604 results found
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XIP - Modify "Available Inventory" Column on Sales Orders Fulfillment
Currently, it just says "Available" or "Unavailable" which doesn't tell you much. Instead, it should put the ETA date based on POs if the material is on an open purchase order for the product on the Sales Order.
Additional detail: In XIP, when you go to Sales > Fulfillment, it'd be extremely useful to modify the "Available Inventory" column. Based on common practices in other inventory management systems, there would be three statuses: In stock Out of Stock (displayed when no inventory is in stock to fulfill the sales order) Partially in Stock (displayed when some inventory is in stock,…
1 voteHi Ryan, thanks for touching base with our Xero Support team and providing some extra detail behind your idea.
Just to note - though you can't comment or vote on a closed idea you are always welcome to respond to the email update you received (you should see a 👍/👎 with an option to share feedback).
We'll re-open your idea here so we can get a better sense of interest from others that use Xero Inventory Plus, and I've just added the extra detail you shared to description of your idea.
I'll let you know if there's any updates.
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1 vote
Hi Yariv, just to get better understanding of your post here by XIP would this be our Xero Inventory Plus feature?
Would the request be that you're wanting Xero to automatically create an invoice once a purchase order has been fully billed?
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Direct Bill Payments within Xero - from the Xero Mobile App.
Button on the mobile app to pay bills, which will then use Crezco. This is how it works on Desktop but I can't see this feature on the mobile and I find myself often trying to pay bills while on the go, it would be much easier to start the flow from Xero, rather than switching between the Xero app and Banking app.
4 votesThank you Coby for sharing your idea and letting us know the changes that matter most for you.
We've reviewed your idea for the Xero Mobile App direct bill payment 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 - Copy to purchase order
Is it possible convert/change a bill to purchase order without previous order
1 voteHi everyone, thanks for sharing this suggestion. We understand why having the option to copy an existing bill into a purchase order would help streamline purchasing workflows, especially when managing supplier records and inventory processes.
The idea is to allow users to create a purchase order from an existing bill, carrying across details like supplier information and line items instead of re-entering the same data manually.
We've moved this to Gaining Support to continue tracking engagement and support from the community.
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Remittance advice - Ability to show foreign currency
As a business we deal in several currency so the ability to be able to send a remittance advice to a supplier that has been paid in a foreign currency similar to how this is done for suppliers in GBP would be a great help to ensure there are no queries with payments to suppliers paid in foreign currency
2 votesHi Mark, thanks 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 Orders - Ability to select and download All Attachments
I would really love a small button in the purchase orders drop down menu to download all attachments because now that it opens a full screen view and you have to click at the top right of the screen to download then go down to the bottom right corner to go to the next, it's just not efficient.
2 votesHi Tiana thanks for sharing your idea, and letting us know the changes that matter most for you. We understand that it is not convenient to click into each file to download individually.
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
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HSBC roll out ISO 20022 payment file formats by November 2026
When Xero will consider the new changes for HSBC BACS files and will it make it possible to generate the new standard payment file in Xero directly without using bridged software? HSBC set up a deadline in November 2026 for ISO 20022. Thanks
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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Split-screen (Quick View) bill approval removes rounding adjustments
Split-screen (Quick View) bill approval removes rounding adjustments
Hi team,
I’ve run into a consistent issue when approving bills using the split-screen “Quick View” in Xero, and it’s starting to create real payment discrepancies.
Scenario:
• A supplier invoice includes rounding (e.g. total is $100.01)
• I enter the bill and include a rounding adjustment (either via line item or total alignment)
• The draft bill total matches the supplier invoice exactly
Issue:
• When I approve the bill using the split-screen preview (without opening the full bill),
• Xero appears to recalculate the bill from line values
• The…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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Option of Non billable expenses to contacts
We manage clients on a monthly service model and incur various expenses on their behalf, including subscriptions and operational costs. While Xero allows expenses to be marked as billable, there is no clear way to assign and track non-billable expenses at the customer level.
This makes it difficult to measure true customer profitability, as not all costs are captured against the client.Proposed improvement:
Allow both billable and non-billable expenses to be assigned to a customer.
Enable reporting that shows total costs vs revenue per customer.
This would provide a more accurate view of customer profitability for service-based businesses.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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pop-up
Could the pop-up windows that appears when I approve a bill be optional? It blocks the view of the next bill that pops up.
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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Bank Accounts - Allow manual tax/VAT adjustments on Spend and Receive Money transactions
When adding a transaction via Spend/Receive Money in the Accounting section, it would be really helpful to be able to change the amount of VAT manually when there is a +/- 0.01p etc. This can be done when entering a New Bill but not a quick Spend Money transaction therefore when the VAT needs to be manually changed, the Spend Money needs to be voided and re-entered as a New Bill then a Payment Made once the bill has been saved. Very small adjustment but would save time!
2 votesHi Chloe, we can see how being able to manually adjust tax amounts on Spend and Receive Money transactions would help when supplier receipts include small rounding differences.
I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of adding manual tax adjustment functionality for these transaction types.
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Invoicing - Edit Item Code without changing Description, qty or price
When copying an invoice, we need to be able to copy and paste in the item code without it deleting all of the description, qty and cost.
You can do this in classic invoicing, but when you do it in the updated invoicing it removes all the data on the line.24 votes -
PO: Delivery address one line for Suburb, State, postcode
I would like to see the suburb, state and postcode combined on a single line (in standard Australian address format). With the suburb, state and postcode on single lines, the address can end up being 8 lines or more.
1 voteThanks for feeding back to us here, Nerida.
We want to be upfront that we don't have any plans of changing the formatting of the address to a single line.
However, if this is the way you'd prefer to format you can manually add all the address into one line of the Address section.
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Tracked inventory - Add opening stock when creating new item
When entering a new stock item, there isn't an opening to enter opening stock.
We need to create the item first then enter the quantities in an adjustment tab.
It makes sense to make adjustments to items already created, but surely we should be able enter an opening stock value when creating an item, this would save us a lot of time.15 votesHi, thanks for sharing this idea about setting the opening stock for a tracked item at the same time you add it.
Now it's up to the community to get behind and support your idea with their votes and comments about how this would help them, too.
As for how this is currently done, as well as setting the item's starting Quantity on Hand, there needs to be an accounting record for where the existing Value comes from.
The current process is to add the item(s) as Tracked and then either:
- Importing the opening balances for your tracked items. *This option is only for when you first start using Tracked Inventory in your organisation*.
- Entering an approving a Supplier Bill to record the first purchase of the item.
- Entering an Adjustment (Increase Quantity-type) to move the value from another account (the adjustment account) to the Inventory Asset Account.
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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.
1 voteThanks 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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Bills - Disable Make Payment Button
Your new "Make Payment" button and the Action column can not be removed/disabled in the Bills view. It is repetitive, distracting, and disruptive to my normal workflow.
I would appreciate it if Xero did not diminish my user experience as a paying customer in order to promote a new service it is offering.
18 votesAppreciate your feedback on this here, everyone. This has been shared with our product team.
They did thoroughly consider how and where this prompt was shown in the product, and I want to be open that we don't have any plans for enabling the ability to hide the Make Payments option from this screen.
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Bills - 'Add new line' between existing with option at top of bill
Add more lines on a Bill without having to scroll to "add a new line" button. If I copy a bill for example but want to add more lines in the middle of the bill, I have to scroll all the way down to the bottom of the bill to add more lines. There should be an option to add new lines with the enter button or to copy line items without having to scroll all the way down, especially on lenghty bills.
1 voteHi Shannia, thanks for sharing your idea about making it easier to add a new line between existing lines on a bill. ⭐
We’ve reviewed your suggestion and moved it to Gaining Support so we can keep it open for votes and comments from other members of the community. This helps us monitor interest in the idea and better understand how valuable this improvement would be for customers working with longer or more detailed bills.
If others would find this useful too, we’d encourage them to add their vote and comment with more detail on how they’d like this to work in practice.
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Bills - Show supplier aged balance when entering bill
Surface supplier aged balances during Bill and Purchase Order creation
When creating Bills or Purchase Orders, there is currently no visibility of a supplier’s outstanding or overdue balance without leaving the workflow to run reports.
This creates unnecessary friction between Finance and Purchasing teams, with buyers frequently needing to ask questions like “What do we owe this supplier?” or “Is their account overdue?” Finance teams are then forced to interrupt their work to manually check balances.
Proposed improvement:
Display a supplier aged balance summary (Current / 30 / 60 / 90+) directly on the Bill and PO entry screens once…1 voteHi Charmaine, just sharing an update on this idea that I've split from your original here so we can track the interest in viewing this information within a bill.
We'll keep an eye on the interest the idea receives here and share if there are any updates.
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Inventory - Invoice only users | Show Latest transactions
I would like to submit a feature request regarding inventory visibility for invoice only users.
It would be extremely helpful if invoice only users could access the “Latest transactions” section within each inventory item to view stock movement. During stocktakes, when discrepancies arise, we rely heavily on reviewing item movement to identify the cause and resolve issues efficiently.
At present, granting access to this level of detail requires broader permissions, which then exposes reports and bank information. We would prefer our team members to have visibility over inventory movement only, without access to financial reports or sensitive accounts.
2 votesThanks for sharing here Sandra. Understand that the default permission for the invoice only inventory user role has no access to products and services. A user with this level of permission can’t view the products and services page. We'll open this idea up to gain more support from the community so they can share their thought as well! Cheers!
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Email to bills - Create one single bill from multiple file attachments
It would be good to have the option for emails sent to XERO which have more than one invoice attached to be dealt with in just one transaction. I've never had a need for XERO to create a transaction for every attachment, so if that is everyone's experience, then it would be good that happens, so maybe no option need be given.
Currently the only way is to create a single PDF from multiple invoices, which requires third party software.2 votesHi Rob, thanks for sharing your idea and letting us know the changes that matter most for you. We've opened this idea up to the community so they can share their thoughts and add their votes. We'll monitor this space in the meantime for more traction. Cheers!
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