92 results found
-
New Purchase Order View - Add and remove addresses manually
The new PO rollout has removed the ability to add AND SAVE an address manually.
Previously we could manually add an address and SAVE IT - meaning that it could be re-used while needed. Now we can only add a "Once-off" addressAs a builder, we send PO's with Site addresses, not addresses existing within our saved Contacts.
This means I now have to either create a "Contact" just for a Site address
OR
Manually type the Site address EVERY SINGLE TIME I create a POWe URGENTLY need the ability to create, save and eventually remove manual addresses within…
102 votesHi everyone, thanks again for the support and sharing the importance of this change for you.
I can confirm that the updates to the Delivery address have been released to all users where you'll find you can now add and save new addresses either as a once off or reusable. You'll also be able to edit and delete existing addresses within the Purchase order.
Along with the entry of addresses you'll see we have also added more visibility of the formatting of your address and improved the view of Delivery instructions.
We appreciate your feedback and hope this helps in creating a better experience for you using purchase orders.
-
Purchase order - Ability to format Delivery address
What have you done to purchase orders? the delivery instructions are now all in one line, whereas we had them in separate lines to match our template. I suppose I now need to recreate one and then check to see how it comes out on our existing template. We've had no notice that these were going to change. The info is way too big now, like with the invoices. The Dashboard was bad enough. Why do you have to keep changing things for no purpose?
41 votesHi team, pleased to confirm that this change has now been released to all users!
You'll find you now have more control and can visibly see the formatting of the delivery address as it'll appear to suppliers.
Along with this as mentioned in my last post, there are additional options for the Delivery address so you can add a one off address, or add or edit an existing address.
Thanks everyone for your feedback and supporting in this change here.
-
Purchase Orders - Add back Saved delivery address for Purchase Orders
our saved delivery addresses for Purchase Orders have disappeared. is this one of the new changes?
15 votesHi community, back again to confirm that saving delivery address on Purchase orders has now been rolled back out to all users. Thanks again for highlighting the importance of this to you all, here.
-
Bills List view - Sort
The new bills view has totally rearranged the columns and the column widths. I have already added my own vote to adjusting column widths but i really need to be able to sort my bills view columns in an order that is easier on the eye, and neck, instead of bouncing from from one side of the screen to the other unnecessarily.
26 votesHi everyone, with the ability to adjust column widths and sort columns being separate functionality we have recently split this idea from the original so we could update you on sorting while still tracking and sharing if there's any progress for column widths over here.
Sorting columns is now possible with the new bills lists view - If you click the 'Columns' option to the right of the page above the list you'll have controls to hide and show columns, and you can click and drag the six dots to reposition each column where you'd like it to show. Once you click Save you'll see these changes reflected on your list 🙂
-
New Purchase Order View - Shift files button back to top of screen
New Purchase order View is a waste of space.
Critical items such as attachments moved to an obscure place.
Requires extra cursor movement distances
Requires Extra Clicks
= Takes longer to do the same thing
This is the pattern of anything "NEW" Xero does, you're developers are killing me by slaughtering the program.Why are you paying programmers and developers to ruin it?
19 votesThanks again for the feedback we have received from everyone here on the positioning of the Files button.
I'd like to confirm that our product team have released an update so this is now available from the top right of the page next to the Save and Send options.
-
Purchase orders | Delivery address - Populate with company name
When copying from invoice to purchase orders the following items are an issue.
1) ITEM CODE NOT POPULATED TO PURCHASE ORDER
2) COMPANY NAME FROM CONTACTS IS NOT POPULATING IN DELIVERY ADDRESS
3) CAN NOT EDIT DELIVERY ADDRESS ON PURCHASE ORDER IF REQUIRED
4) LAYOUT NOT CORRECT ON DELIVERY ADDRESS ONCE CONFIRMED, IT SHOULD BE LINE BY LINE.
5) CAN NOT COPY PURCHASE ORDER FROM INVOICE.
See example attached.
18 votesHi everyone, we'd like to return and confirm that ur product team have made an update so now if search contacts to add a delivery address to a purchase order the Contact name will auto populate above the address.
We really appreciate you sharing with us the importance of this for you here. Thanks!
-
Purchase order - Apply supplier defaults
What's happened to the purchase orders, you've made them harder to navigate.
- Firstly the delivery address has NO option to edit, delete etc once it's been created - we need this option as sometimes the contact/tel nbr or instructions change for the site delivery addresses.
- Secondly, we used be able to tab across to the account and it used to bring up the account code automatic assigned to that supplier, now it doesn't do that. We have to select account description each time, despite it being a default under the supplier/contact.
- We can no longer attach any…20 votesHi team, thanks for engaging with us here 😊 - Happy to announce that supplier defaults are now applied in new purchase orders!
Now, when you add a contact within a purchase order that has purchase defaults save you'll see a small note pop up in the bottom left of the page and as you tab through and enter details will see the fields auto populate in your PO.
-
Bills - Automatically view the next Draft bill after submitting for approval
Building on the product feature implementation of "Approve and Vie Next", it would be good to also be able to Submit Bills for Approval and view next, please.
24 votesHi team, appreciate all the engagement on this one. We understand how helpful it is to move through draft bills quickly without breaking your flow.
This feature is now available in the new Bills quick-view experience. You can use Approve & Next to approve a bill and automatically move straight on to the next one in your Awaiting Approval list, making batch approval much smoother.
Thanks again for sharing your use cases and real-world examples, they’ve been helpful in shaping this feature.
-
Purchase order - Send to self to be driven by previous selection
In the "old" version of Purchase Orders, once you unchecked the "Send Myself a Copy" box when emailing an order, it remembered your preference.
Now the default is to "Send Myself a Copy" and I have to uncheck the box every time I send an order.
I can understand if a vast majority of customers wanted this option but I struggle to see that being the case. Am I wrong???? Or can we simply have the option to turn this feature off?6 votesHeya team, thanks for your input here and we are continuing to keep a close eye on feedback about the new purchase orders experience and will keep you updated through related ideas in these forums.
Taking this feedback on the send experience on board, I'd like to share that the team have implemented a change so this check option is now based on the previous send.
-
New Purchase Orders | Stay on PO once Approved
Once the new purchase order has been approved, it then takes you back to the main screen of the PO listing, you then have to go back in to that PO to print or email it. Why can't you approve the PO and then send it without being thrown back to the main screen.
5 votesThanks for sharing with us on this here, we appreciate why you'd like to stay within the transaction once Approved and our product team have released an update to make this the behaviour.
You'll now find that when you 'Approve' the transaction is updated and you stay on the same screen so you can then take other actions like 'Email'.
Also to note, there is the option to do both actions at once by clicking the drop down next to Approve where you'll see you can 'Approve & email'.
-
Purchase Order - Remove tax columns from POs
While POs are a tax exempt document, displaying "Tax Exempt" in the PO and not having the ability to set the tax rate is very confusing to a vendor as they think you are asking for your organization to be Tax Exempt. Please let us either set the tax rate in the PO or remove both of these columns entirely. Alternatively, just allow that column to be hidden on the vendor facing PO.
1 voteHi team, thanks for additional feedback. Though we don't have plans for remove the dropdown or column as a whole, our product team have now released a change for the wording of "Tax Exempt" to "No Tax" relieve confusion.
-
Bills - Add 'Upload bills' to Dashboard.
Add the 'Upload bills' feature as a widget on the Dashboard, for convenience.
At present you have to navigate to 'Bills to pay', then from the 'New bill' dropdown, select 'Upload bills'. It's a great time saving feature, but seems tucked away, and would be great if right from the dashboard I could just drop bills, and invoices, ready to process later.34 votesHi team, now that we have completely released the new Homepage to all users I'm pleased to return and move this idea to Completed!
You'll find from the Bills to pay widget if you click 'Add bills' there is a drop down to Upload files. 😊
Also just to highlight for some here from the Bills list you'll find the New bill drop down includes Upload bills and indicates keyboard shortcuts you can use you to save time from this screen.
I appreciate there are additional requests around accessing upload files from Xero in feedback here and I do welcome you to start new ideas for these that we can consider for future enhancements. Thanks
-
Purchase Order - View full Delivery address and Instructions in draft or edit view
To add to the 85 customers already exasperated by the delivery address changes in the new Purchase Order screen (why on earth did you remove that essential functionality in the first place? Talk about not being in tune with your customers/users) - I want to be able to SEE the delivery address and the delivery instructions, just like I could in the previous (and much better) iteration. Please roll back this awful so called improvement
3 votesHi community, I'd like to confirm that this change is now released to all users. To cover the changes we have made here, you'll now;
- be able to view the fully formatted delivery address selected beneath the Delivery address field
- can edit or delete existing addresses
- increased the Delivery instructions field to the same as it was in the older experience
Thanks for sharing the improvements this change would make to your experience, here in Xero Product Ideas.
-
Bills - Disable Make Payment Button
Your new "Make Payment" button and the Action column can not be removed/disabled in the Bills view. It is repetitive, distracting, and disruptive to my normal workflow.
I would appreciate it if Xero did not diminish my user experience as a paying customer in order to promote a new service it is offering.
29 votesHi everyone, we'd like to share an update on a change that we've made to help with the points raised in this idea.
You now have the ability to hide the 'Action' column in each of the Bills lists 🙂 Your selection will be held as you move away and return to this page.
Thank you for sharing why this is important to you here we appreciate your feedback.
-
Contacts - Bills | Upload Bills available in contact record
Can you also add "Upload Bills" under the contact? When a bill comes in, I check to see if it's already in entered by looking at the contact. If not, I go to enter in the bill there and it only provides the manual option. Can you add it to the dropdown under the contact too please?
2 votesComing back to your idea her we'd like to let you know of a new feature within Files that meets your needs here, Veronica.
From viewing a contact if a bill needs to be entered you can click on the '+' icon in the blue navigation banner and select Document upload.
This will direct you to you file inbox where you can drag & drop your file. Xero's Smart document capture will then analyse this, helping to create and autofill details of your transactions for your to review and approve. 😊
-
Malaysia E-Invoicing - Button for 'Send to MyInvoic'
I suggest on putting "Send to MyInvois" button instead of copy and paste the e-mail MyInvois@invoi.ci for every invoice. This is too troublesome.
9 votesHi Maggie, after checking back in with our product team I wanted to confirm - though not a specific button in itself you could add the email address on the Contact record. If you select to 'Include in emails' the email will appear each time you're creating an invoice for that contact, saving you from having to copy & paste.
-
Bills - Option to deselect 'Action' column
please remove ACTION column under bills tab - don't push your products on your customers. It is a real turn off. The check mark under the column is greyed out. Let your customers remove please. Right now it isn't possible.
16 votesHi team, apologies we've not updated this idea sooner. I'd like to let you know of a recent change our product team have made to solve your request here.
From the Bills list pages you now have the ability to hide the 'Action' column.
Just to note this is a separate selection on each list, so you may want update each one. However, once updated this selection will hold as you move away and return to the page.
Thank you for sharing and supporting in this idea, here.
-
Xero Files | Data capture - Extend to emailed bills
Can the new Data Capture function for Files be extended to Bills forwarded by email.
1 voteHi Tim, I'd like to return and share that we have released the ability to create bills with Smart Document Capture 😊
We hope you enjoy the efficiency and time savings this tool can help achieve!
-
Purchase Orders - Update Inventory Item Information
In Sales Invoices, items can be edited directly while creating the invoice (price, name, details). This is very helpful when prices change.
In Purchase Orders, this option is not available. If a supplier price changes, I must leave the Purchase Order, go to Products & Services, edit the item, then return to the unfinished Purchase Order. This is time-consuming and inconvenient.
Please allow inline editing of existing items directly in Purchase Orders, matching the behaviour of Sales Invoices. This would improve speed, accuracy, and workflow consistency.
2 votesHeya everyone! Purchase orders new details page is now live to all customers. 😊
As previously mentioned - once you add an item to a row of your PO you can click on the Item field to Edit which'll open the modal so you can add and edit your item details and save updated information for your items in the moment.
Thanks for supporting in the idea here!
-
Purchase orders - When clicking Add a note, default Cursor to the Notes text field
When selecting notes, cursor to appear in the focus box (like it is for Bills) so you can commence typing immediately
2 votesHi team, coming back across this idea I'm pleased to share that this has been worked into the new experience for Purchase orders. You'll now find the cursor defaults to the Notes text field when you click 'Add note' 🥳
- Don't see your idea?