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15 results found
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Andrew J
supported this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Andrew J
shared this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Andrew J
shared this idea
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4 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Andrew J
supported this idea
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742 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment An error occurred while saving the comment Andrew J
commented
Emailing POs to every email in the supplier contact details does not make sense.
We should be able to select emails for each supplier to connect to each type of document or email.
For some suppliers, one email may be used for all, for others, each email is for a different department. Remittences go to accountsreceivable@, Purchae Orders to orders@, bills to accountspayable@ - you get the idea.The new layout have made this worse by making deleting all the existing emails harder, but let's fix the root problem... allow selecting a PO email for each suppliuer and using this as default, add others if desired.
Checkboxes for each email would work great on every view, with the options used for each type preselected each time.
This means:
Suppliers with one email only - just one email shows and selected
Suppliers with multiple emails - all available emails show in a list - last usage for that supplier PO is preselected at top, others show as optional.Optionally - hide the other emails behind a '+ Add more emails' button
Alternatively - allow assigning email addresses in each supplier to specfic emails. ie. Each email can be ticked for which email types it should be used in.Andrew J
supported this idea
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889 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
An error occurred while saving the comment Andrew J
commented
@debbie, applied credits show on the remittance advice for me, you may want to double check this.
An error occurred while saving the comment Andrew J
commented
@Simone - yes, for me credits never match the invoice totally anyway. Normally I can do it all on one bill, so fairly easy to keep track of.
@Andrew Nicholls - batch payment is pretty straight forward. A good process is to apply all credits first, then go ahead and create your batch.
@Xero - noting the planned inclusion of being able to include credit notes in a reconciliation... The WHAT!?!?
- Except the rare case where a suppler refunds you;
It seems you are expecting users to do manual reconciliations, which means that you expect to have a matching payment or batch to reconcile to... So the intention is to NOT apply the credit notes, but make some kind of manual batch payment deducting the credit note (short paying an invoice) and mash-it-up at reconcile time?
What was the product developer sm0king?
Is the idea designed to make the thought of simply applying credit note to an invoice more attractive?
The solution for not having credit notes in batch workflow is 'obviously' to create a workflow that encourages avoiding the Xero batch function, by making manual batch payments.An error occurred while saving the comment Andrew J
commented
@Andrew Nicolls, I dont think that is quite the case, unless I mis-understand your situation.
I apply all credits for a supplier against the last invoice for the month, then you can batch pay as many for the supplier as you like, and these are combined into one payment.
The credit situation is still annoying.An error occurred while saving the comment Andrew J
commented
Xero team, you could fix this quickly by allowing a negative value on an invoice.
Then a credit can be processed as a negative value invoice - allowing perfectly acceptable batch payments.
Or you could allow a negative invoice to be called a something a little more normal, like perhaps 'a credit'.
Allowing negative value invoices (aka credits... shhhhh.) would take a fairly short time. If you made this an option that had to be manually turned on in settings, it might take a bit longer... maybe 30 days and 180 cups of coffee.Andrew J
supported this idea
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113 votes
Hi everyone, development for being able to partially bill / part receive purchase orders is well underway. The intention is when you create a bill from a purchase order you'll be able to enter the amounts of each item you'd like to bill.
On your Approved purchase order you'll also be able to view amount of items Billed.
We look forward to updating you again as soon as this feature launches. 😁
An error occurred while saving the comment Andrew J
commented
Would be good to know what they are actually trying to build. We can already receive in partial orders: ie. change the quantity on the bill and choose to not mark as fully billed.
They just have to be careful not to break or add friction to the existing use case for 999 people to enable an edge case for 1 person.
The OP didn't give a particularly detailed use case, and the following comments address a wide range of other possibilities and requests...
So what has actually been 'heard'?
The ideal flow IMO for the feature is 'sounds' like is being developed is.
- Convert PO to bill using a unique 'Convert to Bill - Partial Receipt' option
- This means existing function is unchanged
- New function will allow entering what arrived, and anything unarrived is left in the open PO as 'Awaiting delivery' or similar.I am concerned that implementing this poorly will make the process messy for everyone who doesnt need it.
Andrew J
supported this idea
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Andrew J
shared this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Andrew J
shared this idea
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27 votes
Hi team, while we appreciate hearing your feedback on the new purchase orders experience we do request that each post be limited to a single idea to help other members know what they're voting for, as well as sharing back with our product teams and considering changes. I've updated the title of the idea here around the whitespace and welcome you to create new ideas for other specifics you'd like to see.
To provide an update around the attachments - our team recently implemented a change to move the placement of this button to the top of the page next to Save and Approve options.
Relating to lines - with how this new experience now works when you add an item, or enter an amount in a line the Quantity will default to '1', also adding an item will automatically add a new row beneath. Thanks
An error occurred while saving the comment Andrew J
commented
Xero changed this topic title to NOT reflect the problem - the problem is not that there is too much whitespace, it is that the view has been extended to fullscreen width... pushing any whitespace INTO the view, rather than outside the content.
An error occurred while saving the comment Andrew J
commented
For anyone wanting to use a CSS injector to modify the page width. I use this CSS to hack/fix it.
.xui-panel.xui-padding-2xlarge {
max-width: 1350px;
margin: auto;
}Andrew J
shared this idea
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19 votes
Appreciate you sharing your idea, and letting us know the changes that matter most for you, Alyson.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the tractions this idea receives in the community. Thanks!
An error occurred while saving the comment Andrew J
commented
I believe you can create a PO using the API. It should be fairly simple to build a tool to allow Excel to Xero import.
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211 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
An error occurred while saving the comment Andrew J
commented
Batchpay add-on may help with this... Extra cost might make sense for some businesses.
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148 votes
An error occurred while saving the comment Andrew J
commented
This should be a no brainer. We currently add the supplier invoice number to the reference field, but leave the PO number in there too. This at least means that the search (when it works) can find the invoice by PO most of the time.
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531 votes
Hi everyone, further to our last post I wanted to provide another update for our US customers as we now have a bill payments solution powered by Melio! Xero has acquired Melio, a leading US bill pay platform designed specifically for small and medium-sized businesses, and accountants and bookkeepers in the US. While we value our partnership with BILL, we decided that acquiring Melio was the right strategic move to accelerate our ability to provide a seamless, integrated payments solution within Xero for our US customers. Powered by Melio, you can securely pay bills online, directly from Xero.
As previously shared in the UK customers can now pay overseas suppliers easier with international bill payments, saving the need to use multiple platforms and savings in fees. Whether you're paying a single bill or multiple bills at once.
We’re committed to finding new ways to expand our bill payments…
An error occurred while saving the comment Andrew J
commented
Xero literally just announced that they are removing this feature for NZ ASB customers.
We use this for almost every bill payment.
It loads every payment into the bank for us, and then we just have to do into the bank to make a bulk approval.
The announcement says they are instead prioritizing features that add value for customers, which hardly explains why they are removing value!
Apparently Xero has new requirements that the banks can't comply with currently. Here's an idea... Use the existing method!
It's like building a very smart car that considers some intersections to be unsafe, so refuses to drive through them.Instead we now have to download a CSV and upload to the bank (1972 tech).
Or pay each bill manually.So I guess don't hold much hope Xero will 'add' this feature when they are actively removing it from jurisdictions that have it.
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472 votes
Thanks for your engagement with this idea to allow setting specific working days for part-time employees in AU Payroll. We understand wanting to handle these common working arrangements smoothly and accurately.
We know this is a key area for improvement and we'd like to look into this deeper in the long term, however it’s not in our roadmap just yet.
Right now you'll need to manually adjust leave requests.
We'll be sure to provide another update as we move forward with our investigations.
An error occurred while saving the comment Andrew J
commented
Xero Payroll is basically non-compliant.
It can't work out holiday pay correctly, has no idea about statutory holidays. Doesn't work out sick pay, basically forcing you to manually adjust everything.
But don't complain, they might remove the feature to prioritize 'improving' the product!
Merging a new idea in the purchase orders section into an old one under contacts make some sense - but it make it harder for the purchase order people to find and support the idea... how about LINK to this idea in the new article instead?