28 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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Bills - Temporary pop up after creating bill and view bill opening in new window
A slight nuisance when creating bills, that seems to have started happening as part of the new invoicing 'updates' as I never had these two issues before.
1) There is a certain bill transaction that I add monthly, usually 10-15 per month. The lines are always the same so for speed I always copy one bill to another and so on. Once I add the payment Xero sends me back to the home screen and a pop up appears in the bottom left hand corner to 'view bill'. I click on this to then copy the bill for the next…
2 votesHi team, returning to this idea the new quick view and edit bills option may resolve some of the trouble here.
In the list view, from the eye icon you can view and use the Copy option on your bills. Saving you from having to click in and then back to the list.
If you get interrupted in between entering bills, when you return to your screen just navigate to the relevant tab (Draft or Awaiting payment) where you'll be able to quickly view the bills you've created and click the eye icon to see the details and where you last left off.
Not getting a lot of traction on this idea over time this will soon be removed from the forums, however your feedback has been shared with our product teams and if you still feel strongly about this idea you're welcome to start it again to see if…
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Bills - Auto update status for future planned payment once paid
Direct Payments - Change of status - Scheduled to Paid
Currently within 'Manage direct payments' the Status doesn't change on future dated payments once they've been paid. ie. Once a scheduled payment is made change the status to PAID.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much support 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 - Automatically open a new tab when adding a bill
Xero made a change when adding bills at some point last year.
Before, when you clicked to add a new bill, it would automatically open in a new tab, really handy when adding multiple bills to a specific supplier.
Now, you have to right click on add a new bill to open a new tab otherwise you have to keep going back to contacts to re-find the supplier in order to add another bill.
Not sure why this needed to change as it was far more user friendly and was quicker to add bills before.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much support 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 - Warning to make clear payment not made form Xero
When paying bills through Xero there should be some warning box to state this will not take money from your bank account. This will be recorded in Xero however you will need to make payments from your bank account.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much support 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 - Categorising hire purchase or loans from aged payables
Having the option of when adding a purchase invoice which is for a hire purchase or a loan agreement, then Xero automatically removes the aged payable balance from the listing and posts to a Hire Purchase/Loan nominal code to avoid having HPs/Loans in the payable listings - I know that this is a feature that other accounting systems have, such as FreeAgent.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much support 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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Inventory - Part exchange feature for tracked items
When raising a sales invoice for the part exchange of a vehicle there should be a feature to record the entire sale and then debit the A/r account for the amount of cash payment owed and them debit the remaining balance to a tracked inventory account.
EG.
CR Sales 8,500
DR A/R 3,500
DR Tracked inventory 5,000
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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Purchase Orders - Option to move back to Draft status
Purchase orders should be able to go from approved back to draft inside XERO so that integration to other stock systems does not fail when changes are made in 3rd party stock management systems.
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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Inventory - Airtable Integration
It would be great if there was Inventory integration with Airtable (Airtable.com) to keep proper adjustment of our inventories. It’s a much easier to use system, for small business, that needs less support.
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 to pay - Multi facet search (cross-search by multiple fields)
Sort "Bills you need to pay" Invoices by Supplier, then Due Date.
When I make payments to suppliers, I first sort invoices by suppliers name (A-Z) and then by due date, however, the new update does not keep the A-Z order which means the list is not neat and easy to follow for payments.
I can currently sort by due date, however it does not group automatically by supplier, so is very chaotic and requires streamlining, especially if there are lots of invoices due on the same date.
Are you able to amend the programming to allow for this feature?
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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 - Transaction dates shown in batch payment summary PDF
What I want to show in the batch payment summary is the transaction date.
For example, I used my personal money to buy sth on 1st June & 10th June. Then I submit "expense claims" on these two days. And when accountant batch the payment for my claims, I want to show the transaction date (1st June & 10th June) on the batch PDF, just as shown in my attached image.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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Purchase Order - Next page arrows to switch between purchase orders
Would like to see a next page arrow in the purchase orders like in files when you can move to the next file OR Purchase order really easy and see the whole thing without having to open new tabs the whole time to view the next one.
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 to Pay - Remove 'New bill' drop down
With the "new look" bills having been implemented, all the different bill options are under a drop down where you select new bill, new CN, new repeating etc.
I appreciate that this looks tidier or something, but when you're inputting about 20 CNs, having to go through the dropdown for each of them is really tedious.
Also: after approving a bill there's an option to add another bill directly, but that doesn't happen if the bill is submitted for approval or saved as draft. Can this be implemented?There is also no option to go straight to a new CN…
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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