653 results found
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Billable Expenses - View the bills assigned to paid invoices
It would very useful and save a lot of time if we were able to see the bills that had been assigned to Invoices after the invoice has been paid, rather than having to manually go through each and every bill.
3 votesThanks for sharing this idea about how you'd like to see the Billable Expenses feature improved.
Now it's up to the community to get behind and support your idea. Make sure to share it with any colleagues that this could benefit, so they can add their votes and comments about how this would be helpful for them, too.
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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.2 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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Inventory - In-built calculator for Sale Price
Xero features a handy inbuilt calculator on its invoices. However, this feature is rather useless if one is populating the invoice with inventory items ("Products and Services") where the Cost Price and Sale Price have already been set, or migrating said items from Projects to a new invoice.
Having the inbuilt calculator in the Sale Price text box when setting up or updating Inventory Items would eliminate the need to keep switching from Xero to a calculator app to apply the correct markup for each item. Better yet would be a dropdown menu feature like is found in Projects to…
8 votes -
Inventory Plus - Create a Purchase Order directly from an open Sales Order
Currently, this process is separate so you have to recreate the sales order as a purchase order to send to a vendor to fulfill. Instead, next to each item on the Sales Order, or at the top to create a single PO for all items, you could create a Purchase Order. This would put the Sales Order in process and save a step.
5 votesThanks for sharing this idea. As you're aware, it's possible to duplicate a Sales Order to create another, but you can't copy it to a Purchase Order right now.
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 votes and comments too!
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Bills List View - Add a Notes / Reminder section
Insert a Notes section on the Bills You Need To Pay screen.
For example, I can enter a due date, planned date etc .. but a section for Notes that can include a little reminder for example "confirm A123456 has been delivered"16 votesHi team, we appreciate hearing how viewing noes from the bills list view would be helpful. While this isn't something we have planned at this stage we'll continue to keep a pulse on the interest in this here.
If there are any changes to share I will provide an update to you all. Thanks
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Purchase Orders - Approval for amended purchase orders
Since the option is there to amend a PO once it's been approved would it be possible to add a requirement for POs where the value has been increased to have to be re-approved?
5 votesAppreciate why you may want to review a Purchase order if it has been edited once raised, Jenni.
We appreciate you taking your time to share changes that would be most meaningful to you. We'll get a sense of interest and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
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Bills - Add 'Make Payment' option available in Canada for 'Bills'.
In Canada, 'Make Payment' button is not available in 'Bills'. It would be nice to make payment directly from the Bills instead making payment from the bank.
3 votesThanks, Urjit for submitting your idea!
We've taken a look, and it's now ready for the Xero community to rally behind. Other users can now vote and offer their thoughts on how this could enhance their own Xero journey.
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Bills - Automatically adjust the date on imported draft bills to a set date
We use Xero on top of a project management system (Deltek PIM) which generates employee expenses and supplier invoices. When we export them to Xero they sit as draft bills which we approve. If users of PIM enter an invoice/expense for a prior period, the transaction has to be redated in Xero to prevent it changing the historic management accounts. My suggestion is that there is an option within Draft Bills that would redate draft transaction dates (before posting) to a given date, say 1st of the open period.
3 votesWe've reviewed your idea to adjust the date on imported bills to a set date automatically. It's now 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.
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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Batch Payment - New Bills/payee's highlighted in Batch Payment Summaries
Accounts Payable - New Bills/payee highlighted in batch payment summary
I review the batch payment summaries for our organization after they have been approved by managers but I would like some further controls - it would be great if there was some indication on the batch payment summary that this was a first time bill payee and/or if Xero could check for duplicated bank account numbers in the batch payment summaries.
4 votesHi Dionne, we’ve reviewed this idea and it’s now in the Gaining support stage. We understand how highlighting new payees or duplicates in batch payment summaries could help make reviewing batch payments quicker and easier.
This idea is open for more votes and comments from the community, so if this sounds useful to you, feel free to add your support or share your thoughts.
Thanks for being part of the conversation!
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Bills - Option to navigate pages of the Bills list from the top of screen
It'd be useful to have the ability to paginate from the top of the Bills list screen to avoid having to scroll down the page.
2 votesHi! Thanks for letting us know that you'd like an option to have this page selector at the top of the screen, rather than at the bottom.
Make sure you share your idea with any colleagues that would also benefit from this, so they can add their votes and comments to support this!
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Payment Voucher – Generate Payment Vouchers.
Provide users with a streamlined way to create official payment vouchers, including payment details and supporting documents, for improved record-keeping and transparency.
14 votesHi team, just wanting to make sure we understand the idea correctly here. When you'd like a payment voucher - would this be for accounts payable or receivable?
On the payables side, perhaps purchases orders could facilitate the record of this in Xero, and you can upload attachments to keep track of files related to a voucher. Alternatively, for accounts receivable, quotes maybe able to support what you're in need of here.
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Batch Payments - Export file in a Santander-compatible format
The repsonse to my support case was to be told to post the bug here... seems a weird request, but sure...
"The best way to get our product team to consider this would be to create a new product Idea on this, which is submitted to our product team who then go ahead and make changed based in priority."The santander batch file does not follow the santander format. In the past Santander used to accept the file anyway but they have now started rejecting it.
Bills > Make Payment > Pay from (santander), Method = Create Payment File
Batch…14 votes -
Bills - Edit bills after batch payment has been reconciled
Edit a bill after batch payment has been made without unreconciling the entire batch
1 voteHi 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.
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Bills - View PDF of bill without downloading
It would be massively helpful to be able to preview the PDF invoice instead of having to click on and download it each time. If you could preview it alongside where you are inputting data on a Purchase invoice that you have sent to Xero by email - then you can check details side by side rather than having to print out the paper versions. Would be much more efficient
18 votesHi team, rounding back to the idea here we are continuing to track interest but want to be upfront that we don't have any plans for changing the behaviour of viewing the PDF of a bill /purchase invoice at present.
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Bills - Auto save
Auto Save to draft
Quotes
Invoices
BillsTo often data is entered then lost as you move away from a page before you are finished if not saved you loose it all. This becomes time consuming to re-enter all data.
1 voteHi Rossco, auto save is already within invoices in Xero, however I want to be open that we don't have any plans at this point of implementing this across other areas of Xero.
For Bills maybe another way to save you time could be to upload or email bills to your organisation so Xero does a lot of the manual work for you.
Here in Product ideas it helps for each post to be related to a singular idea for one feature - this ways it's clear what others are adding their vote to and we can best keep you updated on any progress.
I'll update your post here for Bills, and have added your vote to this idea in Quotes.
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Xero Accounting app - Send remittance advice
Add the ability to send remittance advice from the mobile app.
I find do most of my nightly accounting on the couch in my living room with this app - brilliant - but still have to go into the office just to do the remittance! Annoying.
Couldn’t we just do it from the app please?
5 votesHi, just a quick update on this.
Although the mobile app doesn't have this feature right now, feel free to share this idea with any colleagues that this could also benefit. They can add their votes and comments about how this would help them, too.
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Duplicate Bill Review – Click-through Functionality
Enhance the Duplicate Bill Review screen by enabling direct click-through access to individual bills.
When reviewing potential duplicate bills, it would be helpful to click on any listed bill to open and inspect it directly. This allows users to quickly identify and resolve issues—such as an incorrect reference number—without having to search via another screen. After making corrections, users should be able to refresh the Duplicate Bill Review screen to confirm whether the duplicate warning has been cleared.
Benefits:
Speeds up the review and correction process
Reduces back-and-forth navigation
Improves user experience and efficiency
6 votesHi everyone, thanks for sharing your feedback on improving the duplicate dill review workflow. We appreciate you highlighting how click-through functionality could streamline reviewing and resolving potential duplicate bills.
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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Batch payments - Option to export Batch Payment Summary report to .CSV file.
Currently there is the only one option to export Batch Payment Summary report to PDF format.
That report is coming with the vendors listed randomly without any order.
Usually I forward that report to the owner along with 'aba' file for payment processing, and the report with vendors listed in alphabetical order will be very helpful.
Exporting the report to Excel will solve the sorting problem.
Thank you very much,
Irina Rubina, bookkeeper @ Huff BagelryPost edited by Community Admin to remove screenshot containing sensitive information
4 votesHi Irina, thank you for this excellent suggestion.
We can see how being able to export the Batch Payment Summary report to a .CSV file would make it much easier to sort and manage before sending it on for payment processing.
We're grateful for your engagement and letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how a CSV export option for batch payments could improve their experience with Xero.
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Bills - Option to add credit card surcharge
Nowadays everyone include a credit card surcharge when paying a bill. However when the bill is recorded originally, it is without the surcharge. When applying payment to the bill, if we are in the bill screen and we apply an amount higher than the original invoice it records as an overpayment and creates a credit note. There should be an option like in the bank rec screen where it allows us to type in the surcharge so that the surcharge takes the same character as the original invoice. Currently, I have to manually adjust the original invoice to include the…
7 votesThanks for raising your idea here, Carine. Can understand wanting a simpler option to add a credit card surcharge when adding a payment directly from the Bill.
Understand it's not the flow you're looking for here, but one option would be once the payment comes into your bank account you could use Find & Match to select the bill and in the second section you could use the Bank fee option for the surcharge like you mentioned.
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Inventory - Add multiple suppliers for same product
When adding products from suppliers, it would be great to be able to add multiple suppliers details on one product (to save having the same item listed multiple times with each individual suppliers codes/costs etc). For example Supplier 1: Coca Cola Cans, Code: 1234 Cost: £12.99, Supplier 2: Coca Cola Cans, Code: A1244, Cost: £19.50. Rather have Coca Cola saved twice had sections within that product for multiple suppliers.
7 votes
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