26 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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Purchase orders - Prevent tax rates changing when item edited
With the new Purchase Order template, tax rates applied to a product change if the cost price is amended, so for Zero rated items, they now switch to 20% VAT rate. Why has this change been made? Really frustrating and could lead to issues with Tax Returns if not manually updated.
1 voteHi Robert, appreciate your feedback on the new PO experience. The behaviour you noted here is something that would be best investigated by our specialists at Xero Support. I'd recommend getting in touch and providing access to your org along with examples of PO's you've found this occurrence in so we can take a closer look and escalate with our product teams if something isn't working as expected.
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Bills - automatic bill numbering
please add automatic numbering to bills. I have to keep trying to remember what my last bill number was!
1 voteSorry to hear the troubles you're running into here Lorraine.We do have the facility to have automated bill numbers assigned, you can find this in the Default settings of Invoice sittings. If some thing isn't working as you'd expect it to, 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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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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Fixed Assets - Quick asset creation from supplier Bill
When an Item is purchased, make it an easy step to turn the purchased item into a fixed asset rather than inventory.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Bills list view - Consistency in compact view
In the new bills view, compact view on bills awaiting payment has the same spacing as regular view on the all bills page. The padding around the tickybox doesn't change, so the padding in the table cells isn't compacting properly on pages with tickyboxes. Consistency between formatting on different grouped pages is a basic requirement, as is testing all pages within a category for unintended impacts of CSS changes.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Bill Payments - Add a different Pay To name, for paying bills through a Factor
Add a Pay-To Name that is different than the name of the Vendor. Explanation: I have a handful of Vendors who have hired out billing companies like Wells Fargo to handle their Accounts Receivable. In Xero I only get to name the Contact by the Pay-To Name which is very messy and meaningless when adding invoices and matching invoices to Vendors.For my business this is an urgent matter that needs to be addressed. *As a retailer, I only do accounts payable.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Bills - Move the New Bill button to the top left, to match the Invoices screen
On the Bills page, the New Bill button has been moved top right. More distance to travel = more time wasted. Need to look harder to find it too because it isn't where it was and the New invoice button still is. No - the new colour doesn't help that much as I am colour blind. Could you please move the New bill button back to top left of the screen like the New invoice button ?
When I enter a bill where there is an outstanding credit, I go and Allocate credit. Great but after doing that the screen…
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Bills - Refresh option on bills to pay page and a recent invoice list
When emailing bills to Xero as I am working from my email account and Xero at the same time, the page has to be refreshed by clicking into one of the other tab options all the time and back again. It would be great if there was a button that just said refresh so I am not wasting time jumping from drafts screen to one of the other tabs such as all and then back to the drafts.
Additionally we process all of our invoices into draft format firstly. When doing this sometimes they are out of order. It would…
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Multicurrency: Bug - invoices show "outstanding bills" in wrong currency when viewed online
The "Outstanding bills" amount shown when viewing an invoice online is always shown in the Xero base currency, even when the invoice is in a different currency. This is not a good customer experience for international customers.
Specific example: My base currency in Xero is NZD. When I send an invoice to an Australian client the invoice is in AUD. When the client views the invoice online, it has AUD for the invoice amount, but in the blue bar at the top it shows "Outstanding bills" in NZD.
Example screenshot attached.
In Xero we have assigned "Australian Dollar" as the…
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Emailed bills - Save as Draft without needing to click Log In for each one
When I am emailed a bill from a vendor who also uses Xero, I click the link and open that bill in a browser. Usually, I am already logged in to Xero in another tab in the same browser. Usually, there will be multiple bills to open this way.
For every single bill, I have to click to log in to Xero to save it as a draft in one of the organisations I have access to. It's a small thing, but I'd like to not have to do that if I'm already logged in to Xero in another tab,…
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Bills - Add a remaining balance line
Xero can you please add a Remaining To Allocate line on the bills screen. Most of my bills are split between jobs so a remaining balance to allocate would save so much time having to manually calculate entries. See example attached. Especially when working on the go so a calculator is not required.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Bills - Option to tick items and move to the relevant tab
We need a tick box in the ALL tab section for Purchase Overview Bills - We should be able to from the ALL tab select Draft, Awaiting approval, Awaiting payment, Repeating. You constantly have to go from tab to tab when searching in ALL
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Bills - Organisation search function when using Save to Xero
When we receive a bill from a supplier that also uses Xero we have the option to put it in as a draft bill directly into our Xero. It's very useful feature. But as a partner with nearly 200 clients when we click through it asks us to log in and select which client the bill is for. We used to be able to type the company name (usually our own) but that option has been removed and now I have to scroll down the list of clients until I find the right one. How is this an improvement? Can…
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Bills - Assign tracking category for partial bill payment
A single bill is entered for two projects (tracking categories). In the Profit & Loss statement, it is showing the correct amount for Project 1 and Project 2. However, when I make a partial payment to this supplier, I am unable to allocate it to the particular project. Xero is automatically assigning it, which is resulting in incorrect output.
If you can add a popup for Bill Payment "tracking category", it will be a great help for the users1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Bills - Payment files automatically sent to Westpac
To import a payment file into the bank the user must download an ABA or CSV file from Xero and save to their local drive. This file is then manually imported into the bank - this poses a major data security risk. Xero already supports bank feeds with many large banks so there should be an option to import these payment files directly from Xero into the bank.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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