172 results found
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Invoices/Bills - Ability to duplicate a line item
Ability to duplicate a line item for invoices/bills.
Purpose: To make users easily enter similar line items when creating invoices/bills.
58 votes -
Billable Expenses - Ability to add margin/mark-up
Ability to add a mark-up in the billable expense.
Purpose: Because some clients will ask additional expenses to users’, this will help them easily add mark-up price in their expenses.
73 votesHi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here.
When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up.
We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress.
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Billable Expenses - Allocate supplier credit notes to a customer
Ability to allocate credit notes to a customer.
Purpose: To save users’ time rather than having to manually go into the Billable Expenses, outstanding report, find the original invoice and edit it to remove from recharging the client.
64 votes -
Bills - Merge multiple bills from one supplier
Ability to merge multiple bills from one supplier into one bill.
Purpose: To combine bills related to a single source or event, and show a link between. Also saves time from having to recreate lines from an existing bill in another.
44 votesHey community, thanks for your sharing and supporting this idea.
We wanted to share for those that may not already know - right now you can combine multiple bills to mark them as paid in a single batch payment? Bills display separately in Xero, but bills for the same supplier are combined in the payment file, so each supplier receives a single payment and reference. Appreciate that this may not help for all workflows of those who voted for this idea so we'll continue to monitor interest and feedback on the idea.
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Bills - Edit Date of paid bill
Ability to change the date of paid bill.
Purpose: To make it easier for users rather than going through the process of unreconcile the transaction, change the date and reconcile the bill again.
14 votes -
Bills - Ability to allow multiple levels of approval for bills
Ability to approve bills by more than one user in Xero.
Purpose: Because some companies have more than 1 directors/managers, so this feature will improve users’ workflow in approving the bills within Xero.
139 votes -
Bills - Automatic Bills sequential numbering
Ability to automatically create a sequential numbering.
Purpose: To make filing invoices quicker.
38 votes -
Invoices/Bills - Default bank account for Bill payments and Invoice receipts
Ability to set up a default bank account for bills payments and invoice receipts.
Purpose: To save time from having to select a bank account.
54 votes -
Bills - Add a second Reference field
Ability to add a second reference field.
Purpose: Because when importing invoices from another system, it generates a unique invoice number, and the actual supplier's invoice number is used as the second reference.
233 votes -
Bills - Deferred expenses/amortization of bills spread out over time
To see deferring expenses of bills that’s spread out over time.
Purpose: To save time posting manual reversal journals and users’ can get the ‘economic value’ figure easily.
26 votes -
Creating bill from a new file
When creating a bill from a new file it appears the only option is to save to draft .. this is a double entry process that in many cases is unnecessary .. is there an option to save/approve the bill in the first step rather than saving to draft bill?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bills - upload button
The Upload Bills widget would be far more efficient if it were relocated to the Approve screen rather than its current location.
As many users have already commented (before comments on this topic were closed), the current design requires multiple unnecessary clicks to upload each new bill. This slows down what is otherwise a repetitive, high-volume task.
The most logical place for the Upload Bills button is alongside the Approve button. When processing multiple supplier invoices, the natural workflow is:
Review the current bill.
Approve it.
Immediately upload the next bill.Having the upload option available at the point of…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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