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  1. 314 votes

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    Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
    We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…

    Emma Rosenblatt (Accounts) supported this idea  · 
  2. 17 votes

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    Emma Rosenblatt (Accounts) supported this idea  · 
  3. 369 votes

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    Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
    We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
    Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.

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    Emma Rosenblatt (Accounts) commented  · 

    Thank you for confirming this Hannah.
    Due to this, and many other functionalities that Xero lacks, we will be transitioning to a new platform.

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    Emma Rosenblatt (Accounts) commented  · 

    No a bad idea Thomas, but we don't want everyone with access to projects to see the PO. That is why if we could attach it in a way where only admin and managers can see it is no good.

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    Emma Rosenblatt (Accounts) commented  · 

    Please add this feature. It is very annoying that we cannot already do this.
    For workflow purposes this ability would be extremely helpful to assist with clean organization. Always having the PO available to view from anywhere would be very helpful.

    However, users with LIMITED user access do not need to be able to view the purchase orders. But if users with limited access could upload attachments such as photos this would also be very helpful for logistic purposes.

    At the moment we pay for TRAK because XERO projects is not complex enough to cater for construction firms at all...

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    Emma Rosenblatt (Accounts) commented  · 

    This would massively help our organisation of projects and being able to upload the digital PO to the project would also be a good addition.
    Secondly, being able to automatically generate job umbers similar to invoice numbers would be a great addition. Currently we have an excel spreadsheet to keep track of our job numbers. However, we have a different starting number for each contact.

    Emma Rosenblatt (Accounts) supported this idea  · 
  4. 82 votes

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    Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.

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    Emma Rosenblatt (Accounts) commented  · 

    We also deal with several people within a contact who are usually (but not always) from a different department.

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    Emma Rosenblatt (Accounts) commented  · 

    It would also help to make specific contacts only available to receive certain emails. For example, if quotes were sent to Company X (main contact card in Xero) and Bob (sub-contact card) from Company X is in charge of approving quotes, then I don't want to send the quote to every contact that has the email check box ticked. Secondly, I only want to send invoices to John per se because he is the person from Company X who approves and processes payments.

    Each header contact needs to be able to have sub-contacts who are in charge of different departments and therefore are linked to different areas such as POs, quotes, invoices, and bills - they need to receive what is only relevant to them and their role. This will especially help business-to-business operations.

    I hope what I have said makes sense.

    Emma Rosenblatt (Accounts) supported this idea  · 
  5. 997 votes

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    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…

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    Emma Rosenblatt (Accounts) commented  · 

    If our contact is say ABC Council, we need the ability to put multiple people to this contact. For example, our Customer is ABC Council, and I want 4 contacts for this customer, there are 3 different sales people we talk to who are in charge of purchasing for different areas in the company. On top of that there will be an additional person, accounts payable, that requires the invoice we send.

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    Emma Rosenblatt (Accounts) commented  · 

    Please update on the status of this idea.

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    Emma Rosenblatt (Accounts) commented  · 

    Thank you for the update Kelly! Can't wait to see how the feature functions.

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    Emma Rosenblatt (Accounts) commented  · 

    Please upgrade this asap!! If the technology needs upgrading for such a simple feature then this should be priority otherwise how else will anything be upgraded. Really considering moving to MYOB...

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    Emma Rosenblatt (Accounts) commented  · 

    Another way Xero could design this is to have multiple sub contacts under a main contact. For example McDonald's is the main contact but then you have McDonald's - Brisbane CBD as a sub contact. Just a thought...

    Emma Rosenblatt (Accounts) supported this idea  · 
  6. 80 votes

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    Emma Rosenblatt (Accounts) commented  · 

    Often large PO's have multiple bills because some items are either on backorder and others take longer to make so there are multiple bills and therefore multiple delivery dockets.

    Emma Rosenblatt (Accounts) supported this idea  · 
  7. 26 votes

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    Emma Rosenblatt (Accounts) commented  · 

    There is another idea posted for this, https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961154-purchase-order-applying-multiple-bills-to-a-sing

    Often large PO's have multiple bills because some items are either on backorder and others take longer to make so there are multiple bills and therefore multiple delivery dockets.

    Emma Rosenblatt (Accounts) supported this idea  · 
  8. 6 votes

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    Emma Rosenblatt (Accounts) commented  · 

    Manufactured Items, or "builds", are produced from other stock items. When you manufacture an output item you deduct the component items from stock and build the new manufactured output item, which is then placed in stock. This item is then sold in the usual method with pricing specified on the output stock items. At the moment we have no way of doing this, and the Add-on Apps are useless.

    Emma Rosenblatt (Accounts) supported this idea  · 
  9. 416 votes

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    We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'. It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for. But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices. For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central. We'll continue to track the…

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    Emma Rosenblatt (Accounts) commented  · 

    Clearly, we want both bills and invoices to have this feature. I'm not sure how 352 votes for invoices and 655 votes for bills doesn't communicate that.

    Please update us on the status of this idea.

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    Emma Rosenblatt (Accounts) commented  · 

    Credit limits does not solve this idea. And the idea of flagging a bill or invoice in dispute are them same concepts, just for bills and invoices. Invoices may need to be put in dispute because the customer has an issue and the invoice may be revised or have a price negotiation of some sort. And bills require a the ability to be flagged as 'in dispute' because we have an issue with what we have been billed for. Essentially the exact same idea but for bills and invoices.

    Some may not use the feature, but there are many votes and many comments that indicated a large amount of businesses would indeed see the benefit of having this idea met with a solution.

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    Emma Rosenblatt (Accounts) commented  · 

    Both would be very helpful!! Sometimes we are in dispute over a suppliers bill but then customers are sometimes in dispute over our invoice.

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    Emma Rosenblatt (Accounts) commented  · 

    Having both the option to highlight either a bill or invoice as 'in dispute' would prevent a lot of errors and help with communication across staff.

    Emma Rosenblatt (Accounts) supported this idea  · 
  10. 982 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

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    Emma Rosenblatt (Accounts) commented  · 

    Please update us on the status. It has been a year...

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    Emma Rosenblatt (Accounts) commented  · 

    This is not a problem until you need it. Having a bill in approved status appears to be right to pay, but when something happens or changes how can we make it a clear visual that the bill is in dispute without this feature? We can't... Sometimes the Supplier themselves needs to be on hold too, all future bills are not to be paid until whatever it is is resolved.

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    Emma Rosenblatt (Accounts) commented  · 

    Please add this feature! The issues created from not having this feature are mind numbing.

    Below comments are expressing their desperation for this feature and we have had no response since November ??? Our businesses are struggling because of the lack of well thought out updates from XERO. Honestly, a lot the new features feel like a waste of time because the lack of usability. For example, the new note section in contacts was almost a waste of time. You can't add multiple notes just one big paragraph, the aren't time stamped, the user's name who uploaded the note is not recorded, pop-ups aren't even a thing so the only time you see the note is by going all the way into the contact which is ridiculous because you basically never visit a contact unless updating details or making a new one.

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    Emma Rosenblatt (Accounts) commented  · 

    I am so confused by your response to this Kelly Munro, I feel like we have all made it pretty clear we want to be able to do the exact same thing for sales invoices as we do bills. If we don't like the look of something on a bill we have received and it is currently being renegotiated and for some reason someone may in the end refuse payment all together, from an accounts payable point of view they must be aware that the bill is not to be paid for until the issue is resolved. Flagging the bill would allow for clear and consistent communication for this situation.

    This idea already has 136 votes and barely anyone votes or knows you can vote here plus there are two pages of comments on this page plus more on the original idea posted.

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    Emma Rosenblatt (Accounts) commented  · 

    Both the Bills flagged as dispute and Sales invoice flagged as dispute would be handy options!

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    Emma Rosenblatt (Accounts) commented  · 

    Having both the option to highlight either a bill or invoice as 'in dispute' would prevent a lot of errors and help with communication across staff.

    Emma Rosenblatt (Accounts) supported this idea  · 
  11. 464 votes

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    Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

    The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

    Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

    • Void the bill
    • Copy the bill
    • Reattach any files (IF any) from the voided bill to the copy of the bill

    A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…

    Emma Rosenblatt (Accounts) supported this idea  · 
  12. 247 votes

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    Emma Rosenblatt (Accounts) commented  · 

    This is so necessary! Otherwise, people with payroll access who can approve leave can not only approve everyone's leave instead of just the people they are managing but also their own...Not a good process at all. Unfortunately it is things like this that make Xero not good for larger companies and only suitable for a one-man show or small team.

    Secondly, there is no history or timestamp of the approver, who and when the leave was approved.

    Emma Rosenblatt (Accounts) supported this idea  · 
  13. 51 votes

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    Emma Rosenblatt (Accounts) commented  · 

    Notes are often forgotten, which makes them almost useless. If we have the option to make the notes pop up when you are building a quote, bill, or invoice to remind us of the note, that would make them a lot more useful.

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    Emma Rosenblatt (Accounts) commented  · 

    Please add this ability to the note section. I have mentioned in another post about how the new note feature is really basic and lacking usability...You can make a note on the contact that's great but what can you do with this???Nothing.

    We need to choice to be able to make a note pop-up when invoicing the contact, when viewing invoices, when uploading bills, when paying bills. I know others have also requested notes to be able to be seen in reports as well.

    Having one note section which can have up to 4000 characters is a pretty slack job at resolving this issue. The notes aren't even time stamped...

    Emma Rosenblatt (Accounts) supported this idea  · 
  14. 49 votes

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    Emma Rosenblatt (Accounts) commented  · 

    This would make notes way more useful and not so forgotten.

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    Emma Rosenblatt (Accounts) commented  · 

    Please add this ability to the note section. The notes should also be time stamped and the name of the user who made the note should be viewable as well.

    I have mentioned in another post about how the new note feature is really basic and lacking usability...You can make a note on the contact that's great but what can you do with this???Nothing.

    We need to choice to be able to make a note pop-up when invoicing the contact, when viewing invoices, when uploading bills, when paying bills. I know others have also requested notes to be able to be seen in reports as well.

    Having one note section which can have up to 4000 characters is a pretty slack job at resolving this issue.

    Emma Rosenblatt (Accounts) supported this idea  · 
  15. 279 votes

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    Emma Rosenblatt (Accounts) commented  · 

    This is a massive problem! We need to be able to send invoices to accounts payable and remittances to accounts receivable (often not the same email address!!) And quotes to another person, often the purchasing officer.

    Emma Rosenblatt (Accounts) supported this idea  · 
  16. 425 votes

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    Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

    With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

    Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

    We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

    Emma Rosenblatt (Accounts) supported this idea  · 
  17. 493 votes

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    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

    We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

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    Emma Rosenblatt (Accounts) commented  · 

    Please add this feature!

  18. 101 votes

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    Emma Rosenblatt (Accounts) commented  · 

    Suppliers and customers needs a lot of updating they are treated to much alike. But then Xero allows this function for customers and not suppliers which is odd. It would be good to see when the supplier credit limits are exceeded.

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    Emma Rosenblatt (Accounts) commented  · 

    This is a huge miss by xero... We need to be able to view our credit limits easily as they can be forgotten about, every supplier we have a different credit limit.

    Emma Rosenblatt (Accounts) supported this idea  · 
  19. 166 votes

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    Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.


    That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.


    I know this isn’t the news you’re hoping…

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    Emma Rosenblatt (Accounts) commented  · 

    Please add this feature. All is good until you need to send out an email to everyone, which then becomes a tedious headache. I know this isn't the most pressing issue for everyone because we can still do it and there are bigger problems with Xero, but this would be nice to have.

    Emma Rosenblatt (Accounts) supported this idea  · 
  20. 65 votes

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    Emma Rosenblatt (Accounts) commented  · 

    @XeroTeam May we please have an update on where this idea is at.

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    Emma Rosenblatt (Accounts) commented  · 

    @XERO please comment.

    There are multiple idea's here that are all similar. Collectively this is a very popular topic that needs to be handled and communicated with us.

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    Emma Rosenblatt (Accounts) commented  · 

    The tracking inventory really needs an upgrade. At the moment the only way to reduce the amount of inventory is by creating an expenses invoices. However, our customers do not want an invoice with a heap of lines and 10 pages long. We do everything in projects and add our inventory there. Why does this not automatically reduce our inventory count ??? And then if the item is removed from the project because it wasn't used then this would increase our inventory count back again.

    Another option or additional idea to add would be the same as suggested above which MYOB has...The ability to 'build' a new item using other items. This idea could also translate into 'Inventory Sub-items'.

    It would also be good if we had more viewing options. For example, only tracked items or if you have advanced tracking if you could view a single department/warehouse.

    Another idea would be to translate new costs of items. When we receive a bill and enter the items the prices change so we override the stock items price but this doesn't translate to the inventory item itself. Hence price changes are inefficiently updated.

    Emma Rosenblatt (Accounts) supported this idea  · 
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