92 results found
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Bill Screen - Simpler preview of attachments
Preview PDF on Bill Screen. Currently viewing a PDF has to many clicks
Have to click the files icon 1
then click the file name i want to download
then click in my browser to open the downloaded fileCan we not just have it preview the PDF in the browser, if there is only one file attached a preview button without having to drop down first would also be good. So you can view the attached invoice in one click instead of three.
8 votesThanks for all contributing to the idea here! With our new Bills quick view feature, previewing your files has been become much simpler.
From the list view you'll be able to see the # of files uploaded to a bill, and by clicking on the file icon you can get a quick side by side preview (without having to leave the list view).
You'll also find you can use the arrows in the bottom right corner to switch from one file to the next where you've uploaded multiple. 😉
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Purchase Orders - Show qty on hand
PURCHASE ORDERS - SHOW THE QTY ON HAND
Cannot understand why a bill will show the qty on hand, but not the purchase order. When creating a purchase order it makes sense that one should be able to see qty on hand on each line item so that you know how much to order.
9 votesHi everyone, our new PO experience is now fully rolled out to 100% of customers, meaning you can now all see the quantity on hand of your inventory items when adding or editing your purchase orders. We appreciate your support and engagement on this with us here. 🙏🏻
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Inventory - Edit from the list view
I would like to make a suggestion (for XERO improvements). on the inventory page, where it is listed, where there are 3 dots on the right (currently only archive or delete), can EDIT not be added there, rather than first clicking on it, and then searching the edit button on the top of the next screen
3 votesThis now now available, Mieke! 🎉 From your list of Products and services you'll find the option to Edit from the 3 dots to the right of the item. Thanks for sharing with us on this, here. 😁
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Bill | Payment fields - Allow price pasting with commas and dollar $ signs
On bills awaiting payment and payment batches having a way to copy the amount that is not formatted so that it can be pasted directly into bank payment amount fields. At the moment the value is formatted with commas "1,200" which cannot be copied directly to a bank payment page.
2 votesHi team, appreciate it's been some time since this idea was initially raised. Returning and doing some testing in the current product this is now possible. Sorry we have not updated on this idea sooner.
You'll find in both batch payment and within an individual bill payment you can copy and paste amounts. Currency symbols will be stripped but the formatting of the amount itself should be pasted.
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Inventory - Reporting sale evaluations
WE NEED TO BE ABLE TO GET MONTHLY SALES TOTALS OF THE INDIVIDUEL PRODUCT ID CODES
IS THERE CURRENTLY ANY WAY TO DO THIS
WE HAVE THREE WAREHOUSE LOCATIONS PREFIXED WITH WAREHOUSES CODE AND 20 VARIATIONS OF PRODUCT IN SIZES AND TYPES AND WE NEED TO SEE EASILY WHAT IS SELLING MOST ETC IN EACH OF THOSE PRODUCT CODES
IS THIS POSSIBLE
PETER J FCA1 voteHI team, returning to the idea here we will mark this as delivered. As noted in my last update - With the Inventory item Summary report you'll be able to filter to only select the items you're wanting to view and can add columns to view Opening & Closing Balance or Quantities, as well as those sold in the period the reports being run.
Alternatively, you could run the Receivable Invoice Detail report. This'll only include sales of items, and the report includes the Item Code column by default.
You could also set the report up to Group by Item Code, so sales of each item are listed together, complete with totals for the date range.
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Bills - Attachment files in overview instead of opening bills
We enter bulk bills into the system and can only attached a copy of the invoice after authorised. To upload these signed invoices are time consuming having to open each bill and then drag or attached the copy invoice.
It would save us so much time if these invoices could be attached directly to the bills in purchase overview instead of having to open every bill.4 votesHi team, appreciate it's been a while since this was first raised here. Recently we released some changes to the list view of bills where you can now 'Quick view' your bills from the list view without having to open each individually.
You'll find by clicking on the eye icon in the list it'll open up a side view of the bill where you can also add attachments 😊
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Bills - Prompt an alert for duplicate Purchase Invoice references when approving from list
Ability to alert a user when there’s duplicate invoices references when they’re about to approve it.
Purpose: To prevent when user approved invoices in bulk through either the Draft or Awaiting Approval sections. So they can double check
41 votesOur duplicate bills detection is now live! 🥳Xero will compare the contact, reference and amount of bills and credit notes to identify and help you review possible duplicates.
Where duplicates are picked up you'll see a banner above the bills list where you can click to review, this option is also available from the 3 dot menu in the top left of the list.
From the review page you'll be able to take action on any unpaid bills. See more on this feature in Xero Central.
Thanks for all your contribution and sharing how we can improve Xero for you.
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Purchase Order - Applying a single PO to multiple bills
Ability to assign multiple bills into single purchase orders.
Purpose: To improve the users’ workflow rather than having to create multiple purchase orders.
131 votesHi team, apologies we haven't returned to update everyone here sooner!
I'm pleased to be able to share that we've recently delivered the ability to part receive on Purchase orders to all users.
As part of this new functionality each time you create a bill from a purchase order it'll be linked within the History & notes of both the Bill and Purchase order, and as you have the ability to 'part receive' a purchase order you can link multiple bills to a single PO. 😊
We thoroughly appreciate and thank everyone that's supported in this, and for sharing with us in Product Ideas.
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Purchase Orders - Show partial amounts billed
Ability to show partial amounts within purchase orders.
Purpose: Because in some industries, showing partial bills to their clients can improve the workflow when doing ongoing projects.
348 votesHi everyone, thanks again for showing and sharing interest in your needs for partial billing of Purchase orders and the flows of your business that require this functionality.
We'd like to share that this functionality has now been fully rolled out to all customers.
The copy to bill option on a Purchase order has been replaced with the ability to Create bill on the face of an Approved Purchase order, and when selected as noted in feedback you'll be able to adjust and enter the amount of goods that were received for each line.
Once the first Bill has been created the Purchase order will show a 'Billed' column without the number of items billed and remaining items for each line.
Once all items have been received the Purchase order is marked as billed, however if you need to create more bills from this you can select the 3 dot…
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Purchase Orders - Include document attachments when emailing to supplier
Ability to include an attachment with an emailed Purchase Order
Purpose: Because there may be additional specifications or plans that need to be sent to the supplier through PO
291 votesHi team! I'm thrilled to share that the ability to include attached files when sending a Purchase Order is now available to everyone 🥳
Same as invoicing, the selection to include attached files when sending is based on the last purchase order you sent - changing browser, clearing cache and cookies or using incognito mode will default to deselected to just make sure you've got the options checked when you'd like to include these.
A big thanks to you all for your support and staying tuned with us in this idea.
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Inventory - Copy existing items
Ability to copy existing items/code.
Purpose: Saving users’ time from re-typing all the details.
44 votesHi community, Our team have been doing some recent work in this space and they have released a change so you can now copy/duplicate existing items! The new item will still need a unique item code and you'll see the name is duplicated with the tag 'copy' at the end. 😊
Thanks for all your feedback and sharing with us for the idea here.
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Purchase Orders - Physical Address as default delivery address
Ability to make Physical address as default delivery address when creating Purchase orders.
Purpose: It’s saving users time rather than change the address manually.
79 votesHi community, letting you know here that the new PO experience that includes defaulting delivery address to the contacts physical address is now live to all users 🥳
We thoroughly appreciate the feedback and contributions from our community here on how we could better your purchase flow when using Xero. Thanks!
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