13 results found
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Proforma Bill
Option to raise a supplier bill as a proforma bill
3 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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bills batch payments
Batch payment
1 Show batch "payment reference" in Bank reconciliation details
2 Have an option to either:
2.1 - record batch payment as 1 line in bank recon
(good for multiple bills from same supplier)or
2.2 - record batch payment in multiple lines on bank recon
(good for multiple suppliers in same payment)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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Can we get a report for part billed PO's please
Can we get a report for part billed PO's please. We need to be able to pull reports with open order positions to be able to know which suppliers to chase for deliveries.
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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Purchase Order quantities should reset when linked bills are deleted or corrected
The new billing interface has created a synchronisation issue between Purchase Orders and Bills.
If a bill is created from a PO and lines are accidentally billed before the goods are delivered, deleting the draft bill does not reset the PO quantities. Xero continues to treat those lines as billed, and when the goods eventually arrive, the system flags them as duplicate or over-billing.
The issue is not inventory. Draft bills do not update stock. The problem is that the PO no longer reflects reality.
Partial deliveries, back orders and simple human errors happen every day. Accounting software should allow…
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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Add column for payment account type
It is critical that a payment type column should be added. I have to check each bill in case they are credit card paid bills (pre-statement upload) in case I pay thinking they are bills to be paid by bank (feed). This can result in bills being paid twice by card and bank unnoticed.
If Dext can have a column for payment type (specifying what "Area of Xero it goes to"), surely Xero can too?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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Option on Bills to allow businesses to make Tracked Inventory unavailable until the Due Date of the Bill has passed
Add the option on Bills to allow businesses to make Tracked Inventory available upon creation of Bill, or unavailable until the Due Date (or available date) of the Bill has passed.
This new option would help businesses manage available inventory when selling products with long production lead-times, so they do not sell inventory that is not yet available despite it being in the system in a future dated Bill.
Additionally, it would be beneficial if Sales Invoices could access the Tracked Inventory from the future dated Bill if the date of the invoice was after the due date (or available…
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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Statements
Bills – ‘Upload Supplier Statements’ Feature
Could you add an ‘Upload Supplier Statements’ feature, similar to the existing ‘Upload Bills’ function?
Many businesses receive monthly supplier statements that contain multiple invoices. It would be extremely helpful if users could upload or email a supplier statement into Xero, and Xero could automatically match the statement entries against invoices already recorded in the system.
This would save significant time spent manually reconciling supplier statements, help identify any missing invoices, and improve the accuracy of accounts payable processing.
A feature like this would streamline end-of-month supplier reconciliations and make it easier to ensure…
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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Inventory cost price
Auto update last cost price when entering from last bill/receipt received (irrespective of Inventorised or not), not having to manually go to item & update, should be automatic.
It makes double handling to ensure the correct prices is showing on the item.
Should also have to option of additional columns so show who the supplier was rather having to click into the bill.
Then the correct price will auto populate into purchase orders. Then if want an average you run a report.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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US - Pay bills by check
I need to pay bills by 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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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?