605 results found
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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…
87 votes -
Purchase Orders - Allow Item Headings to be selected when PO is billed
We use extra PO lines to seperate and create headings for section on a PO. The new version seem to arbitrarily remove these lines - removing user input without any feedback or warning.
Being able to seperate by our own heading is helpful.2 votesThanks for bringing the distinction to my attention Mike, you are correct when a Bill is created from a PO that included description only lines, only the lines with quantities are available for selection. This Idea is now open for others to Vote and Comment on, share wiht colleagues and friends so we can gauge Community interest. Sharing comments on how this would improve your business processes will assist the team when it comes to future planning. Any updates will be posted here.
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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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Purchase order approvals based on account codes
We would like to be able to send Purchase orders for approval based on account codes, so PO's containing specified account codes would need to be approved by a given person in the organisation. Similar to the following suggestion but for Purchase orders.
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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Credit Notes: Add last Items Option
It would be good to have the "Add last items" option on credit notes.
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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Checks - Generate Positive Pay files for US bank check verification
Banks are requiring positive pay files, but Xero doesn't have a positive pay file report. I have to manually export a report and make changes, before it can be uploaded to the bank
1 voteThanks for sharing this idea. We understand the request for Xero to generate Positive Pay files directly for US banks. Having a built-in export could reduce manual spreadsheet formatting and make it easier to meet bank check-verification requirements.
I’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 which bank formats you’d need to support.
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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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Microsoft Office fie support
It would be very helpful to be able to attach files in Excel & Word, not just a pdf!
1 voteHi Kevin, just to check is this when uploading bills to Xero?
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Pay Bills - Supplier categories to identify payment type
It would be very helpful if we could add a category to suppliers to identify those we pay by direct debit and by credit card and to be able to filter or exclude the bills awaiting payment by those categories
2 votesThanks for taking the time to share this idea. 😊 and for letting us know being able to identify suppliers paid by direct debit or credit card, and separate their bills awaiting payment, could make payment runs easier. We’ll open the idea up for the community to add votes and comments. We’ll keep a pulse on the interest it receives and share any updates here.
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Purchase Orders - Bulk deletion
Can you create the ability to be able to delete purchase orders in bulk. Thanks
1 voteThanks for bringing this Idea to us Kishon and we appreciate that being able to delete Purchase Orders in bulk would be helpful for your workflow. This idea is now open to votes and comments and you can share this wiht your friends and colleagues so they can have their say too. We will continue to monitor the Idea to glean community support and any updates will be posted here.
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Online Bill Payment - access to source document for BPAY details
BPAY details are not held on the contact record and have to be captured every time when paying a bill through this mechanism. Without having access to the source document while making the OBP we need to have it open on another screen or printed out. This slows the process down and introduces another risk factor.
Please could the attachment icon be included as part of the OBP process.
Thanks Andrew1 voteThanks so much for sharing this idea 🙂 We can see how having to look up and re-enter the BPAY biller code and reference each time could slow things down and increase the chance of errors. Saving these details to the supplier’s contact would make the payment process much smoother. For now, we’d like to get a sense of the support for this from the community.
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Purchase Orders - Comprehensive Purchase Order Status report
Dear Xero Product / Development Team,
I would like to submit a feature request on behalf of our client regarding Purchase Orders in Xero.
Our client would like Xero to have a Purchase Order Report that can clearly show the status of each Purchase Order, especially whether the goods or services under the Purchase Order have been fully received and whether the Purchase Order has been fully closed.
It would be very helpful if the report could include the following information:
Purchase Order status
To show whether each Purchase Order is still open, partially received, fully received, or closed.Receiving…
1 voteAppreciate you raising this suggestion. Having a report showing whether purchase orders are open, received or billed, along with any related bill numbers could make month-end reviews and payables reconciliation much easier.
For now, you can use the Purchase Order Summary report alongside the Purchase Orders list and export the available information for further review.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would help your workflow, add your vote and share which PO statuses or details you’d want included.
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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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Bills - Option to customise or clear default line item quantity (0.5 or blank)
Change default quantity settings for line items. Some of my clients need it to default to (.5) or nothing so we can enter what we need. Xero does not offer a setting to change the default quantity for line items in purchase transactions (such as bills or purchase orders) to 0.5
1 voteAppreciate you raising this suggestion. Being able to set a preferred default quantity for transactions could make entering recurring or fractional quantities much quicker.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would help your workflow, add your vote and share what quantity you’d typically set as the default.
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XIP - Add Product Cost Field to Product Details
There's current a price the product is sold at, but not a cost we purchase it at. Adding this field would set the cost (pre-populate) on a PO when ordered, which could be overridden on a PO if needed.
3 votesHi Ryan, thanks for sharing your feedback on this idea. We can understand why having a dedicated product cost field within Xero Inventory Plus could be useful, particularly for quickly reviewing costs and managing pricing across your products.
At the moment, XIP doesn't offer a dedicated cost price field within product details. As you may have found, when creating a purchase order, the Unit Cost field is automatically populated using the item's most recent purchase cost.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how a dedicated cost field could support your inventory management workflows.
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Bills - Switch "Amounts are" to Tax Exclusive when adding line items with different tax rates
When creating bills with multiple line items and differing tax rates, it would save time if the "Amounts are... " section would automatically change to "Tax exclusive" any time you input an additional line item that has a tax rate different from the previous line item.
1 voteAppreciate you bringing this to the community, Richard. A dynamic Amounts are setting could make it easier to enter bills where line items have different tax treatments.
For now, you can set the supplier’s purchase default—or the organisation default—to Tax exclusive, so new bills start with that setting.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share your preferred behaviour.
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Bill Payments - Increase limit on Value
Currently, Xero is unable to generate a payment file when the bills amount are too large. While Support has advised that there isn't a specific limit on the number or value of bills, we had issue when we tried to batch payments from the bills that the system considered 'too large'. This means that we need to make these payments manually and when there are a large number of high-value bills, this significantly reduces processing efficiency and increases the administrative workload.
2 votesThanks for sharing this idea. We understand how not being able to generate a payment file for large-value bill batches can create extra manual work and slow down your payment process.
We’ve reviewed your idea and are moving it to Gaining Support so other customers can add their votes and feedback. This helps our product team better understand the level of demand and the impact this is having for customers.
We’ll keep you updated here if there’s any progress to share.
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Bills - Drag and drop documents 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.
39 votes -
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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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.
5 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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