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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. 🙂
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Fiona Davidson
shared this idea
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168 votes
Hi team, thank you for engaging with us on your needs around auto super. I want to confirm that our product team are aware of your interest in this here.
Right now, there are a few other items that need their immediate attention, so while there are no immediate plans for developing this, it's something they'll continue to review as resource becomes available. If there is any change to share around this we'll update you all through this idea.
An error occurred while saving the comment Fiona Davidson
commented
Hey Kelly,
Immediate attention....?
How about 6 months.
Because that is how long your Aussie customers have before we no longer comply with ATO legislation....
Here is another number.... 0
That is the amount of confidence I have that Xero will do it without messing it up, or screwing us over....again.
The fact that Xero has not confirmed (refuses to) it will make sure this is in place in time is crazy.
Your customers now have to waste more time putting in place and setting up contingencies because of this lack of commitment to compliance.
Thanks...
Fiona Davidson
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. 🙂
Fiona Davidson
shared this idea
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2 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 🙂
Fiona Davidson
shared this idea
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2 votes
Hey Bangit, thanks for bringing this to our attention, we have seen an uptake in this request and we are moving this to Gaining Support. Now that we have 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!
Fiona Davidson
supported this idea
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An error occurred while saving the comment Fiona Davidson
commented
Whoever the person from Xero is that combined my suggestion with this one has gotten it wrong. The issue I have is different and predates the PO View change.
Someone who uses Xero and looked at my screen shots would have noticed the difference.
Please Reopen my idea!
An error occurred while saving the comment Fiona Davidson
commented
The only way to look for bills that have been raised against a purchase order is to go to the PO and look at the notes, here it only says Copied to "Bill", no invoice number just a link (see attached)
When I open this it's basically a view only, you can repeat, delete or copy.
I am baffled by this as I then have go searching by that bill number to go in and edit it. But there is no other way for me to find what bills are linked to that PO.
I also wonder how many people would be more likely to use "Repeat" instead of Edit at this screen?!
There appears to be no logic applied to this... Give us an Edit button... -
5 votesFiona Davidson
supported this idea
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35 votesFiona Davidson
supported this idea
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35 votesFiona Davidson
supported this idea
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136 votesFiona Davidson
supported this idea
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193 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
Fiona Davidson
supported this idea
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607 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
An error occurred while saving the comment Fiona Davidson
commented
Hi @ Paul M
Nailed it!
Fiona Davidson
supported this idea
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7 votes
Thanks for your feedback on this change, Patricia. Out of interest is there a particular reason or workflow for why you prefer to enter your bills manually rather than via an upload?
Appreciate, will take a little getting used to a different flow. A couple of other options for navigating to the new bill screen could also be;
- Using the keyboard shortcuts (Alt+Shift+N) from the bills screen
- Using the '+' icon in the navigation header to quickly Create a new Bill from any screen
- Using '/' and typing 'b' in the global search where you'll get the option of New bill from any screen
While we'll get a sense of interest in this through your idea, we want to be open that there aren't any plans for changing this back.
An error occurred while saving the comment Fiona Davidson
commented
Yet another added click - the product development team are useless!
Again, stop confusing functionality for efficiency - get a dictionary.Fiona Davidson
supported this idea
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1 vote
Really appreciate your feedback on the new navigation, Fiona. I've made sure to share this back with our product team. They are taking on board and considering all feedback carefully.
For now we'll get an understanding of the interest from community in this through your idea, and I'll let you know if there are any plans made for this, here.
Fiona Davidson
shared this idea
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455 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
An error occurred while saving the comment Fiona Davidson
commented
I am with you on this. New Invoicing is a as efficient as a square wheel.
An error occurred while saving the comment Fiona Davidson
commented
@Mike Johnson - Here, here.... their recent marketing strategy appears to be the solution, give new customers 3-6 months @ 90% off that way they don't know that it used to be better and by the time their pricing goes up they are too deep into it to change anytime soon. So it doesn't matter if they lose "old" customers that complain all the time.
An error occurred while saving the comment Fiona Davidson
commented
https://www.change.org/p/petition-for-xero-to-stop-making-changes
Please sign and share this petition.
Fiona Davidson
supported this idea
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An error occurred while saving the comment Fiona Davidson
commented
Petition for Xero Executives Regarding Alleged "Improvements"
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962 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
An error occurred while saving the comment Fiona Davidson
commented
I still don't understand how this has not happened yet....?
I would love a REAL reason as to why this has been ignored for so many years and not just a fluffy explanation about competing priorities and demand and other more important things..... @ Kelly Munro.....?
An error occurred while saving the comment Fiona Davidson
commented
This has been continually requested for at least the last 9 years since I have been using Xero, its not planned anytime soon.
An error occurred while saving the comment Fiona Davidson
commented
Kelly Munro (Community Manager, Xero) responded · Mar 2, 2023
".....that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here."How can something be "top of mind" but have "no plans at present for this development"
I strugle to comprehend the alleged complexity of a function that is already established in so many other areas of Xero?
Fiona Davidson
supported this idea
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421 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Fiona Davidson
supported this idea
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411 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Fiona Davidson
supported this idea
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489 votes
Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.
You'll have the ability to choose;
- No access
- View
- View and create/edit
- View, create/edit and adjust stock
I'll round back again as this begins to rollout. 🙏
Fiona Davidson
supported this idea
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498 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Fiona Davidson
supported this idea
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622 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Fiona Davidson
supported this idea
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Auto reconcile tour is appearing once a day when I first go to reconcile screen.