607 results found
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Billable Expense - reassign billable expenses
To reassign or remove multiple billable expenses at once and to make edits to billable expenses from within reports.
I have a client who has 175 outstanding billable expenses, which need to be removed as the invoices have been billed manually.
26 votes -
Products and Services / Inventory - Custom Fields
It would be nice to have a few custom fields, attached to a product or service.
37 votes -
Bills - Automatically create bill from finalised activity statement
Currently when paying activity statement obligations, you need to manually create a bill or split the payment to the various tax components. These amounts are already in the Activity Statement, so it would be useful to be able to create the bill from the finalised activity statement. This would help business to reconcile ATO payments, and to manage their cash flow as they can see when tax payments are due from their bills report.
9 votes -
Batch Payment - Payment File format compatible with Barclays
Batch payment file to support Barclays.net format as attached.
17 votes -
Bills - Ability to assign a bill to specific approver
It would be useful to be able to assign a bill to a specific person for approval within the system - without this the function is pretty useless.
This seems like a simple thing if you have this as an option.
23 votes -
Email-to-Bill / Web /upload- Record sender's email
When a bill is generated through Email-to-Bill the bill history only says System Generated and 'Received through Email-to-Bill'
It would be much more valuable to see the sender's email here (e.g. 'Received through Email-to-Bill from ***@gmail.com') in case a follow-up is needed5 votes -
Inventory: Tracked serial numbers
An inventory system that can also track serial numbers.
35 votes -
Invoices/Bills - Separate field for posting date and invoice date
Ability to have separate fields for posting date and invoice date.
Purpose: To make users can ensure the expense is recorded in the appropriate month (posting date), and the due date is properly calculated (invoice date).
274 votesHi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.
While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.
We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.
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Purchase Orders - Include supplier payment terms
Would be extremely helpful to be able to include the Suppliers Payment Terms as an addtional field on the Purchase Order Template.
22 votesWe appreciate the feedback and understand the impact this has on your workflow. We are moving this idea to the “Gaining Support” stage so that other users can add their votes and comments. This will help us gauge the level of demand and prioritize future improvements. In the meantime, we encourage you to continue sharing your votes and comments and any additional workarounds such as using invoice templates or branding themes for each supplier if applicable. Thank you for helping us improve Xero!
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Bills - Quick option to add a new Supplier Credit Note
When you enter a bill and save it as a draft or approve a bill up the top it gives you the option to enter a new bill but it doesn't give you the option to enter a credit note. Because I can click add a new bill I enter all my invoices first but if Xero gave me the option to enter a credit note I would use this very much. Right now I have 14 supplier credit notes to enter and that is not unusual and it is very time consuming having to go back to the bill…
10 votes -
Bills - Filter and view bills by tracking category
The ability to filter bills to pay by tracking category and select invoices for batch payments by tracking category to enable businesses with multiple locations/businesses within the one Xero account to manage, approve and pay bills based on the location/business the bill is applicable to.
124 votes -
Ability to print blank cheques
I would really like the ability to print blank cheques. Right now, when you preview the cheque there is not an option for it to be blank. If it was blank, I could have some cheques ready for those times we need one quick, and then I could enter it in Xero after. I am really hoping your team can add this feature, I can't be the only person that would benefit from this. I look forward to hearing from you.
6 votes -
Xero to Xero - Send the attached files on the invoice
When sending invoices from Xero to Xero it doesn't attach the actual invoice in the draft bill as an attached so we don't have this invoice for record keeping purposes and can't even see if there's VAT or No VAT charged on the invoice as it is not attached to the bill. This needs to be added.
12 votesHi team, apologies as we have jumped the gun a little - While it's currently possible to include a PDF of the invoice when sending via the Xero network, including attached files is not available just yet.
However, I want to confirm this is something the team are currently working on and we will share as soon as there is another update on this.
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Bill Payment - Ability to review attached bill when creating an ABA file
With scamming on the rise checking bank details is a priority.
I would love to see the ability to open each of the bills in the review section when creating a batch payment (ABA file).
Even better if you could open any attached files direct from the batch payment review section users could quickly check if the bank details in Xero Contacts match the latest bill. If there is any discrepancy the user could investigate before processing the payment.
9 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!
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Bills - Email to bills without requiring it to be an attachment
Often companies email invoices but they aren't a PDF - just an email.
So you have to print the email as a PDF - then send to Xero Bills.
It would be good if you could just send through the email invoice (no PDF) to Xero Bills and it was processed without being a PDF.14 votesHi team, apologies for the mismatch in my last update and appreciate the feedback we received on this.
While our new bills upload feature might be handy for some customers in automating their bills process, reviewing the idea here I can totally understand how this does not solve for where you receive an invoice within the body of an email.
We'll open this idea back up, and I want to be transparent that this isn't something we have direct plans for developing atm, however we'll continue to keep eyes on the support here and share if there is any progress surrounding this, here. Thanks
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Invoice/Bills: Notifications - Reminder Invoice/Bill becomes due
To have an option to set up e-mail notifications to receive a report when an invoice payable becomes due
Purpose: To easily be reminded when invoices/bills due through email.
246 votesThanks for your valuable feedback and for sharing the idea of "Bill payment reminder alerts or emails." It's clear this feature would be a significant improvement. As a current workaround, you can use the existing due date field in Xero to sort your bills and set a separate calendar reminder in your preferred app. While we work on assessing this idea, I want to share that we're exploring bill payment reminders for users with multiple initiatives in progress. We appreciate all your feedback and votes, as they help us better understand the impact and benefits of this feature, and we'll be sure to update this page with any new developments.
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Inventory - Bill of Materials reporting
BILL OF MATERIALS WOULD BE AWESOME AS MOST OF THE APPS YOU CAN DOWNLOAD COST YOU R900 PER MONTH AND THAT IS A BIT ROUGH ESPECIALLY IF YOU ONLY NEED THE BILL OF MATERIAL SECTION.
9 votes -
Email to bills - Auto exclude 'extra' attachments like social tiles & email signature
Bills - Ability to remove extra attachments exported from emails.
when forward invoices and delivery docs to Xero, the email signature (which includes the company logo) is also captured and exported to Xero Bill as a separate attachment.
While this doe does not impact payments, it's still frustrating. There should be a way to prevent logos or email template elements from being exported.22 votes🌟 Thanks for raising this idea and for taking the time to share how this affects your workflow.
We understand that when logos or images from email signatures are pulled through with documents, it can create extra clean-up, clutter the files that are imported, and make it harder to quickly identify and process the documents you actually need.
We’ve reviewed your idea and moved it to Gaining Support, so other customers can vote and add comments to share how this behaviour impacts their experience and why improving it would be valuable.
The feedback and examples shared here are helpful for our product teams as they build a better understanding of the real-world impact this has on customers using Smart Capture.
We’ll continue to keep an eye on the support and feedback this idea receives, and we’ll share any updates here as we learn more.
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Profit & Loss - Include bills Awaiting Approval
We always have a significant number of bills "Awaiting Approval". As such our P&L is never accurate and for our large company it is out significantly.
It is the exception and rare that a bill will not be approved (ie didnt receive stock). Therefore the P&L would finally be closest and most accurate if it included "Awaiting Approval"
This should be included. If not then a button should be available so that the company can make this decision themselves and include the "Awaiting Payment" bills.
46 votesHi everyone, we appreciate why some customers would like to have bills that are still in a draft or awaiting approval status included in reporting results.
These transaction types do not impact the general ledger until they are approved within your organisation, which is why they cannot be included in the Profit & Loss report.
Understand that is not within the report that you're asking here, however the Payable Invoice reports (Summary and Detail) can be run to include these transaction types, so you could get a view of the amounts related to these type of transactions.
We want to be upfront that this isn't something we have intentions of developing financial reports to accommodate for in Xero.
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Batch payments - Support for NACHA file format
We desperately need NACHA file format for batch payments export file in the USA. This is the Australian ABA equivalent. Second option to that is a CSV file in a format that is accepted by US banks - the current format is not acceptable by their systems, unless we laboriously spend time making adjustments to each payment file in excel before loading it in, and even then it's barely acceptable and prone to human error, which is unacceptable from a control perspective.
No matter which US Bank we use, the CSV file export from Xero does not split the routing…
17 votes
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