6 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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Inventory adjusted when items on a project are marked as invoiced
Inventory is adjusted when items on a project are marked as invoiced
1 voteHi Sheri
We'll need some more detail for your post to be considered as an idea here. This will help others in the community know what they're voting for, and ensure we can get your idea to the right people in our Product team 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.
If this is a problem you're having, rather than a suggestion for our Product Ideas forum, please raise a case with Support, and our specialists will be happy to check it out.
You can find details on how to raise, view and update support cases here: Get help from Xero Support and here: My cases in Xero Central.
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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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