607 results found
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Enable Clickable Item Codes across Forms (PO, Bills, Invoices)
Enable Clickable Item Codes across Forms (PO, Bills, Invoices)
As a user, I want item codes on POs, Bills, and Invoices to be clickable so I can view their history and inventory IN and OUT transactions without searching manually.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 and drafts
It would be ideal in bills in drafts when importing monthly account statements and individual invoices for that statement could be dragged and dropped to the statement. at the moment we have to go in our emails and look for each invoice individually to add them to the statement draft. If there was an easier way to drag and drop within drafts would be massive advantage.
If you can see upload. Global Components 3rd line is statement and other lines are invoices. If the invoices pdf's could be dragged and dropped into statement line this would make monthly accounts and…
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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The option to let me set the size and weight of the new "amount due" block at the top of the invoice, as I personally feel that it reads as
Please consider adding the option to let me set the size and weight of the font for the new "amount due" block at the top of the invoice, as I personally feel that it reads as demanding to customers as it is.
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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JAX - Ability to create a spend money and bill
JAX - Ability to create a spend money and bill like it can invoices
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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Bill/Invoice Limits
The current Bill/Invoice Limit on the ignite plan should be combined to allow for flexibility between different clients needs.
For example the ignite limit is 5 Bills and 20 Invoices. One particular client raises 8-10 bills per month and 0 invoices. If it was a combined 25 bills/invoices that would enable the user to use the product as designed. At present they are just using 'spend money' workarounds to avoid increasing to the next teir as for the sake of 3 bills per month it simply is not cost effective to 4x the Xero cost.
Alternatively a client who invoices…
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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Bill/Invoice Limit
The current Bill/Invoice Limit on the ignite plan should be combined to allow for flexibility between different clients needs.
For example the ignite limit is 5 Bills and 20 Invoices. One particular client raises 8-10 bills per month and 0 invoices. If it was a combined 25 bills/invoices that would enable the user to use the product as designed. At present they are just using 'spend money' workarounds to avoid increasing to the next teir as for the sake of 3 bills per month it simply is not cost effective to 4x the Xero cost.
Alternatively a client who invoices…
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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Restore previous functionality to "Copy To" Bill from Purchase Order and not mark the full PO as paid.
Restore the previous functionality that was available in Xero to "Copy To" Bill from a Purchase Order and not mark the full PO as paid. This enables the workflow where multiple bills are received for a single PO to be linked up with a clean history. The recent removal of this functionality has made a simple process a multi-stage process with manual reconciliation, taking far more time.
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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Soem clever clogs decided to "Improve" the way processing invoices work . I have found the changes difficult to work with.
Processing bills is now more difficult. I no longer know where I am. I was quite happy with the way it worked. Frankly Xero gets more and more expensive, doesn't work as well etc. I am thinking of moving.
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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1 vote
Hi 👋 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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Auto-Populate Invoice Ref on COGS Line Items for Tracked Inventory
I want to: See the associated Invoice Reference Number directly on COGS transaction line items when tracked inventory is sold.
So that I can: Instantly match item costs to specific invoices in financial reports without cross-referencing sales and inventory logs.
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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Hubdoc - Direct integration with Xero Verify for multi-factor authentication
Hubdoc is a Xero product, yet Xero verify dosnt work with Hubdoc.
Authentication between the two should be seamless.1 voteHi Daniel, we understand the request for Hubdoc to support Xero Verify push notifications for MFA. This could make logging in quicker and provide a more consistent sign-in experience across Xero products.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share your thoughts.
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Hubdoc - Attach or link receipts directly from Hubdoc without re-uploading
Problem: Hubdoc already contains the original photograph/image of the receipt, yet when a publishing mistake needs to be corrected it says to upload the document again.
This is particularly ridiculous for users who photograph receipts specifically so the physical receipt can then be discarded.
Requested improvement:
Hubdoc should simply reuse the existing source document.1 voteAppreciate you raising this. Being able to select a receipt already stored in Hubdoc and attach it directly to a Xero transaction could save a few unnecessary steps when managing documents.
We've moved this idea to Gaining Support so we can keep gathering feedback. If this could help your workflow, add your vote and let us know.
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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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Remittance - "Send Remittance" button directly from the reconciliation screen
Currently, users must reconcile the payment and then navigate back to the bill or payment record to send a remittance advice. This creates unnecessary extra steps and increases the risk of remittances being missed.
Having this option available during reconciliation would streamline the process, save time, and ensure suppliers receive timely payment notifications.
2 votesHi Anna, thanks for sharing this suggestion. Being able to send a remittance advice directly from the bank reconciliation screen could help streamline payment workflows and save time when processing supplier payments.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, we'd love to hear more about when you'd expect to send the remittance during the reconciliation process.
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Purchase orders | Increase # of PO's that can be selected to create single bill
Increase the 25 Purchase Order Limit When Creating a Single Bill (Should be 100+)
DESCRIPTION OF ISSUE
When creating a Bill in Xero and selecting multiple Purchase Orders to convert into a single supplier invoice, Xero limits the selection to a maximum of 25 Purchase Orders.
If more than 25 POs need to be consolidated into one supplier invoice, users are forced to:
Create multiple separate Bills, or
Manually recreate the invoice outside of the PO workflow
This breaks the PO-to-Bill linkage and creates unnecessary administrative overhead.
THE PROBLEM FOR BUSINESSES
Many suppliers issue a single consolidated invoice covering dozens…
4 votesAppreciate the feedback, Anthony. We'l start getting an understanding of our community in others that have this similar situation. While it's not something we have plans of extending right now, we'll share if there are any updates.
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Purchase order - Record history when po is copied
When Billing a PO and copying it to an invoice it would be useful to have a connection between the documents.
4 votesHi team, we're starting to get a gauge from the community for interest in this idea. We'll track the support closely and share if there are any updates.
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Description of COGS to come through on direct costs report when stock item sold
When a COGS is pulled through into a direct cost nominal when the item is sold, it currently only shows the name of the customer the item was sold to. It would be useful if the description of the item could be included.
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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Purchase Orders - Sort purchase order delivery address dropdown list alphabetically
Purchase Order Delivery Address -
The drop down menu is messy and out of order.
Currently I can see all the old saved delivery addresses (from the old set up) and they are in alphabetical order, easy to scroll through.
All the new delivery addresses (when you updated the PO's) are saved but saved in chronological order. Very difficult when I want to reuse a delivery address.
There is also no search function to search the saved list.
Currently you can only search contact list.We have many Suppliers and they have multiple delivery addresses (Example: clothing stores - One…
1 voteThanks for bringing this to the community. We understand the request to make the delivery address dropdown on purchase orders easier to navigate. Having addresses displayed alphabetically or in consistent order could reduce the time spent looking for a particular location.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and tell us how you'd like the list to be organised.
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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.
3 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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Xero Network | Customer Statement - Enable Adding of All Bills in Bulk
When receiving a Xero customer statement from a supplier, it would be great if we could select all the invoices and add them to our company's Xero in bulk.
Our supplier sends paper invoices during deliveries, and only sends a digital Xero customer statement at the end of the month. Rather than having to scan all the paper invoices, being able to add them IN BULK from the Xero customer statement directly into our Xero account would save a lot of time. Currently, the invoices have to be opened in a new window and individually added as drafts.
2 votesAaah gotcha, good to hear you're already across the Upload bills feature and appreciate the extra work you've mentioned.
Not something that we have plans around at this time but we'll track interest here and I'll let you know if there are any updates. Thanks!
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