305 results found
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Checks - Control Printing Order
I haven't yet been able to determine what order checks print selected bills in, and they seemingly change their sort order if you select them to print again. Is there a way to control the order they print in to come out alphabetically by payee, so that we can more efficiently match them up to the letters they need mailed out with? Or, have a way to select how you want them sorted (i.e. by payee, memo, etc.) on the Pay by Check screen when printing multiple bills?
19 votes✨ Thanks for the thoughtful feedback on the check printing order. We understand that when checks print in an unpredictable sequence, it makes it harder to match with backup documentation and to reissue in a consistent order if needed. We’re tracking requests here for the ability to sort (for example, by payee) and to keep the order predictable and repeatable across print runs. This idea is open for community support (Gaining Support)so others can add votes and any details to help us gauge impact.
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Bills - Assign repeating bills to CIS Labour Expense system account
It would be great to be able to select the account on a repeating bill as 'CIS Labour expense' (I don't understand why it won't let you in the first place when you can select all other accounts by the looks of it?..)
9 votes -
Invoices/Bills - Ability to enter total amount first before entering the item lines
When entering a bill or invoice, you enter the total at the top then add statement lines, would be great if it showed remaining amount to be charged/ reconciled to reach the desired total. This would cut down admin time when reconciling bills after entering gst amount could show the total remaining as the non gst amount so you do not need to calculate the remaining amount.
13 votes -
Invoices | Single click back to drafts
I would LOVE a link back to draft bills & invoices from the approved bill or invoice. When using email to bill and repeating invoices, after approval there is a link to add a new 'whatever'. But there is no single-click option to go straight to drafts to keep processing these. Instead you must click twice to purchases overview and then drafts.
When processing a large queue of draft bills and invoices, this would be a huge time-saver for me, and I'm sure many others.
23 votesHi team, reviewing this idea we appreciate there is feedback both in relation to Invoices and Bills here.
On the bills front, there is actually now functionality that can solve the flow here - Using quick view you can review, approve and move onto your next bill all without even leaving the list.
You'll also find that the default in this view is 'Approve & next' making it a direct option rather than having to pick from the drop down.
Right now, we're also in the process of releasing new View and Edit pages for bills that'll also have this option set as the default.
This view option isn't available in Sales right now, however we have an idea you may like to also add your support for this.
Similarly, there is another around having Drafts added to the Sales menu that some maybe interest in here.
For the time…
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Bills - Draft Bills overview, add GST and Account columns
Is it possible to add GST and Account columns to the draft bills screen in Xero to check the account and GST total before approving?
19 votesHi everyone, right now our team are doing lots of work in the bills space to help you streamline your accounts payable. Soon, we'll be adding a quick view so you can review bills and make changes on the fly without leaving the list view. Read more on other changes coming to this space on our blog.
I'll keep you updated when this is released and you can try it out for yourself.
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Billable Expense - Copy billable expense details when copying a bill
Xero to copy billable expense lines when copying a bill or entering a new bill using 'add last items'. At the moment, the nominal lines and split detail are copied but if each line has previously been allocated to a customer as a billable expenses, this is not copied and needs re-entering line by line.
13 votes -
Email to bill - Enter a bill as already paid
It would be great to have the ability to mark a bill as already paid when being entered.
We use the bills email address for employees with company credit cards to submit receipts/invoices for purchases however, when these go into bills and before they can be reconciled, they get mixed up with bills actually needing to be paid. This is also the case for invoices we receive that are then direct debited, before the amount is deducted from our accounts, it's easy for these to be confused for bills that need to be batched and paid. If multiple people are…
23 votes -
Batch payment | File compliant with CPA005 for Canadian banks
CPA005 compliant so that a payment file can be uploaded to a Canadian bank instead of having to manually input payments.
10 votes -
Bills - Bulk delete payments
When bills have had payments added on incorrectly from a non-bank account (i.e. enabled payments to account)
enable a function to remove payments in a bulk action9 votes -
Invoices/Bills - Ability to copy multiple bills into one invoice
Converse of the ability to copy multiple bills into one invoice.
9 votes -
Bank reconciliation - Show Account Code on spend/receive money
Bank Accounts Cash Coding problems:
xero auto enters "unknown" if payee not used
No Quantity column for shares or livestock transactions
Posted entries disappear which does not allow easy scroll up and down scrutiny of work done
account code does not show for coded entries
bank account description/particulars does not show as per bank statement
ie simply make the bank statements screen like Banklink so I can move my practice.9 votesHi Brian, appreciate your feedback here. However, in order for others in community to understand the specific idea they're supporting and to also share back with the right teams here at Xero we ask to keep one idea per thread.
We have an idea started that you can support for livestock calculations
I've adjusted your idea here specifically for showing the account code in the cash coding screen, and you're welcome to support others cash coding ideas or start others for ideas that are represented.
If you're having any trouble with conversions, I'd recommend coming directly into our team at Support for 1-on-1 help from our specialists. 🙂
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Billable Expenses - Files to copy through to the Sales Invoice
Ability to have a copy of billable expenses to the sales invoice.
Purpose: Save them time from having to send another email of copies of the expenses.
241 votes -
Invoices/Bills - Ability to duplicate a line item
Ability to duplicate a line item for invoices/bills.
Purpose: To make users easily enter similar line items when creating invoices/bills.
66 votesHi everyone, we appreciate all contributions and votes this idea has received overtime.
There are a few different features we'd like to highlight that can aid in the entry of a lot of transaction entry and solve for many of the needs here.
- Non tracked inventory can be used as a means to save details for items you regularly purchase or sell and reduce the need to repetitively enter information such as Description, Price and Account
- Contact defaults can additionally save time from having to enter or update account, and tracking options of your lines
- Add contacts last items from the previous transaction you entered for them if you have contacts you regularly purchase or sell the same items
- NEW drag & drop contents of a field up or down the column - hovering over a field you can click and drag from the dot in the bottom right corner…
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Billable Expenses - Ability to add margin/mark-up
Ability to add a mark-up in the billable expense.
Purpose: Because some clients will ask additional expenses to users’, this will help them easily add mark-up price in their expenses.
75 votesHi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here.
When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up.
We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress.
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Billable Expenses - Allocate supplier credit notes to a customer
Ability to allocate credit notes to a customer.
Purpose: To save users’ time rather than having to manually go into the Billable Expenses, outstanding report, find the original invoice and edit it to remove from recharging the client.
65 votes -
Bills - Edit Date of paid bill
Ability to change the date of paid bill.
Purpose: To make it easier for users rather than going through the process of unreconcile the transaction, change the date and reconcile the bill again.
15 votes -
Bills - Merge multiple bills from one supplier
Ability to merge multiple bills from one supplier into one bill.
Purpose: To combine bills related to a single source or event, and show a link between. Also saves time from having to recreate lines from an existing bill in another.
45 votesHey community, thanks for your sharing and supporting this idea.
We wanted to share for those that may not already know - right now you can combine multiple bills to mark them as paid in a single batch payment? Bills display separately in Xero, but bills for the same supplier are combined in the payment file, so each supplier receives a single payment and reference. Appreciate that this may not help for all workflows of those who voted for this idea so we'll continue to monitor interest and feedback on the idea.
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Bills - Ability to allow multiple levels of approval for bills
Ability to approve bills by more than one user in Xero.
Purpose: Because some companies have more than 1 directors/managers, so this feature will improve users’ workflow in approving the bills within Xero.
144 votesHey community, thank you for continuing to highlight how important multi-level approvals for paying bills can be for teams of all sizes. We’re currently building a customisable bill approval workflow into Xero that'll let admins set rules based on factors such as amount, supplier, account code or who submitted the bill. You’ll then be able to automatically route bills through selected approvers in sequential or parallel steps. ✨
Approvers will be able to take action in Xero, with a digital audit trail captured in history and notes to identify who approved a bill and when - Helping to keep the approval chain moving. You can read more about our direction in our update on The Long and Short of It.
I’ll come back to share as this begins to officially rollout.
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Lock Dates - Allocate Credit Notes to Invoices/Bills before a Lock Date
Ability to apply credit to an invoice that is issued within a lock period
Purpose: Apply credits from within a locked period to sales invoices
79 votesHi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.
Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.
When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals…
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Bills - Automatic Bills sequential numbering
Ability to automatically create a sequential numbering.
Purpose: To make filing invoices quicker.
39 votes
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