586 results found
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Bills - Add planned payment date from inside the bill with a default of the due date.
Add planned pay date automatically as the due date or add a field into the bill entry screen so that you dont have to go back and add it from the bill list view.
Just a suggestion which i think lots of people would find helpful. It would give real time data from the bill screen and saves going into the bill list to add the planned payment date for the categories at the top to populate correctly.
I I believe that this enhancement would be beneficial for many users, as it would definitely save time by reducing the number…
6 votesHey Sarah, thanks for your suggestion to add a planned pay date field directly on the bill entry screen.
We're grateful for your engagement and for sharing ideas that can help make Xero more efficient. We can see how this would save time by reducing the number of steps required to set a planned payment date.
We've reviewed your idea, and it's now ready to gain support from other community members. Along with votes, others can now comment to share more detail about how this enhancement could improve their workflow and help them manage their cash flow more effectively.🙂
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Inventory - Increase item code character limit
Increase the character limit for product/item codes from 30 to at least 50.
Our suppliers use a minimum of 8 characters, up to 12 characters. We use 4 suppliers regularly, which all use different SKU's; This means we can have 36 characters for standard products, even more if there is a supplier we don't purchase too regularly from or if there are 2+ similar products that get grouped under one item.
5 votesThanks for submitting your idea on Xero Product Idea's, Tasha. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Sales | Batch Deposit in Foreign Currency
Xero currently lacks the capability to bulk pay multi-currency invoices. This creates a significant bottleneck for our clients with a default currency of USD who process hundreds of invoices in EUR each month. While it is possible to import invoices in EUR in bulk, marking each invoice as paid individually is extremely time-consuming and inefficient. Please consider implementing a feature that allows users to bulk pay invoices in the same foreign currency. This enhancement would streamline the workflow for businesses handling large volumes of international transactions, saving time and reducing manual effort.
70 votes -
Santander Connect Standard Bulk Payments – Mandatory Bank Spec Change Has Broken Existing Template
URGENT ATTENTION REQUIRED FROM XERO
Santander implemented a mandatory change to its bulk payment import specification effective 12th January.
As a result, the existing “Santander Connect Standard bulk payments” file exported by Xero is no longer compatible with Santander’s live banking platform and cannot be imported without manual amendment.
Specifically, Santander now requires:
- Removal of the trailing empty line at the end of the file
- Inclusion of a debit account reference on the first line (after 08,,,,,) -There may be additional adjustments required. Xero should check this with Santander.
This is not a feature request or enhancement. It is a…
1 voteThanks 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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Purchases - Send pricing requests to supplier for saved inventory
I hold inventory for a large number of products, many of those products can be made by more than one manufacturer.
At the moment, if I want pricing from a supplier, the only real option in Xero is to raise a purchase order. That doesn’t work well in practice, because quite often I need to request prices before I’ve decided who I’m buying from, or before I even have an existing supplier relationship set up.
For example, if a new manufacturer opens nearby, I might want to send them a list of specific items from my inventory and ask for…
1 voteThanks 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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Bills Purchase Overview - show permit number column in draft bills
It would be nice to have more options to view more columns featured in the draft bills and bills so we can have more options to search for the supplier invoices.
3 votesWe appreciate you sharing your insightful idea and clearly explaining the changes that matter most to you.
We've reviewed your submission, and it is now ready for community support! The next step is getting votes, so please share your idea widely with any colleagues who would also find this beneficial. Every vote counts!
Community members can also add comments to elaborate on how this change would specifically improve their experience using Xero.
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Purchase orders link to approver to approve
Once purchase orders have been raised to be able to send a link via email to the approver to approve, like other accounting software
1 voteHi 👋 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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duplicate
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).
1 voteHi 👋 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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bills vs spend
It is very unclear the difference between "bills" and "spend". On the phone they are all together under "purchases > Recent spending > see all". on the browser you can only see bills under Purchases > bills. Where are all the other spend? There should be another button under Purchases > spend (non bills), and Purchases > see all (bills + spend)
1 voteHi 👋 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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Bills - Automatically go to the next draft bill after submitting for approval
Building on the product feature implementation of "Approve and Vie Next", it would be good to also be able to Submit Bills for Approval and view next, please.
1 voteHi 👋 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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viewing subtotals of approved and paid purchase orders
viewing subtotals of approved and paid purchase orders (currently only purchase orders awaiting approval show a subtotal at the top of the page)
1 voteHi 👋 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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Bills - Option to deselect 'Action' column
please remove ACTION column under bills tab - don't push your products on your customers. It is a real turn off. The check mark under the column is greyed out. Let your customers remove please. Right now it isn't possible.
10 votes -
Submitting receipts within the body of an email
You should be able to forward receipts withing the body of an email. I am annoyed I cannot do this as I get many business things from Amazon and cannot forward my receipts as I get error messages. This is possible as I was able to do this with QBSE (Intuit) so I am surprised/annoyed I cannot do it with Xero.
1 voteHi 👋 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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Bills List View - Add a Notes / Reminder section
Insert a Notes section on the Bills You Need To Pay screen.
For example, I can enter a due date, planned date etc .. but a section for Notes that can include a little reminder for example "confirm A123456 has been delivered"16 votesHi team, we appreciate hearing how viewing noes from the bills list view would be helpful. While this isn't something we have planned at this stage we'll continue to keep a pulse on the interest in this here.
If there are any changes to share I will provide an update to you all. Thanks
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Purchase orders - When clicking Add a note, default Cursor to the Notes text field
When selecting notes, cursor to appear in the focus box (like it is for Bills) so you can commence typing immediately
1 voteThanks for sharing this, where it could be handy for the cursor to automatically appear in the Notes field when you've hit the 'Add a note' button.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share this with any colleagues that this could benefit, so they can add their votes too!
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Inventory - Set default prices with tax inclusive/exclusive treatment
I have entered selling prices excluding GST but have noticed that some personnel have been invoicing inc GST yet xero hasn't adjusted the price of the item to add 10%. I need the item price to be the same either way of invoicing.
Can we make this happen some how ? so the price of the item is the same either way. MYOB manages to adjust it, you just set the price as either including or excluding and it adjusts it automatically when charged out. Maybe Xero should aim to improve this aspect of the program.
3 votesHi Kelly
Thanks for this suggestion. You're right that currently the tax inclusive/exclusive setting on the invoice would change the overall invoice total.
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.
In the meantime, you might want to tell all staff to enter invoices with the same tax treatment, to avoid accidentally under/overcharging for the same item. If you create all invoices on a tax-inclusive basis, you can enter the default sales price for your items including GST. Otherwise, you would need to enter the prices excluding GST.
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Bills - Awaiting Payment bills summary by supplier
Bills - View bills awaiting payment summarised by supplier with the ability to expand supplier to view invoices and select individually or make changes if required.
You need to use the awaiting payment screen to create batch payments. To make payments you have to select each individual invoice for a supplier which takes time and is inefficient.
Having the ability to view the awaiting payment screen showing summary (total) for the supplier would be helpful. You can still filter dates so you can see everything owed to a supplier within date range. Much like an Aged Payables report. You can…
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show a summary of bills awaiting payment by supplier 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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Direct Bill Payments within Xero - from the Xero Mobile App.
Button on the mobile app to pay bills, which will then use Crezco. This is how it works on Desktop but I can't see this feature on the mobile and I find myself often trying to pay bills while on the go, it would be much easier to start the flow from Xero, rather than switching between the Xero app and Banking app.
1 voteThank you Coby for sharing your idea and letting us know the changes that matter most for you.
We've reviewed your idea for the Xero Mobile App direct bill payment 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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Bill Payments | Crezco - buy batches of bill payment fees
The highest Xero subscription allows you to make 10 bill payments through Crezco and then you pay a fee per bill. This is a pain, as I now have to approve each 24p fee.
Please can I buy Crezco payments upfront?3 votesHi everyone, we’ve seen some good chatter around buying Crezco bill payment fees in batches. For those handling a high volume of transactions, being able to buy fees in bulk would make this process quicker and smoother.
At the moment, Xero doesn’t support batch purchases for bill payment fees, but this idea is now in Gaining Support.
If this sounds like something that would help your workflow, please add your vote or share your thoughts. The more feedback we get, the better we can show the product team how important this is.
We’ll keep you updated here as we learn more.
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API Apps - Allow the API to remove items archived in Xero from Hike POS.
From the people at Hike POS:
"We’d like to inform you that when a product is archived or removed in Xero, it does not automatically become inactive or get removed in Hike. This is due to API limitations on the Xero side that currently prevent this type of sync."Please update you API to allow syncing of archive products.
1 voteHi Alan, thanks for sharing this.
We've reviewed your suggestion, 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 too.
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