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  1. Bills - Edit contact details (name, email, BSB, Account no.) when creating a bill

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    3 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for sharing with us on this idea. I'm pleased to share that this is something our product teams have plans to work on developing into the quick view of an invoice (from the list) soon. I'll keep you updated of further progress, here.

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    William Read commented  · 

    Title: Make Supplier Name Clickable in Draft Bills

    Description:

    When entering a draft bill in Xero, the supplier field is auto-suggested — often using AI — but it remains a plain text box. This prevents users from clicking through to the supplier’s contact record to view past bills, which is a critical step in avoiding duplicates and checking billing patterns.

    Once a bill is approved, the supplier name becomes a clickable link. But during the draft stage — when users are actively entering and verifying data — this functionality is missing.

    Suggested Improvement: Make the supplier name clickable in draft bills, linking directly to the supplier’s contact record or bill history. This would save time, reduce errors, and improve workflow efficiency for anyone managing accounts payable.

    William Read supported this idea  ·