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Purchase orders, bills & inventory

Customer ideas for purchase orders, bills, inventory(products and services) and making supplier payments.

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Purchase orders, bills & inventory

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604 results found

  1. If an item has been billed manually or your stuck with some items in billable expenses you have to open every bill and remove the client from the items that are have not been billed.
    Could you add a tick box selection in the Billable Expenses - Outstanding so that you can then select a remove billable expenses from multiple bills in one go.

    8 votes

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     ·  1 comment  ·  Bills  ·  Admin →
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  2. To be able to add a description column on Xero when looking at Bills or to even add Project number as a column so we can see what Bills relate to Which Project

    9 votes

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    1 comment  ·  Bills  ·  Admin →
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    Hi team, rounding back on this idea I want to be open that as each line of your bill can be assigned to a different project of contact this isn't something we have direct plans of adding to the list view.

    However, as you may have found we have released quick view of bills for all users (the eye icon) that will allow you to open a bill on the right side of the page so you can review and take action on bills without having to leave the list.

    We appreciate this isn't the exact result as asked for here, but may help solve some needs.

  3. I've been using your Bill.com integration for the last couple of weeks and I already had to reach out to Xero support twice to make a simple change in Bill.com settings. This requires the user (me) to open a case in Xero which subsequently has Xero support open a case in Bill.com (and then Xero support going back and forth between Bill.com and the user).

    There should be either:

    1. a settings page within Xero for all the Bill.com settings and variables or,

    2. Ability to have credentials on Bill.com to update the Bill.com settings.

    Thanks

    3 votes

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    1 comment  ·  Bills  ·  Admin →
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    Hi everyone, we appreciate interest of this idea.

    As you'll have received earlier communication of - We have recently changed our online bill payments provider for US organisations from BILL to Melio.

    To continue using online bill payments in Xero, you need to set up the new Melio experience.

    This change gives you more flexibility to pay bills your way and help you better manage cash flow.

    It also sets us up to deliver new capabilities faster, such as approval workflows, card payments and international transfers.

    Though we'll move this idea to Not in pipeline being specific to Bill.com you'll find with Melio you have more control to take direct actions within Xero for a more seamless experience making payments.

  4. When processing a batch payment report on Xero and exporting to excel to upload to the bank, separate the Account number and sort code - it currently processing them as one number omitting any zero's and this creates an incorrect bank account number, so makes the report useless.

    7 votes

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     ·  3 comments  ·  Paying bills  ·  Admin →
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  5. Whilst being able to set-up a payment run directly within Xero is great and saves time, it can be tedious and difficult when trying to reconcile it on the bank.

    There are two things Xero should add:

    There is seemingly no way in the bills screen to review previous payment runs. Something that at least would make it easier to check back at what was included in that payment.

    It should also put all payments from one payment run as one batch payment in the bank rec screen. Otherwise no time at all is saved in reconciliation as you still…

    5 votes

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     ·  0 comments  ·  Paying bills  ·  Admin →
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  6. Products & Servicesw - Add Avergae Cost Column

    Suggestion - Add the option to show and hide the average cost of a product.

    7 votes

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     ·  0 comments  ·  Inventory  ·  Admin →
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  7. Can we add a function to import purchase order from excel file? We have had it as import bill already, but it is not enough because we need to use the PO function in Xero. However, it is time consuming and many mistakes due to manually entering our PO. It would be great if we can import from excel for both bill and PO function.

    91 votes

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  8. Ability to send or check remittances from individual contact page
    When a supplier requests a copy remittance it would be easier to be able to go into their contact page and check/send a remittance from there instead of having to look at the batch remittance and send from there.

    7 votes

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     ·  0 comments  ·  Paying bills  ·  Admin →
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  9. For tracked inventory items, there's no way to change the inventory asset account which can be inconvenient. As the inventory grows, they are put under new different classifications so I want to add a new inventory asset account for each. However, I cannot change it in the item's inventory asset account when it is already tracked. It would be very helpful if this will be allowed. Or at least a way to delete a tracked item if there's no transactions/bills, but only adjustments.

    7 votes

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     ·  0 comments  ·  Inventory  ·  Admin →
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  10. Hi Xero,
    It would be great if the status of bills/invoices that are partially paid could be highlighted in a different color and labeled as 'PARTIALLY PAID' or something similar.

    4 votes

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     ·  0 comments  ·  Bills  ·  Admin →
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  11. Bill pdf – to have a print function to print a Payment Voucher for Bill created via a template which user can customize and must contain bank payment details
    of supplier which is input in the Notes under supplier contact (see 1a above). This is to allow us to send the payment voucher manually to boss for boss to do the manual payment to supplier.
    Boss needs the supplier invoice details and the supplier bank payment details in supplier masters (see 1a) as well as a footer of Prepared by; Approved by and Acknowledge receipt on the
    Bill Payment Voucher…

    9 votes

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     ·  0 comments  ·  Bills  ·  Admin →
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  12. I have a client that sometimes has 20+ inventory items on a bill, with similar description, but sizes different. They enter bill in a logical sequential order, but when you add them to the invoice, all to same invoice, its not split between different customers, the items are in a different order with no order, not even items code. IT frustrating client in the process to reorder the items it taking much longer

    5 votes

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     ·  2 comments  ·  Bills  ·  Admin →
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  13. When writing a cheque, I am limited to a 6-digit unique cheque number. With QUickBooks I used the date as the checknumber. For example May 31 2025 would be 20250531, then I append a letter to it as 20250531a. With making payment on web sites and then entering checks into Xero this still allows things to sort properly. Being limited to 6 numbers makes it harder to keep track of things.

    2 votes

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    Hi Stanley, thanks for sharing your idea and explaining your specific workflow for tracking payments. It's really helpful to understand how you use cheque numbers to keep things organised.

    We've reviewed your suggestion to increase the character limit for cheque numbers, and it’s now ready to gain support from other community members.

    Along with votes, others can now comment to share additional detail about how a more flexible cheque number field could improve their own record-keeping with Xero.

  14. This will allow a more accurate look on the stocks pre-ordered as well as incoming stocks. Instead of having to click each item to see it.

    Even in the reports, it's great to see it so we can just generate a quick report about it.

    10 votes

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    3 comments  ·  Inventory  ·  Admin →
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    Hi team, we appreciate the value some businesses would find in being able to report on values of items that have been committed in quotes or quantities on order from purchase orders. While this isn't something we have plans around right now, we'll continue to track the interest for this from your idea here and share if there are any plans made.

  15. When sending remittances from batch payments, all suppliers are automatically ticked whether they have an email address or not, but you cannot send any remittances to any suppliers if even one of the ticked ones is missing an email. This is a laborious process to go and untick the suppliers with no email addresses in order to send the rest.

    It would be great if suppliers with no email address listed are either:
    1) already unticked, so you have to tick it to add an email and send the remittance to that supplier, but the suppliers with emails will work…

    3 votes

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    Thanks for sharing your idea in the forums here, Natascha. Can see how if you have a big batch this could save you time from having to scroll through and uncheck the suppliers that don't have an email.

    While this isn't something we have immediate plans of we'll continue to get a sense of the interest from your idea here.

    We have a big focus on enhancing and expanding our billing payment solutions across Xero and regions so we'll let you know if there are any plans that'd help in your idea here.

  16. We need the ability to issue a cheque and track cheque numbers in currency that is not the home currency. Example CAD is home currency. We have a USD bank account and issue cheques on that USD account but we are unable to confirm the cheques have been issued in sequence as there is no log. We are also unable to issue a cheque from that account.

    10 votes

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     ·  3 comments  ·  Paying bills  ·  Admin →
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  17. Example we explain here is a 4 line Purchase Order in CSV format which, using the Bills To Pay Template, we are importing in my test Xero platform.
    Each line in the PO use a different Account Code from our Chart of Accounts.

    In brief, if we leave any of the Account Code fields empty the system does not seem to want to import the Supplier Contacts Purchasing Default Account settings.
    I have tried all versions of this import and the only one I can get to work is one where all the fields are completed.
    This means we have…

    3 votes

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     ·  1 comment  ·  Bills  ·  Admin →
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  18. Automatically send a remittance to the client that you have paid either before reconciliation, or after rather than a manual process

    138 votes

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    Hi everyone, thanks for your feedback on automatic remittance sending.

    We understand the efficiencies this could provide to your workflows and it's something our product team have reviewed and are interested in developing, however we do not have this work planned just yet. We’ll let you know here if there’s any more news about this in our future roadmap.

  19. Please show the date of invoices in billable expenses.. It is easier for us to search the invoice..

    27 votes

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    17 comments  ·  Bills  ·  Admin →
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    Hi everyone, appreciate the feedback of the layout of detail in the Billable expenses modal of new invoicing. I've made sure to share your feedback here with the team.

    To confirm, right now the date column is still included in this view however if you have a few billable expenses to assign you'll need to scroll down and then will see a horizontal scroll bar so you can scroll across to the date. Understand this isn't the most obvious atm, and I'll keep you updated here of any planned change.

  20. Xero subscription - Have a way to turn the e-invoice into a new repeating bill so that it can show up in the bills you need to pay widget. I know I could create a new repeating bill but I can not see an option that will let the Reference and the line description update to what is on the e-invoice.

    5 votes

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    1 comment  ·  Bills  ·  Admin →
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    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.

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