76 results found
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Purchases overview - Filter by racking
My company operates from multiple sites. Would like the ability to customise the purchase overview page, so you can filter on the sites
2 votesHi team, we don't have any direct plans on providing the ability to customise the Purchases overview page at this time. For the time being, we'll continue to get a sense of the interest from the community in this here.
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Bills - Link to a Calendar
Option to link bill due dates to a calendar, ie iCal, Google, Outlook etc. We use a scheduling program called Flight Schedule Pro for bookings and it has this useful feature.
17 votesHi team, we appreciate the support for being able to link bills to an external calendar and while this isn't something we have immediate plans of will continue to keep a watchful eye on the interest in this idea. I'll share if there is any progress around this to update you on.
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Bills - Add a payment processing status
Payment processing - when we make a bulk payment on the bills screen they should be sent to a separate tab so that its easy to see when payments are being processed. This would remove the risk of duplication of accidentally processing bulk payments twice.
1 voteHi Sherif, thanks for sharing your feedback here . In trying to better understand your idea it sounds like you're using online bill payments?
Once this is set up you'll be able to view a separate page called Manage bill payments on which you'll be able to view the batch status and can get a quick view of the total # of bills that are being processed in that payment which you can click into to get more of the detail. Does this provide what you're after here?
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Email to Bills - Create rules for automating the entry of line items
Automatically captures each line items as indicated in the bill when sending bills directly to draft using Xero Bills email link provided
20 votesHi team, we appreciate the idea here is more surrounding the ability to create rules to help curate the automated entry of data in bills created via the email to bills process.
However, I did just want to confirm the existing options that are available to help with the automatic entry of your bills as there are multiple paths you could explore.
As per this idea, in it's current form email to bills will use the data of your emailed file to automatically create a bill and fill fields.
There is also Hubdoc that you can connect to your organisation and use to publish bills to your organisation, and most recently we introduced Upload where you can upload multiple files to Xero at once to create multiple draft bills.
We don't have any plans around expanding email to bills to add the ability to set rules. but we'll continue to…
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Bills - Add a Project column to the Bill entry screen
Add a 'Projects' column to Bills rather than having to click 'Assign expenses to customer or project'.
As a company who have many projects that are a similar (or the same) name as a customer's company name, the current process results in expenses being assigned to a customer and not the project!
A 'Project' column has been added in the new invoice template so PLEASE add one to the Bills as well!!
9 votesThanks for the feedback here, team. While we have made some improvements to the Bills list screen we don't currently have plans for adding Projects as it's own column here.
However, you may have seen you can now quick view bills from the eye icon and edit from the list meaning you can check a bills assignments, edit if you need and then move onto the next without having to move away from the list.
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Purchase order - Include attachments when converting to Bill
When converting a Purchase Order to a bill it would be great if there was a way of transferring any PDFs attached to the PO to the Bill. At the moment you need to remember to do this manually.
61 votesHi team, we appreciate interest and why you may want to copy documents from a source transaction when creating a bill.
We want to be open that this isn't something we have immediate plans for developing. For the time being we will continue to watch the support this idea builds closely here. If there is any progress we'll be sure to let you know
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Bills List view - Adjust column widths
The new bills view has totally rearranged the columns and the column widths. I have already added my own vote to adjusting column widths but i really need to be able to sort my bills view columns in an order that is easier on the eye, and neck, instead of bouncing from from one side of the screen to the other unnecessarily.
26 votesHi team, we appreciate feedback on having more control of the width of columns in the bills lists.
Atm, we don't have plans for developing the ability for customers to control the column width, but will continue to monitor this idea closely.
I've split this idea off from the ability to sort columns in the bills list being two separate feature so we can update you on progress for each.
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Bill Payment - Ability to review attached bill when creating an ABA file
With scamming on the rise checking bank details is a priority.
I would love to see the ability to open each of the bills in the review section when creating a batch payment (ABA file).
Even better if you could open any attached files direct from the batch payment review section users could quickly check if the bank details in Xero Contacts match the latest bill. If there is any discrepancy the user could investigate before processing the payment.
9 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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Bills - Email to bills without requiring it to be an attachment
Often companies email invoices but they aren't a PDF - just an email.
So you have to print the email as a PDF - then send to Xero Bills.
It would be good if you could just send through the email invoice (no PDF) to Xero Bills and it was processed without being a PDF.14 votesHi team, apologies for the mismatch in my last update and appreciate the feedback we received on this.
While our new bills upload feature might be handy for some customers in automating their bills process, reviewing the idea here I can totally understand how this does not solve for where you receive an invoice within the body of an email.
We'll open this idea back up, and I want to be transparent that this isn't something we have direct plans for developing atm, however we'll continue to keep eyes on the support here and share if there is any progress surrounding this, here. Thanks
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Bills - Add total bill and total GST column amount
bills summary screen - Add Total Bill Amount and Total GST to the Column Chooser and make the settings persist accross all Bills Tabs for the speciofied User and Organisation.
6 votesThanks for the engagement on this idea, team. You may have noticed over the past year we have made some updates to the Bills list screen that allows you to choose which columns to view, as well as introducing quick view which should make it a bit easier to see the tax and amounts you're after without needing to navigate away from the list.
Just to confirm while you can add Total, as column there is no tax amount column right now, and this isn't something we have planned atm however we'll continue to watch the appetite here.
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Bills - Share bills for approval with users outside Xero
We need an approval process which includes multiple approvers who do not necessarily access Xero so a share as with an invoice would be ideal to request approval via email
11 votesHi community, thanks for sharing with us on this idea. It would be good to get further insight into why the user would not be invited into the Xero organisation if they are a part of the approval process.
While we don't have plans for developing a share link on bills like invoices at this stage, an option for some right now could be to export bills from your organisation which could be provided to the right person in a CSV format.
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Bills - Apply contact defaults when automating bill creation
Populate Contact Purchase Defaults when Bills arrive as e-invoice or from 3rd party app.
As a bookkeeper I was so looking forward to promoting and using e-invoicing, but unfortunately it's not going to work for me (and many of my clients). This is because we often have invoices with A LOT of line items which are brought into Xero just as a total with one line only. However, if we receive an e-invoice all the individual lines would come into Xero and then we are faced with having to click through every individual line to populate the default purchase GL…
19 votesHi team, we'd like to jump into this thread with an update for you all. We have made a recent update to simplify bill creation and further automation in Xero. Bill's created from email, web or mobile, will automatically apply defaults that have been pre-set in your organisation such as account codes, tax rates, and tracking categories.
We appreciate this idea has been raised in relation to eInvoicing and third-party app creation which this functionality doesn't extend to at this time, but wanted to share for those using email to bills, or uploads.
We will continue to track the interest in these other creation types and share if there are any further improvements.
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Bills - Show bank details in Bills to Pay screen
It would be good to be able to see the bank account details (BSB and Account number) on the new bill screen when entering invoices to be paid. By having the contacts bank details on the entry screen you can easily check that the bank details in Xero match what is on the invoice. This would save time of having to go and open the contact to check that the details match - not to mention save time of having to download the invoice so you can view it while checking against the contact. Being able to look at the…
30 votesHi everyone, we appreciate the feedback here and are continuing to track the interest.
While this isn't something we have direct plans for right now, we will continue to consider this as we develop our bill payment experiences.
I'll share if there are any updates.
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Bills | List view - 'View' bulk approved bills in Awaiting payments
The view box that comes up when you approve bills is utterly useless, you can't do anything with them, I don't see the point. Before the recent changes, when you approved more than one bill, you could click on the view tab at the top of the page and be directed directly to these bills in awaiting payment, from that screen you could schedule them for payment. Now you have to approve them and then go to awaiting payment, search for the bills you just approved, make sure that the bills that come up in the search are indeed the…
10 votesHi team, thank you for sharing back on this feature and the flows your business have when approving and scheduling payments.
This has been shared back with our product team and while we don't have immediate plans around changes for this view will keep you updated if there is any progress, here.
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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?
17 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: Add contact - Enter full details from transaction
Ability to add all contact details needed when creating a contact from a bill
Purpose: Ease of use being able to create, and send invoices all within the transactions screen
20 votesHi team, returning to the idea here there are some updates we'd like to share that may accommodate some users needs here.
You can now Upload bills to your organisation where Xero will read and capture key details of your file to create a draft bill. Saving you manual entry. Once your draft bill is created you can quick view (click the eye icon) and edit details of the Bill before approving including the ability to edit and add details of your contact on the fly.
When editing a contact you'll be able to add or edit details including Contact name, Email, Phone, Delivery and Billing address.
This isn't currently possible when manually entering bills and we'll leave this idea open to continue tracking and updating you through.
I've also created a new idea to get a sense of interest in being able to add supplier bank details on the…
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