47 results found
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Bills List view - Sort
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 everyone, with the ability to adjust column widths and sort columns being separate functionality we have recently split this idea from the original so we could update you on sorting while still tracking and sharing if there's any progress for column widths over here.
Sorting columns is now possible with the new bills lists view - If you click the 'Columns' option to the right of the page above the list you'll have controls to hide and show columns, and you can click and drag the six dots to reposition each column where you'd like it to show. Once you click Save you'll see these changes reflected on your list 🙂
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Bills - Automatically view the next Draft bill after submitting for approval
Building on the product feature implementation of "Approve and Vie Next", it would be good to also be able to Submit Bills for Approval and view next, please.
24 votesHi team, appreciate all the engagement on this one. We understand how helpful it is to move through draft bills quickly without breaking your flow.
This feature is now available in the new Bills quick-view experience. You can use Approve & Next to approve a bill and automatically move straight on to the next one in your Awaiting Approval list, making batch approval much smoother.
Thanks again for sharing your use cases and real-world examples, they’ve been helpful in shaping this feature.
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Bills - Add 'Upload bills' to Dashboard.
Add the 'Upload bills' feature as a widget on the Dashboard, for convenience.
At present you have to navigate to 'Bills to pay', then from the 'New bill' dropdown, select 'Upload bills'. It's a great time saving feature, but seems tucked away, and would be great if right from the dashboard I could just drop bills, and invoices, ready to process later.34 votesHi team, now that we have completely released the new Homepage to all users I'm pleased to return and move this idea to Completed!
You'll find from the Bills to pay widget if you click 'Add bills' there is a drop down to Upload files. 😊
Also just to highlight for some here from the Bills list you'll find the New bill drop down includes Upload bills and indicates keyboard shortcuts you can use you to save time from this screen.
I appreciate there are additional requests around accessing upload files from Xero in feedback here and I do welcome you to start new ideas for these that we can consider for future enhancements. Thanks
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Bills - Disable Make Payment Button
Your new "Make Payment" button and the Action column can not be removed/disabled in the Bills view. It is repetitive, distracting, and disruptive to my normal workflow.
I would appreciate it if Xero did not diminish my user experience as a paying customer in order to promote a new service it is offering.
29 votesHi everyone, we'd like to share an update on a change that we've made to help with the points raised in this idea.
You now have the ability to hide the 'Action' column in each of the Bills lists 🙂 Your selection will be held as you move away and return to this page.
Thank you for sharing why this is important to you here we appreciate your feedback.
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Contacts - Bills | Upload Bills available in contact record
Can you also add "Upload Bills" under the contact? When a bill comes in, I check to see if it's already in entered by looking at the contact. If not, I go to enter in the bill there and it only provides the manual option. Can you add it to the dropdown under the contact too please?
2 votesComing back to your idea her we'd like to let you know of a new feature within Files that meets your needs here, Veronica.
From viewing a contact if a bill needs to be entered you can click on the '+' icon in the blue navigation banner and select Document upload.
This will direct you to you file inbox where you can drag & drop your file. Xero's Smart document capture will then analyse this, helping to create and autofill details of your transactions for your to review and approve. 😊
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Bills - Option to deselect 'Action' column
please remove ACTION column under bills tab - don't push your products on your customers. It is a real turn off. The check mark under the column is greyed out. Let your customers remove please. Right now it isn't possible.
16 votesHi team, apologies we've not updated this idea sooner. I'd like to let you know of a recent change our product team have made to solve your request here.
From the Bills list pages you now have the ability to hide the 'Action' column.
Just to note this is a separate selection on each list, so you may want update each one. However, once updated this selection will hold as you move away and return to the page.
Thank you for sharing and supporting in this idea, here.
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Xero Files | Data capture - Extend to emailed bills
Can the new Data Capture function for Files be extended to Bills forwarded by email.
1 voteHi Tim, I'd like to return and share that we have released the ability to create bills with Smart Document Capture 😊
We hope you enjoy the efficiency and time savings this tool can help achieve!
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A way of moving files from inbox into draft bills so they can be auto-populated by AI
A way of moving files from file inbox into draft bills so they can be auto-populated by AI
1 voteHi team, appreciate the feedback here. We have recently released a new feature called Smart document capture that is available to UK organisations and will be released to all other regions soon.
A recent enhancement we just released to this feature is the ability to extract data from your files to create Bills! So rather than having to get your files into the Bills feature you can use Smart document capture to select and create a Bill all within Xero Files. 😁
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Email-to Bills - Use the contact's default currency
When sending invoices to Xero email address, the currency defaults incorrectly instead of taking the currency already set for the contact. We expected the contact’s currency to be applied automatically at the stage of creating the invoice, but this is not happening.
3 votesHi everyone! Happy to share that this is now live 🎉
In an effort to make bill creation faster and simpler we've enhanced automation by now applying supplier and organisation defaults, no matter whether a bill is created from email, web or mobile. Defaults such as account codes, tax rates, and tracking categories that have been pre-set are now applied automatically to every bill.
Reducing the need for manual data entry, minimising errors, and speeding up your approvals.
Thank you for all your feedback surrounding this, here.
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Invoicing - Use drag & drop to copy line details
Hi Xero Team , Kindly find attached file for your reference. I am sharing video file and screenshot that feature very useful for all user and copy above cell during invoice and bill generate. I am suggesting to IT team if they unlock drag and drop copy cell from above cell from mouse that feature would be very appreciated and may help to all user to easy invoicing and bill that help to time saving while enter multiple similar details in invoice or bill. I have also mentioned how to prevent accidental drag & drop cell with using ON/OFF button…
10 votesHi everyone, back with a final update as this feature is now live to you all.
You can now copy values up or down lines of your invoice using drag and drop or keyboard navigation. This makes it much quicker to repeat details like tracking across multiple rows when working in an invoice.
To use it, click the blue dot in the bottom-right corner of a cell and drag up or down the column. Or, if you prefer using your keyboard, hold Shift, use the up or down arrows to select the cells you want, then press Enter to apply the value.
Thanks again to everyone who shared feedback and supported this idea. 😁
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Draft bills
Would like to be able to select multiple draft bills to review. Then once you have posted the current bill it opens the next one to review and process until all have been processed. Going back to draft bills each time is time consuming.
1 voteHi Gillian, you may have noticed the eye icon next to your bills in the list view. From here you can get a quick view of the bill, and recently we also released the ability to edit bills from the quick view, so you can easily make changes, and move on to the next bill in the list without having to leave the list at all 😊
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Bill due date
Hi, you already have a 'bill due date' which you can set up to default to various options but you have to enter a number between 1-31 and we have suppliers who allow us to pay 60 days end of month. Could this be amended?
2 votesHi Karen, it sounds like you may have the default for bills set for 'of the following month' or 'of the current month', however you can change this to [x] days after the end of the bill month. See our direction on how to adjust this on Xero Central.
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Bills - Changing VAT code on paid supplier invoices
It would save a lot of time if it would be possible to edit the VAT code on paid and reconcilled invoices, just like you can change the nominal code. The VAT return is done at the end of each quarter, which means that the majority of invoices and expenses have been paid, by the time you are running your VAT return and double checking that all invoices and expenses have been correctly coded for VAT. At the moment, if an item is miscoded I need to go to that item, unreconcile the paymemt, go back to the item and…
2 votesHi community, we have a help article surrounding this topic as there are a few different options available. If you're an adviser you could consider Find & recode as an option but would highly recommend testing this out in the demo company to get an idea of how this works if it's your first time.
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Bill Payments - Automatic upload of payment files in the bank system
Dear support team,
I use Zero mostly to run payments and upload them in the bank system. I am trying to make my work easier as currently Zero has very limited features and I have to do a lot of work manually. I need to be able to download payments files from Zero in CSV or XML format and then automatically upload them in bulk in our bank system. The upload must be done in the right bank account and show our account number, the beneficiary, the amount of payment, currency, value date, status of the payment file and, most…
1 voteHi Raluca, sounds like Batch Payments is what you're after here. You can create a payment file for your supplier bills, and send this to the bank.
Alternatively you could use Open Banking to pay bills by direct bank transfer.
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Bills - Separating tax amounts when entering bills
It would be nice if the tax rates show separate on the bills when entering them to know it is calculating properly. I understand we can see the tax broken out after we click approve, but it would be handy to see it before. It would also be nice if we could manually adjust the tax amounts.
1 voteHi Bailey, currently when you enter a bill, if there's more than one tax rate, a different tax total is shown for each tax rate underneath the Subtotal.
These totals are automatically updated live as you enter more lines on the bill - there's no need to save or approve the bill to see it.
If you're experiencing different behavior I'd recommend raising this with our specialists at Xero Support who can get a closer look in to see what's going on.
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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. 😊
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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.
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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.
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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.
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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!
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