305 results found
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Invoice - Add billable expense hyperlink invoice to bill
I can create a Purchase Order, and from that I can mark it as billed and it creates a bill record for this purchase, putting the PO number into the Reference field of the Bill. The Bill also has a hyperlink to jump to the Purchase Order.
Within the Bill, I can assign the expense to a customer, which is fine.
When I create the customer Invoice, I have the option to add billable expenses, which is fine, and it marks the line as a billable expense, but there is no hyperlink to jump from the Invoice to the Bill.…47 votes -
Apportioning single cost bill line to several projects
Projects Management - There are instances when a bill line item needs to be apportioned/allocated to two or more projects. At the moment the only way to do this is by splitting this line item across several bill lines (as many as projects to allocate to) and then do the allocation. The idea would be to add a "Split" button to the project allocation form, say next to current search field in the form ( not the search at the top but the one next to each billed item), so that current functionally remains i.e. type project in search box…
17 votes -
Invoice/Bils: Importing - Use Contact Account Number instead of ContactName
When importing invoices and bills, to have the option to import using the Account Number where specified, instead of the Contact Name to avoid the issue of creating duplicate contact records where the name does not match exactly in Xero.
33 votes -
Bills - Attachments from repeating bill template to be linked to generated bills
Attachments in repeating bills are not attached to the actual bills when Xero creates the bill.
If the repeating bill is deleted, the link of the repeating bills will be broken and we cannot get the attachment in the repeating bill.so I suggest
1. having the attachment in the repeating bill attach to the actual bill when Xero create the bill; or
2. have an archive function for repeating bills that are expired so that the actual bill can still be have a link to the repeating bill to find the attachment.Attachments such as working or scanned bills…
39 votes -
Invoices/Bills - Sorting Invoice number to be sequential
Invoice numbers to be sorted in sequential order so when you get past 9999 the invoices going to 10000 upwards don't then end up at the bottom of the list and out of order.
41 votes -
Bills - Show bank details in Bills to Pay screen
It would be good to be able to see the bank account details (BSB and Account number) on the new bill screen when entering invoices to be paid. By having the contacts bank details on the entry screen you can easily check that the bank details in Xero match what is on the invoice. This would save time of having to go and open the contact to check that the details match - not to mention save time of having to download the invoice so you can view it while checking against the contact. Being able to look at the…
32 votesHi everyone, we appreciate this idea has been one many here have desired for some time.
Our product team are currently developing the Bills View and Edit pages that will solve for the needs here.
Once released, you'll be able to view the contact bank account details by clicking on the Contact in the bill. This will allow you to then compare details saved for the contact with the detail of your attached bill file that can be viewed in the side pane.
I'll loop back when these new pages are released so you can try them out for yourself 🙂 Thanks !
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Bills - add a scheduled amount when entering a planned date
It would be great if you could also add a scheduled amount to be paid on a bill when you enter a planned date. This would help when you are paying off a bill in instalments and the cashflow summary would be more accurate. Instead of showing the total amount of the bill to be paid it would show the planned amount to be paid.
25 votes -
Email to Bills: Support for HEIC format
i recently got a new phone and all its photos are saved as HEIC format however everytime i forward this type of image to xero for bill forwarding it fails as xero doesn't recognise the format.
can you please update file formats asap as all newer mobile devices are moving to HEIC as it is a higher quality file and a smaller size overall, and samsung i found out do not offer an auto change of file before forwarding so it will not be easy to convert back to a jpg or png etc. before sending receipts to Xero
17 votes -
Batch Payment | PDF - Print invoices in logical order
When you print a batch payment to PDF it currently prints the invoices in a random order (not by supplier name, not by date, not by amount, not by invoice number, not by Details -- completely random by the looks of it).
It would be great if the invoices on this PDF could be sorted in the following order to make the PDF easier to read:
Supplier Name
Invoice Date
Due Date
Invoice NumberIf you are trying to use this report to check all invoices from a statement have been included, its currently very difficult/waste of time.
39 votes -
Connected App - Supplier data-sync for purchases
Option to data-sync Amazon, Ebay, Etsy etc accounts to allow VAT invoices to automatically assign to purchases. This would save so much time each quarter when preparing VAT.
1 voteHi Siobhan, just going to shift your idea back to Gaining support as there is no direct work around the other applications you're interested in atm.
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Lock Dates - Allocate Overpayments to Bills before a Lock Date
when doing allocation between an overpayment and a bill, if the invoice is dated within a locked period you are unable to do the allocation, it would be good if you could just do the allocation without having to open the period.
21 votes -
Bills - Record delivery notes for goods received, and attach to bills
We are a retail business. 15 companies and 65 shops across Australia. We currently have 285 different suppliers from whom we buy multiple items without creating purchase order as we order them on phone or online portal. We have Xero just to maintain supplier payments only.
Now, many suppliers send us periodic invoices means one invoice for multiple deliveries.
therefore, if we can enter delivery dockets header data only in bills to pay section just for records purpose we can track deliveries and assign them to Invoice once it arrives just like credit notes.
So we would know that we…22 votes -
Invoice - Include payment dates in Invoices and Bills exports
From "business" then "bills to pay" or "invoices" and click on "export" from a search result, the payment dates are missing in both the Invoices and Bills export files. Only the invoice dates and due dates are exported. Please add payment dates to the reports. Thanks.
24 votes -
Bills - Copy Repeating Bill
Would love the ability to copy an existing repeating bill instead of having to open another window with all the features that the new repeating bill should have and having to manually add them all.
24 votes -
Documents - Create bill in new tab
Would it be possible to create a bill from within the files tab, into a new tab. When you click create bill from within the file tab, it allows you to create the bill but once you click save, it just shows you the created bill. You then have to go back to the files tab and re-find the next file you want to create as a bill. Would be much easier if you could right click and create the bill within a new tab, so that the file tab stays open at all times.
Thank you!
15 votes -
Email to Bill - Auto attach copy of source email as a file when creating bill
When a client emails bills into Xero files, they often include a note saying APPROVED or POST TO DIRECT COSTS and even- PLEASE PAY TOMORROW. At the moment I have to open the email, take a copy, email it back into Xero files and then attach that to the bill along with the original bill. Can a copy of the email be automatically attached to the bill when it is processed from files? It would save a lot of time.
8 votes -
Purchase - Add schedule payment date from within the transaction
Payment Schedule Date - add from other screens
Make it easier to schedule payment dates. I love the ability to schedule payment dates but it is only available from one screen. It would be great to be able to add a schedule payment date from within the purchase. That would mean you could approve and schedule from the one screen.
29 votes -
Bills | List view - 'View' bulk approved bills in Awaiting payments
The view box that comes up when you approve bills is utterly useless, you can't do anything with them, I don't see the point. Before the recent changes, when you approved more than one bill, you could click on the view tab at the top of the page and be directed directly to these bills in awaiting payment, from that screen you could schedule them for payment. Now you have to approve them and then go to awaiting payment, search for the bills you just approved, make sure that the bills that come up in the search are indeed the…
10 votesHi team, thank you for sharing back on this feature and the flows your business have when approving and scheduling payments.
This has been shared back with our product team and while we don't have immediate plans around changes for this view will keep you updated if there is any progress, here.
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Reports - Customer/Supplier Bill Activity show Debit & Credit in separate columns
I refer to the Customer/Supplier Bill Activity reports which shows transactions as positive and negative figures. Could you *** create a report to show bill activity in Debit & Credit separate columns format instead of positive and negative figures in 1 column? Thank you
10 votes -
Bills - Show unapproved bill costs in accounts
Currently bill costs are not posted to the accounts until it has been approved. It would be beneficial if once a bill was entered/submitted for approval in xero the costs were shown in the accounts. If the approver is not available to approve the bills it holds up finalising month end accounts.
7 votes
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