608 results found
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Remittance - "Send Remittance" button directly from the reconciliation screen
Currently, users must reconcile the payment and then navigate back to the bill or payment record to send a remittance advice. This creates unnecessary extra steps and increases the risk of remittances being missed.
Having this option available during reconciliation would streamline the process, save time, and ensure suppliers receive timely payment notifications.
9 votesHi Anna, thanks for sharing this suggestion. Being able to send a remittance advice directly from the bank reconciliation screen could help streamline payment workflows and save time when processing supplier payments.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, we'd love to hear more about when you'd expect to send the remittance during the reconciliation process.
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Purchase Orders - Add side-by-side split-screen viewer for document attachments
Purchase Orders - The ability to view attachments beside the purchase order has been lost in the recent upgrade.
Bills have retained this feature, while this function has been lost in the Purchase Order window.
You now must open a second window to view attachments e.g. Packing slips/ Invoices when reconciling or creating new POs. This detracts from the user experience and makes this process cumbersome.15 votesHi Tony, thanks for raising this idea. We can see how being able to view document attachments side-by-side while working on Purchase Orders would help make reviews more efficient.
I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of bringing the side-by-side attachment view from Bills into Purchase Orders as well.
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Smart Document Capture - Ability to add inventory items while creating transactions
If you'd like to assign an inventory item to a transaction, you'll need to create the transaction first via Smart Document Capture. Once it's been created, you can open it in Xero and edit to select the appropriate inventory item for each line using the Item field.
If having the Item column available within Smart Document Capture would improve your workflow, I'd encourage you to add this idea on Xero Product Ideas, as our Product team regularly reviews customer feedback when considering future enhancements.
Would be great idea if this could happen - too much time wasted in creating and…
5 votes💥 Thanks for sharing this idea, Fran we can see how being able to select inventory items while creating a transaction in Smart Document Capture would help reduce double-handling and save time.
We’re moving this idea to Gaining Support so we can better understand how many customers would find this valuable. If this would improve your workflow, please add your vote and any extra detail on how you’d use it — that helps our product team assess community interest and shape future improvements..
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Contacts - Option to add supplier BPAY details
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.
11 votesHi everyone, thanks for sharing and supporting this idea.
We can see how being able to add supplier BPAY details directly to a contact would be helpful, especially when a supplier only accepts BPAY. Right now, Xero only supports bank account details on the contact, so BPAY details like biller code and reference number aren’t captured in a dedicated way.
We’re moving this idea to Gaining Support so we can better understand how many customers this impacts and the different ways BPAY is being used. If this would help your workflow, please add your vote and share a comment with a bit more detail about how you currently manage these payments.
Thanks again for raising this — we’ll keep you updated here as we learn more.
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Purchase order - Centre product line
Please change the Purchase Order screen, back to the way it was. Having the product line centred and smaller was easier on the eye. The delivery instructions window is now ridiculously small, and you cannot read the instructions all at once. Horrible change.
If it ain't broke, don't fix it!20 votesHi team, we do appreciate hearing your feedback on the new Purchase orders experience. In order for our product teams to get a good understanding of the direct changes that our customers would like to see, as well as help others in community understand what they've voting for we ask that each idea be created as a separate post. I've updated the title of the idea here to reflect the first point that Carl noted around the centring of the product line. We welcome you to each create a new idea for each change you'd like to see.
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Inventory - Specific Services/Job/Tracking option
Ability to track services that are in progress/completed for a particular customer, mark as completed, then add to a new or existing invoice.
For example:
In products and services - have standard services set up
When customer requires a particular service create a "Job" to track the hours spent performing that service - could be under a seperate tab in "Sales" section of Xero
When that service is completed ability to mark as completed
When new or existing invoice is created for that customer, an option comes up to "Add completed Jobs" (in similar to adding billable expense)
Reporting on…8 votesThanks for sharing this idea.
We’ve moved your idea to Gaining Support so other customers who need a lighter service-tracking workflow can find it and add their vote.
For now, there are a couple of workarounds depending on what you need. If you mainly want reusable service items, you can set these up as untracked inventory in Products & Services and use them to prefill invoice details for services you provide regularly. If you need to track time or tasks and invoice that work later, Xero Projects can already track time and expenses and create tasks and expenses invoices for uninvoiced work, although we appreciate this may feel more in-depth than the simple workflow you’re asking for.
Thanks again for taking the time to share how this could work better for your business 😊.
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Contacts - Supplier Statement "Detailed Ledger" (Running Balance Statement)
We need a new report for suppliers that functions as a true detailed ledger with a running balance.
The Problem: When we need to reconcile an account with a supplier, there is no single, clean report that shows a simple chronological history of all bills and payments. We can run a "Supplier Transaction Report," but it's often not in a simple, statement-style format that's easy to read or send to the supplier.
We need the Accounts Payable equivalent of the "Detailed Ledger" statement that is also needed for customers.
The Request (Solution): Please create a new report, "Supplier Detailed Ledger,"…
31 votesHi Jasmine, thanks for sharing this idea with us. We can see why this would be helpful for some users. Currently, Xero offers the Supplier bill activity report and the contacts Activity statement. While this information is available on the account transaction report,it is not available in a Statement format. We've moved this idea to Gaining support so that other users who want this idea implemented can vote for it as well. You may share this idea with your colleagues to get more traction!
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Multicurrency- Batch payments of Foreign Currency Bills.
Batch payments of Foreign Currency Bills.
Dear Xero,
Please consider the feature of being able to batch up foreign currency Bills. We often pay multiple invoices in one go, having to reconcile and mark as paid 10 invoices is extremely time consuming.577 votesHi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
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Bills - Partial payments via ACH available
Paying bills online. First, THANK YOU for making ACH included in monthly fee. Awesome. I would like you to consider two enhancements: (1) the ability to send a single remittance advice for batched online payments right from Xero (like what is available in regular batch payments). My current workaround is to pull a payments report for multiple invoices paid together and manually email it. (2) the ability to make a partial payment on an invoice. Right now it's all or nothing at all.
6 votesThanks so much for sharing your idea with us — we really appreciate you taking the time to let us know what would make this workflow better for you. 🌟
We’ve moved this idea to Gaining Support so other customers can now vote and add comments to share how this would help their business too. The more support and context an idea gets, the easier it is for our team to understand the impact it’s having.
Please keep an eye on the idea for any future updates, and thanks again for being part of the Xero community.
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Bill Payments - 2 stage approval process for online bill payment
Online Bill Payments - Can this please have better security applied to it, requiring 2 approvers to release funds. The current design with a single approver to release funds in the Australian version goes against a lot of company governance policies requiring 2 approvers to release payments. Otherwise, how is Xero preventing a user creating a fraudulent bill, approving it and paying it without needing anyone else to be involved.
5 votesHi everyone, thanks for taking the time to share your feedback on this idea. We can understand why having a two-stage approval process for online bill payments could be useful for businesses with internal approval policies or multiple people involved in authorising payments.
I've updated the status of this idea to Gaining Support so we can continue to track interest from the community.
As we gather feedback, it would also be helpful to understand how you'd like this to work in practice. For example, should approvals be based on payment value, specific users or roles, or support multiple approval levels? If you have particular approval workflows or controls that are important for your business, please share them below.
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Bill Pay - Allica Bank to Crezco
Please can Xero provide the connection from Allica Bank to Crezco?
Allica is a very attractive bank for small businesses that use Xero, as they provide interest rate on business accounts that other banks mainly don't.
5 votesHey Will, thanks for raising this idea with us and for sharing your interest in having Allica available as a bill pay bank with Crezco 😊
This idea is now open for others to vote and comment on. Feel free to share it with colleagues and others who’d also like to see this option, so we can get a sense of the support from the community.
We’ve also raised this with Crezco so they’re aware of the interest in making Allica available. Any updates will be posted here.
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Purchase Orders - Reduce size of the purchase order
Please revert back to the original format of the Purchase Orders, I have no idea why you felt this needed to be improved and has caused more issues
The viewing of the PO is far too big and makes my head hurt, can't save a PO without putting every detail in which we don't always have until later
Not saving projects in the draft PO unless all details entered, which we could do before on the old format
Can't just approve and copy to Invoice anymore need to go back into the PO for a second time which is unnecessary
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17 votesHi Kim, thanks for your feedback here.
I want to be open that we don't have any intentions of reverting back to the old experience - new purchase orders are built on updated technology and allow us to better maintain and release further developments to this feature.
Our product team have been listening closely and are making iterative changes taking on board feedback from our customers.
An examples of this is that, since released we have updated purchase orders to reduce the max width and pixels making it slightly smaller.
We also have plans to reduce this further, so I will keep you updated on this here.
We've also made an update so now when you Approve a purchase order you will remain on the same page where you can then take other actions as needed. We hope these changes help improve your use of purchase orders.
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Contacts - Post Credit directly to contact
It would be nice to be able to post a receive money overpayment directly against a supplier and have it go to trade creditors in the instance where a supplier has refunded money and an credit note has yet to be issued.
Similarly it would be nice to be able to a post a spend money overpayment directly against a customer and have it go to trade debtors.7 votesThanks so much for taking the time to share this idea with us.
We can see why having the ability to apply a credit directly to a contact account, without needing to create extra transactions or workaround steps first, would be valuable. Simpler handling of credits and overpayments would make this workflow much more straightforward.
We’re moving this idea to Gaining Support so other customers can vote and add their comments. This helps us understand how much interest there is in this idea and learn more about the different ways people would expect to use it.
If this is something you’d like to see, please add your vote and share any extra detail in the comments. That feedback is really helpful for our team.
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Purchase Orders - Merge multiple purchase orders
We send individual purchase orders to a supplier over the course of a month, and the supplier sends one invoice at the end of the month. Currently, I can't create an invoice from the POs as it will provide me with a separate invoice for each separate PO. It would be handy to be able to merge either the POs or the invoices so that the final result matches the supplier invoice.
14 votesThanks for sharing your idea to merge purchase orders. We appreciate you explaining how this could help when suppliers consolidate multiple orders into one bill.
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 AWAITING APPROVAL - Pop up note feature to allow approver comment
In Xero Accounting, users currently need to open each individual bill that is still awaiting approval to determine why it was rejected or not approved by the approver. This process becomes particularly time-consuming at month-end when there are multiple outstanding bills requiring review.
It would significantly improve efficiency if users could simply hover over a bill in the "Awaiting Approval" list to view any comments or notes left by the approver explaining why the bill was not approved. Alternatively, displaying the approver's comments in a dedicated column or tooltip within the bills list would provide the same benefit.
6 votesThanks for sharing this idea. We understand the request for a notes or memos feature when reviewing bills awaiting approval. Having information visible from the approval list could make it easier to understand the context behind a bill delayed approval.
We've updated the status to Gaining Support so we can continue tracking community interest.
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Bills - Option to customise or turn off "Duplicate Bill" review messages
The periodical message that highlights "duplicate bills" and invariably just list recurring monthly bills from suppliers is incredibly annoying and simply wastes time.
There should be an option to disable it. If users genuinely find it useful they could then of course utilise it, but for those of us who don't the ability to switch off would be beneficial.
110 votesThanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
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Purchase Orders - Smart document capture to draft purchase orders from supplier quotes
In the same way that invoices can be created from uploaded files, it would be great if we could add a supplier quote to the Purchase Order screen and Xero can extract the detail to draft a new purcahse order, based on a quote received from a supplier.
5 votesAppreciate you sharing this feedback. Automatically extracting line items, quantities and pricing from supplier quotes into a draft purchase order could make purchasing workflows more efficient.
We've updated the status to Gaining Support so we can continue tracking community interest. Add your vote if this could improve your workflow.
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Inventory Report - Report to show price increases
Need a report option to show price increases on products and services purchased and sold please
10 votesThanks for sharing this idea, and for taking the time to explain how helpful this would be 🌟
We can see the value in having a report that helps track product price increases over time, especially when it would make it easier to review pricing changes and understand what’s been charged across different transactions.
We’ve reviewed your idea and are moving it to Gaining Support so it can gather feedback from other community members too. Along with votes, others can now comment and share more detail about how this would improve their experience in Xero.
We’ll keep an eye on the support this idea receives, and if there are any updates to share, we’ll post them here.
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Bills - Display Chart of Accounts account code on "New bill" and "Edit bill" screens.
When entering or editing a bill I need to be able to enter and see the account code. At present, you can only see the account name.
21 votesThanks for sharing your idea, and letting us know the changes that matter most for you, Paul.
We've reviewed your idea regarding the account codes visibility and now it's up to the community to get behind and support it. Feel free to 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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Proforma Bill
Option to raise a supplier bill as a proforma bill
5 votesHi 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?
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