5 results found
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add option to repeat fields on a multiple line invoice or bill
Add option to update all lines on invoice fields for VAT code, Nominal code and Trackinng options for invoices or bills with mulitple lines as in the example
3 votesThanks for sharing this idea! Saving time on data entry is exactly what we aim for.
I’ve classified this as Existing Functionality because you can already achieve this in Xero using the "New Invoicing" layout.
When you have multiple lines, you can select the items you wish to change and use the bulk edit options to update the Account code, Tax rate, or Tracking categories all at once.
If you are using the "Classic" view, I highly recommend switching to New Invoicing to take advantage of these bulk-action tools! You can also set Default Tax and Account codes at the Contact level so these fields are filled automatically every time you create a bill or invoice for that person.
Check out this article on copying and editing invoices for a step-by-step guide.
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Ability to enter Multiple Bills on one file without constantly searching Archive and sending the same file back to Inbox
Since the upgrade, I am no longer able to set another tab within Inbox where I can access a file containing multiple Bills. I now have to:
Enter 1 bill of at least 7 included in the file
Search for the file in Archive
Transfer this file back to Inbox
Enter Bill number 2
Search for the file in Archive
Transfer this file back to Inbox
etc etc
Is there an easier way?
The system I had in place before this so called upgrade worked a treat. I knew how many bills I had entered from this 1 file. Now…1 voteHi
Thank you for the detailed breakdown of your workflow.
I can certainly see why searching the Archive for the same file seven times would be frustrating and time-consuming!
It sounds like you're looking for a way to keep that "master file" active while you create individual bills.
There is actually a more efficient way to do this within Xero today that avoids the Archive search entirely:
- Use the "Split to new" feature: When you open your multi-page PDF from the Inbox in the side-by-side view, don't just enter the data. Instead, click the file options and select 'Split to new'.
- How it helps: This allows you to "cut" the pages you've just entered into a new bill, while the remaining pages stay as a separate file in your Inbox.
- No more searching: This keeps your "remaining" bills visible in your Inbox so you can process them one after…
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entering bills
Batch input bills
The ability to batch input bills on one page would make entering them so much more efficient. Sage has this option and it more than halves the time it takes to enter the transactions. As a company we enter 200-250 bills per week and it's unbearably slow and time consuming compared to Sage.1 voteHi Leah, thanks for sharing your idea in our Xero Product Ideas.
It’s currently possible to bulk create bills in Xero by importing them using a CSV file. You can find this under Purchases > Bills, then select New bill and choose Import from CSV. From there, you can download the Xero import template and add your bill (and credit note) details before uploading.
The Contact Name column does need to be completed for the import to work, while the remaining fields are optional. It’s also best to keep the template column headings unchanged, and if you’re importing a large volume, splitting the file can help the process run smoothly.
You can check out our support article for more information on how to format the import file.
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Bills - Enlarge preview
Make the preview bill bigger and make it so you can drag and drop it to another screen.
3 votesHi John, coming back around to your idea and not hearing extra detail we will move this to existing functionality.
Today, when previewing a file attached within an individual bill you can click the icon with an arrow which will pop out and enlarge the preview modal where you can zoom in and out.
Alternatively, using the quick view option from the list screen you can click the same icon on the preview which will open the attachment in a separate tab. Hopefully this meets the needs of what you're after.
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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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