10 results found
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Templates - Create a bill/invoice from item code
Across all of Xero not just in Manual Journals, but suite-wide, can it be known that speed of data input is critical to productivity. Therefore can someone at Xero escalate the design choices to improve the speed of input of repetitive tasks.
Can you set templates for invoices and bills that are generated from an item code????
3 votesHey Paul thanks again for the idea of setting up templates from item codes. We have moved this to Feedback as there isn't really enough information on what you would like to see available in Xero for us to investigate. If you can give us a blow by blow process that you would like to see and any other relevant information so we can look at this wiht our Product team that would be greatly appreciated.
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Reference field - Information no longer carries across when creating New Bill from Purchase order
We would like to raise a concern regarding a recent update to the Purchase Order function, which is now causing operational issues for us.
Previously, within a Purchase Order, we could select the three dots at the top of the screen, choose “Copy to…”, and then select either Bill, Purchase Order, or Invoice. This process worked well and ensured that all relevant details transferred correctly.
However, following the recent update, the options have changed. We now only see “Copy to Invoice”, while Bill has been replaced with a blue “Create Bill” button. To create a Bill, we must manually select…
2 votesThanks for taking the time to share this feedback Maria. We understand how frustrating it can be when a workflow doesn't behave in the way you were expecting, especially when you're relying on information from a purchase order to flow through clearly to the bill 🙂.
To clarify, the current behaviour is as it was in the previous purchase order experience. If the Reference field on the purchase order is left blank, the purchase order number will automatically populate the Reference field on the bill. If a value has been entered into the Reference field on the purchase order, that value will pull through to the bill reference instead.
If the reference information isn't populating on the bill at all, that wouldn't be working as designed. In that situation, we'd recommend raising this with Xero Support so they can investigate what may be happening within your specific organisation.
It may…
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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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Ignite Plan Bill Limit feels unrealistically low.
The current Ignite plan bill limit feels unrealistically low for many small businesses. Having to jump to the next pricing tier just to enter a modest number of additional bills feels disproportionate, especially when many of us do not need the extra features included in the higher plan. It creates the impression of artificial feature gating rather than pricing based on genuine usage or value. It would be great to see either a more reasonable bill limit on Ignite, or an intermediate/add-on option that allows users to purchase additional bills without a large monthly price increase.
1 voteHi Natalie, we appreciate your feedback, and this will be shared with our teams. However, we do not accept ideas about Xero pricing plans or plan structures and cannot make commitments to ideas of this nature.
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Xero failing to flag all duplicates
It is not functional that Xero is NOT consistently detecting duplicate bills when they are entered.
This is an important feature for maintaining data accuracy and preventing duplicate payments, At present, the duplicate detection appears unreliable or inconsistent.
I believe this functionality should be escalated and reviewed for improvement, as users rely on this feature as a key accounting control.
1 voteHi there 👋 I see you also came into. our Xero Support team about this who did try and look into things however it appears the feature was working as expected during your interaction. Please do come back on the case if you notice this behaviour again and our team will happily investigate this with you. We'll need this deeper 1-1 insight to look into this and be able to esc alate to our product team if not working as it should.
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XIP - Modify "Available Inventory" Column on Sales Orders Fulfillment
Currently, it just says "Available" or "Unavailable" which doesn't tell you much. Instead, it should put the ETA date based on POs if the material is on an open purchase order for the product on the Sales Order.
1 voteWe'll need some more detail for your post to be considered as an idea here, Ryan. If you can supply us with a screenshot of what you are seeing this would be very helpful. Once we are able to consider the idea, others in community will to vote for, and comment on the idea. It will also 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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Drop Down Calendar Issue
The drop down calendar shows a different start day in Bills depending on which field you are using, should be the same across the entire site.
1 voteHi Alan, thanks for sharing your feedback about the calendar behaviour. The suggestion is to have the calendar consistently open on today’s date, reducing the need to manually navigate through dates when entering information.
The expected behaviour is that the date picker defaults to the current date/month when opened in standard entry fields. If you’re seeing it open on a different date or month, this may be related to a default settings.
If you’re experiencing this, our Support team can help troubleshoot the specific scenario. If I've misunderstood your idea, feel free to reach out again with more information.
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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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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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