47 results found
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Bills - Bulk code lines
It would save so much time if there was an option to bulk code multiple lines on one bill, rather than selecting the account code for each line individually.
10 votesHi team, with little interaction on this idea in sometime and based on the existing options that have been shared we are going to move this idea to delivered.
To reiterate the options - you can set defaults for accounts, items and contacts to fill fields and save time when entering bills, alternatively depending on your workflow you may also find importing bills from CSV where you can bulk populate account codes for multiple lines on one bill handy.
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Bills: Ability to search by Created Date
Extend the search function under bills to pay to include creation date to help elevate duplication when exporting data to csv file.
I want to export invoices from Xero to import into a CRM platform to use as a job cost analysis as this is not a function Xero currently has.
All invoices dated the 01.09.22 will not be input on the same date so there is no way to ensure you have exported all the invoices for the 01.09.22 unless you delay the export. This is not a practical solution for me as I want to assess the profit…
4 votesHi team, returning to the idea I wanted to highlight that you can currently run the History & notes report which could be filtered for Type = Bill, and type 'created' in the search bar.
Relating to the ability to identify duplicates - our team are currently working on aa duplicate detector that'll further help with this process, so you'll be able to review bills that have been identified as duplicates and take needed action before exporting - You can stay up to date with work for this on this idea. Just add your vote to receive updates 🙂
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Bill Screen - Simpler preview of attachments
Preview PDF on Bill Screen. Currently viewing a PDF has to many clicks
Have to click the files icon 1
then click the file name i want to download
then click in my browser to open the downloaded fileCan we not just have it preview the PDF in the browser, if there is only one file attached a preview button without having to drop down first would also be good. So you can view the attached invoice in one click instead of three.
8 votesThanks for all contributing to the idea here! With our new Bills quick view feature, previewing your files has been become much simpler.
From the list view you'll be able to see the # of files uploaded to a bill, and by clicking on the file icon you can get a quick side by side preview (without having to leave the list view).
You'll also find you can use the arrows in the bottom right corner to switch from one file to the next where you've uploaded multiple. 😉
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Bill | Payment fields - Allow price pasting with commas and dollar $ signs
On bills awaiting payment and payment batches having a way to copy the amount that is not formatted so that it can be pasted directly into bank payment amount fields. At the moment the value is formatted with commas "1,200" which cannot be copied directly to a bank payment page.
2 votesHi team, appreciate it's been some time since this idea was initially raised. Returning and doing some testing in the current product this is now possible. Sorry we have not updated on this idea sooner.
You'll find in both batch payment and within an individual bill payment you can copy and paste amounts. Currency symbols will be stripped but the formatting of the amount itself should be pasted.
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Bills - Attachment files in overview instead of opening bills
We enter bulk bills into the system and can only attached a copy of the invoice after authorised. To upload these signed invoices are time consuming having to open each bill and then drag or attached the copy invoice.
It would save us so much time if these invoices could be attached directly to the bills in purchase overview instead of having to open every bill.4 votesHi team, appreciate it's been a while since this was first raised here. Recently we released some changes to the list view of bills where you can now 'Quick view' your bills from the list view without having to open each individually.
You'll find by clicking on the eye icon in the list it'll open up a side view of the bill where you can also add attachments 😊
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Bills - Prompt an alert for duplicate Purchase Invoice references when approving from list
Ability to alert a user when there’s duplicate invoices references when they’re about to approve it.
Purpose: To prevent when user approved invoices in bulk through either the Draft or Awaiting Approval sections. So they can double check
41 votesOur duplicate bills detection is now live! 🥳Xero will compare the contact, reference and amount of bills and credit notes to identify and help you review possible duplicates.
Where duplicates are picked up you'll see a banner above the bills list where you can click to review, this option is also available from the 3 dot menu in the top left of the list.
From the review page you'll be able to take action on any unpaid bills. See more on this feature in Xero Central.
Thanks for all your contribution and sharing how we can improve Xero for you.
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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.
131 votesHi team, apologies we haven't returned to update everyone here sooner!
I'm pleased to be able to share that we've recently delivered the ability to part receive on Purchase orders to all users.
As part of this new functionality each time you create a bill from a purchase order it'll be linked within the History & notes of both the Bill and Purchase order, and as you have the ability to 'part receive' a purchase order you can link multiple bills to a single PO. 😊
We thoroughly appreciate and thank everyone that's supported in this, and for sharing with us in Product Ideas.
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