272 results found
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Flagging duplicate credit notes
When viewing a draft credit note, it should flag with a warning when credit notes with the same reference already exist, similar to duplicate bills flagging. This would prevent duplicate credit notes being assigned to invoices, causing underpayments.
7 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
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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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credit note and bill
Being unable to select credits when paying bills is a pain point a few of my clients have raised. Applying the credit separately is not efficient, especially when there are 10+ credits they want to use when they pay 20+ bills.
2 votesThanks 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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Credit Notes: Add last Items Option
It would be good to have the "Add last items" option on credit notes.
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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Lock Dates - Allow old bills/invoices to fall into current accounting period
Once you close a period, pulled all the accounts and happy with the financial position, you close the period to stop posting to that period. But when you receive a old supplier invoice, which has been accrued in, Xero does not allow you to post the invoice without re-opening the period date. This means, you either reverse your accrual journal to post the older invoice, changing the financial position or manully altering the invoice date, to post it into current period. Increases workload and hassle. It also means your supplier account does not mirror with their accounts with dates. Xero…
83 votes -
GST
We have encountered an issue when processing large supplier invoices containing more than 20 line items, some of which are GST-inclusive while others are GST-exempt. Due to system limitations, it is not always possible to enter every line item separately.
Currently, GST is calculated on the entire invoice amount entered, which results in an incorrect GST value when the invoice contains GST-exempt items. We recommend implementing a feature that allows users to manually override or adjust the GST amount to reflect the actual GST charged on the invoice, ensuring accurate reporting and compliance.
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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Positive Pay File
Banks are requiring positive pay files, but Xero doesn't have a positive pay file report. I have to manually export a report and make changes, before it can be uploaded to the bank
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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Make data extraction work in the bills window too
I love the new data extraction feature in Documents (previoulsy files) so now I email my bills to inbox instead of bills.
but doing this creates an extra step, as from documents it only makes a draft bill, so then i have to go into bills window to approve.
It would be good if i could go back to emailing my bills to our bills email address and have it perform data extraction then approve in one go instead of having to go back and forth between windows.
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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Supplier categories
It would be very helpful if we could add a category to suppliers to identify those we pay by direct debit and by credit card and to be able to filter or exclude the bills awaiting payment by those categories
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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- Bulk deletion of Purchase orders
Can you create the ability to be able to delete purchase orders in bulk. Thanks
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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Attachments in POs carry forward to invoice when billed
You can add attachments to POs (eg delivery notes) but when you then convert it to a bill, the attachments do not carry over to the invoice, meaning the audit trail is broken and supporting documentation needs to be uploaded twice or the history split in two different locations.
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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Online Bill Payment - access to source document for BPAY details
BPAY details are not held on the contact record and have to be captured every time when paying a bill through this mechanism. Without having access to the source document while making the OBP we need to have it open on another screen or printed out. This slows the process down and introduces another risk factor.
Please could the attachment icon be included as part of the OBP process.
Thanks Andrew1 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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cheque
Any update on the cheque layout in Xero? I've had a few clients who complained about its limitations: moving around the boxes, adding/removing sections, and how the bills are shown as per item line in the cheque stubs, the separation of tax on cheque stubs are also very confusing to their suppliers. I've told them that they can print a separate remittance advice, gave them the steps on how to print it, but they find it too much hassle, extra step to their already very busy schedule (especially those in small construction businesses). They just much prefer everything on the…
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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App to Bills - use organisation settings for Tax Inclusive/Exclusive
You can set your company preference to tax exclusive or tax inclusive, but the Xero app to Xero Bills function does not follow the company settings and always puts to tax exclusive. Can this be as per the company settings? Eg we would like it to always be tax inclusive.
My specific use case is, photograph receipt on iPhone, share to Xero and choose "New Bill". This always defaults to Tax Exclusive, ignoring my organisational default of "Tax Inclusive". I have raised with Xero support who said this is expected behaviour (not sure why) and they suggested posting it as…
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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Purchase orders
Dear Xero Product / Development Team,
I would like to submit a feature request on behalf of our client regarding Purchase Orders in Xero.
Our client would like Xero to have a Purchase Order Report that can clearly show the status of each Purchase Order, especially whether the goods or services under the Purchase Order have been fully received and whether the Purchase Order has been fully closed.
It would be very helpful if the report could include the following information:
Purchase Order status
To show whether each Purchase Order is still open, partially received, fully received, or closed.Receiving…
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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Approvers
Multi level approvers
When submitting a purchase order for approval, it would be great if there are limits for the approvers.
example:
Department head up to $2000
CEO anything over $20001 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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Multiple inventory locations.
I have multiple warehouses. It would be nice to know where my inventory is located and which warehouse I need to fulfil from.
Purchase Orders support delivery address fields, so I assume Xero knows that inventory can be delivered to and located at different locations.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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Quantity line item default setting changes
Change default quantity settings for line items. Some of my clients need it to default to (.5) or nothing so we can enter what we need. Xero does not offer a setting to change the default quantity for line items in purchase transactions (such as bills or purchase orders) to 0.5
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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Bill Creation - Automate "Amounts are:.."
When creating bills with multiple line items and differing tax rates, it would save time if the "Amounts are... " section would automatically change to "Tax exclusive" any time you input an additional line item that has a tax rate different from the previous line item.
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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Bills - Drag and drop documents from email into Xero
In the Bills section under- New Bill and Upload Bill you cannot currently drag and drop the file from an email into the box. You either have to email or download the file would be time saving if you could just drag and drop straight from email into the new bill box.
38 votes -
Bills - Highlight bills due to be paid by Direct Debit
It would be great to have a Direct Debit flag on the Bills area. Especially on the ones waiting payment.
That would allow us to know if a bill that is waiting payment is Direct Debit and we don't need to act, just wait to reconcile.
I created a (terrible) mockup and attached it.150 votes
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