606 results found
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Bills - Show and override tax amounts when entering
Please show the sales tax amounts that will be posted to each account (GST and RST) separately so we can reconcile to the receipt that is calculating properly. It would also be nice if we could manually override this amount as sometimes there is a small rounding difference. I am attaching an example from QBO. Please update your system to also have this functionality.
2 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 also benefit, so they can add their votes and comments about how they'd like to see this too!
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Purchase Orders - Print & email as a single option
Not sure why anything needed changing, it's now harder to use. Tab doesn't create a new line automatically, I now need to click on the line, thus making the process take more time. I can't email and print a PO at the same time, it now requires more effort, and making it all full screen strains my eyes. This 'update' feels like it wasn't tested and none of it is for the better.
1 voteAppreciate your feedback on the new Purchase order experience, Justin. This will be shared back with our product team.
You should find when you tab from the Description field to the quantity field a new row is automatically added to your PO.
I want to be upfront there are no intentions to allow switching back to the previous experience, however understand there is also a request around being able to Print and email in one click that would help improve your experience. I've adjusted the title of your idea here and we'll begin to get a sense of the interest for.
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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.
917 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,…
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Hubdoc: Alert for Missing Supplier Bank Details
Feature Request: Hubdoc Alert for Missing Supplier Bank Details
We would like to submit a feature request for Hubdoc that we believe would significantly improve workflow efficiency. It would be extremely helpful to have an alert or notification within Hubdoc (or during bill processing) when a supplier does not have bank account details entered in Xero. At the moment, when new supplier accounts are created and bank details are missed, this is only discovered at the time of payment. This creates frustration and delays for the person processing payments, as they then need to stop, track down the details, and…
1 voteThanks 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.
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Inventory - Add multiple suppliers for same product
When adding products from suppliers, it would be great to be able to add multiple suppliers details on one product (to save having the same item listed multiple times with each individual suppliers codes/costs etc). For example Supplier 1: Coca Cola Cans, Code: 1234 Cost: £12.99, Supplier 2: Coca Cola Cans, Code: A1244, Cost: £19.50. Rather have Coca Cola saved twice had sections within that product for multiple suppliers.
13 votes -
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?
1 voteThanks 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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API Apps - Allow the API to remove items archived in Xero from Hike POS.
From the people at Hike POS:
"We’d like to inform you that when a product is archived or removed in Xero, it does not automatically become inactive or get removed in Hike. This is due to API limitations on the Xero side that currently prevent this type of sync."Please update you API to allow syncing of archive products.
2 votesHi Alan, thanks for sharing this.
We've reviewed your suggestion, 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 votes too.
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Bills - Automatically adjust the date on imported draft bills to a set date
We use Xero on top of a project management system (Deltek PIM) which generates employee expenses and supplier invoices. When we export them to Xero they sit as draft bills which we approve. If users of PIM enter an invoice/expense for a prior period, the transaction has to be redated in Xero to prevent it changing the historic management accounts. My suggestion is that there is an option within Draft Bills that would redate draft transaction dates (before posting) to a given date, say 1st of the open period.
4 votesWe've reviewed your idea to adjust the date on imported bills to a set date automatically. It's now 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.
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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Inventory - Update unit prices from a future date
ABILITY TO AUTOMATICALLY CHANGE ITEM PRICE ON A SPECIFIC DATE
Obviously item prices vary and when we give customers notice of a price change, sometimes this is months in advance. Now I know I could add a note to the item, but seriously, this would mean checking the notes for every item which would become very tiresome + time consuming.
I would like the ability to be able to go into a line item and be able to change the price of the item on a specific date, so that it when that date comes the item price has automatically…11 votesHi Kirstie
Thanks for sharing this idea about setting future prices for inventory items.
It's now up to the community to get behind and support your idea. Other members can now add their votes and comments about how this could also benefit them.
In the meantime, you'd need to edit the price at the relevant date, either manually or by exporting and importing your items if you need to update lots of prices at the same time.
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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 Pablo1 voteThanks 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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Bills - add link to awaiting approval
On the Bills entering screen there is a link already to "add another bill", could an additional link be included to "purchases awaiitng approval" instead of continually having to exit the bill screen and go back to the Purchases tab and select Purchases Awaiting Approval?
1 voteThanks for getting back to me, Kathy. And apologies it's taken me a little while to follow up myself.
Just to re-highlight for others coming across the idea here - There are a couple of existing options available to help;
- Bills default page to Awaiting approval so each time you're returned to the list view this directs you to the Awaiting approval list.
- Quick viewing bills from the Bills list will allow you to review and edit bills without having to leave the list you're on
Appreciate even with these options you'd like to see additional quick links within an individual bill for view next awaiting approval, and next draft. Being open this isn't something we have any plans for but can get a better sense of interest from this idea. We'll share i there are any updates.
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Batch Payment - New Bills/payee's highlighted in Batch Payment Summaries
Accounts Payable - New Bills/payee highlighted in batch payment summary
I review the batch payment summaries for our organization after they have been approved by managers but I would like some further controls - it would be great if there was some indication on the batch payment summary that this was a first time bill payee and/or if Xero could check for duplicated bank account numbers in the batch payment summaries.
6 votesHi Dionne, we’ve reviewed this idea and it’s now in the Gaining support stage. We understand how highlighting new payees or duplicates in batch payment summaries could help make reviewing batch payments quicker and easier.
This idea is open for more votes and comments from the community, so if this sounds useful to you, feel free to add your support or share your thoughts.
Thanks for being part of the conversation!
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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?
7 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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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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Bills | Add new item - Autofill Item code from search text
When searching if an item code exists in the item column when in bill entry, the drop down minimises to "+NEW ITEM" - ideal if the code you have already typed (i.e) the new on to be set up, can be automatically copied into the new item set up pop out. Additionally it would be fantastic if the what is typed into the item name and be replicated in the purchase description box, if overtyped - currently it replicates, however if you then change the text in the item name it does not change in the purchase description box
1 voteAppreciate you sharing how we could make using Xero more efficient for your, Sheryl. We'll start to get a sense of the interest in this from the community here.
This isn't something we have plans for atm, but I'll share if there are any updates.
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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 voteThanks for sharing this here Paolo. We understand that a lot goes on between when the purchase order is created and fulfilled. At the moment, while there are no extra statuses, you can use tracking categories if you're not using them already. You can fill in the first tracking category as Collected by courier etc and the other tracking category would be delivered to the customer. While this is just a suggestion, we will open this idea up to the community to gain more support. Cheers
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Inventory - Warning of item code duplicate
Item code duplication notification prior to adding all the purchase and sales details or if it is duplicated make it editable while entering invoices without having to go out and into the inventory tab.
12 votesThanks for your feedback, Sue. Not something we have immediate changes for but we'll begin to get a sense of the interest from your idea here.
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Duplicate Bill Review – Click-through Functionality
Enhance the Duplicate Bill Review screen by enabling direct click-through access to individual bills.
When reviewing potential duplicate bills, it would be helpful to click on any listed bill to open and inspect it directly. This allows users to quickly identify and resolve issues—such as an incorrect reference number—without having to search via another screen. After making corrections, users should be able to refresh the Duplicate Bill Review screen to confirm whether the duplicate warning has been cleared.
Benefits:
Speeds up the review and correction process
Reduces back-and-forth navigation
Improves user experience and efficiency
8 votesHi everyone, thanks for sharing your feedback on improving the duplicate dill review workflow. We appreciate you highlighting how click-through functionality could streamline reviewing and resolving potential duplicate bills.
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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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.
73 votes
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