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5 results found

  1. Batch payments - Ability to include credit notes

    876 votes

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    148 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.

    As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.

    Trish Sleeth supported this idea  · 

  2. Bills - Drag and drop Files from email into Xero

    20 votes

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    submitted  ·  6 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Trish Sleeth supported this idea  · 

  3. Bills - 'Upload supplier credit notes' button, like the 'Upload bills' feature

    19 votes

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    1 comment  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    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.

    Trish Sleeth supported this idea  · 

  4. click on a product ID from within a bill to open the

    1 vote

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    0 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Trish Sleeth shared this idea  · 

  5. Bills - Assign planned date when entering bill

    32 votes

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    11 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest in being able to add a planned date when entering a bill in Xero. While this isn't in our immediate plans our team are aware and keeping a close eye of the support for this idea.

    While this isn't currently possible when manually entering bills I wanted to highlight our new Quick view and edit feature - If you upload or email bills to create drafts in your organisation you'll find you can use the quick view option to easily add a planned date.

    If you don't have the edit option in your bills just yet, this feature is in the process of rolling out and should be with all customers soon. 😊

    Trish Sleeth supported this idea  ·