349 results found
-
Bills: Open links in new tab on the new bills screen
On the new bills screen you're now unable to open other areas (awaiting payment/draft etc) in a second tab without first opening the purchases overview window in a new tab.
On the old bills screen you could either middle click or ctrl+click the options at the top of the list to do this and it was rather useful.
5 votes -
Bills - Auto populate Description from Reference field
When you create a new transaction you have 2 fields which identify the nature of the transaction - "Description" and "Details".
I find myself constantly copying one to the other. It would be really useful if Xero could auto-copy description across to details, and if you don't want it the same you can overtype the details.
Having content in both fields helps identify the item, and usually the same content will do.
3 votesAaah I see, thanks for the extra detail, Rick. Have slightly updated the title of your idea and we'll start to get a sense of the interest from your idea here.
-
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?..)
8 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.
12 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.
20 votes -
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.
12 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…
21 votes -
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?
15 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.
-
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 -
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 -
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.8 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. 🙂
-
Bills - Send to WFM to add to assign to job
As we have to load bills into Xero to reconcile, (and I use hubDoc to do this now) it would be great if we had the option to send certain bills to Workflow Max to assign them to a job and include them on a client invoice. This would top off this suite of programs for me!
4 votesXero is retiring its WorkflowMax product on 26 June 2024 and has entered into an agreement with tech-led business advisory firm, BlueRock, who are acquiring the brand. As part of this, they have commenced plans to offer a new product. BlueRock’s intent is that their new WorkflowMax product, WorkflowMax by BlueRock will be available to customers in early 2024. You can read more on the blog and on the WorkflowMax website.
-
Purchase Order - Applying a single PO to multiple bills
Ability to assign multiple bills into single purchase orders.
Purpose: To improve the users’ workflow rather than having to create multiple purchase orders.
128 votes -
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.
218 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.
54 votes -
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.
72 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.
-
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.
51 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.
41 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.
-
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.
13 votes
- Don't see your idea?