607 results found
-
To be able to set up a rule for reconciling regular overpayments
To have a rule like for regular pension payments where the actual invoice is not issued until the end of the months but regular payments are going out ahead of the invoice date.
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. 🙂
-
Allica Bank to Crezco
Please can Xero provide the connection from Allica Bank to Crezco?
Allica is a very attractive bank for small businesses that use Xero, as they provide interest rate on business accounts that other banks mainly don't.
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. 🙂
-
hubdoc
When you add a new client to HubDoc, you must enter the client's email address. Once you grant them access, they have full access. More specifically, there are no settings to prevent them from publishing documents to Xero. This is causing a lot of duplication of work for those clients who are "trying to be helpful" by publishing receipts to Xero - they are typically coded incorrectly and often as an AR transaction instead of an AP.
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 🙂
-
Column options in Purchase Orders / Billed
Please add these two column options to the "Billed" tab in Purchase Orders:
1) Marked as Billed
2) a link to the created Bill(s)It is very difficult to find orphaned POs that were marked as Billed, but a bill was never actually created. Right now we have to click into each Purchase Order and look at History to determine this. Adding these two columns would make it instantly visible when troubleshooting.
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 🙂
-
On submitted purchase orders have the ability to log what was received and automatically time stamp that
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.
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 🙂
-
Journal Entry Title Field - Widen - Make Bigger
In the new Manual Journal screen, please widen the Journal Title field. It is currently so narrow that longer, descriptive titles cannot be viewed while they are being entered.
Screenshot 1 shows the limited visible space in the field. Because I cannot see the full title as I type, my current workaround is to draft it in Notepad and paste it into Xero. The full title then appears in the page heading, as shown in Screenshot 2, but it still cannot be reviewed properly within the actual field.
There is a substantial amount of unused horizontal space in the new…
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 🙂
-
Payee name field separate from vendor name
We need a separate Payee name field for our Vendors. We have several vendors who factor their AR so we need to pay the factor company, not our vendor. Currently, the only way to do this is manually which is a hassle when writing a batch of checks.
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 🙂
-
Set the Repeating Bill date to last day of month
I have many repeating bills set up, and many of my suppliers send the same invoice each month, e.g. Subscriptions. I set up all my bills to be repeating on 31st of January, which was great. Then Feb came and they were dated 28th Feb - Great again.. But now that March has 31 days, Xero has kept all my repeating bills to reapprove as 28th March, not 31st.
I would love to be able to choose more options on create/start date, like how when you create a repeating event in outlook, you can choose "last day of the month"…4 votesThanks for sharing your idea Georgia, 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! Cheers
-
Claude - File upload to auto create bills
You upload a bill — a PDF, a photo, a scan — into a conversation with Claude. Claude reads it, extracts all the key details (vendor name, amounts, line items, due date, tax, account codes), and creates the bill directly in Xero through the connector. No retyping, no copying numbers between screens, no switching apps. Drop the file in, confirm the details look right, and it's done.
Scale that up and you're processing a whole batch of supplier invoices in a single conversation, each one flowing into Xero accurately without touching the Xero UI at all.1 voteAppreciate you'd be keen to see this directly through Claude, Deny's however in the meantime just wanted to highlight the upload file options that can work alongside our new Smart document capture to perform a very similar process to what you're asking here.
For now, we'l get a wider sense of interest for being able to do this with Claude through your idea here. 🙂
-
Purchase Orders - Show subtotals on Approved and Paid
viewing subtotals of approved and paid purchase orders (currently only purchase orders awaiting approval show a subtotal at the top of the page)
6 votesThanks for your feedback! Your idea is now live and ready for the community to get behind.
To help gain momentum, share the link with any colleagues who would benefit so they can cast their vote.
Along with voting, the community can now provide extra context in the comments on why this change is a win for their Xero workflow.
-
Bills - Edit bills after batch payment has been reconciled
Edit a bill after batch payment has been made without unreconciling the entire batch
7 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.
-
Projects - Set a default project for contacts
It would also be useful to allow a default project to be assigned to a supplier or customer, with the ability to override it when require
1 voteThanks for highlighting this idea, Theo.
We understand the request for contacts to have a default project that can flow through to their transactions. This could make project coding quicker for businesses that regularly work with the same customers or suppliers on specific projects.
We’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and let us know how you’d like the default project to work.
-
Inventory - Increase item code character limit
Increase the character limit for product/item codes from 30 to at least 50.
Our suppliers use a minimum of 8 characters, up to 12 characters. We use 4 suppliers regularly, which all use different SKU's; This means we can have 36 characters for standard products, even more if there is a supplier we don't purchase too regularly from or if there are 2+ similar products that get grouped under one item.
17 votesThanks for submitting your idea on Xero Product Idea's, Tasha. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Xero Inventory Plus (XIP) - Include the Universal Product Code (UPC) field on Purchase Order PDFs and layouts
Include the UPC on the purchase order PDF so that you can communicate the supplier item code when buying, which is often different than the product SKU.
2 votesHi Ryan, thanks for sharing your feedback on this idea.
We can understand why you'd like UPCs to be included on Purchase Orders in Xero Inventory Plus. For businesses working closely with suppliers, warehouses, or fulfilment partners, having UPC information visible on purchasing documents could help with product identification and order accuracy.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how UPC visibility on Purchase Orders could support your inventory and procurement workflows.
-
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.
2 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.
-
Melio
Melio - Partial Bill Payments
Currently unable to do a partial bill payment with Melio in Xero. Note: this is a very straightforward process when using Melio directly, but unfortunate now that I've cancelled that subscription and migrated the entire process to Xero).The support center provided a cumbersome "hack", which really lowers the value of doing this process in Xero (to reduce manual steps/processes). Here's the hack:
(1) Manually record a part payment on the bill for the balance still due (the amount you don’t want to pay now).
(2) Process payment via online bill payments for the balance…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 🙂
-
Bills - Awaiting Payment bills summary by supplier
Bills - View bills awaiting payment summarised by supplier with the ability to expand supplier to view invoices and select individually or make changes if required.
You need to use the awaiting payment screen to create batch payments. To make payments you have to select each individual invoice for a supplier which takes time and is inefficient.
Having the ability to view the awaiting payment screen showing summary (total) for the supplier would be helpful. You can still filter dates so you can see everything owed to a supplier within date range. Much like an Aged Payables report. You can…
11 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show a summary of bills awaiting payment by supplier 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.
-
Bills - Navigation | A quicker motion between entering draft bills
When you approve a bill it pops up with a notice saying add another bill, it should say back to (whatever screen you were on) i.e. I tend to upload bulk to the the ai section to which they then enter drafts. I have to manually go back to drafts each time to enter the next bill whereas it could automatically just take me where I need to go or at least offer the function
3 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. Cheers
-
Purchase Order - Reorder Items by Name and Code
Manually matching bills to POs is made difficult by the order of items on the PO vs the order of items on the supplier bill.
The ability on the PO (and the bill creation) to simply reorder the items by both product name/desc, and the Item Code would help to overcome this in many cases, and would also help to find accidental duplicates1 voteThanks for sharing this idea. We understand that being able to reorder purchase order lines by product name or description, and by item code, would make matching supplier invoices much easier and help identify duplicate items.
We’ll move this idea to Gaining Support so other customers can vote and share how important this would be for their workflows. Please continue to add any examples or use cases that would help demonstrate the impact.
-
Contact - Option to toggle to the next transaction in the contact record
There should be an arrow button on the screen when viewing a bill under a specific contact, so that you can click this and move to the next bill and so on. This would make looking at bills much easier to navigate. At the minute, I am opening up each individual bill from the contact screen in a new tab, to find what I am looking for.
3 votes⭐ Thanks for sharing this idea and explaining how being able to move through transactions from a contact record would improve your workflow.
We've reviewed your idea and moved it to Gaining Support, so it's now open for others in the community to vote on and add their comments.
If this would help others too, please add your vote and share any examples of when this navigation would save time or make reviewing contact activity easier.
We'll keep an eye on the feedback here and share an update if there's any progress to let you know about.
- Don't see your idea?