601 results found
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pre populated fields in bills
Ability to Select and Edit Auto Populated Fields
Recent updates to Xero’s bill upload functionality have introduced several inefficiencies in the auto population process.
Description Field:
Xero now pre populates the description field when bills are uploaded. The suggested text is not fit for purpose, as it includes unnecessary information—such as supplier name, the organisation’s own name, and invoice dates—which are already captured in other designated fields. In addition, the description field is restricted to a single line, resulting in all invoice line items being grouped together regardless of tax rate or account coding. This requires users to overwrite the…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 order - Change date formatting
why don't Xero have the same date format when entering the date across all aspects of the system.
Invoice format - DD/MM/YYYY
Projects format - DD/MM/YYYY
Bills format - DD/MM/YYYBUT
New Purchase Order format - MM/DD/YYYY
PPPPP.
4 votesThanks for sharing with us here, Nicholas - Is it possible your browser language is currently set to English(US). This maybe causing the formatting you're mentioning here and changing to English (UK) or (AUS) should help.
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Melio Bill Payments - Single remittance advices for batch payments
Paying bills online. First, THANK YOU for making ACH included in monthly fee. Awesome. I would like you to consider two enhancements: (1) the ability to send a single remittance advice for batched online payments right from Xero (like what is available in regular batch payments). My current workaround is to pull a payments report for multiple invoices paid together and manually email it.
3 votesThanks so much for taking the time to share your idea with us — we really appreciate you letting us know how this experience could work better for you. We’ve moved your idea to Gaining Support so that other members of the Xero community can vote on it and add their comments too. This helps us build a clearer picture of how many people would benefit from the idea and the impact it could have. Thanks again for contributing and helping us shape the future of Xero 🙂
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Inventory - 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.
5 votesHi Kevin, 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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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.
20 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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Bills - upload button
The Upload Bills widget would be far more efficient if it were relocated to the Approve screen rather than its current location.
As many users have already commented (before comments on this topic were closed), the current design requires multiple unnecessary clicks to upload each new bill. This slows down what is otherwise a repetitive, high-volume task.
The most logical place for the Upload Bills button is alongside the Approve button. When processing multiple supplier invoices, the natural workflow is:
Review the current bill.
Approve it.
Immediately upload the next bill.Having the upload option available at the point of…
2 votesThanks so much for taking the time to share this suggestion and explain the workflow so clearly.
We can see how having the upload option next to the approval button could help speed things up when you're processing multiple bills.
We're moving this idea to Gaining Support so we can better understand how many customers would like to see this workflow improved. If this change would make a difference for others as well, we’d encourage them to add their vote and share how they use bills day to day.
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Bills - Include an "approved by" column
Include an "approved by" column in the bills awaiting payment screen. This assists high-level review of bills before payment is made and might highlight any one-off or non-standard payments that require additional inspection before payment is made.
3 votesThanks for sharing this idea.
We can see the value in having the approver’s name visible in the Bills to pay view so it’s easier to identify who approved a bill without needing to open it.
We’re moving this idea to Gaining Support while we gauge interest from the community and better understand how often this would help customers managing bill approvals in Xero.
If this would improve your workflow, please keep voting and add any extra detail about how you’d use it day to day. That feedback helps us understand the need and shape future improvements.
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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 potential13 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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Credit Notes - Remain on Credit Note view after allocating to a bill
After entering a credit and allocating it, Xero now displays the Invoice not the Credit. This is very confusing and annoying.
Xero support answer was:
I understand you're finding the recent change to the credit note display confusing. When you complete and approve a credit in purchases and apply it to a bill, the screen now displays the bill rather than the credit note you've just entered.
This change is part of recent improvements to credit notes that Xero has made to build consistency across different Xero experiences. The new layout has been designed to save time when applying credit,…2 votesThanks for sharing this idea. Having the option to return to the Credit Note after allocating it to a bill could give users more control over their workflow.
I’ve updated the status to Gaining Support so we can continue tracking interest. If you regularly work through credit notes, let us know whether staying on the Credit Note or returning to the bill would be your preferred experience.
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Bills Disable make payment
Bills - Disable Make Payment Button
I appreciate partnerships & Integrations, I have no issue with this, however, seeing "Make Payment" on every row for Bills takes up valuable visual real estate - repetitive, distracting and should not be shown if not enabled, if you want it to be opt out - fine, allow us to be able to remove it. it is a shady marketing tactic that goes against good UX & UI.
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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Bulk update option for products - Price
Please add the ability to selected certain products and edit pricing.
ie. Select 18 products, and select 'bulk update cost', pop up screen'Enter new price', - Save to all 18 products.
Search or filter to see the ones wanted.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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Bill Upload & Linking Feature
A more streamlined document upload process for supplier invoices and bills would be a valuable addition.
Useful features could include:
- A dedicated “Uploads” section accessible from the main header
- The ability to upload and preview PDF supplier invoices before bills are created or synced
- A simple “Link to Existing Bill” function directly from the uploaded document
- Visibility of key invoice details within the uploads screen, such as supplier invoice number, issue date and total amount
This would significantly improve efficiency for businesses that sync bills from external job management or accounting systems, while also making accounts payable processing more streamlined.
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3 votesHi Sianan, thanks for your feedback here. Great to hear you're forward thinking and how more control within the automation would be helpful for you.
You may have seen on our website that we're in the process of releasing a new feature 'Smart Document capture' that will achieve most of what you've asked here.
The Files inbox will hold files that have recently been uploaded which will move to archived once attached to a transactions.
While you'll be able to first review files, you can then use Smart Document Capture to create or match to transactions in your organisation 😊
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Bill Payments - Improve sync between Melio and Xero for bills
Make Melio payments work as well in Xero as embedded bill.com payments used to work. make it half as good.
3 votesAppreciate the feedback on the Melio bill payments solution within Xero here team. I have shared this back with our product team and we will keep a close eye and share if there are any improvements around the syncing of data planned like you've noted here.
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Reports - Include average selling price and discount tracking in Inventory Summary report
Because we sell experiences through multiple sales channels, the price of the same product can vary depending on where it is purchased and any discounts applied.
It would be very helpful if this report could include the average selling price for each item based on the selected date range.
If possible, I'd also like to see either:
the average discount applied per item, or
the total discount amount given for each item during the selected period.This would allow us to better understand our actual average selling price and the impact of discounts across different sales channels.
2 votesThanks for bringing this suggestion to the community.
Having average selling prices and total discounts included in the Inventory Summary report could make it easier to review sales performance and understand realised margins.
We’ve updated the status to Gaining Support so we can continue gathering feedback. If this would be useful for your business, add your vote and share what other inventory reporting information you’d find valuable.
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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.
23 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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Credit notes - Save and Add another
For Credit notes, when you click the 'Save' drop down, there is an option for 'Save and add another' like there is for regular Bills.
3 votesThanks Diamond. We have reviewed the idea and are now opening this up to the community to add their support. Please feel free to share this with your friends and colleagues who may also benefit from this idea. We'll monitor this space in the meantime. Cheers!
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Batch Payments - Automate Batch loading to Commbiz platform
Currently we create batch payments and then manually upload the ABA file to CommBiz however this takes extra time and could be a control risk. Could you please look at being able to directly upload batch files from Xero to the CommBiz platform without needing the ABA file.
Thanks
6 votesHi Jessica, thanks for sharing your idea here. Batch payments are designed to be downloaded and uploaded without the need for any changes to be made outside of Xero. We'd be keen to get a bit more understanding of the control risk you're referring to. 😃
However, automation of batch payments is a great idea in itself so we've opened this up to the community to gain more support. We'll monitor this space in the meantime and provide any feedback on any changes or updates.
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InvoiceNow SG - support original II/PO line number mapping
Dear Sir/Madam,
I found an online PDF User Guide regarding "Sending E-Invoices to AGD (B2G)." On Page 22, it states that for e-invoices billed against an Invoicing Instruction (II) or Purchase Order (PO), the line numbers on the e-invoice must match those on the corresponding II/PO.
I have included the link to the PDF User Guide below for the Xero team to review as a product enhancement suggestion. I hope this will help expedite the addition of this feature to Xero.
Please refer to the following link for reference:
https://invoicenow.billbay.co/foc_package/foc_userguideThank you.
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User%20Guide%20_%20BB04%20Sending%20B2G%20E-Invoices%20to%20AGD.pdf 3430 KB -
Guide-Technical%20Details%20for%20Government%20Invoicing%20through%20InvoiceNow.pdf 590 KB -
List%20of%20FOC%20InvoiceNow%20package%20for%20gstbiz.pdf 70 KB -
Billbay%20InvoiceNow%20User%20Guides%20(Alfa).pdf 462 KB -
List%20of%20FOC%20InvoiceNow%20package%20for%20gstbiz.pdf 70 KB -
Billbay%20InvoiceNow%20User%20Guides%20(Alfa).pdf 462 KB -
BB04%20Sending%20B2G%20E-Invoices%20to%20AGD.pdf 3430 KB
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 - Creating Bill from a Purchase order include PO on screen
Before this latest upgrade, when you created a Bill from a Purchase order, the PO number was up at the top of the screen, so you could add it easily to the Bill, now it's not there!!! This is annoying have to write it down. Love this to come back PLEASE.
7 votesHi Kim thanks for sharingthis 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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Batch payment (NZ) - Send batch direct to bank from Xero
Batch payment used to be able to send the batch direct to the bank, whereas now we have to export to a file, then upload the file to the bank program, which is multiple unnecessary steps and subject to file tampering and adjustment. Why does Xero remove great features like this and then charge more to use Xero - it is hard to fathom, but perhaps the banks were charging Xero for this wonderful feature and now Xero is cost cutting. It is hard to think of another reason for removing an excellent feature.
4 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!
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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