601 results found
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Purchase orders - Button to 'Mark as sent'
The ability to mark a PO as sent would be great. Some of our suppliers only require a PO number and I don't have to actually sent the document. There is no facility to do this presently. I can do it for quotes but not for POs.
6 votesThanks for your feedback, Christine! While there's no direct button to 'Mark as sent' if you select 'Print PDF' you'll see you get an option to 'Mark as sent' however you will need to Print and download the PDF of your device for this action to complete.
We'll get a sense of the interest in a specific button for this from your idea here, but hopefully this option helps for now. 😊
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Lock Dates - Allow old bills/invoices to fall into current accounting period
Once you close a period, pulled all the accounts and happy with the financial position, you close the period to stop posting to that period. But when you receive a old supplier invoice, which has been accrued in, Xero does not allow you to post the invoice without re-opening the period date. This means, you either reverse your accrual journal to post the older invoice, changing the financial position or manully altering the invoice date, to post it into current period. Increases workload and hassle. It also means your supplier account does not mirror with their accounts with dates. Xero…
83 votes -
Inventory - Apply tracking categories on bulk stock adjustments
The bulk stock adjustment feature is great.
Can we please have an option to process against a location?
This would help with having adjustments of stock with same product codes in different locations. Profit and loss by location reports would be more accurate in Xero.
Currently we have no option to report location profitability without exporting to excel and manually entering the expense code against particular locations.Thanks
3 votesHi Carol, thanks for sharing this idea and the context behind it.
We can see how being able to apply tracking categories when processing bulk stock adjustments could help businesses maintain more consistent reporting across locations, departments, or other tracking category structures.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how this capability could support inventory management and reporting workflows.
Please keep adding your votes and sharing more detail on how you'd use this in practice.
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Batch Payment - Make reference mandatory
It would be great for the payment reference field at the top of the page to be a compulsory field when generating a batch payment. Given that it is required in order to generate an ABA file at the end of the process it causes a lot of issues if someone new or someone who is rushing skips filling it in, then you either have to reverse and redo or edit the batch in order to add the reference and generate the ABA.
4 votesThanks for sharing, Matthew. We don't have any plans for making this field mandatory atm but appreciate the extra steps of having to redo if it's been overlooked. We'll start to get a sense of the wider interest for this here.
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User Permissions - Invoice only - Approve but not pay option
Allow an user on invoice only to create, view and approved bills & sales invoices but not be able to make payment.
3 votesHey Jasmine, thanks for raising this idea with us, there is a lot of interest around the user permissions customisation. We are moving this to Gaining Support so others can vote and comment on this. Although there aren't any plans for changes to the User permissions at this time, the Product team will watch this idea so get your colleagues and friends to vote and comment 🙂
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Bills | JAX - Ability to specify currency when generating bills using AI
It would be beneficial if users were provided with the option to select their preferred currency when generating a new bill within the new bill AI integration.
2 votesThanks for sharing this idea. We can understand how being able to specify the currency when generating bills with JAX could make multi-currency workflows more efficient, particularly when you're working with overseas suppliers or regularly processing foreign currency bills.
We've updated the status of this idea to Gaining Support so we can continue to monitor the feedback and share it with the team as they evolve the experience.
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Batch payment - Unique id that can be matched when reconciling
To verify batch summary that was loaded in the bank. Reduce the risk of file being replaced by staff
8 votesThanks for the extra detail, Yash. I've slightly updated the title of your idea here to reflect this and we'll start to rack the interest in this from others in the community here.
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Bills - Drag and drop Files from email into Xero
In the Bills section under- New Bill and Upload Bill you cannot currently drag and drop the file from an email into the box. You either have to email or download the file would be time saving if you could just drag and drop straight from email into the new bill box.
38 votes -
E-Invoicing - Additional Tracking Categories for Malaysian E-Invoicing users
MY e-invoicing requires a tracking category in Xero. As we have clients which requires 2 tracking categories for their businesses, it is impossible to free up 1 tracking category for e-invoicing. Please look into this matter by considering adding a new tracking specific for e-invoicing.
41 votesHi team, we appreciate the appetite in this idea for being able to add more tracking categories to suit the needs of eInvioicing in Malaysia. We want to be open that while we have improvements planned for eInvoicing in Malaysia, increasing tracking categories isn't in our plans right now.
I understand some in the conversation here may already be doing this however to highlight for others - Right now, if you use a Tracking category for this purpose you can also look to add a default tracking to a contacts record which may help with auto assigning these codes for customers you trade with frequently.
We will continue to watch the interest through this idea closely, and share if there are any updates.
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Toggle if you want to use Organisation Defaults of Supplier Defaults for Draft Bills from email
Have the ability to toggle if you want Xero to use Organisation Defaults or Supplier Defaults for Draft Bills from email.
Currently it's a roughly 50/50 split on whether my supplier's invoices have their line items inclusive or exclusive of GST. It is immensely frustrating that Xero chooses to ignore the tax setting for the supplier on emailed draft invoices and the number of times I go to approve an invoice only to be told the totals don't match, is infuriating.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 to Pay - Ability to create/add Prepayment to Batch payment
Currently Prepayments can only be posted directly to the bank line and so the actual payment must be processed manually in your online banking. We use Batch Processing for our supplier payments, so being able to add it to Accounts Payable instead would make things a lot easier for this saving both time and the risk of a mis-type for bank details. I appreciate this means both sides of a transaction would be in Accounts Payable (for a short while) but it would only be until the Batch Payment process has selected the relevant invoices for payment. This would also…
2 votesThanks for clarifying this for us Will, that context is really helpful.
I understand the main ask is to have the option to record prepayments either directly to the bank line, as they are today, or to Accounts Payable so they can be included in a batch payment run. I can also see how this would help in all three of the scenarios you mentioned: supplier payments processed through batch payments, pro-forma invoices, and keeping the audit trail visible when the final invoice goes through ApprovalMax.
I appreciate you taking the time to explain the current workflow and why it’s creating extra work, especially needing to manage two separate payment runs.
We’ll move this idea to Gaining Support so we can gauge community interest and better understand how many customers would benefit from this workflow.
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Purchase order - Easier File Upload
Bring back classic Attachment view for Purchase Orders. Extra clicks suck, stop adding them.
1 voteHi Fiona, appreciate you highlighting this improvement. We understand the request for a simpler way to attach files when creating Purchase Orders, particularly with support for drag-and-drop uploads and less clicks.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular attachment workflows that slow you down today, we'd love to hear more about them.
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Search inventory from a text box on homepage that will show number on hand, cost and sale price. Also have ability to hide cost.
Have the ability from the homepage on the desktop software and the mobile app to access inventory without having to use the drop-down menus to go through the products and services. Also, for the mobile app have it accessible from the homepage so you do not have to create a quote or invoice just to check quantity or price of an inventory item. Also make it so the cost of the product can be shown or toggled off if desired by the user.
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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Product ideas access
place "Product Ideas" on your main page. if i could have my customers suggest how to imporve my business right at the time they are getting frustrated I would be elated as this would give me direct access to my customers and what they are experiencing as they interact with my business. this seem like an absolute no brainer.
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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Awaiting Payment, Default Items Display
allow clients to set a "Default" number of Awaiting payments displayed, and / or [ display all ] rather than having to reset each time
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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moq
Inventory - Product & Service to enchance
- Add MOQ
- Include Par level Qty
- Weight
- Expiry Date / Batch Number1 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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Select bills using the filter for tracking category
You need a way to build a payment run by project/job/ tracking category
And surprisingly, Xero itself still doesn't handle this well.
Xero can assign supplier bills and individual bill lines to a Project, but when you go into Bills → Awaiting Payment, Xero doesn't currently give you a useful filter by Project/tracking category to create the batch payment. In fact, this exact feature is still sitting in Xero's product-request system, with users asking to filter bills by project/tracking category specifically so they can create separate batch payments.
So your frustration is legitimate: the project information is already sitting in…
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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create recurring bill from bank feed
Ability to create recurring bill direct from bank feed. Once you select 'Create', an option to create transaction or recurring bill would be useful.
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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Purchase Orders - Posting to General Ledger
The functionality to be able to raise and approve a Purchase Order which, at the point of approval, would create a double entry in the general ledger. Specifically:
• Debit a Work in Progress (WIP) expenses account (to reflect anticipated expenditure),
• Credit a creditors account (to reflect the anticipated liability).
This would allow the PO to reflect a commitment in the accounts, enabling better management of Work In Progress and projected costs before the supplier invoice arrives.
In an ideal world, to be able to allocate the PO to a Xero Project, so that WIP and anticipated costs appear…
24 votesHi Tristan, thanks for sharing such a detailed and well-thought-out suggestion. We appreciate you taking the time to explain the specific accounting impact and how this would improve financial visibility.
We've reviewed your idea for having approved Purchase Orders post to the general ledger and integrate with Xero Projects. This suggestion is now ready to gain support and feedback from other community members.
Along with votes, others can now comment on how having this visibility of committed costs could improve their own project management and financial forecasting in Xero. 🙂
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Bills from purchase orders
When receipting a purchase order to a bill, it says reference should say supplier invoice number, an additional field that show what the purchase order was used. Currently the purchase order populates into the reference field, we then have to copy it to a separate line at the bottom of the bill so we can see which order it relates to.
The supplier card should have another column of the purchase order no the bill relates to so can been seen a view instead of having to click into the bill to check.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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