605 results found
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Inventory - Add new item from an existing Invoice or Quote line
It would be great to be able to add a new product or service to the inventory list directly from a quote or invoice. So if a new product or service was entered into a quote or invoice (with price and account details etc) or it was already added, there could be an option to 'add item to Products and Services' when clicking in the 'Item' area on the left. This would save having to go into Products and Services to add those which may already exist. Please see very crude example attached.
As a separate suggestion, it would also…
4 votesHi Simon, thanks for taking the time to raise this idea. We can see how being able to create a new product or service from an existing invoice or quote line could improve efficiency.
We’ve updated the idea to Gaining Support so we can track interest and share feedback with our product team.
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Bills | Files - Option to not included bill PDF uploads into File Library
We currently export a large number of our bills from a third-party program and need to upload a PDF of the bill, however, when we do this a copy is also automatically added to our general files. This is annoying and simply creates clutter in the Files area - a copy of the PDF attached to the bill is sufficient, we don't require "back-up" copies as well. Can this annoying "feature" please be removed?
1 voteHi Samantha, thanks for raising this suggestion. We understand the value of having more control over where documents uploaded to bills are stored.
I've updated the status to Gaining Support so we can keep following the conversation and community interest.
If you have a preferred approach, please share it with us. We'd particularly like to hear whether you'd prefer this to be an optional setting or for bill uploads to stay with the bill by default.
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Bills – Ability to Bulk Delete Attachments from Bills
Hello Xero Team,
I’d like to suggest an enhancement to the way attachments are handled when sending bills into Xero. At the moment, when bills are forwarded via email, Xero captures not only the invoice PDF but also every image embedded in the email—such as logos, footers, signatures, and other graphic elements. This results in several unnecessary files being attached to a single bill.
Currently, these attachments have to be deleted one by one, which is time‑consuming and inefficient.
It would be extremely useful to have the option to select multiple attachments and delete them in one action, similar to…4 votesThanks for your feedback, Analise. Perhaps something you've already picked up on in relation to your note about bulk actions elsewhere however you can currently bulk delete files from within the Files library > Archive.
This includes files that have been uploaded directly to a transaction rather than from the files library.
There's an Associated with column so you can click through to check the bill you're deleting a file from
We don't have plans for adding a bulk delete option from within a bill itself atm, but we'll begin to track the interest for this here.
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Bills - Add multiple payments without leaving the bill
Hi All, I am billed in advance for a storage facility which i break down into 4 payment per invoice. 1. I am not able to allocate these payments to an invoice unless I add them individually 2. I have to navigate each time back thru the whole process of billing, then locating the bill each time amongst the unpaid bills opening this then entering 1 payment and then having to navigate back thru the whole process again. I pay a lot of my bills weekly and broken down into smaller payments so being able to add the payments to…
3 votesThanks for sharing your feedback on adding multiple payments to bills. We appreciate you explaining how this could streamline your workflow when managing weekly payments broken into smaller amounts. We understand you're aware of reconciling through bank accounts using the split payments, though this may not fully address your needs.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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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Global search - Include paid date when searching for bill in search bar
When you search a invoice/bill number in the search bar, it currently shows, the issue date, due date and reference/invoice number, but would be really handy to see that paid date too so you dont have to open the invoice to see.
1 voteAppreciate you raising this idea. Having the paid date visible directly in Global Search could make it much easier to confirm when a bill was settled.
At the moment, payment dates are available from the Paid tab in Bills to pay, and can also be included in the Payable Invoice Summary report.
We've moved this idea to Gaining Support so we can continue gathering feedback and understanding how this could improve the search experience.
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Bills - Highlight bills due to be paid by Direct Debit
It would be great to have a Direct Debit flag on the Bills area. Especially on the ones waiting payment.
That would allow us to know if a bill that is waiting payment is Direct Debit and we don't need to act, just wait to reconcile.
I created a (terrible) mockup and attached it.155 votes -
Bills - Archive draft Bills
Sometimes clients upload old bills or statements. It would be good to have an archive area so that they aren't sitting in draft bills forever. It makes it confusing but we don't want to delete them. Sometimes they also download bills but the previous period is locked. Again, we don't want to delete them - just archive them like in Hubdoc.
1 voteAppreciate your feedback to our last updated, Jennifer. Being open we don't have any plans for enabling the ability to archive Bills in the short term. However, we'll re-open your idea here so we can get a sense of the wider interest from the community in this.
I'll share if there are any updates.
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Bills - Upload option to use camera
New upload bill functionality is great but would be so much better if you could use you camera
3 votesAppreciate your feedback and great to hear you are liking the upload bills feature, Toni. We'll be sure to let you know if there are any plans to develop this capability of using your camera here.
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Email to Bills - Access Xero App when opening on phone
When receiving a bill via email from another person using Xero invoicing, rather than clicking the link to open in your phone browser -> be prompted to login to Xero -> then clicking the 'Log in to save as bill' button (which is not visible in Safari unless you turn your phone landscape) and then selecting the organisation to attribute to.
Could the experience recognise whether you have the XAA and if so, instead default to login through the Xero app (ideally then using passkey/FaceID) to then pick the organisation and be saved as a draft bill that way?
1 vote🌟 Thanks for sharing this idea.
We’ve moved it to Gaining Support so we can better understand how much interest there is from the community, and learn more about the different ways people would expect this experience to work on mobile.
If this would make managing bills easier for you, please add your vote and share more detail in the comments about your ideal workflow — for example, whether you’d expect the link to open directly in the Xero Accounting App, prompt you to choose an organisation, or save the bill straight into drafts.
Community feedback helps our product team understand the impact of an idea, the problems it solves, and the scenarios that matter most.
We’ll continue to monitor the support and add any updates here when we can.
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Invoice - Copy to create multiple purchase orders
MULTIPLE PURCHASE ORDERS FROM ONE INVOICE
We produce invoices for customers which can have over 40 line items... a lot of the items could come from many different suppliers and at present, when placing a purchase order, you have to go to "invoices", then "draft" or "awaiting payment", tick the invoice in question, select "copy to", then select "purchase order"... you then have to repeat the whole process to select another supplier FOR THE SAME INVOICE.
What would be easier, after you had "sent" the PO, would be for xero to have remembered the last invoice you selected when raising…3 votesThanks for sharing your idea, Troy. Can understand how being able to create multiple po's at once from an invoice could streamline your workflow.
We'll start to get a sense of the interest in this from others in the community and I'll share if there are any updates.
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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
3 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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Bills Draft Tab - Option to pay draft bill after approving
When we have pro forma invoices, it would be helpful to be able to approve a draft bill and have an option to pay it straight away without having to search the awaiting payment.
2 votesThanks so much for raising this and for taking the time to explain the extra friction in your workflow.
We understand how frustrating it can be when you’re working through draft bills and then need to go searching again for the bill once it’s been approved. When you’re processing multiple bills, those extra steps can really add up and make what should feel like a smoother workflow more time-consuming than it needs to be.
We’ve reviewed this idea and we’re moving it to Gaining Support. This means the idea has been reviewed by our Community team and is now open for other community members to vote on and comment.
If others in the community would also benefit from a smoother way to move from approving a draft bill to actioning it for payment, we’d really encourage them to add their vote and share a little about how they work. For…
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Purchases overview - View Billable expenses not billed.
Purchases Tab: would like to see Billable expenses not billed.
15 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have 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 your idea could improve their experience with Xero.
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Batch Payment - Unique payment file name
It would be good if we could have the ability to have unique batch names when exporting payments to the bank. Currently its the same name ie the date. If you create a further batch it has the same name, with only difference being the time stamp on the file when selecting it from 'downloads' - even it was batch 1, batch 2 etc, it at least means you're not accidentally selecting the wrong file. We often make more than one payment in a day, especially if you're making payments from different bank accounts, you need to watch carefully that…
1 voteAppreciate how this could be useful when creating multiple batches in a day, Sue.
We'll start to get a wider understanding of interest through your idea here, and can share if there are any improvements planned to help with what you're asking.
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XIP - Ability to run and export report for stock on hand value
Inventory Plus - Increase Reporting Capabilities
I need to run/download reports for value of stock on hand.
Currently, I can view the information, however, extracting the data is difficult.1 voteHi Carrie, thanks for sharing this idea. We understand the request for more reporting options within Inventory Plus, particularly for businesses wanting deeper insights into inventory performance and stock management.
For now, you can use reports such as Inventory Item Details and Profit and Loss alongside Inventory Plus to analyse sales, cost of goods sold, and inventory activity. We appreciate these don't provide all of the reporting available directly within the Inventory Plus experience.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are specific reports you'd find most valuable, such as stock valuation, inventory ageing, or margin reporting, we'd love to hear more.
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Bills to Pay - filter by attachment
Feature Request - Purchases Overview
It would be great to be able to filter items listed under purchases overview by whether a document is added or not. I have to manually upload documents for certain type of bills as they are created in a third party application that doesn't bring the document forward.
2 votesThanks for sharing this idea around filtering bills to pay by attachments! We are always looking at ways to improve the Xero experience.
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 🌟
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Purchases - Send pricing requests to supplier for saved inventory
I hold inventory for a large number of products, many of those products can be made by more than one manufacturer.
At the moment, if I want pricing from a supplier, the only real option in Xero is to raise a purchase order. That doesn’t work well in practice, because quite often I need to request prices before I’ve decided who I’m buying from, or before I even have an existing supplier relationship set up.
For example, if a new manufacturer opens nearby, I might want to send them a list of specific items from my inventory and ask for…
4 votesHi team, 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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Melio fees: User-controlled Contact and default account
We started using Melio bill pay, and it keeps posting the spend money transactions for Melio fees to an account it creates (550, not at all the format we use) and a vendor "Payment Fee." Every time I have to change the vendor to the one I want Xero to use ("Melio"), the account I want to use, and then archive their contact and GL account again. The user should be able to set the contact and account to be used for Melio fees.
1 voteThank you for bringing this idea to our attention Gregory 🌟 We’ll move your idea to Gaining Support so other members of the community can vote and add comments. This helps us continue to track the level of interest in the idea and better understand how valuable this change would be for customers.
If there’s anything more you’d like to share about how you’d expect this to work in practice, please feel free to add that detail to the idea as well — that extra context can be really helpful for our product team when reviewing community feedback.
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Inventory - Add additional information to the Inventory Item List report
Inventory Item List.
Included in this report is the unit cost which is manually set. Would it also be possible to please add another cost field to the report ? I would like to see the last PO unit cost. Any variance would be used to update the unit cost if in NZD
7 votesHi Graham, thanks for sharing your idea, and letting us know the changes that matter most for you when tracking inventory costs.
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 - Calculating return on investment (ROI)
For businesses who have invested in equipment and generate an income from the hire or use of the equipment. The ability to calculate (through analytics or a report) the % 'Return On Investment'.
The data is already in Xero (cost of good/equipment purchased VS total sales), just needs a simple way to display this info and calculated in a % and/or just view the data simply and easily.
Currently have to create your own Excel spreadsheet and input that data from Xero manually. Seems a simple report/statistic to generate and would be incredibly useful for business who need to know…6 votesHi Simon, it's great to hear how automated ROI calculations would help your business.
We’ve reviewed your idea and moved it to Gaining support, which means others in the community can now vote, comment, and share how this would benefit them too. The more perspectives added, the clearer the picture for our product team, so feel free to expand on your workflow to help spark that conversation.
In the meantime, the best way to calculate ROI is to pull the relevant figures from the Xero Analytics dashboard and work it out manually.
Thanks for getting the discussion started and we’ll keep you updated on any progress.
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