54 results found
-
Bills List View - Remove 'View' column from the default layout
There is a new completely unnecessary and annoying column named "View" in the Bills reports. I can switch it off each time I open that report, but I would like to reset the default so it doesn't come up ever. To view a bill all I have to do is click into it, so the extra visual of the EYE is just very irritating. It isn't an issue with the Invoices.
2 votesHi Adrienne, sorry we haven't returned sooner. I'm pleased to share that since our last update we have made some improvements to the list view for bills and you'll find you can now select and order columns how you'd like them to appear on the table.
Just click the 'Column button on the top left above the table where you'll be able to set your selection and drag & drop where you'd like to see columns. 😊
-
Bills/Invoices/PO's - Select and edit multiple lines
Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL
8 votesHi everyone, I’m pleased to share that this change is now fully live for all users.
As mentioned in my last update, you can now make repeated edits more easily in the line item grid by dragging the contents of a field up or down a column, or by using keyboard navigation to update multiple cells.🥳
This is now available across invoices, quotes, purchase orders, sales credit notes, and when editing bills in quick view.
From a field, you can click the blue dot in the bottom-right corner of a cell and drag up or down the column. Alternatively, hold Shift on a cell and use the up or down arrows to select cells, then press Enter to apply.
Thanks again for your sharing how this would improve your workflow.
-
Bills to Pay - Feature to save Supplier Statements
Description:
I would like to suggest the incorporation of a new functionality in Xero that allows users to save supplier statements within the system. This feature should not post any transactions to the chart of accounts but instead, save the supplier's name, balance, and date as a memo associated with the statement. This information should be viewable within the supplier's profile.Implementation:
The saved statement details should be accessible in a dedicated section of the supplier's profile, providing a historical record of statement balances on specific dates. Furthermore, these statement details could be utilized in the Aged Payables report, either…11 votesHi team, as shared earlier - we made an update to Contacts a little earlier this year so you can now upload and save a Suppliers statement as a file directly to the contacts record in Xero.
It's also possible to add notes within the details when editing a contact which are visible on the right of the contacts record once saved.
-
Bills - Duplicate warning when emailing bills into Xero
If you enter a duplicate supplier invoice via an email link into Xero bills, then Xero should advise/warn you that there is already an invoice in the system with the same reference/ amount. There should be the same warning that is given when a duplicate invoice is loaded into Xero bills manually.
12 votesHi team, pleased to share that duplicate detection has now been released and available to you all. Xero will compare the Contact, reference and amounts of bills and credit notes in your org to help identify possible duplicates. You can then go to the Review page to take action on any Unpaid bills (Draft or Awaiting Payment).
While Paid bills will also be picked up, if you need to take any action or view bills you'll just want to return to the bills list to access these.
Thanks for your interest and staying looped in with us through the idea, here.
-
Bills - Back button after adding a payment, to view other bills for the same supplier
When paying a supplier bill, there should be a back button to get back to the same supplier to continue paying more of that suppliers outstanding bills due for payment once a payment has been made. Currently once you have paid a single bill for a supplier, you have to go back to the bills page and search for another bill or search for the supplier again, it takes twice as long as it should and makes more room for error (our company like many others i would guess need to check each bill against the products we ordered with…
2 votesHi team, appreciate the interest and sharing your idea in the forums here. We recently released enhancements to the Bills quick view (eye icon) from the list of bills. You'll find you can now edit and make payments on bills from the quick view without having to leave your list of bills. Meaning you can jump from one bill to the next with ease!
-
Assign costs from bill to mulitple rental properties
I get a monthly insurance bill for all my rental properties. Would like to associate the cost of each to the appropriate property.
1 voteHi Coleman, this is possible with the use of Tracking. You could set up one of your tracking categories as properties and list each of your properties as an option. Then when you're entering documents in Xero you can assign each line of your bills, invoices and other document types to the property it relates. 🙂
-
Bills - Bulk approve and bulk edit accounts on draft bills
I forward invoices to Bills via the email feature.
I then batch process these at regular intervals.
There could be 50 to 100 bills here.
I have set default purchase contacts for all these contacts yet none of these drafts use that until I go into the bill for manual approval.
This wastes a lot of time as I have to go through each bill 1 by 1.Allow me to bulk edit the accounts on Draft Bills and / or use the default account setting for that contact.
This simple change would save me hours and I would get…
15 votesHi team, I know it's been sometime since this idea was initially raised but we wanted to return, as an update we made to the emails to bills flow should have resoled the underlying pain point initially raised here.
Now, when you email bills to your organisation your organisation's defaults will automatically be applied. So for example as mentioned in this idea if you have saved defaults for the contact the bill is created for, these will automatically be applied to the created bill. 🙂 - You can read more on the default application on Xero Central. Thanks!
-
Dashboard - Awaiting Approval in Bills Section
Add a line item/total for 'Awaiting approval' to the 'Bills you need to pay' section of the Dashboard.
25 votesHi team, with the new Homepage now out to 100% of customers, we'd like to return and update the idea here.
As mentioned in my last post - there are now 2 ways of getting a quick view and access to Bills awaiting approval in your org;
- Tasks widget will indicate the total # of items awaiting approval and you can click on the line to be taken straighten to the list
- Bills to pay will show you the total bills awaiting approval, along with the total cost of these bills
We want to thank everyone for your support and showing interest in this idea here.
-
Bill due date
When inputting a bill to pay, the default "due date" should be calculated automatically (per your settings / usual trading / 30days etc) - and then you amend this IF different.... having to always enter a due date is a pain
2 votesHi Lyn, it's already possible to set default due dates for bills via the Invoice settings, or on individual suppliers via their contact record. 😊
In the same way you do for invoices and quote you can follow the steps here to set a default due date for all bills. Separately if you'd like different due dates for individual suppliers you can edit their Default Purchase settings within their contact record.
-
Bills - Create a recurring supplier invoice from a previously entered invoice
Add another option on the SAVE button for Supplier Invoice entry (and Sales I guess but we don't use XERO for our Sales) to enable a previously entered invoice to be copied from and then SAVED as a RECURRING INVOICE. There have been many times I would love to have had this option.
1 voteJust for anyone else coming across the idea here - You can use 'Repeat' from the Bill options in the top right of the Bill to create a new repeating bill template😊
-
Purchase Order - Link Purchase Order to Bill
Linking Purchase Order to Bill
Purpose: To copy the details from the po to populate the forwarded bill from email fields.
This would enable the ease of processing bills; using the data already on the po and verifying the costs accordingly.
Also this is vital, so that you can match multiple bills to the same po.
213 votesHi everyone, I'm back to confirm that this feature is now live for all users with the release of our new functionality to part receive goods of a Purchase order. 😊
Each time you Create a bill from a purchase order there is a link created and a reference in the History and notes of each transaction so you can see the connection.
The way the reference field works, is if the Purchase Order has a reference this carries through to the Bill reference, otherwise this will default to the Purchase Order number.
We appreciate there maybe further enhancements to this flow users would like to see developed and we welcome you to start new ideas so we can gain a sense of interest and keep you updated. Thanks again for engaging with us about how we could improve Xero for your needs.
-
Bills - Highlight/flag potential duplicate bills after creation
Currently if a duplicate Bill to Pay is entered this only highlights/flags as duplicate when you are first creating the Bill or are editing the bill at a later date. Once it has been approved, it no longer highlights/flags this as a potential duplicate.
It would be great if Xero could flag that this could be a duplicate in 2 places:
1) on the bills to pay screen, somewhere out to the side (like the attachments) or perhaps the whole row in a different colour to identify that there are 2 bills for the same supplier with the same invoice…5 votesHi team, as TJ noticed our duplicate detection service has now been released to all users 😁
From the Bills list you'll now see a banner if there are duplicate bills to review and you can also access this option from the 3 dot drop down menu in the top left of the bills list. We've shared a bit more info on how this all works on Xero central.
Right now you'll be able to take action on Draft or Awaiting payment bills from the Action column, however to view or edit a bill you'll need to return to the list page to open this.
We're looking at possible improvements so you can view and manage ills within this page, too.
-
Bills - Provide a 'Skip to Next' function when reviewing Bills to Pay
In the same way that we have 'Approve & View Next' for invoices in the draft and awaiting approval sections, it would be useful to have a 'Skip to Next' function in the event that you are missing information or unable to approve at that time. This would certainly save several clicks and make the process more fluid.
3 votesHi team! Our new quick view feature in bills allows you to simply view your bill and it's details without having to leave the list view.
Move from one bill to the next using the arrow options and once you've reviewed make bulk actions by selecting multiple bills and using the list bulk action options like Batch pay, Approve, Add planned date, Print or Void 🥳
-
Bills - Assign planned date within individual bill
Usually, the options when you make a new bill would be "create new, copy, edit, etc" and date issued, date due, but no date planned to pay. SoI hope that one day there would be an additional option of "schedule for payment at date" because sometimes there are so many bills lying around and going to the "ALL" tab in Bills to pay, to find which are the bills that haven't had a schedule yet to schedule it is kind of inconvenient. So if I may, I would like a small additional option to be able to assign a planned…
50 votesHi everyone, returning to confirm that Quick view for bills has now been released to all users.
You'll see while still on the list view when you click the 'eye' icon you can see full detail of your bill and make a few quick actions including the ability to add a planned date.
I appreciate there are a couple of recent comments still wanting to see this in the individual bill page - please give this option a try and feedback if still does not meet your needs. We may open another idea to get a refreshed sense of the interest. Thanks
-
Bills | Export summary
Ability to export bills with one line per bill showing the Invoice Total rather than showing each line entered for each bill.
11 votesHi team, appreciate the additional feedback this idea has received.
As mentioned in my last update the Payable Invoice Summary will provide a 1 line per bill report based on the filters and grouping you set. Once set up as you like, saving this as custom means you can return to that same report with the applied filters any time you need in the future.
However, doing a bit more testing there is also an additional option of using JAX. You could simply ask JAX something like "Create me an exportable list of all bills that are awaiting payment" 🙂 This will provide you a table formatted list that can be exported to Excel.
-
Billing - Referrals program
A Referral and Affiliate program would be great. I love Xero and recommend it to other business owners.
8 votesHi everyone, we're pleased to share that our 'Refer a friend' program has opened up to all users, in all regions! 🙂
You can invite your friends to Xero, and earn rewards - When someone signs up using your unique link and subscribes to a paid Xero plan you’ll receive commission for every month they stay subscribed, up to 12 months. See more detail on our website.
-
Bills to Pay list view - Show Tracking options
We use a lot of tracking options on our bills and invoices, sometimes we need to refer back to a particular bill in that tracking option for VAT treatment as an example, but the only way I have found to do that aside from opening each bill individually through the list to find the right category, is to run a tracking summary report, select the particular one and check the expenses - it would be much simpler to be able to see the tracking category alongside the bills to pay screen so you can easily open a bill for the…
4 votesHi team, while not shown directly on each row of the bills list, our new quick view for bills should resolve the needs here. 😊
By clicking on the eye icon from the list you'll see your bill shown on the right side of the screen and can use the arrows to quickly move through each bill and view the contents including any tracking that you've assigned within your bill.
Get in to try and we're keen to hear your feedback on using quick view in bills!
-
Invoices/Bills - Don't update contact address for existing invoices
Currently, if you change the address of a contact, old invoices and bills will show the new address and not the old address.
It would it be good if the old documents can keep the old address. It is because having the old address is a piece of evidence to show where the goods have been delivered to. It is important to show that to the tax authority and auditors where the goods are delivered to determine the GST/VAT type, etc.
pls look into this. thank you.
95 votesHi everyone, we appreciate your continued engagement here and letting us know your needs in invoices retaining the address that applied when they were created.
We've just released an update, so sales invoices now save the billing and delivery addresses at approval. This means later contact changes won’t alter existing invoices, helping to preserve accurate historical records for audit, tax and proof-of-delivery purposes, and reducing the need to keep separate PDFs as a workaround. 😊
Thanks for your patience and feedback in helping us improve this experience.
-
Block users from posting duplicate bills
Would it be possible to create a setting where users can be blocked from processing an invoice with duplicate reference numbers. There is currently a message displayed but some users click past it therefore creating duplicate invoices/bills. Perhaps the message can be made more prominent and displayed in Red to alert users.
33 votesHi team, as you might've noticed duplicate detection in bills is now available to everyone! 🥳
We have a bit of detail on how this works in Xero central. Just to confirm outside of the Actions column If you need to view or edit a bill you'll need to return to the bills list to open the bill from here and make changes.
Our team are considering future enhancements in this space to enable you the ability to access bills from this screen. 😊
-
Bills - Previous/next button to go straight to the next bill/invoice
being able to use a next/previous button to toggle through bills and invoices without using the main bill or invoice to find the next document. Be able to amend bill/invoices without missing any.
14 votesGood news team, quick view is out and this is now available to everyone. As you'll see from the bills list view there is now an eye icon that shows a right side preview of your bill when clicked. To simply move from one bill to the next use the arrows above your bill view. This makes it even simpler to take bulk action on multiple bills at once without having to open and review each individually.
Thanks for your feedback and sharing with us here on how we can improve Xero for you. 🎉
- Don't see your idea?