15 results found
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Products and services availability to Invoice Only users
Would like to see Products and services become a separate category so that basic users can see if stock items available and cost for quoting purposes but without the ability to adjust stock.
3 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.
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Add widget showing draft bills and invoices
Create widget option to show a list view of draft invoices, and the same for bills.
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.
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Purchase Orders - Filter added for received
Is it possible to be able to have a tab or highlight the PO's that have been received as part of a filter? Currently, there is no way to tell which PO has been received unless you go into everyone singly to check.
To recap, currently, Xero doesn't have a built-in feature to filter or highlight received POs. The system requires users to check each PO individually to determine its received status.
This can be time-consuming, especially when dealing with a large list of multiple orders.
This could also be used to gauge what is still outstanding on orders placed.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.
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Draft Bill Preview Options
Draft Bill Preview Options: Please update the new version of Xero's draft bill preview panel so the editing bar is pinned in the first instance, like the Classic version. Now, you have to pop the image out the panel, which moves the image over the text area you're working on (you cannot move it to another screen), you have to select 'fit to width' to read it, but the 'pin toolbar' option in settings doesn't work - so you have to reduce the image again (which finally brings up the editing toolbar, but again, the 'pin toolbar' option in settings…
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.
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Purchase orders link to approver to approve
Once purchase orders have been raised to be able to send a link via email to the approver to approve, like other accounting software
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.
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duplicate
As a Procurement Officer or Small Business Owner, I want to quickly duplicate an existing line item while creating or editing a Purchase Order, So that I can save time when entering multiple similar items that only require minor adjustments (like different tracking categories or descriptions).
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.
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bills vs spend
It is very unclear the difference between "bills" and "spend". On the phone they are all together under "purchases > Recent spending > see all". on the browser you can only see bills under Purchases > bills. Where are all the other spend? There should be another button under Purchases > spend (non bills), and Purchases > see all (bills + spend)
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.
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Bills - Automatically go to 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.
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.
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viewing subtotals of approved and paid purchase orders
viewing subtotals of approved and paid purchase orders (currently only purchase orders awaiting approval show a subtotal at the top of the page)
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.
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Submitting receipts within the body of an email
You should be able to forward receipts withing the body of an email. I am annoyed I cannot do this as I get many business things from Amazon and cannot forward my receipts as I get error messages. This is possible as I was able to do this with QBSE (Intuit) so I am surprised/annoyed I cannot do it with Xero.
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.
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Bill payment method option on Awaiting Payment Summary Screen- B Pay, Direct Deposit etc
Add option in bill awaiting payment summary screen to enter planned payment type e.g.
Direct Debit/ B Pay/ Different Credit Card or bank accounts/ Batch file/ Manual payment.Payments can then be sorted into these options to create payment files.
This would also help stop double up payments on DD bills and give full visibility to all users on how payments will be made.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.
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Purchase orders | Notes - Cursor to default to text field
When selecting notes, cursor to appear in the focus box (like it is for Bills) so you can commence typing immediately
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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Ability to enter Multiple Bills on one file without constantly searching Archive and sending the same file back to Inbox
Since the upgrade, I am no longer able to set another tab within Inbox where I can access a file containing multiple Bills. I now have to:
Enter 1 bill of at least 7 included in the file
Search for the file in Archive
Transfer this file back to Inbox
Enter Bill number 2
Search for the file in Archive
Transfer this file back to Inbox
etc etc
Is there an easier way?
The system I had in place before this so called upgrade worked a treat. I knew how many bills I had entered from this 1 file. Now…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.
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Bills - Payment Batch checker
To verify batch summary that was loaded in the bank. Reduce the risk of file being replaced by staff
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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Purchase orders - Add column to list view
An option to add a column (Received by) to PO menu.
This will display that an order was received form the menu rather than clicking in to each individual PO to fond out.1 voteHi Declan, taking a closer look into your idea here we'd like a bit more information to help us better understand the detail you're wanting to see from the list view.
When you say you'd like to see if a PO was received - Can you share a bit more about how you currently determine when a PO has been received by your supplier in Xero?
- Don't see your idea?