172 results found
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Bill import - Allow default Supplier settings to apply to CSV imported bills
Example we explain here is a 4 line Purchase Order in CSV format which, using the Bills To Pay Template, we are importing in my test Xero platform.
Each line in the PO use a different Account Code from our Chart of Accounts.In brief, if we leave any of the Account Code fields empty the system does not seem to want to import the Supplier Contacts Purchasing Default Account settings.
I have tried all versions of this import and the only one I can get to work is one where all the fields are completed.
This means we have…3 votes -
Billable expenses - show invoice date
Please show the date of invoices in billable expenses.. It is easier for us to search the invoice..
27 votesHi everyone, appreciate the feedback of the layout of detail in the Billable expenses modal of new invoicing. I've made sure to share your feedback here with the team.
To confirm, right now the date column is still included in this view however if you have a few billable expenses to assign you'll need to scroll down and then will see a horizontal scroll bar so you can scroll across to the date. Understand this isn't the most obvious atm, and I'll keep you updated here of any planned change.
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Bills - Purchase order number field on bill
A field/box to enter the purchase order number when entering bills
We use a separate system for creating POs and would like to record our PO number in a dedicated field when entering the corresponding bill(s)
156 votes -
Bills - Add notes on the bills sent to directly to Xero
Ability to add a note for the bills sent to directly to Xero.
For example a reference for the bill.2 votes -
Bills - Show Account Numbers on PDF bill
Printing Bills in Xero do not show GL Account numbers, This is frustrating when you have larger Bills you would like to use as a template for GL codes
2 votes -
Export | Select which Sales Invoices/Bills to pay to Export to excel
To be able to only export a selection of sales invoices (or customers) and / or bills to pay (suppliers). Now you can only select on date or name via the search option. This will make it easier to send a selection of sales invoices and bills to pay in excel to customers or suppliers. (see file attached).
2 votesHi Marit, as shown when you've picked selected invoices and click the Export option only the one's you've selected will be exported. It sounds like you may want to search by a different term / field? If so can you share a bit more detail here to help when sharing your feedback with the team? Thanks
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Billable Expenses - Retain tax treatment from original Bill on Invoice
When adding bills with mixed GST/GST-free items to an invoice as a single line, please preserve the tax attributions (proportions) of the items in the billable expense.
Example: If I want to invoice a billable expense to a client from a purchase made at Coles Supermarket, the expense will contain some items that attract GST and others that do not.
These are correctly recorded in the bill (spend money transaction), but when this bill is added to an invoice as a single line, the GST/GST-free portions of the bill are lost. (And tax is applied to the total…
4 votes -
Bills | NZ - Manually adjust GST for each line
Ability to edit GST line by line on bills in order to agree balances to supplier invoices (Due to rounding issues)
23 votes -
Bills - View file attachments on a separate browser tab
I work with 2 screens - when entering a bill it would be really useful to be able to view the xero transaction on one screen and view the attachment on the second screen. Currently the bills sometimes have such small print you have to really zoom in and move around the screen to be able to read it. I am aware you can open it as a separate document, but this wastes as much time trying to zoom etc. Many people now work with 2 screens so I think this would be a really useful function.
3 votes -
Bills - Split once paid
Allow the split on a bill that's been paid to be modified.
3 votesHave you heard of Find and recode, Wade? This could possibly assist with what you're asking here. As the changes made using this tools aren't reversible it is restricted to users with the Adviser role, and we highly recommend trying it out in the demo company before using in your own.
Alternatively the best way to make changes to the bill would be to remove the payment, Edit, then reapply.
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Bills - Select documents from files in the Upload bills feature
At the moment you can't directly Upload bills from the files inbox we are having to download the files then upload them. Seems like an obvious feature.
1 vote -
Bills - Add overpayment/older bills tab
Under the Bills and Invoices sections, could separate categories be introduced for overpayments and older bills from prior quarters? This would help declutter the Awaiting Payment section, especially for businesses with long credit terms, where bills may remain unpaid for several months.
3 votes -
Bills - AI reconciliation of supplier statements
AI automated Supplier Statement Reconciliation! To allow business to match the invoices in their bills to pay with the invoices shown on their suppliers statements to ensure none are missing and everyone is paid on time without delays. We are currently looking to outsource to external parties not related to xero to do this so it is possible to implement. But to have it centralised and available within xero would be great. By automating this process allows for focus towards other accounting and business aspects.
Perhaps displayed in a similar way to the bank feed reconciliation screen. If we can…
43 votes -
Bills - Copy transaction lines to a new line
It would be great to be able to copy lines when processing spend money and bill transactions. I need to split costs from a single bill or credit card transaction to locations. Being able to copy data entered to a new line and then change the value if needed and apply the location would save time and limit tedium. Thank you
6 votes -
Bills - Show previous bill when entering new bill
Show that vendor's previous bills on the screen when entering a new bill. This helps to see prior amounts and dates to make sure month-to-month expenses are in line.
2 votes -
Bills - Add an Autosave function
It would be really useful if Bills autosaved to Drafts - as happens when you enter an Invoice. Because Invoices are autosaved, you are in that mindset and can often forget that you have to click Save or Approve for a Bill to be logged.
9 votes -
Bills - Display attached Invoice to the left not on top of the bill entry form
When creating a new Bill, and after uploading the invoice then viewing the attached invoice, the attached invoice displays on top of the bill entry form. This is very frustrating.
Please change to display the attached invoice to the left of the form, same as is the case when opening a draft Bill that was created by emailing Xero.
See screenshot for example
6 votes -
Bills to Pay - Sort Draft Bills by order date/time created
Hi,
We would like draft bills to be sortable by order inputted.
We are using AutoEntry to post invoices but Xero changes the order that the invoices are being entered.2 votes -
Bills - One-click Copy for commonly copied text fields
I would love to be able to one-click copy text fields that are commonly manually copied, such as:
- Invoice/Bill total
- Invoice/Bill number
- Customer ABN
- Customer email
- Customer address
- Supplier BSB/account number
- Payment/batch total
This click would copy the unformatted number/text to allow pasting into another app, such as Internet Banking, Excel, Calculator, email etc.
When paying a bill via Internet Banking, I need to manually copy the total via Ctrl-C, then paste into Internet Banking and manually remove the comma.
When pasting into Windows Calculator (which also won't accept commas) I need to paste into Notepad first to edit the…3 votes -
Email to Bills - Simplify email address
It would be great to be able change the e-mail address where files or bills are sent to Xero to simplify it?
Currently the e-mail address is long and without context and cannot be linked to a specific client outside of Xero in for example Outlook or Gmail.
An "alias" e-mail address would be helpful.
6 votes
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