605 results found
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Hubdoc - Allow changing transaction type when republishing existing Hubdoc documents
Allow a Hubdoc document to be republished as a different transaction type
Problem: If a receipt has already been published as a Purchase/Bill, Hubdoc will not allow it to subsequently be published as Spend Money.
The message effectively says that the transaction must be removed from Xero and the document uploaded again.
Requested improvement:
Allow an existing Hubdoc document to be changed from:Purchase/Bill → Spend Money
Spend Money → Purchase/Billwithout uploading the document again.
1 voteThanks for bringing this to our attention. We understand how being able to republish an existing Hubdoc document as a different transaction type could reduce steps.
We've updated the status to Gaining Support so we can continue tracking interest. If this could be useful, add your vote and share how you'd like it to work.
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Bills - Quick link to the Draft tab after importing
You have today added a great new feature - the ability to upload Accounts Payable invoices to generate the Draft transaction.
Can I suggest that you have a look at the options available after the invoice has been approved, to then quickly navigate back to the Draft Bills.
This is because it's likely that we upload in batches then approve, however to navigate back to Draft to pick up the next invoice takes quite a few steps!
9 votesThanks for sharing your idea about how the workflow could be improved for you, when you're importing and approving 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 also benefit, so they can add their votes and comments too!
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Purchase orders | Increase # of PO's that can be selected to create single bill
Increase the 25 Purchase Order Limit When Creating a Single Bill (Should be 100+)
DESCRIPTION OF ISSUE
When creating a Bill in Xero and selecting multiple Purchase Orders to convert into a single supplier invoice, Xero limits the selection to a maximum of 25 Purchase Orders.
If more than 25 POs need to be consolidated into one supplier invoice, users are forced to:
Create multiple separate Bills, or
Manually recreate the invoice outside of the PO workflow
This breaks the PO-to-Bill linkage and creates unnecessary administrative overhead.
THE PROBLEM FOR BUSINESSES
Many suppliers issue a single consolidated invoice covering dozens…
4 votesAppreciate the feedback, Anthony. We'l start getting an understanding of our community in others that have this similar situation. While it's not something we have plans of extending right now, we'll share if there are any updates.
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Purchase Orders - Search ignore spaces
When searching a purchase order number in the search bar in the purchase order section, it wont find the purchase order if there is a space after the number. This shouldn't be an issue if there is a space next to it. This happens a lot if I am copying and pasting a number into the search bar and it adds in a space next to the number, I then have to go back in and get rid of the space to find it
3 votesThanks for the feedback, Brianna. Can see how it would be easy to add a space that could cause troubles when searching a PO number. Just to double check - is the space you mention in the original PO number field or within the search that you're performing?
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Purchase Orders - Sort purchase order delivery address dropdown list alphabetically
Purchase Order Delivery Address -
The drop down menu is messy and out of order.
Currently I can see all the old saved delivery addresses (from the old set up) and they are in alphabetical order, easy to scroll through.
All the new delivery addresses (when you updated the PO's) are saved but saved in chronological order. Very difficult when I want to reuse a delivery address.
There is also no search function to search the saved list.
Currently you can only search contact list.We have many Suppliers and they have multiple delivery addresses (Example: clothing stores - One…
1 voteThanks for bringing this to the community. We understand the request to make the delivery address dropdown on purchase orders easier to navigate. Having addresses displayed alphabetically or in consistent order could reduce the time spent looking for a particular location.
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 tell us how you'd like the list to be organised.
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Xero Network | Customer Statement - Enable Adding of All Bills in Bulk
When receiving a Xero customer statement from a supplier, it would be great if we could select all the invoices and add them to our company's Xero in bulk.
Our supplier sends paper invoices during deliveries, and only sends a digital Xero customer statement at the end of the month. Rather than having to scan all the paper invoices, being able to add them IN BULK from the Xero customer statement directly into our Xero account would save a lot of time. Currently, the invoices have to be opened in a new window and individually added as drafts.
2 votesAaah gotcha, good to hear you're already across the Upload bills feature and appreciate the extra work you've mentioned.
Not something that we have plans around at this time but we'll track interest here and I'll let you know if there are any updates. Thanks!
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Hubdoc - Permission settings to restrict clients from publishing documents to Xero
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 Catherine, a more flexible approach to Hubdoc user permissions could make client access easier to manage. In particular, your idea is asking for an option to let users upload documents without giving them publishing access.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this matches your workflow, add your vote and tell us how you’d like the permissions structured.
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Purchase Orders - Add "Marked as Billed" status and direct bill links in Billed tab
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 voteAppreciate you bringing this idea to the community. Adding more detail to the Purchase Orders Billed tab could make it easier to follow what happened to each order.
In particular, the suggestion is to show when a PO was manually marked as billed and provide a direct link to the associated bill where one exists. I’ve updated this idea to Gaining Support so we can continue tracking interest.
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Bills - Separate Payee Name field for vendor factor payments
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 voteThanks for sharing this idea. We understand the request for a separate Payee Name field so payments can be made to a factoring company without changing the supplier's main contact details.
I’ve updated the status to Gaining Support so we can continue tracking community interest. How do you imagine this working in Xero, and where would you expect the Payee Name to be used?
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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
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Bills - Bulk add Tracking Categories across multiple bill line items
I add a lot of bills and spend a lot of time adding tracking categories one by one to each item line. I want the ability to do this in bulk for many item lines at once. This has just been completed for invoices but it would be just as (if not more!) useful to be able to do this when editing bills.
1 voteHi Kate, we understand the request to apply tracking categories to multiple bill lines at once, rather than selecting them individually.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this suggestion will be useful for your workflow, please vote and share your thoughts.
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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. 🙂
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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.
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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.
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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.
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Bill payment | Melio - Partial payments
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 voteAppreciate you sharing this idea with us here, Greg.
We're continuing to build on our bill payments solutions and this is something we'll consider for future improvements.
In the meantime, make sure to share your idea with any colleagues that may also like to see this - we'd love to get a better sense of interest.
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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.
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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
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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.
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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.
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