Settings and activity
56 results found
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42 votes
Hi community, thanks for all your inputs here and apologies we've not engaged here before now.
As we continue to explore ways to improve efficiencies for our customers this is an idea our team are aware of and will consider in future improvements.
We have recently introduced Smart Document Capture, powered by AI that extracts data from files uploaded to your Inbox to help you create transactions in your organisation.
Coupled with this, we've also released the ability to upload multiple documents from your mobile. Meaning you can take photos of invoices you've received via email and easily upload these through your mobile, which Xero will then analyse and help you create transactions from.
We appreciate this isn't a direct solve for this idea but may bridge the gap for some here.
An error occurred while saving the comment 
Kristen Saunders
supported this idea
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42 votes
Hi team, thanks for all your feedback on this flow here. I've connected with our product team on this and they do appreciate hurdles that have been highlighted in your feedback and are considering how they might solve for these.
It's not on our roadmap just yet, but I'll be sure to come back and share any updates planned for this, here.
Kristen Saunders
supported this idea
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222 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 Kristen Saunders
commented
I don't know about other banks, but we can't upload an ABA file with brackets () in it.
so days we are needing to generate more than one ABA file, we first have to locate it in downloads and rename it, because a second ABA file downloaded from Xero get (1) in the file name which is rejected by the bank (CBA).
So important to - 1. be able to do payables in a single batch
and 2. have the abilty to control the name of the aba file.
An error occurred while saving the comment Kristen Saunders
commented
I like the way Myob does batch payments.
You select a supplier, their unpaid bills appear, you select which ones to pay and save. They are added into the batch and stay there unless you physically remove them. Even if you go into other windows within the software.
Xero could have a process where you tick a bunch of bills, then "Add to batch" and they stay held in the batch unless you remove them. That way you could go to different pages / windows and add things.
At the end you could then "go to batch" review batch, then process.
Kristen Saunders
supported this idea
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26 votes
Thanks for sharing this idea about choosing a default landing organisation, for when you first log into Xero.
We've reviewed this suggestion, 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 about how this would help them, too!
Kristen Saunders
supported this idea
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72 votes
Thanks for sharing your interest in single sign on across Xero's products. This is available currently across many areas or Xero. For example if you are logged in and working in Xero, then move across to Xero Central(our support hub) you may need to click the login button in the top right of the screen but if you're session hasn't ended you should find the page should refresh and automatically log you in.
We appreciate wanting a smoother login experience that's recognised across all Xero products and will share if there are any improvements planned around this with you all, here.
Kristen Saunders
supported this idea
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11 votes
Appreciate the feedback here. While we don't have plans for adding a button to instantly logout from this inactivity setting we will keep watching interest in this idea grow and share if any changes are planned.
Kristen Saunders
supported this idea
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26 votes
Hi team, we appreciate the added support this idea has received.
We have recently shipped a new login experience and want you to know defaulting this checkbox was considered but for now isn't a functionality we've been able to work in.
We'll continue reviewing this as we consider future improvements like more user control. If there's any progress I'll let you know, here. Thanks
An error occurred while saving the comment Kristen Saunders
commented
I would like the option to "trust this device" for 30 days. Like Myob has always had!
I WFH and no one has access to my device, yet I am interrupted several times a week during the day to re-log into Xero with an auth code. its most annoying.
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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56 votes
An error occurred while saving the comment Kristen Saunders
commented
I was using DEXT to do this, which can do it quite well, however issues arose because I have to put our PO number in the reference field next to the supplier Invoice number, (because Xero STILL won't give us a PO number field for suppliers/bills/purchasing) and DEXT therefore couldn't match the invoice numbers in Xero to the numbers shown on the statement.
Kristen Saunders
supported this idea
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17 votesKristen Saunders
supported this idea
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An error occurred while saving the comment Kristen Saunders
commented
I would also like access to this field. when you apply a payment to multiple invoices, there is no option for reference, so in the Account Transactions window you can't readily see who each batch was from. Just dates and amounts. The field is there, in existence, it just can't be used!
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24 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.
An error occurred while saving the comment Kristen Saunders
commented
This is just another one of those things that should already exist.
Basic essential accounting software feature.
Kristen Saunders
supported this idea
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20 votesKristen Saunders
supported this idea
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144 votes
Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
Kristen Saunders
supported this idea
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940 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Kristen Saunders
supported this idea
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13 votes
Hi Lisa thanks for sharing your idea, and letting us know the changes that matter most for you. We've reviewed your idea and now it is up to the community to get behind it and support it. You can share this idea with your colleagues and peers who may also find this functionality useful. In the meantime, we'll monitor this idea for traction.
An error occurred while saving the comment Kristen Saunders
commented
I'd like to have the above, plus supplier and description separated in reports also. I run a general ledger report at the end of each month and i have to export to excel, run formulas to separate the supplier & description, run formulas to separate the PO and Invoice number in the reference field (because there are no separate fields for those) so I can re post the data into our main asset register to calculate depreciation. (and i can't use Xeros asset register because we have thousands and its limited to 800 or something)
I also run end of month gl reports for prepayments and again have to spent time manually isolating all the fields to paste into an excel calculation and tracking sheet... so time consuming, when I could just copy paste, instead I have to forumlate and edit and prep first!
Xero makes you perform a whole lot of extra steps for data that is already separated but for some reason it gets combined ! I don't even understand why its like this - I haven't seen it in other accounting software.
We definitely need more control and flexibilty with regard to reporting.
Kristen Saunders
supported this idea
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18 votes
Thanks for sharing, Deon. Appreciate how this would be useful for your business and getting an overview of transactions within a period.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.
We'll keep a track on the interest your idea builds here and share if there is any progress.
Kristen Saunders
supported this idea
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176 votes
An error occurred while saving the comment Kristen Saunders
commented
I have left this comment in a different thread but thought it was relevant here also in light you document extraction feature - so here is a copy of comment -
I have been using the Accounting, Documents for bill data extraction for the past week or so.
when an invoice comes in with a "reference field" (usually our PO number or a job description) data extraction feature is placing that data in the "reference field" of the bill data entry, and overlooking the actual invoice number.
its such a great feature, (data extraction), shame to see it not able to extract something as simple and critical as the invoice number. so while it saves time, it also requires more time manually checking / copy / pasting.
we really need those two fields for billing xero. (invoice number, po number).
I don't know why you continue developing your systems without fixing a basic standard accounting system function that is causing frustration and issues for so many users.
please explain
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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1 vote
Hey Kristen thanks for bringing this to us. We really appreciate hearing how you're finding the new Smart Document Capture and how extending this to the Bills workflow would help reduce the extra steps in your process. We're excited to let you know that we're in the process of updating our other extraction services to use the same process as Smart Document Capture. This work is already underway, and we'll round back here once it's completed to let you know. I can also see that you have voted on a few other Ideas around adding another reference field in Bills, this is the best way to support the ideas and we will also post any updates on these Ideas.
An error occurred while saving the comment Kristen Saunders
commented
I would like to add to this comment further. I have been using the Accounting, Documents for bill data extraction for the past week or so.
when an invoice comes in with a "reference field" (usually our PO number or a job description) data extraction feature is placing that data in the "reference field" of the bill data entry, and overlooking the actual invoice number.
its such a great feature, (data extraction), shame to see it not able to extract something as simple and critical as the invoice number. so while it saves time, it also requires more time manually checking / copy / pasting.
we really need those two fields for billing xero. (invoice number, po number).
I don't know why you continue developing your systems without fixing a basic standard accounting system function that is causing frustration and issues for so many users.
Kristen Saunders
shared this idea
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77 votes
Hi everyone, thanks again for all the feedback we’ve received about this flow here. Our team has taken this on board.
It’s worth highlighting that the pop up window that shows for every payment is part of the payment flow to determine how you’d like to process the payment - You can choose to pay by online bill payments or manual payment. We want to be upfront that we don’t have any plans to permanently remove this flow.
However, based on feedback the team has added a selection to the modal in the screenshot here ”‘Don’t show again” to return to the original experience when it's possible to continue with manual batch domestic payments.
If you check this option you’ll be taken back through the older payments flow the next time you go to make a payment of this kind.
Please note, if you simply click the ‘X’ button in…
Kristen Saunders
supported this idea
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11 votes
An error occurred while saving the comment Kristen Saunders
commented
it would be great to be able to create a pdf of a single remittance advice.
at present you have to pdf the whole batch. I note you can select individual remittances to email, same option for printing / save as pdf would be great.
suppliers often email requesting payment for something already paid. it would be good to attach the remittance advice in the reply but its such a hassle to obtain single pdf remittance from the batch.
other softwares have this ability but Xero has overlooked another basic feature.
Kristen Saunders
supported this idea
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102 votes
Hi team, we've just launched passkeys to our first group of users. From this week, Xero Me app users who haven't set up MFA yet will be able to use passkeys to log into Xero. Next, we'll be progressively rolling this out to more users over the coming months. We look forward to and welcome your feedback here. As we have more news on the rollout I'll share with you on this idea.
Kristen Saunders
supported this idea
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this would be great. so many receipts for purchases are in email format only with no pdf attachement.
my current procedure is to print the email to pdf, name it/save it, then go into Xero and upload it.
so much time would be saved if it were possible to convert it via Xero.