604 results found
-
Bills - Password protect bills
For invoices received, allow settings to open the invoice for processing, especially for repeat bills. Invoices received from e.g. Municipalities uses the account number as pwd to open their invoice. Settings for this would be useful for automation of invoices received
2 votesWe really appreciate you sending in your idea and letting us know which changes matter most! We've reviewed your submission, and it's now ready for the community to get behind it.
Why not build momentum by sharing this with any colleagues who would find it useful so they can vote too! Other users can now comment to expand on how your idea could enhance their Xero experience.
-
Bills - Purchase order number field on bill
A field/box to enter the purchase order number when entering bills
We use a separate system for creating POs and would like to record our PO number in a dedicated field when entering the corresponding bill(s)
156 votes -
JAX - Prompts for Bills to Pay
I would like to be able to use JAX prompts to search bills to pay or to ask general questions about previously paid bills.
For example:
- Show me all the bills paid to supplier X before/after invoice date [insert date]
- Show me all the bills for this amount [insert amount]
- Find all the bills that were created with Tax Inclusive (or Tax Exclusive or No Tax).
- Start a new bill for supplier [insert supplier name] with the following item codes [insert list of item codes]
Currently, JAX doesn't seem to have any knowledge about bills.
It also seems to assume…
3 votesThanks for your feedback, Mark. I've made sure this is shared with our product team.
We're continuously looking to prioritise use cases which our customers get most value from, so it's great to hear other ways you'd like to use JAX, here.
We'll keep you updated as we introduce more use cases.
-
Batch payment - Auto fill Reference
Batch payments - details don't copy over into right hand columns when doing batch payments . I have raised this with Xero and they have indicated that never been raised with them before . Has anyone found a quick solution to this?
33 votesThanks for sharing this idea team, we know this is somehting that has been asked for a lot. At this time we are moving this to Gaining Support so others 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.
-
Bills - Add notes on the bills sent to directly to Xero
Ability to add a note for the bills sent to directly to Xero.
For example a reference for the bill.2 votes -
Batch Payment | Remittance - Selective download/send by supplier
I would really love to have a button where I can download a remittance advice for one certain supplier only in a batch payment transaction.
10 votes -
Bills - Show Account Numbers on PDF bill
Printing Bills in Xero do not show GL Account numbers, This is frustrating when you have larger Bills you would like to use as a template for GL codes
2 votes -
Export | Select which Sales Invoices/Bills to pay to Export to excel
To be able to only export a selection of sales invoices (or customers) and / or bills to pay (suppliers). Now you can only select on date or name via the search option. This will make it easier to send a selection of sales invoices and bills to pay in excel to customers or suppliers. (see file attached).
2 votesHi Marit, as shown when you've picked selected invoices and click the Export option only the one's you've selected will be exported. It sounds like you may want to search by a different term / field? If so can you share a bit more detail here to help when sharing your feedback with the team? Thanks
-
Batch payments - Print Receipts
The ability to print receipts for batch payments is desperately needed.
Currently there is no way to print a receipt for batch payments. There is only the ability to email receipts or print deposit summary. Deposit summaries do not contain the level of detail that a receipt does.
Currently, to print receipts for payments recorded in a batch deposits you have to email the receipt to yourself first. The problem with this is, when you enter your email address in the blank field it then automatically updates the customers contact details with your email address, so you have to then…
6 votesThanks for your idea here, Laurie. Appreciate the detail in your post and why you'd like to see this.
Its not something we have direct plans for atm, but we'll continue to track the interest here and share any updates.
While not the ideal solution, for the time being to avoid updating your contacts record when you click send receipt from a batch payment, you could uncheck the recipients but have the option to 'Send me a copy' checked.
-
Purchase Orders - Expand column width to show longer PO numbers
The PO number space under Purchase Order View is limited, we cannot view our full PO number, refer to picture
Please extend the column, else Xero should restrict the maximum allowance length for PO number format.
9 votes -
Inventory - Sync products from Xero to Stripe
I would like to use Mailerlite with stripe and xero to sell my products. When I log into stripe my products catalogue is empty. I need my products in stripe to be able to use the Mailerlite landing page to sell my products
2 votesHi!
Thanks for sharing this idea about synching inventory items between Xero and Stripe..
Now it's up to the community to get behind the idea and support it. 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 add their comments about how integrating inventory items between the two would also improve their experience.
-
Email Template | Remittance - Placeholder for payment date
Include a place holder in the remittance email which includes the payment date.
8 votes -
Inventory - Show invoices and contacts the item was sold to
When looking up product history Xero lists what invoices product was sold on. It would also be nice to be able to see the customer's name. This would make things much easier when trying to look up pricing assigned to specific customers.
9 votesHi Kevin, with this information available in a few reports atm there aren't any plans to add contact to the Latest transactions section when viewing a Product or services in Xero.
You could run the Inventory Item Details, or Receivable/Payable Invoice Detail reports, to see the transactions and contacts for an item.
-
Xero Expenses - Ability to Add Item Code
It is essential to be able to add an Item code along with the Account on the expense claim. We are tracking item codes and reporting them to our management.
3 votes -
Inventory - Add an expiry date
Add a best before/expiry date to the product information to give a more comprehensive overview of stock.
4 votes -
Billable Expenses - Retain tax treatment from original Bill on Invoice
When adding bills with mixed GST/GST-free items to an invoice as a single line, please preserve the tax attributions (proportions) of the items in the billable expense.
Example: If I want to invoice a billable expense to a client from a purchase made at Coles Supermarket, the expense will contain some items that attract GST and others that do not.
These are correctly recorded in the bill (spend money transaction), but when this bill is added to an invoice as a single line, the GST/GST-free portions of the bill are lost. (And tax is applied to the total…
4 votes -
Bills | NZ - Manually adjust GST for each line
Ability to edit GST line by line on bills in order to agree balances to supplier invoices (Due to rounding issues)
23 votes -
Bills - View file attachments on a separate browser tab
I work with 2 screens - when entering a bill it would be really useful to be able to view the xero transaction on one screen and view the attachment on the second screen. Currently the bills sometimes have such small print you have to really zoom in and move around the screen to be able to read it. I am aware you can open it as a separate document, but this wastes as much time trying to zoom etc. Many people now work with 2 screens so I think this would be a really useful function.
3 votes -
Bill Payments - Add a bank account to Planned payment
Hi, I would love the ability to select one of our bank accounts or credit cards on the awaiting payments screen for each bill. i can select the planned date however this only tells me when it is going to be paid and it would be useful for planning if i was able to select for example the credit card it is DD from or bank account to aid in budgeting and cashflow.
3 votes -
Search Engine Optimisation - More intuitive
I would appreciate the Search engine to be reverted back to how it was. The new "upgraded" search is close to useless. When I search for clients, I expect all relevant clients to come up. I don't want to type in the whole client name, just to get their details to show up. Previously I could type in a few letters and the search would come up with an amazing list of relevance....
1. Contact listed first
2. Invoices listed next
3. Bills listed thereafter
4. then lastly bank transactionsThese searches used to come up with appropriate information and…
27 votes
.png){kind=link}
- Don't see your idea?