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226 results found
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It would be good if you could you could add a batch of invoices from the same supplier
It would be good if you could you could add an option where you can enter a batch of invoices from the same supplier without having to add each one separately and approving them, and then have to enter the supplier name each time.
1 voteHi Jayne, there are a few different features you could use to help with your bills entry. If you have a copy of your supplier invoices you could upload them, alternatively you could use email to bills, Hubdoc or manually import via a CSV file. Aside from the manual import many of these options will extract data from your bill to create a draft bill for you.
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Contacts - Add decent length text field to Financial Details section
I would like to add information such as the date their bank details were changed on Xero and whether independent verification of the new details has been done (and how). This is becoming more important as the number of phishing invoices increases. If possible, the capability to attach a relevant document (eg notification from supplier of bank change) but if not possible, then a decent character length text field (as a comparison, the current Reference field is way too short and doesn't allow puctuation).
4 votesHi team, as noted in my last update we don't have any plans for increasing characters for the Financial Details section of a Contact record, however this information could be added as a note to the contacts record.
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files
After uploading a file, one must select account and what it is (bill, invoice, expense, spend money)etc, before you see what it is. I should be able to open file, add all the details, while viewing the image/document
3 votesHi Tonya, it's currently possible to view a file you've uploaded to the library before having to add it to a transaction. Just click on the file name.
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I would prefer Xero creates a Purchase Credit rather than a Sales Invoice forBAS - Automatic Reconciliation of BAS Payments Auto create entr
I would prefer Xero creates a Credit in purchases rather than an Invoice in Sales for BAS - Automatic Reconciliation of BAS Payments Auto create entries
1 voteThanks 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. 🙂
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Contacts - Bulk edit contact defaults
Bulk Edit/Updates - for all or a selection of Customers or Suppliers in particular Sales Defaults such as Sales Account, Invoice Due Date, Discount, Branding Theme and Region and Purchase Defaults such as Purchase Account, Bill Due Date and Region
3 votesHi community, returning to the idea here it is possible to bulk update all these details for multiple contacts at a time through the export/import with CSV. You can read more on this in our help here.
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Contacts - Days after due date
Discovered an error. In the customer settings, when placing 0 in the field for “Days invoice when due” shows an error, despite Xero using 0 when calculating when an invoice is due.
2 votesHi David, I've just tested adding '0' in the contact record for a customer and saving and don't receive an error. If you're still seeing this behaviour when trying to save '0' for days due after the invoice I'd recommend creating a case with our specialists at Xero Support to take a closer look into this with you. Thanks
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Bills to Pay list view - Show Tracking options
We use a lot of tracking options on our bills and invoices, sometimes we need to refer back to a particular bill in that tracking option for VAT treatment as an example, but the only way I have found to do that aside from opening each bill individually through the list to find the right category, is to run a tracking summary report, select the particular one and check the expenses - it would be much simpler to be able to see the tracking category alongside the bills to pay screen so you can easily open a bill for the…
4 votesHi team, while not shown directly on each row of the bills list, our new quick view for bills should resolve the needs here. 😊
By clicking on the eye icon from the list you'll see your bill shown on the right side of the screen and can use the arrows to quickly move through each bill and view the contents including any tracking that you've assigned within your bill.
Get in to try and we're keen to hear your feedback on using quick view in bills!
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Bills - Highlight/flag potential duplicate bills after creation
Currently if a duplicate Bill to Pay is entered this only highlights/flags as duplicate when you are first creating the Bill or are editing the bill at a later date. Once it has been approved, it no longer highlights/flags this as a potential duplicate.
It would be great if Xero could flag that this could be a duplicate in 2 places:
1) on the bills to pay screen, somewhere out to the side (like the attachments) or perhaps the whole row in a different colour to identify that there are 2 bills for the same supplier with the same invoice…5 votesHi team, as TJ noticed our duplicate detection service has now been released to all users 😁
From the Bills list you'll now see a banner if there are duplicate bills to review and you can also access this option from the 3 dot drop down menu in the top left of the bills list. We've shared a bit more info on how this all works on Xero central.
Right now you'll be able to take action on Draft or Awaiting payment bills from the Action column, however to view or edit a bill you'll need to return to the list page to open this.
We're looking at possible improvements so you can view and manage ills within this page, too.
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Sales - Bulk add payments to non bank accounts
It would be useful to be able to pay invoices in bulk through a designated accounts (which is not a bank account) in the event for example of invoice financing.
Currently we need to go in each invoice and enter the payment details if this is not going through the bank account.
The approach could be similar to the batch payment on the "Bills to pay" side.
2 votesHi Alan, similar to batch payments in the bills side we have batch deposits in invoicing.
You could create a batch deposit to record payments in bulk. Providing payments have been enabled to the account, a non-bank account can be selected for the deposit.
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Xero Accounting App - Option to submit a Bill or Invoice for Approval
I would like to see full Xero usage on the Xero app. In this case, the ability to submit bills for approval instead of the current options of save and approve only.
1 voteThanks for your feedback. We know that having the option to submit a bill or invoice for approval directly from the Xero Accounting app would significantly improve your workflow. As noted in the comments, users have the option to log into the web version of Xero on their mobile devices allowing them to submit bills and invoices for approval. ⭐ This allows you to perform the approval process on your phone, though it's not as seamless as a native app experience. At this time, we have to prioritize which features we bring to the mobile app. The primary focus of the Xero Accounting app is on quick, simple tasks, like creating basic invoices and submitting expenses. Complex workflows, such as bill and invoice approvals, are better suited for the desktop version due to their complexity and the constraints of the smaller mobile screen.We will continue to review and consider this…
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Bills - Provide a 'Skip to Next' function when reviewing Bills to Pay
In the same way that we have 'Approve & View Next' for invoices in the draft and awaiting approval sections, it would be useful to have a 'Skip to Next' function in the event that you are missing information or unable to approve at that time. This would certainly save several clicks and make the process more fluid.
3 votesHi team! Our new quick view feature in bills allows you to simply view your bill and it's details without having to leave the list view.
Move from one bill to the next using the arrow options and once you've reviewed make bulk actions by selecting multiple bills and using the list bulk action options like Batch pay, Approve, Add planned date, Print or Void 🥳
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Contacts (UK) - Add a tax number with a VAT country of 'None'
This is a basic need. In the past, it was possible to set VAT country as NONE to add the tax number, now in the new UI is not possible, since the UI requires selecting a country. Please fix that as soon as possible, since we need to add the tax number on the invoice to non-EU countries!!!
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Bills to pay - Filters to apply when editing bills (e.g Approve & view next)
In the new bills to pay draft screen even though I search for a particular supplier or filter alphabetically so I can find a certain supplier when I go into the first one and approve & view next instead of giving me the next one of that supplier (the filter I have on) it goes to the next date. I need to approve a lot of invoices and it is much quicker to do by supplier and be able to go straight to the next one. I could do this in the old bills to pay drafts but can't in…
3 votesHi community, thanks for sharing your needs with us in product ideas here. As you may have seen we've released some new features in the bills space and you should find our new quick view of a bill solves for what you're after here.
With quick view you can easily filter for a supplier, then view each draft bill for that contact before bulk approving all bills at once. Simply click the downward arrow above the bill in the side view to move onto the next. 🥳
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User role - Ability to assign specific email address.
Email allocation to different tasks for Xero-I think it would be beneficial to be able to allocate a different email address for a number of tasks, ie Invoices / statements have one, another for quotes and suppliers ie bills. I have a client that doesn't wish to receive every email for every aspect of the business as its not part of her role. Do you think this would be possible?
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When reconciling have a tab to go straight to uploaded invoices/receipts. This would save a lot of time. Thanks for the opportunity to sugge
When reconciling have a tab to go straight to uploaded files i.e. invoices, receipts etc
Tab could be in section with ‘Create new’, ‘Find and Match’1 voteHey Patricia, thanks for raising this with us. We'll need some more detail for your post to be considered as an idea here. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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Sales overview - Ability to customise and shift Billable expenses above Quotes
Sales tab - Love the "Billable Expenses", Needs to be above Quotes.
Need to be able to not bill them where I have a project invoice. Just assign the customer.4 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank Reconciliation - Allocate Payments to a Supplier's account
I do not know if there is a way to do this if so it is not too simple. I would like to allocate a payment from the Bank to a Supplier but to not allocate it against any invoices. This would not be a new invoice but would sit on there account so it is easy to know what they owe a supplier. This idea would be similar to Sage "Payment on Account" which is very simple to do on Sage.
2 votesHi team, the way to do this in Xero would be to reconcile the payment as an overpayment or a prepayment. This would then be credit on a suppliers account that could be applied to a bill at a later date.
Best to connect with your adviser if you're unsure which transaction type you should record these as, however we have a bit more information on these here and here respectively. 😊
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mandate - Show mandate status and progress etc.
Show mandate status and progress: In Sage one of the Customer fields is their mandate status. You can see when the mandate was sent, whether it has been submitted, is being processed, is now active or has been cancelled. These are crucial for us. We are finding it very hard to get even a couple of mandates set up due to the way that first invoices are processed (on their invoice date rather than as soon after as practical). Then we have no way of knowing whether a mandate has been sent or is being responded to. It's guesswork. In…
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Client's financial year summary - Single Donation receipt(AU)
As a NFP receiving multiple donations from multiple donors, we require summary of donations/purchases made by the donor/client as a single receipt including each donation/payment's invoice number, date paid, individual amount paid, total amount paid. The summary will need to include the NFP's logo, ABN, etc.
2 votesAppreciate you raising this in the community. It's not something we have plans for developing at this stage, we'll track the interest from your idea here and update you if there are any plans made.
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Inventory - View history of sales
previous invoice pricing to a customer, I want to see who i sold it too so i can do the same pricing, Instead of the history of products and invoice just say Invoice and Bill
1 voteHi everyone, returning to the idea here as mentioned in my last update you can use the Inventory Item Details report grouped or filtered by Item Name useful for this information.
If it's something you'd like to refer to often, star and favourite the report to make it available from the menu drop down list. 😊
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