605 results found
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Bills - Direct 'Bills to pay' link to user's custom default Bills view
I complete the details for a bill.
At the top the screen there is a link for Bills to pay
Clicking this does not take you to the default view for Bills. For example, I have Drafts set up as the default view, but clicking the link always takes me to the Approved list.
I think clicking this link should take you to the default view that has been set up.1 voteThanks for highlighting this improvement. When working through bills, being able to return directly to your preferred Bills view could make navigation more predictable and efficient.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and let us know how you’d like the link to behave.
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Crezco - Automatically default Reconcile To account to selected Pay From bank account
When paying a bill, when I select which account to pay from, please can you default "Reconcile to" to the same account. Currently I have to select the account twice every time I pay a bill. Or make "Reconcile to" optional, only to be used when you want to reconcile to a different account from the one used to pay the bill.
1 voteThanks for bringing this to the community, David. Having Reconcile To default to the account selected in Pay From could make processing bill payments more straightforward.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know if you’d expect the field to always match or remain editable.
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Repeating bills - due date beyond the following month
There is no way to put a due date as "end of the fourth month after bill date". For example, in the UK, you may enter a bill for Corporation Tax of £50,000 in April 2026, which is not due for payment until 31st January 2027. Please can you allow us to manually enter how many months after the bill date the bill is due.
1 voteThanks for bringing these ideas to us, David! 🙂
We’ve split your suggestion into two separate Ideas for ease of reference, so the community can vote and comment on each one individually. This will also help us understand which part of the request is most important to the community and gauge the level of interest in each idea.
We’ll keep a pulse on the interest for this idea and share if there are any updates. Feel free to share the Ideas with colleagues who’d also like to see these improvements so they can add their support too.
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Bills - Copy to purchase order
Is it possible convert/change a bill to purchase order without previous order
2 votesHi 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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Purchase Order - Option to choose percentage is calculated from amount instead of quantity
You can only select the quantity to bill when creating a bill based on an existing purchase order. However, other businesses, like Amazon, divide their invoices and add promotions, discounts, and other deductions to their Invoices. When you place a five-item order on Amazon, it may be divided into five invoices. A promotion or discount will be applied to the initial order total, but it will be divided among all invoices.
This means that we are unable to use the Xero's purchase orders percentage calculation tool if we have a PO with a promotion or discount applied and the PO…
1 voteThanks for sharing this idea. We understand that you’re asking for the percentage billed on a purchase order to be calculated from the monetary amount, rather than quantity, so that discounts, promotions and purchase orders split across multiple bills are reflected more accurately.
We’ve opened this idea for votes and comments. If other customers have a similar need, please add your support or share examples of how this would help your business.
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Purchase order - Filter by tracking codes
Would love to have the ability to filter purchase orders by tracking code from the new PO menu
11 votesThanks for sharing this idea about filtering purchase orders by tracking codes. We appreciate you taking the time to let us know how this could help organise your purchase orders.
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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E-Invoicing - Additional Tracking Categories for Malaysian E-Invoicing users
MY e-invoicing requires a tracking category in Xero. As we have clients which requires 2 tracking categories for their businesses, it is impossible to free up 1 tracking category for e-invoicing. Please look into this matter by considering adding a new tracking specific for e-invoicing.
41 votesHi team, we appreciate the appetite in this idea for being able to add more tracking categories to suit the needs of eInvioicing in Malaysia. We want to be open that while we have improvements planned for eInvoicing in Malaysia, increasing tracking categories isn't in our plans right now.
I understand some in the conversation here may already be doing this however to highlight for others - Right now, if you use a Tracking category for this purpose you can also look to add a default tracking to a contacts record which may help with auto assigning these codes for customers you trade with frequently.
We will continue to watch the interest through this idea closely, and share if there are any updates.
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Email to bills > Email forwarding directly into Xero as draft bills
I would like the ability to set up an email forwarding rule so that any incoming invoices can be automatically forwarded to Xero and created as draft bills.
At the moment, there’s no verified mailbox or built-in process that allows this automation, meaning invoices have to be manually uploaded or sent from specific addresses.
Adding this feature would make invoice management faster, simpler, and far more cost-effective, as users wouldn’t need to subscribe to third-party apps or integrations just to achieve automatic forwarding.9 votesThanks for sharing your idea on setting up auto-forwarding to the bills inbox, 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 - Use Supplier default tax settings over Organization defaults for emailed draft bills
Have the ability to toggle if you want Xero to use Organisation Defaults or Supplier Defaults for Draft Bills from email.
Currently it's a roughly 50/50 split on whether my supplier's invoices have their line items inclusive or exclusive of GST. It is immensely frustrating that Xero chooses to ignore the tax setting for the supplier on emailed draft invoices and the number of times I go to approve an invoice only to be told the totals don't match, is infuriating.1 voteThanks for raising this suggestion. Being able to choose whether emailed draft bills use the organisation default or supplier default could make bill processing more flexible.
This could be useful for businesses working with suppliers that use different tax-inclusive or tax-exclusive arrangements.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would help your workflow, add your vote and let us know which default you’d prefer to use.
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Bills to Pay - Ability to create/add Prepayment to Batch payment
Currently Prepayments can only be posted directly to the bank line and so the actual payment must be processed manually in your online banking. We use Batch Processing for our supplier payments, so being able to add it to Accounts Payable instead would make things a lot easier for this saving both time and the risk of a mis-type for bank details. I appreciate this means both sides of a transaction would be in Accounts Payable (for a short while) but it would only be until the Batch Payment process has selected the relevant invoices for payment. This would also…
2 votesThanks for clarifying this for us Will, that context is really helpful.
I understand the main ask is to have the option to record prepayments either directly to the bank line, as they are today, or to Accounts Payable so they can be included in a batch payment run. I can also see how this would help in all three of the scenarios you mentioned: supplier payments processed through batch payments, pro-forma invoices, and keeping the audit trail visible when the final invoice goes through ApprovalMax.
I appreciate you taking the time to explain the current workflow and why it’s creating extra work, especially needing to manage two separate payment runs.
We’ll move this idea to Gaining Support so we can gauge community interest and better understand how many customers would benefit from this workflow.
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Purchase Orders - Posting to General Ledger
The functionality to be able to raise and approve a Purchase Order which, at the point of approval, would create a double entry in the general ledger. Specifically:
• Debit a Work in Progress (WIP) expenses account (to reflect anticipated expenditure),
• Credit a creditors account (to reflect the anticipated liability).
This would allow the PO to reflect a commitment in the accounts, enabling better management of Work In Progress and projected costs before the supplier invoice arrives.
In an ideal world, to be able to allocate the PO to a Xero Project, so that WIP and anticipated costs appear…
25 votesHi Tristan, thanks for sharing such a detailed and well-thought-out suggestion. We appreciate you taking the time to explain the specific accounting impact and how this would improve financial visibility.
We've reviewed your idea for having approved Purchase Orders post to the general ledger and integrate with Xero Projects. This suggestion is now ready to gain support and feedback from other community members.
Along with votes, others can now comment on how having this visibility of committed costs could improve their own project management and financial forecasting in Xero. 🙂
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Purchase order - Easier File Upload
Bring back classic Attachment view for Purchase Orders. Extra clicks suck, stop adding them.
1 voteHi Fiona, rounding back on your idea here I wanted to check if there was something specific or a particular click that you'd like to drop in the attachments process?
Right now, you can view attachments by clicking files and then View next to an attachment.
You can also click files and then drag & drop a document anywhere on the screen to have it attached. Thanks
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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.
20 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.
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Bank Reconciliation - Create recurring bill from bank feed
Ability to create recurring bill direct from bank feed. Once you select 'Create', an option to create transaction or recurring bill would be useful.
1 voteHi everyone, thanks for sharing this idea ✨
We appreciate you letting us know how useful it could be to create a recurring bill directly from a bank statement line while reconciling. We’ve reviewed this idea and it’s now open for community support through votes and comments.
We encourage others who’d find this useful to add their votes and share how they’d use this functionality. We’ll keep an eye on the feedback and engagement this receives.
Thanks again for helping us improve Xero! ✨
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Inventory - Preview new SKU when importing invoices with new item
When I import invoices from a CSV, they can often be really big (900-1500 lines). It tells me if I am going to create a new item. It would be helpful if it would tell me which SKU it is going to create so that I can go to my CSV and check if it is actually a new item or if there is just a typo in one of my SKUs.
2 votesThanks so much for taking the time to share this idea with us 😊
We can see how helpful it would be to know exactly which SKU or item code Xero is about to create when importing invoices from a CSV, especially when you're working with large files and want to quickly spot any typos before completing the import.
We've reviewed your idea and moved it to Gaining Support so other community members can vote on it and share how this would improve their experience too.
We really appreciate you sharing this with us — ideas like this help us understand where small changes could make a big difference.
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Contact Credit - Apply credit to Contact
It would be really helpful to be able to allocate a credit note against the supplier account rather than against individual purchase invoices. We receive supplier credit notes for discounts applied for purchases which don't relate to an invoice so the only way we can account it for them is to use any purchase invoice which then reduces the invoice amount. It can be confusing for the supplier when the invoice amounts do not match.
3 votesThanks so much for taking the time to share this — we can see why this would be really helpful.
Right now, supplier credit notes in Xero need to be allocated against individual bills, which can be awkward when the credit relates to things like discounts or rebates rather than a specific purchase invoice. We understand how that can create confusion, especially when invoice amounts no longer match what the supplier is expecting to see.
We’re moving this idea to Gaining Support so we can continue to track interest and better understand the impact for customers using this workflow.
If this workflow is causing issues for you, please keep adding examples and details — especially around how often it happens and any workarounds you’re currently using. That context is really valuable.
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Inventory - Enable Item Codes to be clickable in transactions
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 voteThanks for raising this idea with us. 🙂 We’re moving it to Gaining Support so the community can show how valuable it would be to click item codes on invoices, bills and purchase orders to open the item details. Yo can now share this wiht colleagues and others in the Community and they can vote and comment and share how this could be beneficial to their business. We appreciate you taking the time to suggest an improvement to Xero.
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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 voteThanks for sharing this idea, and letting us now how useful you would find it for Jax to create Spend Money transactions and bills. We’ll move this idea to Gathering Support ✨ so we can gauge interest across the Xero community. Votes and comments will help us understand how valuable this functionality would be for customers.
We’ll share updates as the idea progresses through the review process.
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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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