104 results found
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Bills - Supplier Reminders function
It would be nice to have a reminders function for Suppliers just like with Customers.
We work with a very long list of Suppliers in some of our clients' companies. It could be a nice feature to have scheduled reminders go out to some suppliers that you always have to chase down for invoices/statements.
4 votesGood to understand the needs of our different customers an that some times you may need to chase a supplier for an invoice, Lezelle.
This isn't something we have plans for atm, but we'll get a sense of the interest from community through your idea here.
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Navigation - New Bill to have the option of Upload
When you go to add a bill it does not give option to upload.
Can shortcut keys not go on top to show add new bill upload new bill? it would be much handier5 votesHi Patrick, just returning to your idea we appreciate with the new upload bills feature you'd like to be able to use this from more places throughout Xero. I've slightly amended the title of your idea and just wanted to highlight that Upload bills is now available from the Bills to pay widget on the new Homepage 🙂
If there are any plans for more shortcuts on this I'll share with you all here.
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Statements - Merge bills and invoices on one statement
In instances where a contact is both a supplier and customer, can the system merge all transactions onto one statement for ease of reconciliations for the contact.
11 votesHi team, while this is an idea we'd like to track interest in demand for, I want to be upfront that there are no plans for developing a consolidated statement of account that encompasses both bills and invoices at this point.
Right now, if this is a view you're after an option may be to run the Contact Transactions Summary report that'll provide a summary of your receivable, payable and cash transactions for a contact over a period, that you could then export to provide your contact.
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Xero Subscription -Turn the e-invoice into a new Repeating Bill
Xero subscription - Have a way to turn the e-invoice into a new repeating bill so that it can show up in the bills you need to pay widget. I know I could create a new repeating bill but I can not see an option that will let the Reference and the line description update to what is on the e-invoice.
5 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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bills - Password protect bills
For invoices received, allow settings to open the invoice for processing, especially for repeat bills. Invoices received from e.g. Municipalities uses the account number as pwd to open their invoice. Settings for this would be useful for automation of invoices received
2 votesWe really appreciate you sending in your idea and letting us know which changes matter most! We've reviewed your submission, and it's now ready for the community to get behind it.
Why not build momentum by sharing this with any colleagues who would find it useful so they can vote too! Other users can now comment to expand on how your idea could enhance their Xero experience.
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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!!
10 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.
63 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, being upfront user controlled column widths isn't something we have planned in the near term, however since this idea was initially raised there have been a few improvements that we thought worth highlighting here that may help.
Bills list experience has been upgraded and is now much more responsive to screen and devices sizes.
Along with this, you have more control over what columns are shown on the page, and the order these appear. If you click the 'Columns option on the left above the list you can select what data you'd like to show, and use the 6 dots on the left of each data point to drag and drop where you'd like these to appear on the table.
For now, we'll continue monitoring the interest this idea builds and share if there's news.
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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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Email to bills - Auto exclude 'extra' attachments like social tiles & email signature
Bills - Ability to remove extra attachments exported from emails.
when forward invoices and delivery docs to Xero, the email signature (which includes the company logo) is also captured and exported to Xero Bill as a separate attachment.
While this doe does not impact payments, it's still frustrating. There should be a way to prevent logos or email template elements from being exported.21 votes🌟 Thanks for raising this idea and for taking the time to share how this affects your workflow.
We understand that when logos or images from email signatures are pulled through with documents, it can create extra clean-up, clutter the files that are imported, and make it harder to quickly identify and process the documents you actually need.
We’ve reviewed your idea and moved it to Gaining Support, so other customers can vote and add comments to share how this behaviour impacts their experience and why improving it would be valuable.
The feedback and examples shared here are helpful for our product teams as they build a better understanding of the real-world impact this has on customers using Smart Capture.
We’ll continue to keep an eye on the support and feedback this idea receives, and we’ll share any updates here as we learn more.
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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 | Awaiting Payment - Highlight the Planned date
Bills - Highlight the “Planned date” (in red or bold) as you select the date.
This would assist greatly when batching weekly and monthly payment batches and working alphabetically.
The Bills screen is very busy.
Thank you5 votesHi team, thanks for feeding back to us here. Appreciate it's been sometime since this idea was first raised and we'd like to provide an update and highlight a couple of options that may be helpful to some here.
Right now, from the Awaiting Payments list, bills with a Planned date will show above the list where you'll have an indicator of the total items and amounts of bills that have a planned date, along with separate indicators for each planned date that's been assigned. Each are clickable to quickly filter your list by the selected option - However, do get how this is not a floating/scrollable view as has been requested here.
While it's not possible to filter by bills that don't have a planned date, one option would be to click the Planned date header to sort all bill and bring those without a planned date to the…
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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 - Copy to invoice
Copy a Bill to an Invoice. We have many instances where we need to charge out for the invoice that we received. You can copy Quotes and Purchase Orders to Invoices and Bills already. Not sure why this is not already a function.
31 votesHey team, just rounding back on this again - Apologies, as I can see that the option of assigning expenses has been offered here as an alternative earlier.
Being open, right now this is not a feature we have any plans for developing and would still recommend billable expenses the best method for the time being. However, appreciating the rational for why you'd still like a direct copy to bill button we'll shift this idea to Gaining Support and continue to gauge traction around this from community.
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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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