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764 results found

  1. Ability to flag individual bills as in dispute

    Purpose | To enable review and ensure the business does not make payment for a bill when it's currently 'under query'

    147 votes

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    Hi community, you may have seen our recent update on this like-minded idea for Sales invoice - Flag an invoice as 'in dispute / query'

    We'd like to confirm from a bills side of things that this is not something we have plans to develop at this time. 

    We're still interested to get a clearer understanding of users that'd like to see this developed for bills, and will continue to track this through the conversation here. If there's any change we will let you know on the thread here. Thanks 

  2. It would be great if we could add ageing on client/customer statements. (Current, 30, 60, 90 days) Many clients have requested that the ageing be displayed on their statements. Current, overdue and total isn't detailed enough..

    335 votes

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  3. Add feature to automatically follow up on quotes / send quote reminder *days before expiry or *days after quote issued — as there is with invoices. This feature comes standard with most other quoting interfaces.

    211 votes

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    Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business. 

  4. Ability to automatically pay supplier bills from within Xero, withouth having to login to online banking.

    Purpose: To make it easier to pay bills, rather than having to jump between two different platforms.

    264 votes

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  5. Ability or setting to default include files attached to an invoice when sending from Xero

    Purpose | Steps are currently involved to include files that are on an invoice when sending the invoice to a customer, an option like this would ease the process of including files that a customer needs to have access to and see when they received their invoice

    30 votes

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  6. When duplicate bills have been entered you have to delete them one by one, would be great to be able to delete them in bulk

    44 votes

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  7. The option to manually or automatically create an overdue statement for late paying customers

    161 votes

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  8. Hi,

    You can only create credit notes to Invoices or Bills if these aren't marked as paid on Xero, or by creating them as new items from contacts or using upload via Hubdoc.

    I think it would be beneficial to allow the creation of credit notes from bills or invoices that are already paid. Very often, there is a requirement for a credit note to be created when the bill/invoice is already paid. Adding the feature to allow creating credit notes based on the information already recorded on paid bills/invoices would save a lot of time in dealing with creating…

    29 votes

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    Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this. 

    If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill. 

  9. Ability to specify a set approver for a specific employee when they submit expenses

    112 votes

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  10. When a customer accepts a quote via the link the email is sent to the users email address - suggestion is to have it sent to the REPLY TO email address and / or the USERS address.

    77 votes

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  11. Currently, the stock is not updated until the bill is entered. Many times the deliveries can be part-deliveries or billed on multiple bills. It is impossible to part bill and update the stock for the delivered items
    Also, we can get billed before any order is even processed by the supplier. To match the bill with the purchase order, it needs to be entered through the purchase order, which updates the stock before it has even arrived in store.
    We need the ability to update the stock record in Xero at the time of delivery, not on billing date.
    This…

    57 votes

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  12. The new feature sets the discount column to numeric value by standard. My business uses % and it's incredibly tedious having to type % each time. We can do 10-20 quotes a day with an average of 30 products per quote. So a feature that would allow us to click a button to default to percentage, so when you type a number the % appears (like in old Xero).

    15 votes

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  13. Ability to delete invoices permanently in Xero.

    Purpose: To make the lists of invoices looks cleaner, as the voided invoices will not be listed there. Especially for the ones that’s created accidentally.

    107 votes

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  14. We are a subscription based business, so it would be great to be able to bulk update repeating invoice amounts. Either by selecting all the ones we'd like to change or by pushing through new inventory/product/service price changes. At the moment we have to change every single repeating invoice and this takes hours and hours!

    36 votes

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    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

  15. Ability to have an option to automatically update purchase price on the item when users buy the same new items.

    Purpose: To save time from having to manually update each item price when there’s a different price on the same new items.

    92 votes

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  16. It would be great to have the ability to flag invoices or mark bills/invoices that are on hold and are under query.

    42 votes

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  17. Batch Payment Of Credit Notes
    Essentially do exactly what is done, when making batch payments of Bills, but instead make a batch payment of credit notes.
    There must be a way to do it, as opposed to having to do it via the banking app/website and then manually reconcile each credit note against the bank feed in XERO.
    Thanks

    41 votes

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  18. Customer Statements - the current statements show payments allocated to invoices. This is confusing for customers who make part payments. Can Xero please bring in an option to not include payment allocations as our customers only want to view their statements by looking at the amounts they actually paid, not the break ups

    14 votes

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    Appreciate wanting to see a direct option within customer statements that exist in Xero. 

    An option here would be to run the Customer Invoice Activity report where you can filter by Source to remove payment type sources such as 'Receivable Payment'. Once set up this could be saved as a custom report to be run with your filters at any time. 🙂

  19. It is all too easy to accidentally upload a batch of sales invoices to Xero from the wrong period. It can then take absolutely hours to delete these as Xero does not have the functionality to remove these en masse.

    58 votes

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    Hi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂

    Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here? 


  20. When looking at Bills to Pay that are in Draft, we review the bill and approve. We then end up on the approved/awaiting payment bill screen. To get back to the next Draft bill to pay, we need to select "Bills to Pay" from the breadcrumb nav, then select back onto the Draft tab and finaly select the next bill.

    It would be good to have an option of "Approve" where we can directly go to the next draft bill to manage.

    31 votes

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