7 results found
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Adjust multiple items
Adjust multiple items
Need add to Adjustment for multiple items options for Tracking category
3 votesHi Nataliia, thanks for sharing! We'll need some more detail for your post to be considered as an idea here. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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Automatic Currency exchange from Invoice to Purchase Order
The new changes to the Purchase Orders are terrible.
Still haven't fixed the option to copy from invoice to PO without having to go into the invoice list to do it from there, from the first upgrade, but now you have taken away how the PO would convert a foreign currency to AUD automatically when copied from the invoice to a PO.
Our current workflow does not utilise FX conversion at the billing stage; instead, we issue Purchase Orders based on the specific exchange rate from the date our client invoice was settled.
This now means we have to manually…2 votesThanks for taking the time to share this feedback with us Melanie.
At the moment, Xero no longer supports automatically converting foreign currency amounts when copying an invoice to a purchase order. If the invoice and purchase order are in different currencies, the amounts would need to be reviewed and updated manually.
I've logged this as product feedback for our team so they're aware of the impact this change is having for you.
While we can't confirm if or when this will change in future, feedback like yours does help inform what the team reviews next.
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Ability to download all attachments for a batch of invoices or bills via the API.
Dear Xero Team,
I would like to suggest a feature for the Xero API that would help finance teams save time and improve efficiency.
Current Situation:
When processing batch payments, supporting documents (invoices and receipts) must be downloaded individually for each bill, which is time-consuming for organisations with many suppliers.Suggested Improvement:
It would be very useful to have the ability to download all attachments for bills in a batch payment at once, ideally as a single zip file or in a structured folder.Benefits:
1. Saves time and reduces manual work
2. Ensures all supporting documents are archived before…1 voteHi Hannah, while we appreciate your sharing your feedback here, requests for Xero's API are best shared on our Developer idea forum here.
I've taken a quick look but it doesn't appear this specific request has been raised yet I'd recommend starting a new idea for this there, where we have experts and there may be other users of the API that would like to support your idea.
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Allow Planned Pay Date on Period Locked Invoices (API)
I am using the API to batch assign bills to a planned pay date to help automate team workflows. Aged payables cannot be assigned a planned pay date due to period locks. I suggest that assigning a planned pay date via API should not be gated by period locks as it does not alter the transaction itself and is simply used for administrative process.
1 voteHi Evan, thanks for sharing your feedback with us. However, API requests are best shared through our Xero Developer ideas platform. I had a quick peak but couldn't see an idea started for this yet there, I'd recommend starting a new one. You're welcome to come here to copy and paste what you've shared.
Our Developer forums have experts that can keep you updated of this sort of thing, and you're likely to get support from others using the API that this could help too. Thanks!
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remittance
I have updated my organisational address but the old address is still showing on the remittance. How do I change this? Thanks
1 voteSorry to hear you’re having a bit of trouble with this, Tracey. If a remittance isn’t working the way it should, it’s best for our team to investigate more closely. When you get a moment, please log a case with Xero Support on Xero Central, and our specialists will look into it with you directly. Thanks.
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Ability to remove VAT from purchase orders
It used to be possible to raise a purchase order without VAT (selecting 'None' under the tax rates), but this has been removed with the recent update.
VAT only needs to be shown on tax documents in the UK, so the option to remove these being put back when raising a PO would be really useful.
1 voteSorry to hear the troubles you're running into trying to select the correct Tax rate in Purchase orders, Tanya. If you're still experiencing this, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Statements - Set up Vendor Statement Cycle Date
Update vendor settings to set a statement billing cycle to be offset from a calendar month. I have multiple vendors that cycle bills prior to calendar month end, and that impacts the month the bill is due. Xero's automatic due date will populate an incorrect due date if a bill falls between the statement cycle date and the calendar month end.
1 voteHi Michael, thanks for raising this with us. It is possible to set up a default due date for contacts. We recommend taking a look at the following article and reaching out to the Xero support team for more assistance! Cheers!
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