7 results found
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Shortcuts - Create new Bill using Save and Add Another
Across all of Xero not just in Manual Journals, but suite-wide, can it be known that speed of data input is critical to productivity. Therefore can someone at Xero escalate the design choices to improve the speed of input of repetitive tasks.
Navigation loops for inputting draft bills, ie loop back to the draft bills screen to enter another one by default, OR a setting in the user profile...
3 votesI am happy to say you can already do this in Xero Paul! Just click Save and add another from the Save button dropdown and you can start a new Draft Bill from the last one you have created. We have a bit if help around this in Xero Central article, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Bills - In review (not approved yet)
It would be practical to have the option to also not approve an invoice or flag it as in review to avoid it appearing as just not seen if not approved.
4 votesHi Alfredo, thanks for raising this with us. I am happy to day this is already a feature within Xero. While not specifically as described you can mark a Bill as Awaiting Approval which moves it ot the Awaiting Approval tab in Bills to Pay! 🙂
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PO - Mark as billed to copy reference
When an PO is now marked as billed, the reference on the PO doesn't carry though to the reference on the bill, it now only shows the PO number.
This is very annoying it now longer does this. Could this be returned to it's original functionality?
2 votesHi Daniel, the way creating a bill from a Purchase order works is that if the reference field is empty the PO number is copied over, however if the reference field is filled out with something, this is copied over to the bill that's created.
If you're experiencing different behaviour to this I'd recommend raising a case with our Xero Support team to take a closer look into things. You can reach them through Xero Central.
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Bills - Ensure search filters persist when navigating back from an individual bill
We have to approve multi invoices (purchase bills) from the same supplier; currently we enter the company name in the search bar, which brings up the suppliers purchase bill listing. We then open to view each bill, to check details, amounts, and the project to which it is assigned to then approve it. From there we click back using the arrow (top left of screen) to the original listing for that supplier, who should still be showing in the search bar, to do the same process for their next bill approval. However, we can only do this process (go arrow…
1 voteHi Maria, thanks for sharing your feedback. We understand to maintain a filtered list when working through bills, especially in longer workflows.
This is already supported through the New Bill Quick View, which lets you stay in context while reviewing and approving items. Here’s how it works:
- Go to the Awaiting Approval tab (or another relevant tab) and apply your filters.
- Select a bill to open the Quick View panel on the right.
- Review the bill details in Quick View.
- Click Approve and next to move through your filtered list without losing your place.
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Bank Reconciliation - Suggest the Most Recent Bill
Currently, Xero’s bank reconciliation often suggests matching a transaction with a random bill - rather than the most recent one.
I.e, a transaction dated 24 Feb may be matched with a bill dated 30 Mar, even though a bill for 24 Feb exists.
It would be more accurate and efficient if Xero prioritized suggesting the most recent bill prior to or closest to the transaction date, instead of a seemingly random one.
This would be useful for us who enter multiple future-dated bills for budgeting/forecasting and would make the matching process more intuitive and time-saving.
1 voteHi Lana, thanks for the feedback. We understand that when you’re reconciling bank transactions, it helps when matching is quick and straightforward so you can reconcile with less searching.
For your request to automatically suggest the most recent bill on a statement line, Xero uses a matching process to surface the most relevant option based on the available data.
It first looks for transactions with an exact amount match to the bank statement line. From there, it compares details like supplier name and reference to rank the closest matches. If there are a few similar options, it will generally prioritise the bill with the closest due date rather than the most recently created one.
Because of this logic behaviour, and since you can still select a different bill using Find & Match when needed, we’ve marked this as Existing Functionality.
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Bills - Enter multiple bills on one page.
Add a feature where you can capture bulk supplier invoices.
You can select your supplier from a dropdown, type the invoice number, type the description, select to add a file, select account detail (sales account) and type in your amount.
This will save much more time vs opening the supplier account, add new bill, etc, etc, or copying a recent bill and just typing over it ... it's tedious and time consuming the way it is set up now.2 votesHi Louleen, not hearing back from our last update we're going to shift your post to Existing functionality. As mentioned in my last update you can use a repeat bill template - setting this to create a Draft bill you could then just review and make any adjustments.
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Bills - Option to Copy to a new Draft bill
Ability to copy bills into a new draft bill
Purpose: This would save time having to re-create purchases from scratch
14 votesHi everyone, thanks for all the engagements over the years. We just want to quickly update this idea to close the loop.
We understand why having a quick way to copy existing bills would help, especially when you’re processing regular supplier invoices or recurring expenses and want to avoid re-entering the same details.
The good news is that this is already available in Xero. You can open an existing bill, select Bill Options in the top right, and choose Copy. This will create a new draft bill with the supplier, line items, amounts, and other details carried across, which you can then update before saving. The Copy button is also available via the bills Quick View window.
As another option, users can also look into Bills Upload. We appreciate all the feedbacks that have been shared here.
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