Settings and activity
17 results found
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4 votes
Thanks so much for taking the time to share this — we can see why this would be really helpful.
Right now, supplier credit notes in Xero need to be allocated against individual bills, which can be awkward when the credit relates to things like discounts or rebates rather than a specific purchase invoice. We understand how that can create confusion, especially when invoice amounts no longer match what the supplier is expecting to see.
We’re moving this idea to Gaining Support so we can continue to track interest and better understand the impact for customers using this workflow.
If this workflow is causing issues for you, please keep adding examples and details — especially around how often it happens and any workarounds you’re currently using. That context is really valuable.
An error occurred while saving the comment 
Tarryn Hatherall
supported this idea
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4 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Tarryn Hatherall
supported this idea
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160 votes
An error occurred while saving the comment Tarryn Hatherall
commented
I only have about 10-15 a month across DD & BPAY. I have set up some of the DD payments as recurring to ensure the DD suffix is there. However, this means manually adding the bill attachment later when is comes in, then editing the bill to adjust for monthly differences, or doing an adjustment during reconciliation. I once paid a DD bill accidently and it took 2.5hrs on the phone with the supplier to sort it out. After that, I went through all the DD and BPAY suppliers to remove any bank details from their files so that if they accidentally get picked up in a batch, the lack of bank details gets flagged. I then cancel the batch, check if was a DD or BPAY, pay by BPAY if req and rerun the batch. Never tried an add-on.
Tarryn Hatherall
supported this idea
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12 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show a summary of bills awaiting payment by supplier 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 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 Tarryn Hatherall
commented
The majority of our suppliers are monthly account with 3-4 invoices per day. So we are looking at 70-80 invoices per supplier clogging the Awaiting Payment page as well as the individual invoices from smaller suppliers potentially getting lost in the mix. Having the ability to have the supplier listed with a drop down to view invoices would be infinitely more efficient.
If that went along with the ability to attach credits to the supplier rather than an individual invoice, even better. We work on trucks and often have jobs that can drag on over payment periods, meaning we may send a part back in Nov that was delivered in Oct. To avoid complicated accounting, I would rather apply the credit to the supplier whole in Nov so that the October statement still matches.Tarryn Hatherall
supported this idea
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140 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.
Tarryn Hatherall
supported this idea
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16 votesTarryn Hatherall
supported this idea
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12 votes
Hi everyone, thanks for sharing and supporting this idea.
We can see how being able to add supplier BPAY details directly to a contact would be helpful, especially when a supplier only accepts BPAY. Right now, Xero only supports bank account details on the contact, so BPAY details like biller code and reference number aren’t captured in a dedicated way.
We’re moving this idea to Gaining Support so we can better understand how many customers this impacts and the different ways BPAY is being used. If this would help your workflow, please add your vote and share a comment with a bit more detail about how you currently manage these payments.
Thanks again for raising this — we’ll keep you updated here as we learn more.
Tarryn Hatherall
supported this idea
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39 votes
An error occurred while saving the comment Tarryn Hatherall
commented
I drag and drop from email all the time?
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62 votes
An error occurred while saving the comment Tarryn Hatherall
commented
I have found that our bank (commonwealth) would not allow this to work.
We have a married couple that work here with the same bank account, I tried to have them both on the same pay run, they came across to the bank as individuals from the batch file, however the payment couldn't be completed, it just errored out because two lines where for the same account. now I have to do a separate unscheduled pay run for the wife each week. So while Xero may be able to separate each bill for the same vendor within the batch, your bank may not process it. -
3 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea 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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero. Cheers
Tarryn Hatherall
supported this idea
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3 votes
Thanks so much for taking the time to share this idea 🙂 — we can see how being able to edit the reference line directly on an approved bill would make this workflow much smoother, especially when you're working with repeating bills and need to update invoice numbers after the bill has already been created.
We've now moved your idea to Gaining Support so other customers can find it more easily and add their vote if this would help their workflow too.
We really appreciate you sharing the context behind how you use bills in Xero. It helps our product team better understand where the current experience creates extra effort.
We'll keep you updated here if there’s any progress to share.
Tarryn Hatherall
supported this idea
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9 votes
Thanks for sharing your idea about how the workflow could be improved for you, when you're importing and approving bills.
We've reviewed your idea 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 also benefit, so they can add their votes and comments too!
Tarryn Hatherall
supported this idea
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3 votes
Hi Rondene, thanks for bringing this idea to the community. We can see how having a dedicated Credit Notes tab within a contact's activity could make it quicker to review credits without searching through invoices, bills, or the full activity history.
At the moment, credit notes are included within the contact's activity and can also be filtered from the main Invoices or Bills lists.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular workflows where a separate Credit Notes tab would be most useful, we'd love to hear more about them.
Tarryn Hatherall
supported this idea
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7 votes
Thanks so much for taking the time to share this idea with us.
We can see why having the ability to apply a credit directly to a contact account, without needing to create extra transactions or workaround steps first, would be valuable. Simpler handling of credits and overpayments would make this workflow much more straightforward.
We’re moving this idea to Gaining Support so other customers can vote and add their comments. This helps us understand how much interest there is in this idea and learn more about the different ways people would expect to use it.
If this is something you’d like to see, please add your vote and share any extra detail in the comments. That feedback is really helpful for our team.
Tarryn Hatherall
supported this idea
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14 votes
Thanks for sharing your idea to merge purchase orders. We appreciate you explaining how this could help when suppliers consolidate multiple orders into one bill.
We've reviewed your idea 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 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 Tarryn Hatherall
commented
We are on a monthly account with the majority of our suppliers and due to the nature of our business, a high number of orders end up either partially or fully returned, and over thousands of invoices through the month, this becomes very difficult to track. I have resorted to keeping everything in a separate spread sheet and adding the total monthly amount as an invoice at the end. This is working, however it does impede on the cashflow tracking ability of Xero. Having a way to consolidate orders / invoices & credits from particular suppliers would be amazing.
Tarryn Hatherall
supported this idea
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13 votes
Hi Khem , thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea 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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.Cheers!
An error occurred while saving the comment Tarryn Hatherall
commented
One of the things I like best about Xero is that every action is traceable allowing for mistakes to be located and rectified. If bills become delete-able, I imagine some, if not all of that traceability would be lost?
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16 votes
Hi team, this idea has been created from feedback on this larger thread.
We're keen to get a better understanding of the interest in being able to add supplier details when creating a new contact during bill entry.
This isn't something we have plans for the time being but will keep a close eye on the support this idea receives here. Thanks
Tarryn Hatherall
supported this idea
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THIS IS A MONTHLY ISSUE ACROSS MOST OF OUR SUPPLIERS. AS A TRUCK REPAIRER, WE OFTEN ORDER PARTS WE 'MIGHT NEED' TO ENSURE THEY ARE ONSITE FOR THE REPAIR AND SEND WHAT WASN'T REQUIRED BACK. ANYTHING SENT BACK IN THE LAST WEEK OF THE MONTH GETS CREDITED ON THE FOLLOWING MONTH AND ISN'T INCLUDED ON THE PREVIOUS STATEMENT, MEANING I HAVE NOTHING TO PUT THE CREDIT AGAINST. SO EVERY MONTH, FOR ALMOST EVRY SUPPLIER, I HAVE TO MANUALLY ALLOCATE CREDITS TO RANDOM INVOICES, WHICH MEANS THE REMITTANCE WE SEND CAN CAUSE CONFUSION. NOT TO MENTION THE ADDITIONAL TIME TO ALLOCATE TO RANDOM INVOICES RATHER THAN JUST DIRECT TO THE ACCOUNT.