586 results found
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Bills - Quick link to the Draft tab after importing
You have today added a great new feature - the ability to upload Accounts Payable invoices to generate the Draft transaction.
Can I suggest that you have a look at the options available after the invoice has been approved, to then quickly navigate back to the Draft Bills.
This is because it's likely that we upload in batches then approve, however to navigate back to Draft to pick up the next invoice takes quite a few steps!
3 votesThanks for sharing your idea about how the workflow could be improved for you, when you're importing and approving 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 also benefit, so they can add their votes and comments too!
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Bills - Highlight bills due to be paid by Direct Debit
It would be great to have a Direct Debit flag on the Bills area. Especially on the ones waiting payment.
That would allow us to know if a bill that is waiting payment is Direct Debit and we don't need to act, just wait to reconcile.
I created a (terrible) mockup and attached it.94 votes -
Bills - Disable Make Payment Button
Your new "Make Payment" button and the Action column can not be removed/disabled in the Bills view. It is repetitive, distracting, and disruptive to my normal workflow.
I would appreciate it if Xero did not diminish my user experience as a paying customer in order to promote a new service it is offering.
14 votesAppreciate your feedback on this here, everyone. This has been shared with our product team.
They did thoroughly consider how and where this prompt was shown in the product, and I want to be open that we don't have any plans for enabling the ability to hide the Make Payments option from this screen.
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Total amount field
It would be useful to allow entering quantity and total, with the unit price calculated automatically, as an alternative to the current unit price × quantity.
This would help when bills have rounded totals/ discounted unit prices. Right now, I must manually divide the total by the quantity to get a unit price, and rounding issues (if any) will only show up after all lines are entered and the total doesn’t match to that of the bill.
This would require unlocking the total field for input and calculating unit price = total / quantity. To prevent mistakes, the system should…
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Can inventory/stock levels be displayed to include active/draft invoices when checking a particular stock item.
It would be great if the inventory levels showed both items in active quotes and in draft invoice. displayed when clicking on your stock items it currently shows several info line, an additional line similar to the "in committed quote" option but also in active/draft invoices. this will give a more live feed into what stock has been booked out.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Upload purchase orders
We do PO from excel that then is a PDF. It would be really helpful if purchase orders can be uploaded like bills?
3 votesAppreciate you sharing your idea, and letting us know the changes that matter most for you, Alyson.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the tractions this idea receives in the community. Thanks!
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Purchases overview - View Billable expenses not billed.
Purchases Tab: would like to see Billable expenses not billed.
8 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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add option to repeat fields on a multiple line invoice or bill
Add option to update all lines on invoice fields for VAT code, Nominal code and Trackinng options for invoices or bills with mulitple lines as in the example
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Invoicing - Edit Item Code without changing Description, qty or price
When copying an invoice, we need to be able to copy and paste in the item code without it deleting all of the description, qty and cost.
You can do this in classic invoicing, but when you do it in the updated invoicing it removes all the data on the line.18 votes -
Email Template | Remittance - Allow Reference placeholder.
invoice email template options for placeholders allow for the 'reference' placeholder to be inserted.
This needs to be available to be inserted into the remittance email template.
As the placeholder exists, can it be allowed to the dropdown for remittance?
3 votesHi Nicole 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. 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 - 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.
31 votesHi team, we appreciate the interest in being able to add a planned date when entering a bill in Xero. While this isn't in our immediate plans our team are aware and keeping a close eye of the support for this idea.
While this isn't currently possible when manually entering bills I wanted to highlight our new Quick view and edit feature - If you upload or email bills to create drafts in your organisation you'll find you can use the quick view option to easily add a planned date.
If you don't have the edit option in your bills just yet, this feature is in the process of rolling out and should be with all customers soon. 😊
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Draft Bill Preview Options
Draft Bill Preview Options: Please update the new version of Xero's draft bill preview panel so the editing bar is pinned in the first instance, like the Classic version. Now, you have to pop the image out the panel, which moves the image over the text area you're working on (you cannot move it to another screen), you have to select 'fit to width' to read it, but the 'pin toolbar' option in settings doesn't work - so you have to reduce the image again (which finally brings up the editing toolbar, but again, the 'pin toolbar' option in settings…
2 votesHi 👋 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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Batch Payments - Ability to add bills to an existing batch
Add a "add Bill" button to enable you to add a bill after the batch has been created without cancelling the batch and redoing.
5 votesHi christine, is this a common situation you find yourself or business running into? It'd be good to understand more detail if there are common circumstances that lead you to needing to edit a batch payment after it's been created.
For the time being we'll start to feel out the interest in this from community. Thanks!
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Purchase order - Filter by tracking codes
Would love to have the ability to filter purchase orders by tracking code from the new PO menu
3 votesThanks for sharing this idea about filtering purchase orders by tracking codes. We appreciate you taking the time to let us know how this could help organise your purchase orders.
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 - 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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Upload Bills - OCR reader to itemise bill on bulk entry
It would be fantastic and much more efficient if the bulk uploading of bills allowed for the bills to be entered by individual line item.
At the moment it gives one line, without a description- with the grand total of the bill which defeats a lot of the purpose of being able to bulk upload bills, as they still need to be manually adjusted.
Xero have already shown it has the ability to extract data from a bill but haven't taken the feature to it's full potential3 votesHi Michelle thanks for sharing this with us here, can appreciate having the ability to itemise the bills on upload instead of just the one line. Currently this is possible via Hubdoc, you can read more about it here. We recommend raising a case with our support team for more details.
For now, 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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Batch payments - Split screen for Batch Payment contact details
On the make payments page of batch payments allow for a split screen so you can review submitted invoices to either check bank account details or add bank account details of new contacts without having to jump between pages/screens.
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how a split-screen view could help when processing batch payments.
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.
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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.
867 votesHi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
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Emails to BIlls - Auto capture the bill as tax exclusive
You can set your company preference to tax exclusive or tax inclusive, but the Xero email bills to Xero function does not follow the company settings and always puts to tax inclusive. Can this be as per the company settings? Eg we would like it to always be tax exclusive.
3 votesThanks Dominique, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Inventory - Landed Cost allocation
Add the ability to allocate VAT, duty, and freight to items/inventory for landed entry allocation. This is available in competitor solutions.
65 votes
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