15 results found
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Proforma Bill
Option to raise a supplier bill as a proforma bill
5 votesHi Lucy, thanks for sharing in the product ideas forum here. It'd be great to get more understanding of the needs for recording a bill as proforma in Xero.
Is there anyway entering the information as a Draft bill or even a purchase order could accommodate your needs here?
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Account number on online bill payments
Allow the default financial ref to be used in the pay online section. It currently uses the invoice number meaning that every time I create a batch for online bill payment I have to manually enter our account number for each bill. Plus as it is per bill I cant batch the supplier invoices until all of the ref's for each individual supplier are the same.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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pre populated fields in bills
Ability to Select and Edit Auto Populated Fields
Recent updates to Xero’s bill upload functionality have introduced several inefficiencies in the auto population process.
Description Field:
Xero now pre populates the description field when bills are uploaded. The suggested text is not fit for purpose, as it includes unnecessary information—such as supplier name, the organisation’s own name, and invoice dates—which are already captured in other designated fields. In addition, the description field is restricted to a single line, resulting in all invoice line items being grouped together regardless of tax rate or account coding. This requires users to overwrite the…2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Purchase order - Change date formatting
why don't Xero have the same date format when entering the date across all aspects of the system.
Invoice format - DD/MM/YYYY
Projects format - DD/MM/YYYY
Bills format - DD/MM/YYYBUT
New Purchase Order format - MM/DD/YYYY
PPPPP.
4 votesThanks for sharing with us here, Nicholas - Is it possible your browser language is currently set to English(US). This maybe causing the formatting you're mentioning here and changing to English (UK) or (AUS) should help.
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Search inventory from a text box on homepage that will show number on hand, cost and sale price. Also have ability to hide cost.
Have the ability from the homepage on the desktop software and the mobile app to access inventory without having to use the drop-down menus to go through the products and services. Also, for the mobile app have it accessible from the homepage so you do not have to create a quote or invoice just to check quantity or price of an inventory item. Also make it so the cost of the product can be shown or toggled off if desired by the user.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Product ideas access
place "Product Ideas" on your main page. if i could have my customers suggest how to imporve my business right at the time they are getting frustrated I would be elated as this would give me direct access to my customers and what they are experiencing as they interact with my business. this seem like an absolute no brainer.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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create recurring bill from bank feed
Ability to create recurring bill direct from bank feed. Once you select 'Create', an option to create transaction or recurring bill would be useful.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bills from purchase orders
When receipting a purchase order to a bill, it says reference should say supplier invoice number, an additional field that show what the purchase order was used. Currently the purchase order populates into the reference field, we then have to copy it to a separate line at the bottom of the bill so we can see which order it relates to.
The supplier card should have another column of the purchase order no the bill relates to so can been seen a view instead of having to click into the bill to check.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Suppliers list filters only with balance
When I click on my suppliers list, it shows the name of the supplier on the left, and on the right a total balance outstanding.
However it didn’t allow me to filter out the suppliers with no balance. I just want to sort or filter by those that have a balance.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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GST On income avaliable in Expenses
For property rental clients they often recharge costs to a customer
EG cleaning fees, BWOF rates.As the original bill is coded to an EXPENSE account you can only allocate a recharge from this code as a 15% GST on EXPENSE or NO GST.
Can you add a 15% GST on Income and Zero Rated GST options under Tax Rate Field?
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bill Pay - Allica Bank to Crezco
Please can Xero provide the connection from Allica Bank to Crezco?
Allica is a very attractive bank for small businesses that use Xero, as they provide interest rate on business accounts that other banks mainly don't.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Melio
Melio - Partial Bill Payments
Currently unable to do a partial bill payment with Melio in Xero. Note: this is a very straightforward process when using Melio directly, but unfortunate now that I've cancelled that subscription and migrated the entire process to Xero).The support center provided a cumbersome "hack", which really lowers the value of doing this process in Xero (to reduce manual steps/processes). Here's the hack:
(1) Manually record a part payment on the bill for the balance still due (the amount you don’t want to pay now).
(2) Process payment via online bill payments for the balance…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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1 vote
Hi Yariv, just to get better understanding of your post here by XIP would this be our Xero Inventory Plus feature?
Would the request be that you're wanting Xero to automatically create an invoice once a purchase order has been fully billed?
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Cursor in the Purchase Orders and Bills screens
Good day.
The cursor in the Purchase Orders as well as in the Bills screens in Xero is invisible when typing. The fields accept input, but the cursor does not display, which makes data capture difficult.
Kindly assist with resolving this issue.1 voteHi Natasha, could you share more detail about the field you're in within a Bill or Purchase order where you're unable to see the cursor?
We've recently released a new Purchase orders experience and can confirm the cursor should be visible when typing in fields here, and similarly when testing Bills quick view and Bill create or edit pages the cursor shows in each field.
It does sound like this maybe an issue best investigated with our Xero Support team directly.
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Prepayments
This applies to sales and purchases.
I think Xero product ideas has been as effective as screaming into the void ... however that did not work so I will try Xero Product ideas.- Every time I have seen a Xero company use Prepayments it has been a ... mess.
- Users have prepayments going to various accounts, some with GST and some without and there are transactions in the Prepayments accounts that were not processed as Prepayments.
- You end up with prepayments scattered over the balance sheet, amounts in Prepayments that are not prepayments, and some have GST and some not.…
1 voteHi Alex, appreciate your feedback here and please know this is valued and does get attention from our teams. You'll see from the forums that there are many ideas for improvement that our customers feel could add value so the forums here help us understand and advocate for the idea that our community feels valuable.
I want to make sure I'm interpreting your idea here correctly - Rather than a change to the prepayment transactions it sounds like you'd like to restrict posting to the Account prepayments are posted to in the Chart of Accounts and would like a separate account that purchase v sales prepayment transactions are automatically posted to. Would this be right? Please do let me know if I'm misunderstanding.
- Don't see your idea?