Purchase orders, bills & inventory

4 results found

1. Remittances - Ability to Add More Columns (Tracking Categories)

   Please consider more customisation for remittances like being able to add and sort columns. For instance, we'd like to be able to add one of our tracking categories to our remittances.

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   0 comments  ·  Paying bills  ·  delete…  ·  Admin →
   Feedback  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi Mark, thanks for sharing your idea about adding tracking categories to remittances. It sounds like your idea is related to showing the Tracking column on bills and remittance. Currently, Tracking is an internal tool, so this functionality isn’t visible externally.

   We’re closing this idea for now, but we’ve linked an existing idea on showing the Tracking column on bills. You can support and vote on that idea, and see how others are approaching similar workflows.

2. Bills - Set up payment schedule on a single bill for monthly payments like insurance, business rates etc.

   Being able to schedule the DD dates on a single bill such as insurance, business rates, leases etc... so that when you run a bills to pay you can get a clear snapshot of what is due for the period rather than having to manually work it out - this would assist in not missing outgoings for the period.

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   0 comments  ·  Paying bills  ·  delete…  ·  Admin →
   Feedback  ·  AdminSonal Pamnani (Admin, Xero) responded

   Hi Michelle thanks for raising this here. Xero has the repeating bills feature. Repeating templates display on the Repeating tab under Purchases overview and show the date the next transaction is due to be created.Xero automatically creates and saves recurring transactions based on your custom template. Could you please confirm if the capabilities of this standard 'Repeating Bills' feature align with your specific needs, or if you are looking for functionality beyond what is currently offered here?

3. Allow tax adjustments on Bank Transactions added via API

   In the Xero interface, both an Invoice and a Bank Transaction can be given a tax adjustment, e.g. to resolve a rounding error.

   Via the API, only an Invoice can be given a tax adjustment. If sending a POST request with the exact same structure/data to create a Bank Transaction, the tax adjustment is ignored.

   This doesn't make sense given that the tax adjustment on the Bank Transaction is possible via the UI.

   Please amend this so that API POST requests to create Bank Transactions respect the TaxAmount field on the Line Item.

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   0 comments  ·  Paying bills  ·  delete…  ·  Admin →
   Feedback  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi Virgil, thanks for your feedback on API tax adjustments. It’s helpful to understand where you’re seeing a gap between the UI and what’s currently possible through the API.

   We’ve moved this idea to Feedback, which means it’s now closed for votes and comments. Because this relates specifically to API functionality, the best next step is to raise it in our developer community, where the team who work directly with API enhancements can review it in more detail.

   If you can share your workflow and how this limitation affects your integration when you post there, it will help provide useful context for the developer community.

4. Bank Reconciliation - Prefill details based on last entered

   For Spend Money entry, I have two elements that would speed up entry:

   1. Prefill the last entry for that Contact. Most venders (e.g. "Uber") will be the same expense type over and over. Having the 1st item prefill from the last entry will save time.

   2. Right now "Save" is essentially "Save and Close" -- and then "Save & Add Another" creates a new blank item. I would like "Save" to stay on the same screen, so I can then use "Copy" from the "Options" menu to enter the same/similar item.

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   0 comments  ·  Paying bills  ·  delete…  ·  Admin →
   Feedback  ·  AdminPaul Hodges (Admin, Xero) responded

   Hi, we appreciate your feedback about bank reconciliation. We don't accept ideas that have multiple request in one post. Please create separate ideas for each feature, so we can gauge support and keep users updated.

   
   

   In the meantime, Xero's bank reconciliation process does have a memorisation and prediction feature, where it tries to use details from previous entries, to speed this up for you.

   
   

   It sounds like you'd like our Product team to make some improvements to this function.

   
   

   For now, there's some detail on how this works below:

   
   

   Memorisation - is for cash transactions where a transaction is created on the Create tab. Suggestions are made based on memorising how previous statement lines with the same fields were reconciled. Xero looks at the payee, particulars and reference fields on the bank statement line and compares them to the same details on previously reconciled transactions. Xero suggests the Who, What and Why fields.

   
   

   Predictions - for cash transactions where a transaction is created on the Create tab. When Xero thinks it can make a prediction, it suggests the Who and What fields in italics, so they are distinguishable from memorisation type suggestions. For the What field, Xero will only suggest existing account codes in the organisation. For the Who field, Xero will first look at the existing contacts in the organisation. If there’s no existing contact that fits the details in the statement line, Xero suggests a contact to create. Xero doesn’t predict the Why field.

   
   

   Memorisation and predictions can be turned on/off by selecting/clearing the Suggest previous entries checkbox in the bank reconciliation screen. The Suggest previous entries checkbox turns off both memorisations and predictions, but it doesn’t turn off matches. If a transaction exists in Xero and the fields are the same as what’s on the statement line, a match will still be suggested.

   
   

   Hi, we appreciate your feedback about bank reconciliation. We don't accept ideas that have multiple request in one post. Please create separate ideas for each feature, so we can gauge support and keep users updated.

   
   

   In the meantime, Xero's bank reconciliation process does have a memorisation and prediction feature, where it tries to use details from previous entries, to speed this up for you.

   
   

   It sounds like you'd like our Product team to make some improvements to this function.

   
   

   For now, there's some detail on how this works below:

   
   

   Memorisation - is for cash transactions where a transaction is created on the Create tab. Suggestions are made based on memorising how previous statement lines with the same fields were reconciled. Xero looks at the payee, particulars and reference fields on the bank statement line and compares them to the same details on previously reconciled transactions. Xero suggests the Who, What… more