Settings and activity
46 results found
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639 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.
An error occurred while saving the comment 
Kristen Saunders
supported this idea
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1,225 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
An error occurred while saving the comment Kristen Saunders
commented
I agree with Chris below. I feel like Xero wasn't designed or developed by bookkeepers, just someone who's never worked as such saying 'wouldn't it be great if it could do this'
theres a huge focus on bells and whistles over basic functionality. (the Purchase orders being a case in point - it must be the only accounting software that doesn't provide this essential basic feature) I couldn't even get a payroll report filtering payroll types and had to spend over a few hours filtering a spreadsheet. Basic things overlooked.
I used Myob for over 20 years and it was highly functional and user friendly, unfortunately they fell behind when cloud accouting entered the picture.
For me the worst part about Xero is how they provide this suggestion platform then completely ignore it for years.
Kristen Saunders
supported this idea
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201 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. 😊
An error occurred while saving the comment Kristen Saunders
commented
I am also looking for an update on this.
We need a field for the PO number on the billing window.One of our purchase orders might be invoiced in stages so we need to ability to search by PO number in the accounting system. Mindboggling that this can't be done in Xero. Must be the only accounting package that doesn't consider this a standard feature.
At present we have to enter the PO number along side the invoice number which is clumsy and negates the ability to detect duplicates.
An error occurred while saving the comment Kristen Saunders
commented
its crazy that there isn't a purchase order number field in the bills window. I can't believe Xero built a whole accounting software and omitted that field!
My work around has been to include the PO number after the invoice number (so both numbers in the same field) which makes it harder to detect duplicates invoice numbers.
I can't just put the po number in the notes as I need to be able to search by PO number and the search doesn't extend to notes.
An error occurred while saving the comment Kristen Saunders
commented
I can't believe this doesn't alreayd exist
Kristen Saunders
supported this idea
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204 votesKristen Saunders
supported this idea
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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.
Kristen Saunders
supported this idea
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216 votesKristen Saunders
supported this idea
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20 votes
Thanks for sharing this idea about remembering the 'Trust this device' checkbox if you previously ticked it.
We've reviewed this 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 votes and comments too!
An error occurred while saving the comment Kristen Saunders
commented
"Trust this device" for 7 or 30 days (like Myob)
I am tired of having my work flow interupped to enter 2FA at random times in the middle of the day. Could we have Trust this device for longer than 24 hours??
Over time it gets really really annoying to do this on a daily basis.
Kristen Saunders
supported this idea
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46 votes
An error occurred while saving the comment Kristen Saunders
commented
I agree also. credit notes are complicated in Xero
perhaps you could enter the credit note through the main bills window and just have a button within the bill window that changes it from bill to credit note.
An error occurred while saving the comment Kristen Saunders
commented
definitely need to make credit notes from the draft area
i don't understand why this has not been possible from the start
seems like a pretty basic functionKristen Saunders
supported this idea
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148 votes
An error occurred while saving the comment Kristen Saunders
commented
This is such a basic functionality for an accounting programme.
How have you overlooked this, and for so long?I often need to search by PO number - to see if a PO has been invoiced or how much of a PO has been invoiced as one PO may apply to many bills.
My work around for now is to add the PO number in the invoice field so its searchable which therefore eliminates the functionality of identifying duplicate bills. It also just looks cleaner if your PO is in a separate field and not mixed in with the invoice number.
Also, the PO field can be used as as an identifier, eg for rent or utlitity bills which don't have PO's per say you could put the month or quarter in that field. It would allow you quickly see if a period has been missed. (You can't always go strictly by the invoice date as missed invoice might be entered in a subsequent month or the supplier may lag on their invoicing)
An error occurred while saving the comment Kristen Saunders
commented
WHY IS THERE NO PURCHASE ORDER FIELD IN THE BILLS TO PAY SECTION.
HONESTLY THIS IS SO INCONVENIENT. I NEED TO RUN A REPORT TO SEE WHAT PO'S HAVE BEEN MATCHED TO WHAT INVOICE FOR A SUPPLIER, BUT BECAUSE THERE IS NO PO FIELD IN THE BILL I HAVE TO MANUALLY GO THROUGH AN ENTER THEM ALL. ITS BEYOND RIDICULOUS THAT AN ACCOUNTING SOFTWARE DOESN'T HAVE THIS FIELD.
An error occurred while saving the comment Kristen Saunders
commented
This field would help match our bills received to our sales system which generates our POs
Kristen Saunders
shared this idea
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9 votes
Hi team, as mentioned in my last update. In the way credit notes work in Xero today, generally this is a time saving mechanism, so you don't have to take extra steps to apply the credit to the invoice.
However we understand from the feedback here why this doesn't match your workflow. We are continuing to track the interest from community through this idea but don't have any plans for this at present.
Currently, from the Awaiting Payments list, if you don't need to open the invoice, you could use the 'New Credit Note' option.
Kristen Saunders
supported this idea
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8 votes
Thank you for sharing your suggestion for setting a specific allocation date for credit notes against invoices or bills. This would provide a smooth solution for linking invoices and credit notes across different financial years after lock dates have been set.
Now it's up to the community to get behind this idea 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.
Kristen Saunders
supported this idea
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9 votesKristen Saunders
supported this idea
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31 votes
Hi team, pleased to share that this is a feature that will be coming with the new Xero Homepage! Once released it will be an option available from the bill drop down within the Bills to pay widget 😊. I'll round back to share as it becomes available in orgs.
If you'd like to get more understanding of the new homepage and navigation visit our website and try out the prototype!
Kristen Saunders
supported this idea
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508 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Kristen Saunders
supported this idea
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13 votesKristen Saunders
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127 votesKristen Saunders
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41 votesKristen Saunders
supported this idea
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4 votes
An error occurred while saving the comment Kristen Saunders
commented
I agree, this is extremely frustrating and makes data entry very fiddly and inefficient as you have to keep moving the pdf window around on top of the data entry area so you can see what you're doing underneath.
A much more effective method would be to have the bill data entry window on one side of the screen and a full size view of the pdf on the other. Refer to Myob Online for an example of how this should be done.
I have become so irritiated with this, that I now go through the process of downloading the invoice i have to enter, then opening it in Adobe Acrobat on a second monitor just so I can see the pdf invoice clearly AND the xero bill data entry window at the same time.
thanks
Kristen Saunders
supported this idea
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217 votes
Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.
I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.
We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.
Kristen Saunders
supported this idea
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4 votes
Thanks for your patience, we're just touching base as it’s been a little while since you raised this idea. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
An error occurred while saving the comment Kristen Saunders
commented
Overtime Report by employee in one easy to read report
Managerment required a report to analyse overtime per employee over the course of a year - in one report. Only option in Xero is to run report employee by employee. (which would be incredibly time consuming)
A simple report would be -
- Rows would be list of employees
- Columns would be all the overtime categories,
- values would be sum of hours worked (or dollar value or both)
- parametres would be between two given dates.I could find no such useful report in Xero - instead I had to download the activity report into XL which was over ten thousand rows, then spend over half an hour deleting non overtime rows and format it in order to run a pivot table to get said report.
It seems to ridiculous that all this info is in Xero and should be reportable within seconds, instead it took me an hour. Furthermore - having to repeat all this every time I want an update.
thanks
KristenKristen Saunders
supported this idea
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Xero isn't here to fix things for users they are here to make money. obviously their marketing is attracting alot of new subscriptions so their focus is on increasing market share and becoming the dominant player.
The product ideas forum merely exists to appease existing users, but anyone who's been here a while comes to realise popular ideas sit ignored for a decade.
They know its a big expensive tiresome job to change accounting software, so most of us are locked in.
We changed from myob 3 years ago not realizing the purchase order system is virtually non existent (we just assumed it existed like it does in every other accounting software! never thought to question it!) its costs thousands to move accross to Xero and to be honest the Myob cloud package was slow and sub-par.
But i remain hugely disappointed in Xero as a company. I don't want a new home page, or AI integration, I want basic functionality to work like it should. Whoever is running Xero has Zero focus on that.