6 results found
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Sticking with the list of draft bills
Approving Drafts. After approving a draft bill, I would like to be able to go back to the list of other draft bills without having to go via the full list of bills awaiting payment.
6 votesHi Martin and Brett, thanks for sharing in the forums here. I just want to highlight the quick view option on bills that'll allow you to take action on your bills without even needing to navigate away from the list.
If you click the eye icon you'll be able to review the details of your bill and move onto the next either via the Approve & next option on the bill or simply click on the eye icon next to another bill if you want to scan multiple before approving in bulk. 🙂
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Opening and Approving multi bills from same supplier invoices
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 voteAppreciate your sharing all the detail of your flow and the issue you're running into here, Maria. I would say it may be best to come into our Xero Support team via case where we can get a closer look at the flow to be able to investigate this.
That said, taking on board the flow you've described it sounds like the Quick view and edit option actually may better suit your needs and save you a few clicks in the process.
From the Awaiting Approval list you can click the eye icon to review the bill details, and then Approve and next which will drop to the next bill in your filtered list. From this quick view you can also quickly scroll and open the next bill if you'd like to review these in a noon sequential order.
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Repeating Bills - Ability to Pause repeating bills
I would like the ability to pause a repeating bill.
We have contractors that we work with only for periods of the year... They take the summer off or we only require them for 4 months of the year.
So rather than letting the bill generate and deleting it, it would be nice to pause for X months2 votesHi Flo, just returning to your idea here.
While there's not a pause button on a repeat template as such, if you set the End date to today or date of the last bill you'd like created from the template this will stop further creation of bills from that template.
When you'd like to restart you can re-open the template and just set the repeat template settings to kick start it again. 😊
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Bill Payments (US) - Enable checks to be sent to PO Box
While I'm not shocked after so much Melio transition failure, it would be amazing if we could send vendor payments to the address they vendor provides. PO Boxes are widely used and there is no reason we shouldn't be able to use them.
1 voteHi Melonie, sorry for the delay responding to you here. Checking in with our product team I can confirm that this functionality is already available. You should be able to search and select PO Box as an address when using Melio connected with Xero to pay by check.
If you have any issues with this process, please do raise a case with our Xero Support team through Xero central and we can dive deeper to investigate with you. Thanks
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Bills - add link to awaiting approval
On the Bills entering screen there is a link already to "add another bill", could an additional link be included to "purchases awaiitng approval" instead of continually having to exit the bill screen and go back to the Purchases tab and select Purchases Awaiting Approval?
1 voteHi Kathy, a couple of options that could help with you flows here.
You could choose to update your Bills default page to Awaiting approval so each time you're returned to the list view this directs you to the Awaiting approval list.
This will also be the default tab you're taken to when you select Bills from the Purchases menu in the blue banner.
You might also find the quick view option to scan and edit bills a quicker method to avoid you having to navigate in and out of pages. Once you've made the changes you need you can just switch tabs or dive into the next bill in sequence.
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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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