference between "bills" and "spend". On the phone they are all together under "purchases > Recent spending > see all". on the browser you can only see bills under Purchases > bills. Where are all the other spend? There should be another button under Purchases > spend (non bills), and Purchases > see all (bills + spend)
1 voteHi Yvan, thanks for sharing your idea, and letting us know the changes that matter most for you. We can see that you're referring to viewing both bills and spend monies within the recent spending drop down within the app. We can appreciate that this is not something that is available in the browser version.
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.
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Billable Expenses - View the bills assigned to paid invoices
It would very useful and save a lot of time if we were able to see the bills that had been assigned to Invoices after the invoice has been paid, rather than having to manually go through each and every bill.
3 votesThanks for sharing this idea about how you'd like to see the Billable Expenses feature improved.
Now it's up to the community to get behind and support your idea. Make sure to share it with any colleagues that this could benefit, so they can add their votes and comments about how this would be helpful for them, too.
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