82 results found
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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.
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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.
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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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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.
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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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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
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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.
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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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Purchase order - Add files from library once approved
In the purchase order screen, once po is approved you can not add from library anymore you can only upload files. Can this please be re-added as we add invoice/delivery dockets and order confirmations emailed to us from suppliers
1 voteHi team, we'd like to share that this idea has now been completed with a change that we've made to the permissions for the Invoice Only - Draft role so now users with this permission will be able to Upload attachments from the Files library in any approved Purchase order they created.
We value your feedback here, thanks for helping us improve Xero.
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A way of moving files from inbox into draft bills so they can be auto-populated by AI
A way of moving files from file inbox into draft bills so they can be auto-populated by AI
1 voteHi team, appreciate the feedback here. We have recently released a new feature called Smart document capture that is available to UK organisations and will be released to all other regions soon.
A recent enhancement we just released to this feature is the ability to extract data from your files to create Bills! So rather than having to get your files into the Bills feature you can use Smart document capture to select and create a Bill all within Xero Files. 😁
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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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Purchase Orders - Option to part-receive
Receiving part orders. No "back order" capability. So what is the point of using purchase orders when you can't change to a "Bill" if only part of the order has been sent/received?
135 votesHi team, I'm pleased to announce that being able to part receive items from your Purchase order has now been released to 100% of users 🥳
The way this works is when a Purchase order's approved you'll see the option to Create bill. When selected amounts default to the total items, however you can edit to adjust the amount of goods that were received for each line of your Purchase order.
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.
When you receive all items the PO will auto mark as billed, but if needed you can click the 3 dot drop down to Unmark as billed and Create more bills.
Thanks to everyone here for your support and sharing how this feature would impact your workflows and help in your supplier…
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Bill payments (US) - ETA tracker
It would be nice to click into the bills that were paid via the new online bill payments embed and see the ETA. This hits on the emails but if there's an update or delay, there's no way to see the updated ETA. Also, it would just be very convenient. Thanks.
2 votesHi team, to provide an update here we have recently changed our online bill payments provider for US organisations from BILL to Melio.
This change gives you more flexibility to pay bills your way and help you better manage cash flow. It also sets us up to deliver new capabilities faster, such as approval workflows, card payments and international transfers.
To continue using online bill payments in Xero, you need to set up the new Melio experience.
With Melio the processing time for a payment depends on the payment method and delivery method you choose. You can find more information about the processing time for each method in our help article here.
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