14 results found
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Santander Connect Standard Bulk Payments – Mandatory Bank Spec Change Has Broken Existing Template
URGENT ATTENTION REQUIRED FROM XERO
Santander implemented a mandatory change to its bulk payment import specification effective 12th January.
As a result, the existing “Santander Connect Standard bulk payments” file exported by Xero is no longer compatible with Santander’s live banking platform and cannot be imported without manual amendment.
Specifically, Santander now requires:
- Removal of the trailing empty line at the end of the file
- Inclusion of a debit account reference on the first line (after 08,,,,,) -There may be additional adjustments required. Xero should check this with Santander.
This is not a feature request or enhancement. It is a…
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.
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200
Currently when selecting bills to pay in a batch, I can only select the 200 on the screen, then when you go to the next page you lose the selection on the first page. We routinely need to pay more than 200 bills in one bank batch - which means we have to create multiple bank payments.
Please enable us to pay more than 200 bills in one batch.
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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PLEASE ALLOW CONVERSION OF INVOICE TO PURCHASE ORDER. NOT JUST IN QUOTES AS THIS CAN MAKE MISTAKES IF A QUOTE WAS CONVERTED TO INVOICE AND T
PLEASE ALLOW CONVERSION OF INVOICE TO PURCHASE ORDER. NOT JUST IN QUOTES AS THIS CAN MAKE MISTAKES IF A QUOTE WAS CONVERTED TO INVOICE AND THEN A CHANGE WAS MADE AT INVOICE STAGE, QUOTE WOULDN'T REFLECT THIS.
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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Improve Xero invoice scanning function
Improve xero invoice (accounts payable) scaning function so that it is as good as Dext, thereby saving money for Xero customers (or maybe Xero just buys the Dext app in makes it the default scanning tool)
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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Can inventory/stock levels be displayed to include active/draft invoices when checking a particular stock item.
It would be great if the inventory levels showed both items in active quotes and in draft invoice. displayed when clicking on your stock items it currently shows several info line, an additional line similar to the "in committed quote" option but also in active/draft invoices. this will give a more live feed into what stock has been booked out.
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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add option to repeat fields on a multiple line invoice or bill
Add option to update all lines on invoice fields for VAT code, Nominal code and Trackinng options for invoices or bills with mulitple lines as in the example
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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Manage Permissions - I would like the ability to have my crew to see inventory without all the additional background.
manage permission - I would need my crew to see inventory quantity without seeing the cost.
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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Make Purchase Orders allow inline item editing like Sales Invoices
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.
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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Credit notes only allocate to newly created purchase orders/bills – unable to allocate to existing orders
There appears to be a workflow limitation/bug in how supplier credit notes allocate against purchase orders and bills.
Current behaviour observed:
• If a Purchase Order (or Bill) is created first, and a supplier Credit Note is created afterwards, the credit cannot be allocated to the existing order/bill.
• The credit note only becomes allocatable against the next Purchase Order / Bill that is created afterwards.
• To make allocation work, users must create the Credit Note first and then create the Purchase Order / Bill, which is backwards compared to real business workflows.In real operations, purchase orders and…
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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Approved Bills to be able to be switched back to draft status
Approved Bills to be able to be switched back to draft status
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 Approval
Improve the Bills Approval process so bills can be directed to the correct person / department for approval. This would increase efficiency a lot.
Moss (and others) currently offering a much better service that includes budgets and also offering Purchase Order, Expenses and Card systems but I would rather keep everything together in Xero if the functionality was better.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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Pause repeating bills for X months
I would like the ability to pause a repeating bill.
We have contractors that we work with only for periods of the year... They take the summer off or we only require them for 4 months of the year.
So rather than letting the bill generate and deleting it, it would be nice to pause for X months1 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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User name to be included in Notes against bills uploaded via Web upload
For bills uploaded to Xero via Web upload, it would be useful to be able to identify which user uploaded the bill. Currently, this is not shown in Notes whereas as every other action is traceable to a 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.
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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?
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