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58 results found
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98 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Michelle Turner
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1,262 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…
Michelle Turner
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94 votesMichelle Turner
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917 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,…
Michelle Turner
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
565 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
Michelle Turner
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59 votes
Hi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.
As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.
The Account Transactions Report can then be used to manage the values being carried forward.
Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know.
An error occurred while saving the comment Michelle Turner
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179 votes
Hi everyone, apologies for the gap since our last update.
We appreciate your ongoing feedback and additional detail that’s been shared in this thread.
A dedicated units-of-measure field for line items isn't something we've committed to building as a standalone feature, though it's one we're actively considering as part of a wider look at extending invoice documents to better serve our customers.
For now, connected apps in the Xero App Store remain an immediate option to meet needs expressed. We'll post an update here as this broader work develops.
Michelle Turner
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79 votes
Hi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
Michelle Turner
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18 votesMichelle Turner
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38 votesMichelle Turner
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74 votesMichelle Turner
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7 votesMichelle Turner
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32 votes
Hey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.
However, if anything changes in this space, we’ll update you on this idea!
Michelle Turner
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89 votes
Hi community, we'd like to provide an update for you all here with backorders for tracked inventory now in the process of rolling out to customers.
As this rolls out, customers will be able to approve sales invoices for tracked inventory even when there isn't enough available stock.
Your stock on hand will be allocated straight away, and the remaining quantity goes on backorder. Incoming stock is then automatically allocated to the oldest approved backorders.
This coupled with the ability to track the receiving of goods from a Purchase order through to Bills will help solve for needs shared in this idea.
We throughly appreciate all your input through this thread and will come back to confirm once this roll out reaches 100% of users. 😊
Michelle Turner
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83 votes
Hi team, we appreciate the interest being able to see the information that is most important to you or a specific user from the homepage.
Our product teams are paying close attention to the feedback and what would be most useful to our customers as they continue to develop this experience. Being upfront, Purchase orders widget is not in the roadmap atm, but we will be sure to share of there are any plans made for this, here.
Michelle Turner
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35 votes
Hi everyone, thank you for sharing how your businesses manage salary packages. We understand those using a Super inclusive salary model require manual recalculations with annual SGC increases.
Xero is designed primarily to support small businesses, the vast majority operate on an exclusive salary model. This is largely driven by the award system, where SGC is paid on top of base rate.
Our product team has let us know we don’t have plans on our foreseeable roadmap to change how these calculations are handled in Xero.
We truly appreciate you taking the time to share your workflows with us, as it helps us understand the diverse needs of the Australian business community. We’ll let you know if our priorities change.
Michelle Turner
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59 votes
Hi everyone, thanks for sharing your feedback on pre-tax deductions for salary sacrifice schemes like WorkRide. We appreciate you sharing how you’re currently managing these.
Currently you can achieve the result of a pre-tax deduction in Xero payroll by using a Discretionary Payment category pay item and entering the deduction amount as a negative figure. Gross earnings are effectively reduced, eliminating the need for PAYE adjustments.
We recognise that this workaround may not be a perfect fit for all schemes. While this feature is not yet on our immediate roadmap, we have updated its status to Accepted. This ensures it is flagged for formal consideration by our product team during future planning cycles. We'll keep you updated as things progress and value your continued input.
Michelle Turner
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791 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…
Michelle Turner
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being able to keep track of retention is a critical part of accounting within our business and the fact that there is no plans in place to implement a solution is disheartening to say the least.
The solution posed by the admin team isn't a solution at all, when you need to include the retention portion in the invoice total, having it as a negative line item reduces the invoice total; you may as well not do anything.