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1,278 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 An error occurred while saving the comment 
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.
An error occurred while saving the comment 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.
An error occurred while saving the comment 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.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Both the Bills flagged as dispute and Sales invoice flagged as dispute would be handy options!
An error occurred while saving the comment 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
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677 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.
Emma Rosenblatt (Accounts)
supported this idea
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413 votes
Thanks for the great discussion and all the votes on this idea. We know that without the ability to set specific leave approvers, it can be harder to keep governance clear, avoid self-approval and ensure requests go to the right person.
While we’re not planning to develop dedicated approval workflows in the near term, we want to share a tip that many have found useful. You can help streamline the process by guiding employees to select their direct manager from the approver list. While all payroll admins and leave approvers are listed, this step helps make sure requests reach the right person and keeps oversight clear.
Your feedback here is incredibly valuable for future planning and we’ll continue to keep an eye on this idea’s traction. We’ll keep it open for voting and will share any updates if plans change down the track.
An error occurred while saving the comment 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
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81 votes
An error occurred while saving the comment 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.
An error occurred while saving the comment 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
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54 votes
Thanks for everyone's feedback on viewing contact notes from the list view. We appreciate hearing how this could help manage payment details, terms of service, and client information across contacts.
While this maybe something we consider further in the future we want to be upfront here that this is not something we have planned in the roadmap.
We'll keep a track of the interest this idea continues to build in votes, and should there be any change we will updated you all, here.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This would make notes way more useful and not so forgotten.
An error occurred while saving the comment 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
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807 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 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
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702 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Emma Rosenblatt (Accounts)
supported this idea
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784 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please add this feature!
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258 votes
Hi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.
Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.
With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.
If this integration doesn't quite…
An error occurred while saving the comment 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
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165 votes
Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
Emma Rosenblatt (Accounts)
supported this idea
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102 votes
Thanks for your interest and sharing how improvements to Xero Inventory could enhance your experience using Xero.
Tracking of inventory for manufacturing isn't something we have direct plans of right now, however as you may have seen from my update on this idea we have started exploring development for bundling of inventory in Xero.
At this point, our product team have some early concepts and they'd like to engage our community for feedback on these.
Knowing your interests here, we'd like to invite you to share back on the teams work for bundling inventory. If you'd be able to give some of your time, please fill in this short form.
Depending on interest we may not be able to involve everyone, however we'll come back to share any further progress of this with you here.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
@XeroTeam May we please have an update on where this idea is at.
An error occurred while saving the comment 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.
An error occurred while saving the comment 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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196 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Hi @Kelly, I still don't think this solves our issue. Firstly, you have only addressed items we invoice but not items we are billed for. If we are uploading bills into the system and they include items that we track, then there is no way for us to update the pricing of each item like you are suggesting we do in the "new invoicing"...This option of automatically updating prices when creating invoices and bills are both important, but I do feel like most of us are referring to bills.
Another issue with inventory is when I assign items to a project from a bill why does it not take it out of stock or show anywhere in the inventory section that items are allocated to a project? I feel like assigning items to projects is only half doing the job. Yes, an expense "a dollar value" is charged to the project by doing this action, but nothing about it affects the stock count. From what I understand the only time we can affect the stock count is once the item has been invoiced, but, if materials are being used to make an item then technically they are no longer in stock or for better words they have been allocated to a job. Or the items were delivered before the bill was entered into Xero and the purchased items are already being used...If I wait until invoicing an item before stock is affected then this is not an accurate or true representation of stock count...Also my company will never invoice each individual item because that would create a 100+ line item invoice. A product bundle system would work much better where many items make 1 product.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Not having this feature takes away the autonomy of Xero. Our stock controller is very frustrated that prices do not update automatically when billed for a different amount, prices for us are almost always changing, nothing stays the same price for very long.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please add this feature! And sales price too please.
Having to do this manually is way too time consuming and almost becomes pointless. XERO advertises itself as an automated admin solution, yet it fails to automate this simple feature???
Another thing MYOB has over XERO...
Emma Rosenblatt (Accounts)
supported this idea
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112 votes
Thanks for the support and voting on this idea, team.
We're in the midst of developing a refreshed purchase orders experience, that gives us the basis for new features.
As you may have seen in other recent updates, we have a keen eye on developing backorders, recording part amounts billed and allowing negative stock on hand in Xero.
We'll be back to share another update as work progresses.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This idea is right! At the moment, the stock isn't being put into inventory until the item is billed, which is inaccurate. We also have many deliveries that are part-delivers. If anything, this happens more often than not.
Sometimes we are also billed before the stock has arrived, again causing inaccuracies.
Not being able to show what is on back order is also creating many dramas in our company as well...
Emma Rosenblatt (Accounts)
supported this idea
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43 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Thank you @Kelly Munro. We do run these reports, but they unfortunately don't achieve what I am after with this idea that I have raised.
The Staff time overview and Project Financials reports display historical values, whereas I am after something to display current and future events.The Project Financials report also becomes obsolete after a period of time due time staff costings changing when pay raises are given out. For some reason, the staff cost rates are not time-stamped, so if last month's labour cost was $90/hr and we made a 20% profit on a job, now if the staff cost is increased to $100/hr when I look back at the same job the profit margin changes even though at that point in time the labour cost was only $90/hr and the 20% is the actual profit from the job the report now would show a smaller profit.
The Staff Time overview is really only helpful to check that everyone is putting their time into projects each week and to the correct project.
Emma Rosenblatt (Accounts)
shared this idea
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199 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This is an excellent idea and very useful! While we can currently upload files to a product which can be an image Xero doesn't recognise or use the file for anything. There should be an "Upload file" option and a "Product Image upload" option. This way everyone can continue to use the file upload but a product image can be included in delivery dockets, invoices and quotes. This visual feature would be really helpful! We work in the manufacturing business so a visual image of the product would be very helpful for our customers to see a quick view and for us to use the delivery docket as a easier way to check items before delivering. Part numbers and descriptions are only so good, a visual image of a product allows the reader of the document to know exactly what they are looking at with a quick glance.
When creating a PO, it could be as easy as selecting of the products from a grid of product images and then adjusting the quantity.
Emma Rosenblatt (Accounts)
supported this idea
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150 votes
Hi team, thank you for showing your support in this idea. While this has been reviewed and looked into at present the work we are developing will not extend to start and end timesheets.
This is something we'll continue to consider closely as the team keep planning their roadmaps and we'll make sure to share if there are updates surrounding this, here.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Hi @Jenny Peet. I believe Xero wont add mileage claims to timesheets because this is already a feature in Xero Expenses. If you purchase the Xero expenses add-on the mileage claim is really easy to use :) The option also appears in the Xero Me app once you have Xero Expenses
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please automate this more. If an employee is full time and they work 8 days Mon-Thurs and 6 on Friday you should be able to tell the system what are ordinary hours and then from there any additional hours should be allocated to the 'correct' overtime rate. The employee should not be selecting what overtime rate. They ALWAYS get it wrong...
Emma Rosenblatt (Accounts)
supported this idea
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536 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Quotes are so easily forgotten about on both sides. Invoices have this ability it would be good to have the same you quotes as well.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please add this feature! Such an easy feature to add.
Quote should have the ability to automatically send reminders as well just like invoices.An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This feature would be very helpful as it would prevent a lot of double ups and mistakes, secondly it is a vital feature for ensuring financials are not missed.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This would be a great improvement to the quote side of XERO. This would allow us to better follow up our clients and also keep our quotes up to date and tidy.
I feel like this would be a very easy feature to add in as the Invoice and Bills sections already have similar functions.Emma Rosenblatt (Accounts)
supported this idea
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14 votes
Hey team, appreciate the support in this idea. We understand that you'd like to have a current column to to be able to view customers with a nil balance.
Being transparent, this isn't in our plans for the immediate future, but we'll continue to keep our eyes on the support for this idea here. Thanks
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Same here, the current column is just important as the rest. Please add back in.
Emma Rosenblatt (Accounts)
supported this idea
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37 votes
Hi team, while we began work on developing the ability search and sort by tasks in Projects the teams focus had to shift to other priority work and we want to be open that this has been put down for now.
When there is the ability to pick this back up we'll return to share with you here.
Emma Rosenblatt (Accounts)
supported this idea
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21 votesEmma Rosenblatt (Accounts)
supported this idea
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Please update us on the status. It has been a year...