8 results found
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Remittances - Ability to Add More Columns (Tracking Categories)
Please consider more customisation for remittances like being able to add and sort columns. For instance, we'd like to be able to add one of our tracking categories to our remittances.
5 votesHi Mark, thanks for sharing your idea about adding tracking categories to remittances. It sounds like your idea is related to showing the Tracking column on bills and remittance. Currently, Tracking is an internal tool, so this functionality isn’t visible externally.
We’re closing this idea for now, but we’ve linked an existing idea on showing the Tracking column on bills. You can support and vote on that idea, and see how others are approaching similar workflows.
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Bills/Invoices (Copy to feature) - Ability to change quotes to bills to credit notes if entered incorrectly
I often create credit notes as bills in error. It would be good to be able to change a credit note to a bill or vice versa rather than having to void and re-enter.
This could be expanded to other areas of manual data entry.
2 votesHi Gary, thank you for sharing your suggestion regarding quote functionality. While quotes can currently be copied to Bills, direct conversion is not supported. To accurately account for payments that differ from the invoiced amount, please note: payments received or paid in excess of the invoice or bill should be recorded as an overpayment, and any payments received or made in advance must be entered as a prepayment. If you require further assistance with these processes, we recommend raising a case with our support team.
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Copy to feature - Purchase order to Invoice does not show same price.
Why is the purchase order (created by copying from an invoice) now showing sell price not cost price!!!!! This is a massive issue - it means i have to manually enter cost price on the PO. Why has this changed??????
2 votesHi Jane! thanks for raising this here. Xero uses the sales unit price, not the purchase unit price that's entered against the inventory item when copying from a Purchase order. However, we recommend raising this with our support team so they can investigate this further. 😊
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Bills - Add-on for Starter Plan
5 Bills for small business is extremely low. If Xero won't increase this to 10, then offering an add-on feature would be key. When comparing the price of Xero to QBO, it is getting more and more difficult for me to transfer new clients that are in QBO over to Xero. The value of QBO is exceeding Xero plans, coupled with the live chat and telephone support, many new clients don't want to leave QBO and I can't blame them. 5 bills for $25 is unreasonably low. Jumping up to the next plan at $55 per month isn't warranted for…
1 voteWe appreciate your feedback, this will be shared with our teams. Just to clarify, we do not accept Product Ideas about Xero pricing plans or plan structures, so we can’t make commitments in this space.
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Bills - Set up payment schedule on a single bill for monthly payments like insurance, business rates etc.
Being able to schedule the DD dates on a single bill such as insurance, business rates, leases etc... so that when you run a bills to pay you can get a clear snapshot of what is due for the period rather than having to manually work it out - this would assist in not missing outgoings for the period.
1 voteHi Michelle thanks for raising this here. Xero has the repeating bills feature. Repeating templates display on the Repeating tab under Purchases overview and show the date the next transaction is due to be created.Xero automatically creates and saves recurring transactions based on your custom template. Could you please confirm if the capabilities of this standard 'Repeating Bills' feature align with your specific needs, or if you are looking for functionality beyond what is currently offered here?
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Allow tax adjustments on Bank Transactions added via API
In the Xero interface, both an Invoice and a Bank Transaction can be given a tax adjustment, e.g. to resolve a rounding error.
Via the API, only an Invoice can be given a tax adjustment. If sending a POST request with the exact same structure/data to create a Bank Transaction, the tax adjustment is ignored.
This doesn't make sense given that the tax adjustment on the Bank Transaction is possible via the UI.
Please amend this so that API POST requests to create Bank Transactions respect the TaxAmount field on the Line Item.
1 voteHi Virgil, thanks for your feedback on API tax adjustments. It’s helpful to understand where you’re seeing a gap between the UI and what’s currently possible through the API.
We’ve moved this idea to Feedback, which means it’s now closed for votes and comments. Because this relates specifically to API functionality, the best next step is to raise it in our developer community, where the team who work directly with API enhancements can review it in more detail.
If you can share your workflow and how this limitation affects your integration when you post there, it will help provide useful context for the developer community.
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Bank Reconciliation - Prefill details based on last entered
For Spend Money entry, I have two elements that would speed up entry:
Prefill the last entry for that Contact. Most venders (e.g. "Uber") will be the same expense type over and over. Having the 1st item prefill from the last entry will save time.
Right now "Save" is essentially "Save and Close" -- and then "Save & Add Another" creates a new blank item. I would like "Save" to stay on the same screen, so I can then use "Copy" from the "Options" menu to enter the same/similar item.
1 voteHi, we appreciate your feedback about bank reconciliation. We don't accept ideas that have multiple request in one post. Please create separate ideas for each feature, so we can gauge support and keep users updated.
In the meantime, Xero's bank reconciliation process does have a memorisation and prediction feature, where it tries to use details from previous entries, to speed this up for you.
It sounds like you'd like our Product team to make some improvements to this function.
For now, there's some detail on how this works below:
Memorisation - is for cash transactions where a transaction is created on the Create tab. Suggestions are made based on memorising how previous statement lines with the same fields were reconciled. Xero looks at the payee, particulars and reference fields on the bank statement line and compares them to the same details on previously reconciled transactions. Xero suggests the Who, What…
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Pricing Plan - Increase the limits of Bills in Ignite Pricing Plan
Dear Xero
I'm a user of your Standard business plan and happy to pay for this service, but also a user of your Starter Plan for another business in another country and it has some limitations which really need attention for small business owners who don't do much accounting.
The limit of 5 bills a month has to be increased to at least 10 which seams fair for a small business. I don't see the value of your price increase for basic features we need.
The other issue with 5 bills its allocated to each month, so should you have…
94 votesHi team, we thoroughly appreciate all the valuable feedback we've received through this idea and I can assure you this has been passed on to our teams internally to consider.
That said, we want to update and be transparent with everyone here that we'll no longer be accepting ideas about Xero pricing plans or plan structures and cannot make commitments to ideas of this nature.
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