79 results found
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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 🙂
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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.
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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!
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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.
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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.
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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'.
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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.
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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!
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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' 🥳
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Email-to Bills - Use the contact's default currency
When sending invoices to Xero email address, the currency defaults incorrectly instead of taking the currency already set for the contact. We expected the contact’s currency to be applied automatically at the stage of creating the invoice, but this is not happening.
3 votesHi everyone! Happy to share that this is now live 🎉
In an effort to make bill creation faster and simpler we've enhanced automation by now applying supplier and organisation defaults, no matter whether a bill is created from email, web or mobile. Defaults such as account codes, tax rates, and tracking categories that have been pre-set are now applied automatically to every bill.
Reducing the need for manual data entry, minimising errors, and speeding up your approvals.
Thank you for all your feedback surrounding this, here.
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Draft bills
Would like to be able to select multiple draft bills to review. Then once you have posted the current bill it opens the next one to review and process until all have been processed. Going back to draft bills each time is time consuming.
1 voteHi Gillian, you may have noticed the eye icon next to your bills in the list view. From here you can get a quick view of the bill, and recently we also released the ability to edit bills from the quick view, so you can easily make changes, and move on to the next bill in the list without having to leave the list at all 😊
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Bill due date
Hi, you already have a 'bill due date' which you can set up to default to various options but you have to enter a number between 1-31 and we have suppliers who allow us to pay 60 days end of month. Could this be amended?
2 votesHi Karen, it sounds like you may have the default for bills set for 'of the following month' or 'of the current month', however you can change this to [x] days after the end of the bill month. See our direction on how to adjust this on Xero Central.
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bank reconciliation
Bank Reconciliations Report - There should be a report that enables you to extract all bank statement transactions and list out for each the actual accounting transactions they have been reconciled against. This should be by date range and then include all the same options as 'accounting transaction reports'.
This would be super helpful for audit, month end reviews, be able to identify different transaction types, review complex issues arising if a supplier or customer disputes etc..
The data is there, yet as users we are not able to get the data out.
Seeing one by one is not enough.
1 voteHi Jack, have you tried running the Account Transactions report for your bank account with the Related account column? This will show you the related account each statement line of your bank has been reconciled to.
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Bills - Changing VAT code on paid supplier invoices
It would save a lot of time if it would be possible to edit the VAT code on paid and reconcilled invoices, just like you can change the nominal code. The VAT return is done at the end of each quarter, which means that the majority of invoices and expenses have been paid, by the time you are running your VAT return and double checking that all invoices and expenses have been correctly coded for VAT. At the moment, if an item is miscoded I need to go to that item, unreconcile the paymemt, go back to the item and…
2 votesHi community, we have a help article surrounding this topic as there are a few different options available. If you're an adviser you could consider Find & recode as an option but would highly recommend testing this out in the demo company to get an idea of how this works if it's your first time.
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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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Bill Payments - Automatic upload of payment files in the bank system
Dear support team,
I use Zero mostly to run payments and upload them in the bank system. I am trying to make my work easier as currently Zero has very limited features and I have to do a lot of work manually. I need to be able to download payments files from Zero in CSV or XML format and then automatically upload them in bulk in our bank system. The upload must be done in the right bank account and show our account number, the beneficiary, the amount of payment, currency, value date, status of the payment file and, most…
1 voteHi Raluca, sounds like Batch Payments is what you're after here. You can create a payment file for your supplier bills, and send this to the bank.
Alternatively you could use Open Banking to pay bills by direct bank transfer.
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Inventory - Export only Active items to CSV
At the moment Xero doesn't seem to have a provision wherein only active items can be downloaded from the Inventory List. I think this is an important and effective feature that needs to be implemented.
8 votesHi everyone, we've now introduced the ability to export your items list from the Products & Services page based on the filter you've applied. You can now export only your active items, or all items, making it easier to manage your inventory.
We're also working on adding an extra column for 'Status' in the CSV export along with 'Inventory type'. This will be coming in as a later release. We'll post an update in this thread when that's out as well 🙂
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Bills - Separating tax amounts when entering bills
It would be nice if the tax rates show separate on the bills when entering them to know it is calculating properly. I understand we can see the tax broken out after we click approve, but it would be handy to see it before. It would also be nice if we could manually adjust the tax amounts.
1 voteHi Bailey, currently when you enter a bill, if there's more than one tax rate, a different tax total is shown for each tax rate underneath the Subtotal.
These totals are automatically updated live as you enter more lines on the bill - there's no need to save or approve the bill to see it.
If you're experiencing different behavior I'd recommend raising this with our specialists at Xero Support who can get a closer look in to see what's going on.
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Bulk reconcile bank transactions for accounts without bank feeds
We have deposit and cash accounts with no bank feed, I would like to be able to reconcile a whole month's transactions in one go rather than each individual line (mark as reconciled).
I know the balance at the end of the month is correct so I would like to be able to tick all transactions and 'mark as reconciled' in one hit.2 votesHi team, this is already possible. However in order to bulk mark as reconciled you'll need to enable this option.
When in a bank account in Xero, click the '?' icon at the top of the screen where you should see the option to turn on 'Enable Mark as Reconciled'. Its based on your user login so while this will turn it on for yourself, another user in the organisation will need to follow these actions to for themself.
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Bills to Pay - Feature to save Supplier Statements
Description:
I would like to suggest the incorporation of a new functionality in Xero that allows users to save supplier statements within the system. This feature should not post any transactions to the chart of accounts but instead, save the supplier's name, balance, and date as a memo associated with the statement. This information should be viewable within the supplier's profile.Implementation:
The saved statement details should be accessible in a dedicated section of the supplier's profile, providing a historical record of statement balances on specific dates. Furthermore, these statement details could be utilized in the Aged Payables report, either…11 votesHi team, as shared earlier - we made an update to Contacts a little earlier this year so you can now upload and save a Suppliers statement as a file directly to the contacts record in Xero.
It's also possible to add notes within the details when editing a contact which are visible on the right of the contacts record once saved.
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