639 results found
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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
9 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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Purchase Orders - Show subtotals on Approved and Paid
viewing subtotals of approved and paid purchase orders (currently only purchase orders awaiting approval show a subtotal at the top of the page)
6 votesThanks for your feedback! Your idea is now live and ready for the community to get behind.
To help gain momentum, share the link with any colleagues who would benefit so they can cast their vote.
Along with voting, the community can now provide extra context in the comments on why this change is a win for their Xero workflow.
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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.
13 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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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.
2 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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More Inventory History
Please allow for more history of inventory items. Sometimes it is easier to look up an item to find latest bill to see last price paid to vendor. As it is now item history only allows one to see +/- 30 transactions. It would be nice to have the option to see more than this. Other areas of Xero allow for this option.
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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Contact - Option to toggle to the next transaction in the contact record
There should be an arrow button on the screen when viewing a bill under a specific contact, so that you can click this and move to the next bill and so on. This would make looking at bills much easier to navigate. At the minute, I am opening up each individual bill from the contact screen in a new tab, to find what I am looking for.
3 votes⭐ Thanks for sharing this idea and explaining how being able to move through transactions from a contact record would improve your workflow.
We've reviewed your idea and moved it to Gaining Support, so it's now open for others in the community to vote on and add their comments.
If this would help others too, please add your vote and share any examples of when this navigation would save time or make reviewing contact activity easier.
We'll keep an eye on the feedback here and share an update if there's any progress to let you know about.
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Bills - Add 'Upload bills' to Dashboard.
Add the 'Upload bills' feature as a widget on the Dashboard, for convenience.
At present you have to navigate to 'Bills to pay', then from the 'New bill' dropdown, select 'Upload bills'. It's a great time saving feature, but seems tucked away, and would be great if right from the dashboard I could just drop bills, and invoices, ready to process later.33 votesHi team, pleased to share that this is a feature that will be coming with the new Xero Homepage! Once released it will be an option available from the bill drop down within the Bills to pay widget 😊. I'll round back to share as it becomes available in orgs.
If you'd like to get more understanding of the new homepage and navigation visit our website and try out the prototype!
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mark as billed
When an PO is now marked as billed, the reference on the PO doesn't carry though to the reference on the bill, it now only shows the PO number.
This is very annoying it now longer does this. Could this be returned to it's original functionality?
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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Batch Payments
Batch Payments - Increase max items per page to 500. We are a large company and often have 200+ bills to pay at one time, meaning we need to create two batches for the one payment run.
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 bills - Apply org settings when creating bills
Prevent invoice scanning technology from splitting out the VAT on a bill where the client's financial settings are set to "VAT scheme - None" and all chart of accounts codes are set to "No VAT" (the client is not VAT-registered).
3 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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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!
7 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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Purchase Orders - Search ignore spaces
When searching a purchase order number in the search bar in the purchase order section, it wont find the purchase order if there is a space after the number. This shouldn't be an issue if there is a space next to it. This happens a lot if I am copying and pasting a number into the search bar and it adds in a space next to the number, I then have to go back in and get rid of the space to find it
2 votesThanks for the feedback, Brianna. Can see how it would be easy to add a space that could cause troubles when searching a PO number. Just to double check - is the space you mention in the original PO number field or within the search that you're performing?
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credit note
It would be really helpful to be able to allocate a credit note against the supplier account rather than against individual purchase invoices. We receive supplier credit notes for discounts applied for purchases which don't relate to an invoice so the only way we can account it for them is to use any purchase invoice which then reduces the invoice amount. It can be confusing for the supplier when the invoice amounts do not match.
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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Track Individual Invoices Within a Consolidated Supplier Account
We operate using a monthly statement from Capricorn Society, which includes multiple suppliers (e.g. Burson, Repco, Motorpass etc..) under one account.
In Xero, we’re currently forced to enter this as one total bill and manually allocate expenses — which means we lose all supplier-level detail.
What’s needed:
- Ability to create a main account (e.g. Capricorn) for the monthly payable
- Ability to enter each supplier invoice individually as it comes in throughout the month
- Each invoice treated like its own supplier record (sub-account), capturing:
- Invoice date
- Invoice number
- Part numbers / descriptions
- Individual invoice totals
- Ability to link all sub-invoices to…
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 - 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…
9 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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Feature Request – Purchase Order to Invoice Matching Workflow
I wanted to share a workflow improvement idea based on how we currently use Xero alongside EzzyBills.
At present, our process is:
Staff raise purchase orders internally
Orders are placed with suppliers
Supplier invoices are received and imported via EzzyBills
Invoices are then posted directly into XeroThe challenge we have is that the purchase order currently serves very little practical purpose in the system, as the invoice effectively becomes the trigger document for processing and approval.
What we would find highly valuable is:
A feature that allows imported invoices (via EzzyBills or similar integrations) to be automatically or manually…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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Bills to Pay - filter by attachment
Feature Request - Purchases Overview
It would be great to be able to filter items listed under purchases overview by whether a document is added or not. I have to manually upload documents for certain type of bills as they are created in a third party application that doesn't bring the document forward.
2 votesThanks for sharing this idea around filtering bills to pay by attachments! We are always looking at ways to improve the Xero experience.
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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Inventory - Create a new item from an Invoice or Quote line
It would be great to be able to add a new product or service to the inventory list directly from a quote or invoice. So if a new product or service was entered into a quote or invoice (with price and account details etc) or it was already added, there could be an option to 'add item to Products and Services' when clicking in the 'Item' area on the left. This would save having to go into Products and Services to add those which may already exist. Please see very crude example attached.
As a separate suggestion, it would also…
3 votesHi Simon, thanks for taking the time to raise this idea. We can see how being able to create a new product or service from an existing invoice or quote line could improve efficiency.
We’ve updated the idea to Gaining Support so we can track interest and share feedback with our product team.
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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…
4 votesHi team, 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. 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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Purchases overview - View Billable expenses not billed.
Purchases Tab: would like to see Billable expenses not billed.
14 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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