601 results found
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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.
6 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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Display Supplier Contact Group - under Bills to Pay screen
That would be great to make the Contact group field visible on the Bills to Pay screen to let us filter to certain contact groups when we are preparing a payment file.
We use the contact groups for example to mark suppliers that are paid by Direct Debit, so this would be a useful feature to filter them out and do not pick their invoices up for a BACS payment.
We also have another group of suppliers within the contact groups that we pay at once on the same day of each month so we would be able to easily…
34 votesThanks, Marianna for submitting your idea.
We've 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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Xero Accounting App - Approve 'Awaiting approval' Bills
Fix the Xero App that your programmers broke, please.
When approving bills in the app it removes any decimal places beyond 2 and changes the final bill amount. The notes against the bill don't show this. I have marked up screen shots attached.
The Xero App has been broken for year now and having to manually change thousands of bills in a year because you broke your own program is a joke. Asking a business owner who works 60-80 hours a week to log in to his computer instead of the app on his phone to approve bills is not…
7 votesThanks for sharing images, Fiona.
Taking a look into your communications with our support team it does appear there was a bit of confusion and oversight by our team when you first got in touch. We apologise for this and I'd like to provide some clarification around the idea you've raised here.
What is currently possible within the Xero Accounting app does differ between Sales and Purchases.
While it's possible to view Sales credit notes that are awaiting approval, this hasn't yet been built into the Purchases side. To approve a Supplier credit note, you'll currently need to log into the web version of Xero.
We're working to develop the Xero Accounting app to add more functionality with growing needs from our customers in what they need to do on the go. We'll start to get a sense of interest from the community in this here, and I'll update if…
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Export File - Update ISO 20022 payment file formats by November 2026
When Xero will consider the new changes for HSBC BACS files and will it make it possible to generate the new standard payment file in Xero directly without using bridged software? HSBC set up a deadline in November 2026 for ISO 20022. Thanks
5 votesHey Illiana, thanks for brining this to us, and for explaining the upcoming HSBC changes so clearly.
We’ve now moved your idea to Gaining Support so other customers can add their votes and comments. That support helps our product team better understand how many customers this change would help and the impact it’s having.
Thanks again for sharing this with us and helping us improve Xero.
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Users Role - Granular permission to view Inventory quantities without Costs
manage permission - I would need my crew to see inventory quantity without seeing the cost.
11 votesHi everyone, thanks for raising this. It’s clear that being able to show stock on hand without exposing cost price is important for many teams. Right now, the lack of that level of permission control can mean choosing between giving staff the visibility they need and protecting sensitive financial information.
We’ve moved this idea to Gaining Support so we can track interest and highlight to our product teams how valuable a dedicated permission toggle would be. Please keep sharing your use cases and voting—this context really helps demonstrate the impact.
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Attaching files to purchase order - have to save/approve now
We can no longer attach any files at the creating stage of a purchase order, the PO has to be saved or approved before anything can be attached, then it throws you back to the purchase order listing and you have to go back in to save anything. In the old version, we used to be able to attach files during the initial creation. Please could your developers look at this and fix this.
8 votesAppreciate the feedback and understanding of your workflows here. I'll make sure your feedback gets back to our product team and share if there are any planned improvements. Thanks
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Bills - Improve auto creation from files
Improve xero invoice (accounts payable) scaning function so that it is as good as Dext, thereby saving money for Xero customers (or maybe Xero just buys the Dext app in makes it the default scanning tool)
11 votesAppreciate your feedback, Harpal and I want to assure you we're committed to improving this experience. We have recently released our new Smart Document Capture tool in Xero Files to the UK and will be releasing it to the rest of world very soon. I'll round back to confirm once it's live to everyone.
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Batch Payment - Option to add another when creating
Navigation. Wouldn't it make life easier when paying bills if you could create a batch and then go directly back to the Purchases Overview to create the next one. At the moment it's Create a Batch Payment then > Purchases > Bills. Repeat the process.
20 votesThanks for your idea, Karen. Understand how this would improve efficiency if you regularly create multiple batches in your workflow. We'll get a sense of the wider community interest in this from your idea here.
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Bills | New bill button - single click option
New Bill Button - Please bring back the single click New Bill button. Anywhere I click on the New Bill button gives me a dropdown menu, requiring mouse movement and a second click. I would expect this to function in the same way as the new invoice button where you can click on the button to generate a new bill or you can click on the arrow down to see the dropdown menu. Bring back the single click efficiency.
19 votesThanks for your feedback on this change, Patricia. Out of interest is there a particular reason or workflow for why you prefer to enter your bills manually rather than via an upload?
Appreciate, will take a little getting used to a different flow. A couple of other options for navigating to the new bill screen could also be;
- Using the keyboard shortcuts (Alt+Shift+N) from the bills screen
- Using the '+' icon in the navigation header to quickly Create a new Bill from any screen
- Using '/' and typing 'b' in the global search where you'll get the option of New bill from any screen
While we'll get a sense of interest in this through your idea, we want to be open that there aren't any plans for changing this back.
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Inventory - Bulk adjustment should allow changes in value and quantity
Mass adjustments should include the ability to increase quantity as well as value - when we run production I currently have to do this one by one or create a bill to bring in the stock, it would be great to be able to bring in production through an adjustment
Adjustments should show the stock level as at date of the adjustment as we there is always movement between when we do stock count to when we process the count on Xero - hence there is the need to perform an additional recon to current stock levels in order to…
8 votesAppreciate you sharing this idea. We understand you’re looking for a more efficient way to update inventory when both quantities and values need adjusting.
The suggestion is to allow both stock count and asset value to be updated together in a bulk inventory adjustment, reducing the need for separate entries.
For now, quantity adjustments and value changes can be managed separately to keep inventory records accurate. We'll continue to track interest and help our product teams understand the value of improving bulk inventory adjustments.
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Bill - Ability to restore deleted bill
I would like the ability to restore voided / deleted bills and invoices. Sometimes an item is deleted by accident but to restore it I have to copy it to a new draft and then re-attach any PDFs, which is clumsy and time consuming.
5 votesHi Jenn, appreciate you creating separate ideas for both Invoice and Bills in the forums here so we can get an idea of interest in each 🙂
Being open, this isn't something we have any plans for at present.
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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.
3 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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Bill payments - allocate directly to supplier account
Bill payments - allocate directly to supplier account without having to match to a particular bill/s. Also allow allocation and creation of bank rule that allocates payments to the relevant supplier account from the bank reconciliation
11 votesHi Ziaad, thanks for sharing your idea, and letting us know the changes that matter most for you. We have moved this idea to gain more support from the community.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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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.
3 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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Purchase orders - Leave delivery telephone number blank
Why does the delivery telephone number autofill with the business telephone number?
I put the delivery name and number in the attention field of the delivery address in contacts. When the purchase order autofilled the name, with the name and number, I have been cuting and pasting the number across from the name field to the telephone field.
Now new purchase orders is auto filling the telephone field with the business number which is not always the delivery phone number!
It looks like the contacts part of xero needs to have a dedicated place for a delivery phone number for…
8 votesSorry to hear the frustrations in the idea here, and I do want to acknowledge and thank users that have taken time to report things that aren't working as expected to our Xero Support team while we can't always commit to an immediate fix this does help our teams investigate and identify if there is an issue which gets shared back to our product teams.
In terms of the direct idea here on the delivery phone number, we appreciate that you've found ways of working around this using the Attention to field. The autofill of the delivery phone number with the business number was an intentional change to help with many user efficiency and save from having to fill this in manually. I want to be upfront that we don't have plans to change how this behaves but will continue to keep an eye on the interest from our community…
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Expenses - Option of Non billable expenses
We manage clients on a monthly service model and incur various expenses on their behalf, including subscriptions and operational costs. While Xero allows expenses to be marked as billable, there is no clear way to assign and track non-billable expenses at the customer level.
This makes it difficult to measure true customer profitability, as not all costs are captured against the client.Proposed improvement:
Allow both billable and non-billable expenses to be assigned to a customer.
Enable reporting that shows total costs vs revenue per customer.
This would provide a more accurate view of customer profitability for service-based businesses.4 votesThanks so much for taking the time to share this idea and explain the challenge behind it so clearly.
We can understand why having a way to assign non-billable expenses to a customer would be valuable, especially when you’re trying to get a more complete view of customer profitability. When some costs sit outside of that customer record, it becomes much harder to understand the true cost of servicing each client.
We really appreciate the detail you’ve provided here, and the examples help show the real impact this has for service-based businesses managing ongoing client work.
We’re moving this idea to 💥 Gaining Support so other customers can find it more easily, add their vote, and share how this would help their workflow too. That extra context is incredibly useful for our team as we continue to review and understand demand for improvements in this area.
If this idea would…
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Bills - Allow inventory adjustment while creating invoice
Allow qty adjustment live while creating the invoice.
9 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you suggesting how inventory adjustments could work more seamlessly during invoice creation.
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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Account number on online bill payments
Allow the default financial ref to be used in the pay online section. It currently uses the invoice number meaning that every time I create a batch for online bill payment I have to manually enter our account number for each bill. Plus as it is per bill I cant batch the supplier invoices until all of the ref's for each individual supplier are the same.
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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Purchase Orders - Quickly duplicate line items
As a Procurement Officer or Small Business Owner, I want to quickly duplicate an existing line item while creating or editing a Purchase Order, So that I can save time when entering multiple similar items that only require minor adjustments (like different tracking categories or descriptions).
11 votesHi!
Thanks for sharing this idea that might make entering lots of similar lines onto orders faster 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 votes and comments about how this would help them too!
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Bills - Editable Reference Line after Approval
It would be helpful if the reference line on bills was editable after approval from inside the bill without having to go through "Bill Options-Edit", then "Update" after making changes. You can currently edit a reference line if the bill is still in Drafts, but not once they have been approved without going through these additional steps. My organization has many repeating bills, but we don't always receive the invoices before the bill is created from the repeating template in Xero, so I have to add invoice numbers to each bill by going through the above process. Obviously, I know…
3 votesThanks so much for taking the time to share this idea 🙂 — we can see how being able to edit the reference line directly on an approved bill would make this workflow much smoother, especially when you're working with repeating bills and need to update invoice numbers after the bill has already been created.
We've now moved your idea to Gaining Support so other customers can find it more easily and add their vote if this would help their workflow too.
We really appreciate you sharing the context behind how you use bills in Xero. It helps our product team better understand where the current experience creates extra effort.
We'll keep you updated here if there’s any progress to share.
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