608 results found
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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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Hubdoc - Allow changing transaction type when republishing existing Hubdoc documents
Allow a Hubdoc document to be republished as a different transaction type
Problem: If a receipt has already been published as a Purchase/Bill, Hubdoc will not allow it to subsequently be published as Spend Money.
The message effectively says that the transaction must be removed from Xero and the document uploaded again.
Requested improvement:
Allow an existing Hubdoc document to be changed from:Purchase/Bill → Spend Money
Spend Money → Purchase/Billwithout uploading the document again.
1 voteThanks for bringing this to our attention. We understand how being able to republish an existing Hubdoc document as a different transaction type could reduce steps.
We've updated the status to Gaining Support so we can continue tracking interest. If this could be useful, add your vote and share how you'd like it to work.
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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.
25 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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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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Bills - Edit bills after batch payment has been reconciled
Edit a bill after batch payment has been made without unreconciling the entire batch
11 votesHi Natasha, thanks for your suggestion here.
I can see why you might like to edit the details of a bill without needing to remove an entire batch payment to do it.
There's already a similar idea around editing paid bills, but for now we might keep this as a separate one.
You might like to share this idea with any colleagues that this could also benefit, so they can add their votes and comments to support your idea.
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Inventory - Ability to bulk update price within Xero
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 votesHi Andrew, appreciate from your description you'd like a way to do this within Xero.
As you'll likely be aware it's possible to update details of inventory items in bulk through export and import at present.
We'll get a sense of the wider interest around this here.
It'd be good to understand more of your business processes or use case in which you'd update the price of multiple inventory prices the same amount all at once.
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Bills - Automatically apply organization settings when creating bills from uploaded files
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).
5 votesHi everyone, thanks for sharing this idea. We understand that having document extraction follow your organisation settings could help reduce manual adjustments when reviewing bills and receipts.
The suggestion is to have document extraction automatically apply existing organisation defaults, such as tax settings, currency, and tracking categories, when creating transactions.
For now, supplier rules and automation settings can help prefill some details and reduce manual updates. We’ll continue tracking this idea here so the community can share feedback and use cases to help shape future improvements.
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autopopulate bill
Xero just added a new feature - autopopulating all bill descriptions. These are NEVER correct. Please give me an option to turn OFF autopopulate description.
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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Have option to turn off the new automatic bill descriptions as they are too long and irrelevent
I think it should have the option to not use the automatic bill descriptions that have just started as these descriptions are very long and contain information not helpful for review or approval. Having to delete this while entering a lot of bills adds time to the process.
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 - Track partially received items and log automated delivery timestamps
On purchase orders that have been submitted, to have feature e.g. a delivered column / check box, so we can track what has actually been delivered, and what hasn't. I've got one right now where we have received a partial delivery despite stating that we want it as one delivery.
2 votesThanks for bringing this idea to the community. We understand the request for purchase orders to show which items have been received, along with the date they were delivered.
There are a couple of ways to track this today, such as recording delivery details in History & Notes or creating a partial bill for the items received.
I’ve updated the status to Gaining Support so we can keep tracking interest. If this feature were introduced, let us know what you’d find most useful, such as received quantities, delivery dates, or a remaining quantity to receive.
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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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remittance email address
When using the new Online Bill Payment platform, during the sequence of pages to schedule the payment, the pages don't note the email address that the remittance notification will be emailed to.
We understand how to enter that email in the contact record. It would be nice to see it on the screen during the bill payment scheduling process so that we can validate the correct email will receive it without having to enter the contact record.
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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back button filters
Bring back the memory of the filter when using the back button.
When I have a lot of bills that have been imported, I need to then upload the pdf's of the bills, since I have a lot of them I do it by supplier.
I used to be able to filter by the supplier and it would show the imported bills and I could see the ones without pdfs and click into each one, add the pdf then go back to the list and do the next one.
Now I can only go back twice, after which the filter…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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Billing
Add a feature that allows you to track billing against a customer PO. We sometimes have multiple PO’s for the same project and invoicing gets confusing. If Xero had a way to track remaining amounts of a customer PO or multiple PO’s within a project it would help out tremendously with invoicing. Also, most of my customer require the PO and project numbers on Invoices, so this would be a two for one.
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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Projects - Create Purchase orders
Please allow creating purchase orders from Projects and this would fix the issues with project tracking purchase orders expense (cost) associated with projects. As the purchase order is received it adds the cost to the specific project. Add an option to manually track cash or CC expenses to projects without the need to allocate and adding to the process of accounting.
1 voteAppreciate you trying to suggest how w could tackle this request rom the other side of the coin, Alton. Dependencies across teams for this work remains the same as the request for being able to assign lines of a Purchase order to a Project.
We will track these separately, and if there are any steps toward this we will share.
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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 votesHi team, we're pleased to share an update as we are working on some improvements to the Melio and Xero sync to enhance this bill payments experience and save duplicated efforts in Melio and Xero.
Recently we released the first part of this, so now bank details and billing address sync through from the Xero contact record to Melio.
We're continuing work to develop this into a two way sync.
I'll return to keep you updated. Thanks
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Assign a customer to a bill credit note.
You can assign a customer to a bill. However, if you receive a credit note from a supplier, you can't assign that credit note to a customer, even if it relates to them. It would be good to have this so we can offset any credit notes before on-charging the cost to the client.
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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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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Option to display the Payment Reference instead of "Payment: multiple items" with batched payment
At the moment when going through transactions in Xero, batched payment lines show "Payment: multiple items", which is not useful and require the user to click into each of them to understand which supplier has been paid.
Given the batched payment has the option to add a Payment Reference, it would be a simple QOL improvement if that is shown with the transaction.
For example, currently what is shown:
13 Oct 2026 Payment: multiple items Batch Payment 10,871.32A better way is to show:
13 Oct 2026 Payment Reference: ApplesBannana Batch Payment 10,871.32Thanks for your consideration!
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