605 results found
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Purchase Order - Send option at the top of the page
New PO layout has added extra scroll and clicks to PO creation.
Bring back the ability to send the PO from the bottom of the screen.
We start at the top, select supplier, add the products going down... get to the bottom... and have to scroll all the way back up to search for the send button... why?
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We can see how having to scroll back to the top of the page to send a purchase order adds extra steps to the workflow, particularly when the process naturally moves from top to bottom as details and line items are entered.
We’re moving this idea to Gaining Support so other customers can vote and add detail about how this impacts their workflow. Feedback and support on ideas like this helps our product teams better understand where changes may improve the overall experience.
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PO: Delivery address one line for Suburb, State, postcode
I would like to see the suburb, state and postcode combined on a single line (in standard Australian address format). With the suburb, state and postcode on single lines, the address can end up being 8 lines or more.
1 voteThanks for feeding back to us here, Nerida.
We want to be upfront that we don't have any plans of changing the formatting of the address to a single line.
However, if this is the way you'd prefer to format you can manually add all the address into one line of the Address section.
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Tracked inventory - Add opening stock when creating new item
When entering a new stock item, there isn't an opening to enter opening stock.
We need to create the item first then enter the quantities in an adjustment tab.
It makes sense to make adjustments to items already created, but surely we should be able enter an opening stock value when creating an item, this would save us a lot of time.15 votesHi, thanks for sharing this idea about setting the opening stock for a tracked item at the same time you add it.
Now it's up to the community to get behind and support your idea with their votes and comments about how this would help them, too.
As for how this is currently done, as well as setting the item's starting Quantity on Hand, there needs to be an accounting record for where the existing Value comes from.
The current process is to add the item(s) as Tracked and then either:
- Importing the opening balances for your tracked items. *This option is only for when you first start using Tracked Inventory in your organisation*.
- Entering an approving a Supplier Bill to record the first purchase of the item.
- Entering an Adjustment (Increase Quantity-type) to move the value from another account (the adjustment account) to the Inventory Asset Account.
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Bills - 'Add new line' between existing with option at top of bill
Add more lines on a Bill without having to scroll to "add a new line" button. If I copy a bill for example but want to add more lines in the middle of the bill, I have to scroll all the way down to the bottom of the bill to add more lines. There should be an option to add new lines with the enter button or to copy line items without having to scroll all the way down, especially on lenghty bills.
1 voteHi Shannia, thanks for sharing your idea about making it easier to add a new line between existing lines on a bill. ⭐
We’ve reviewed your suggestion and moved it to Gaining Support so we can keep it open for votes and comments from other members of the community. This helps us monitor interest in the idea and better understand how valuable this improvement would be for customers working with longer or more detailed bills.
If others would find this useful too, we’d encourage them to add their vote and comment with more detail on how they’d like this to work in practice.
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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.
43 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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Bills - Show supplier aged balance when entering bill
Surface supplier aged balances during Bill and Purchase Order creation
When creating Bills or Purchase Orders, there is currently no visibility of a supplier’s outstanding or overdue balance without leaving the workflow to run reports.
This creates unnecessary friction between Finance and Purchasing teams, with buyers frequently needing to ask questions like “What do we owe this supplier?” or “Is their account overdue?” Finance teams are then forced to interrupt their work to manually check balances.
Proposed improvement:
Display a supplier aged balance summary (Current / 30 / 60 / 90+) directly on the Bill and PO entry screens once…1 voteHi Charmaine, just sharing an update on this idea that I've split from your original here so we can track the interest in viewing this information within a bill.
We'll keep an eye on the interest the idea receives here and share if there are any updates.
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Inventory - Invoice only users | Show Latest transactions
I would like to submit a feature request regarding inventory visibility for invoice only users.
It would be extremely helpful if invoice only users could access the “Latest transactions” section within each inventory item to view stock movement. During stocktakes, when discrepancies arise, we rely heavily on reviewing item movement to identify the cause and resolve issues efficiently.
At present, granting access to this level of detail requires broader permissions, which then exposes reports and bank information. We would prefer our team members to have visibility over inventory movement only, without access to financial reports or sensitive accounts.
2 votesThanks for sharing here Sandra. Understand that the default permission for the invoice only inventory user role has no access to products and services. A user with this level of permission can’t view the products and services page. We'll open this idea up to gain more support from the community so they can share their thought as well! Cheers!
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Email to bills - Create one single bill from multiple file attachments
It would be good to have the option for emails sent to XERO which have more than one invoice attached to be dealt with in just one transaction. I've never had a need for XERO to create a transaction for every attachment, so if that is everyone's experience, then it would be good that happens, so maybe no option need be given.
Currently the only way is to create a single PDF from multiple invoices, which requires third party software.2 votesHi Rob, thanks for sharing your idea and letting us know the changes that matter most for you. We've opened this idea up to the community so they can share their thoughts and add their votes. We'll monitor this space in the meantime for more traction. Cheers!
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Purchase overview - Add Spend money view same as bills
This feature as per attached picture for viewing/editing Bills paid is so useful in reconciling and checking. Also the return of the "Previous" & "Next" button/arrows are very welcomed.
What is missing right now is for the "Spend money" items which are not showing here. I would like you to add a new feature or even you can just make it viewable here in this same window.
If this feature is already there, please let me know.
Regards,
William Pablo2 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. Cheers
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Upload bills - Recognition for CIS
When uploading CIS invoices to Xero's Upload Bills function, the CIS is always deducted incorrectly, as the invoice reads the "total" after deduction as the total to take the deduction from. Just a suggestion that the AI needs training on in order to recognise which total is the gross amount.
1 voteAppreciate your feedback on the Upload bills feature, Eloise. It's good to hear you're making use of this feature and we'l start to get a sense of the interest in the reading of CIS invoices to take in consideration of this flow.
I'll be sure to share if there are any updates around this, here.
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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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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?
11 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.
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Inventory - Set default prices with tax inclusive/exclusive treatment
I have entered selling prices excluding GST but have noticed that some personnel have been invoicing inc GST yet xero hasn't adjusted the price of the item to add 10%. I need the item price to be the same either way of invoicing.
Can we make this happen some how ? so the price of the item is the same either way. MYOB manages to adjust it, you just set the price as either including or excluding and it adjusts it automatically when charged out. Maybe Xero should aim to improve this aspect of the program.
7 votesHi Kelly
Thanks for this suggestion. You're right that currently the tax inclusive/exclusive setting on the invoice would change the overall invoice total.
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.
In the meantime, you might want to tell all staff to enter invoices with the same tax treatment, to avoid accidentally under/overcharging for the same item. If you create all invoices on a tax-inclusive basis, you can enter the default sales price for your items including GST. Otherwise, you would need to enter the prices excluding GST.
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Cursor in the Purchase Orders and Bills screens
Good day.
The cursor in the Purchase Orders as well as in the Bills screens in Xero is invisible when typing. The fields accept input, but the cursor does not display, which makes data capture difficult.
Kindly assist with resolving this issue.1 voteHi Natasha, could you share more detail about the field you're in within a Bill or Purchase order where you're unable to see the cursor?
We've recently released a new Purchase orders experience and can confirm the cursor should be visible when typing in fields here, and similarly when testing Bills quick view and Bill create or edit pages the cursor shows in each field.
It does sound like this maybe an issue best investigated with our Xero Support team directly.
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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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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.
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Jax - Allow Jax to automatically attach 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.
2 votesHi Stuart, glad to hear you're liking JAX so far. Thanks for sharing your idea, and letting us know the changes that matter most for you. We'll move this idea to gain more support from the community. We'll monitor this space for more traction. Cheers!
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Bills | Quick view - Option to Remove & send to files library when deleting a file
Fix/Restore ability to download bill attachments to Files library. Apparently this useful function was removed in a recent update. Previously if you clicked to delete an attachment, you would receive a choice to download the bill to the Files library or delete it; now it just deletes it.
1 voteThanks for the feedback, Roy. It sounds like you're trying to do this from the quick view 'eye' icon which will open the bill while still viewing in the list of bills.
I've updated the title of your idea to add this function to this quick view.
However, for the time being if you'd like to save a file to the library before removing you'll still be able to do this by clicking into the bill where the option to 'Remove & save to the file library' still exists. 🙂
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Bills - Ability to assign unbiilled 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.
2 votesHi Elizabeth , thanks for sharing your idea, and letting us know the changes that matter most for you. As you've found currently the best way to get this is to use projects. We'll move this idea to gain more support from the community. We'll monitor this space for more traction.
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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.
5 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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