15 results found
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Button to send bills that have been submitted for approval back into drafts
One thing that would be so helpful is an option to send a submitted bill back to drafts, if someone has submitted it for approval by mistake or if its not ready to be approved. Right now, I have to either delete the bill and start over, or wait for the person to update it, if they can. It would be so much better to just be able to send it back to drafts.
5 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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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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Attention
Attention/Telephone Book Dropdown for Contacts
It would be very useful if Xero included an Attention/Telephone Book feature within Purchase orders
The idea is to have a dropdown list of contact persons as Each Purchase order doesn't necessarily go to the same person in the company. Each contact person would have their own telephone and mobile number stored in the system. When creating purchase orders, users could simply select the appropriate contact person from the dropdown, and their details would automatically populate the Attention field.
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.
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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If you'd like to assign an inventory item to a transaction, you'll need to create the transaction first via Smart Document Capture. Once it'
If you'd like to assign an inventory item to a transaction, you'll need to create the transaction first via Smart Document Capture. Once it's been created, you can open it in Xero and edit to select the appropriate inventory item for each line using the Item field.
If having the Item column available within Smart Document Capture would improve your workflow, I'd encourage you to add this idea on Xero Product Ideas, as our Product team regularly reviews customer feedback when considering future enhancements.
Would be great idea if this could happen - too much time wasted in creating and…
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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Editable Reference Line
It would be helpful if the reference line on bills was editable after approval from inside the bill without having to go through "Bill Options-Edit", then "Update" after making changes. You can currently edit a reference line if the bill is still in Drafts, but not once they have been approved without going through these additional steps. My organization has many repeating bills, but we don't always receive the invoices before the bill is created from the repeating template in Xero, so I have to add invoice numbers to each bill by going through the above process. Obviously, I know…
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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Item - more detail
Having more optional field in the item cards .. i.e format of the item (for food products), possible vendors, pricing options
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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Include paid date when searching for bill in search bar
When you search a invoice/bill number in the search bar, it currently shows, the issue date, due date and reference/invoice number, but would be really handy to see that paid date too so you dont have to open the invoice to see.
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
It would be beneficial if users were provided with the option to select their preferred currency when generating a new bill within the new bill AI integration.
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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archive bills
Sometimes clients upload old bills or statements. It would be good to have an archive area so that they aren't sitting in draft bills forever. It makes it confusing but we don't want to delete them. Sometimes they also download bills but the previous period is locked. Again, we don't want to delete them - just archive them like in Hubdoc.
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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Increase limit on bills transaction values
Currently, Xero is unable to generate a payment file when the bills amount are too large. While Support has advised that there isn't a specific limit on the number or value of bills, we had issue when we tried to batch payments from the bills that the system considered 'too large'. This means that we need to make these payments manually and when there are a large number of high-value bills, this significantly reduces processing efficiency and increases the administrative workload.
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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XAA - Log in to save as bill
When receiving a bill via email from another person using Xero invoicing, rather than clicking the link to open in your phone browser -> be prompted to login to Xero -> then clicking the 'Log in to save as bill' button (which is not visible in Safari unless you turn your phone landscape) and then selecting the organisation to attribute to.
Could the experience recognise whether you have the XAA and if so, instead default to login through the Xero app (ideally then using passkey/FaceID) to then pick the organisation and be saved as a draft bill that way?
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 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.
1 voteThanks 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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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.
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