606 results found
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Bills - Notify the submitter when a bill is not approved or requires changes
If a bill is submitted for approval and it is not correct; I should be able to send it back so the responsible person can fix it.
2 votesHi Quanette, thank you for taking the time to share this brilliant idea, and letting us know the changes that matter most for you.
We've reviewed your idea and the next step is for the wider Xero community to add their voices. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Batch Deposit - Search and select on Awaiting Payment screen
Currently when selecting invoices to include in a batch deposit you can only select what's on the current screen, when you click to the next screen you lose the selections you made on the previous screen. I have thousands of invoices awaiting payment, even with the max display amount of 200, it's 30+ screens to scroll through. I have to create multiple batch deposits in order to capture everything that's being taken to the bank that day. Please add a search field that will save and allow multiple invoices to be included in batch deposits.
6 votes -
Bills - Filter bills list by account code
On Xero bills, as well as being able to filter and search for purchase invoices by contact or invoice reference, being able to search by a nominal code would be helpful. For example, making a payment run for all of one type of cost; finding any invoices that have not been allocated properly or for finding amounts that need to be included in management accounts.
3 votesHi Mike, we appreciate your engagement and letting us know the changes that matter to you.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bills to Pay - Filter by currency
It would be extremely helpful if a filter was added on the Bills to Pay screens for filtering based on currency
11 votes -
Bills - Flag a Bill as 'in dispute / query'
Ability to flag individual bills as in dispute
Purpose | To enable review and ensure the business does not make payment for a bill when it's currently 'under query'
1,268 votesHi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
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Repeating Bills - Change 'Next bill date' to 'Create bill date'
I have wasted HOURS of my time trying to figure out how to get repeating bills to show up. Would be extremely helpful if instead of "Next Bill Date" you say "create bill date" or "generate bill date" which is what I finally figured out it actually IS. "Next bill date" in this instance is very confusing; it's natural to put in the bill date for the following month.
3 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
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JAX - Import Supplier Bills
I would like to be able to drag and drop supplier invoices as PDFs into the JAX chat window as attachments.
JAX should allow me to include additional prompts before processing the invoice.
For example, how to handle different situations such as shipping and taxes listed in the supplier invoice.
It would also be great if JAX could support currency conversion.
For example:
- Please import these bills and update the supplier contact details.
- Assume the bills are tax exclusive.
- Assume that the amounts on the invoice are MXN pesos and convert these to USD assuming the following USD exchange rate.
…
6 votesAppreciate you separating out the different ideas you have for JAX on the site here, Mark. This has also been shared back with our team.
We'll begin to track the interest from the community in being able to use JAX to import supplier bills here.
In the meantime you may find the Upload feature in Bills handy for this sort of entry - however just to note it doesn't support currency conversion atm so will still require manually updating to reflect the correct currency.
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Bills - Wrap tracking category in field
Can the tracking category be "text wrapped" so that the full description can be seen? I often have to click edit to see the full description of the tracking category which takes takes time.
- see image attached... The account description has 3 lines, please could the tracking category also have space to see full description.
Thanks5 votes -
Bills - Assign a Name to Planned Dates
Being able to name planned dates would make it easier to manage payments when multiple users are setting up different types of payments on different dates.
6 votes -
Bill payments - Support Co-Operative bank
Currently the bill payments from Xero option does not support the Co-operative Bank (business). I would like this to be extended to the co-operative as soon as possible. The co-op bank tells me that they support token.io - can you consider supporting this?
7 votes -
Bills - Change file name when downloading bills
It would be really handy when downloading bills if the default file name is the Reference [invoice] number and not a random internal Xero reference or document ID. Even better would be Supplier name + Reference [invoice] number
2 votesThanks, Jo, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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Invoicing / Bills | List views - Freeze top row and first column
Ability to see Header rows and side columns on all screens when scrolling
As per Microsoft Office where the top and side ribbons remains static.
e.g. When you're in the Dashboard and scroll down it would be good if the top ribbon is static. It makes it easier to select another item (business; accounting; contact etc) without having to scroll up.The same with Bill Payments; Invoicing; reports etc where the top ribbon and column headers - see attached - would remain static as you scroll down the list.
The same as when you might have a lot of columns…
61 votes -
Purchase Orders - Make all fields mandatory
Purchase Orders - It would be most helpful when generating a purchase order, that all fields are made compulsory so that people can't save the purchase order until all fields have been completed. Thanks
7 votesHi Tessa, it'll be good to get a sense if there are others in community that are looking for this too.
Right now, to avoid your purchase orders going out without all the necessary detail you may want to consider giving some users Invoice Only - Draft permission.
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automate remittance advices for xero pay
Automation of remittance advices being sent once payment batch is approved with Xero pay. Currently they are sent individually once the batch is approved and shows up on the bank account transactions list. It would be great to be able to send them out as a batch once the batch payment is approved. Also would be good if you could deselect any that you don't need to send out should that be the case.
8 votes -
Inventory - Allow changing of an item's Inventory Asset Account
For tracked inventory items, there's no way to change the inventory asset account which can be inconvenient. As the inventory grows, they are put under new different classifications so I want to add a new inventory asset account for each. However, I cannot change it in the item's inventory asset account when it is already tracked. It would be very helpful if this will be allowed. Or at least a way to delete a tracked item if there's no transactions/bills, but only adjustments.
8 votes -
Bills - Supplier Reminders function
It would be nice to have a reminders function for Suppliers just like with Customers.
We work with a very long list of Suppliers in some of our clients' companies. It could be a nice feature to have scheduled reminders go out to some suppliers that you always have to chase down for invoices/statements.
4 votesGood to understand the needs of our different customers an that some times you may need to chase a supplier for an invoice, Lezelle.
This isn't something we have plans for atm, but we'll get a sense of the interest from community through your idea here.
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Increase bank account, Invoice and Bill transaction limits
A big request to please increase bank account, Invoice and Bill transaction limits per month (i.e. from 2/4k to 10k+ at least).
10 votesHi Kyle, it's necessary to have some limits in place to prevent performance issues, and I want to be open that we don't have any plans to increase these in the near term.
I'd recommend raising a case to connect with our Xero Support team where our specialists can get more detail from you to understand how you use Xero and possibly make suggestions so you can still achieve what you need using Xero.
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Bills List View - Show Project number
To be able to add a description column on Xero when looking at Bills or to even add Project number as a column so we can see what Bills relate to Which Project
10 votesHi team, rounding back on this idea I want to be open that as each line of your bill can be assigned to a different project of contact this isn't something we have direct plans of adding to the list view.
However, as you may have found we have released quick view of bills for all users (the eye icon) that will allow you to open a bill on the right side of the page so you can review and take action on bills without having to leave the list.
We appreciate this isn't the exact result as asked for here, but may help solve some needs.
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Statements - Merge bills and invoices on one statement
In instances where a contact is both a supplier and customer, can the system merge all transactions onto one statement for ease of reconciliations for the contact.
12 votesHi team, while this is an idea we'd like to track interest in demand for, I want to be upfront that there are no plans for developing a consolidated statement of account that encompasses both bills and invoices at this point.
Right now, if this is a view you're after an option may be to run the Contact Transactions Summary report that'll provide a summary of your receivable, payable and cash transactions for a contact over a period, that you could then export to provide your contact.
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Overpayments - Convert to Bill for refunding
If a client has overpaid an invoice, or paid an invoice that has been voided/credited, when Ihave reconciled the incoming payment as an Overpayment, I would then like to be able to create a Bill from this payment so that the refund it sitting in Bills Awaiting Payment.
10 votes
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