Purchase orders, bills & inventory

4 results found

1. Intergrations with mechanics desk

   Mechanics Desk Linked together sharing data and info to provide the customer with the best quality control measures and checklist possible, ensuring productivity and efficiency is met, COGS Cost of goods sold it tracked and Reconcile alongside bank statements displaying correct values calculating profit, expenses, income, gst, and internal expenses funds Introduced also tracking internal transactions between accounts. Integrating the clock in from both mechanics desk and zero together creating seemlessly perfect time tracking with no discrepancies tracking charged hours, & non chargeable hours
   Allowing for Marine Vessel When inputting a vehicle allowing for Port Engine & Starboard Engine Details Such as Serial Number, VIN, Engine Model Number Engine Brand Engine Model Fuel Type Engine Type Vessel Registration also creating a checklist for customer and mechanics with all details above & Comprehensive Checklist for specific size outboards each size requires slightly different checklist
   Comprehensive Trailer Checklists
   Syncing Inventory and deleteing any duplicates, tracking expenses per supplier, inventory
   Providing storage for MSDS Sheets and all other safe compliance information regarding signage, lighting, lining, house keeping. Plenty more to ad but

   Mechanics Desk Linked together sharing data and info to provide the customer with the best quality control measures and checklist possible, ensuring productivity and efficiency is met, COGS Cost of goods sold it tracked and Reconcile alongside bank statements displaying correct values calculating profit, expenses, income, gst, and internal expenses funds Introduced also tracking internal transactions between accounts. Integrating the clock in from both mechanics desk and zero together creating seemlessly perfect time tracking with no discrepancies tracking charged hours, & non chargeable hours
   Allowing for Marine Vessel When inputting a vehicle allowing for Port Engine & Starboard Engine Details… more

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   3 comments  ·  Paying bills  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Zachary, it looks like there is an integration with Mechanic desk available. If you've already integrated this with your organisation and looking for further capabilities to what it offers we recommend reaching out to their support directly (listed under the additional info section of the Xero app store).

   As they designed and built the integration they can confirm what's possible and would need to make decisions of if this is something they'd be willing to expand their integration for.

2. Glitches in the software

   I've always felt like your software was created by people who have never used the software themselves because some of the pathways and defaults just don't make sense. Note: I access Xero using the Chrome browser.
   Here are some changes that could be made that would really improve the user experience with Xero:

   1. When I'm entering bills, some date fields want me to enter the date like this: date/month/year and other times it wants me to enter it like this: month/date/year.  It's very frustrating having to switch back and forth randomly.

   2. After I finish putting in a bill, I click "Bills to Pay" at the top of the page and it takes me to paid bills. Why doesn't it take me to unpaid bills? I would never click "Bills to pay" and want it to take me to paid bills. The landing page for the bills section should never be All Bills or Paid Bills, it should always be Unpaid Bills. I have this same problem when I click Bills after I allocate a credit note. For some bizarre reason it takes me to Paid Bills. Please make it take me to unpaid bills. 

   3. When I'm entering bills, the due date should automatically default to the date of the bill. I noticed you are able to set a default due date for invoices a user creates, but nothing defaults for bills that are entered and it should just do the date of the invoice to make it easier to adjust the due date for each bill that is entered.

   4. The pages jump to strange locations. After I've reconciled an item and hit 'OK' the page always jumps to a weird portion up or down the page rather than where I was working before I hit "OK". I have to scroll to find the next item I was working on each time I reconcile an item. A lot of pages jump to weird locations like that. It is extremely cumbersome and confusing working around this glitch.

   5. The bank feeds never work for long. I try to connect them, sometimes they won't connect and when they do they always randomly disconnect and it's hit or miss if I can reconnect them. I do not understand why this service is so unreliable. With Quickbooks I can connect the feeds and they stay connected until I disconnect them or change my passwords.

   I've always felt like your software was created by people who have never used the software themselves because some of the pathways and defaults just don't make sense. Note: I access Xero using the Chrome browser.
   Here are some changes that could be made that would really improve the user experience with Xero:

   1. When I'm entering bills, some date fields want me to enter the date like this: date/month/year and other times it wants me to enter it like this: month/date/year.  It's very frustrating having to switch back and forth randomly.

   2. After I finish putting in a bill, I click… more

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   0 comments  ·  Paying bills  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Jenna, we appreciate your feedback and the detail you've given is great. However, it's best that strange behaviour or performance issues are shared with our specialists at Xero Support who have tools to be able to investigate and escalated with our team if something isn't working as it should.

   There are a couple of your points I wanted to confirm here;

   • Bills to pay - you are able to set a default page for this. It sounds like it may currently be set to Paid bills in your org. You can set the default by clicking the 3 dots in the top right of the page where you'll see 'Default bill page' to select your preference
   • Default for bills due date - From the same place you can go to for invoice (Invoice settings) you can set a default Due date for your bills.

   I'd recommend raising a case so we can confirm the other behaviours you're getting.

   In terms of product ideas here, we ask that each post is for 1 idea only. This makes it clear for community to understand what they're supporting and to take back to our product teams for review. Thanks

   Hi Jenna, we appreciate your feedback and the detail you've given is great. However, it's best that strange behaviour or performance issues are shared with our specialists at Xero Support who have tools to be able to investigate and escalated with our team if something isn't working as it should.

   There are a couple of your points I wanted to confirm here;

   • Bills to pay - you are able to set a default page for this. It sounds like it may currently be set to Paid bills in your org. You can set the default by clicking the 3 dots in the top right of the page where you'll see 'Default bill page' to select your preference
   • Default for bills due date - From the same place you can go to for invoice (Invoice settings) you can set a default Due date for your bills.

   I'd recommend raising a case… more

3. Pay with Wise - Ability to have multi-currencies payments

   Integration with Wise bank making multi-currencies payments

   Could you please add more currencies on the list for making payments from Xero to Wise? Now is available just GBP UK account. Can you add currencies - AUD, EUR, CZK, USD?

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   2 comments  ·  Paying bills  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi all, while we have removed the Pay with Wise feature follow on from our last update we wanted to confirm that we have released UK bill payments in Xero. 

   Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog

4. Checks - Restore voided checks

   Ability to restore voided checks in Xero.

   Purpose: To easily get the checks back when a user accidentally void it.

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   2 comments  ·  Paying bills  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, though we appreciate there may be scenarios in which you'd want to restore a voided check this isn't something we have any plans for developing.