653 results found
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Email to Bills - Create rules for automating the entry of line items
Automatically captures each line items as indicated in the bill when sending bills directly to draft using Xero Bills email link provided
18 votesHi team, we appreciate the idea here is more surrounding the ability to create rules to help curate the automated entry of data in bills created via the email to bills process.
However, I did just want to confirm the existing options that are available to help with the automatic entry of your bills as there are multiple paths you could explore.
As per this idea, in it's current form email to bills will use the data of your emailed file to automatically create a bill and fill fields.
There is also Hubdoc that you can connect to your organisation and use to publish bills to your organisation, and most recently we introduced Upload where you can upload multiple files to Xero at once to create multiple draft bills.
We don't have any plans around expanding email to bills to add the ability to set rules. but we'll continue to…
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Bills - Remove compulsory Due Date on bills
Receipts sent to bills do not require due dates, having to have them as a compulsory item wastes a lot of time. Can you make this an Option?
Constantly having to fake a due dates and re-approve is not needed for 60% of bills.
2 votes -
NZ GST - Option to convert GST Return into a Bill
Once a GST return is filed, rather than creating a bill could there be an option to 'convert this GST return into a bill'? Then it will sit in the payables report (as a reminder to set the payment!)
10 votes -
Bills -Use Avalara for Consumer Use tax look up as well
Love that the sales tax uses Avalara, please add that functionality to bills too, to look up consumer use tax. Thanks!
1 vote -
Bills - Edit paid bills without removing payment
It would be beneficial to edit any feature of a bill without removing the payment.
24 votes -
Batch Deposit - Auto Fill Reference Field
The Contact Financial Details Reference field used to be populated with the last reference entered for a customer in the Customer Invoice Batch Clearing reference field. I have many customers paying by ACH or Zelle and have the same reference information each week. For my customers that I have had for a long time the reference field is copied from the Contact Financial Details Reference. But for any new Customers this functionality does not work and the field is blank in Batch Clearing. So I have to enter the reference for each blank line on the batch. Please add the…
2 votesThanks for your idea, Cheryl. We don't have any immediate plans to change this behaviour but we'll start to get a sense of support in this from the community, here.
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Batch payment - Attach files
To attach proof/evidence of multi receipts/payments when that batch is a mix of invoice and also pre/overpayment, credit. We can attach to a single type of action, but not mixed. Keeps things tidy and also much quicker to see what exactly was in a batch, than to go back to a physical document holder
2 votes -
Batch Payment - Increase detail field
It's very known for all that the space for batch payment details is very tie.
We hope from XERO staff to expand this space at least five times. to enable us write down whatever we should fill.
BR
Ramadan Abdu2 votes -
Inventory - Add a Location and use on Packing Slips
Inventory - We are considering switching to Xero from Sage50, but have come across the issue of not being able to add an inventory item's "Bin Location" to the packing slip. We could include the bin location in the description of the item, but we don't want this to appear on the customer invoice. We only want the item's location to appear on the Packing Slip for the warehouse operatives to locate the items easily.
13 votes -
Xero Subscription -Turn the e-invoice into a new Repeating Bill
Xero subscription - Have a way to turn the e-invoice into a new repeating bill so that it can show up in the bills you need to pay widget. I know I could create a new repeating bill but I can not see an option that will let the Reference and the line description update to what is on the e-invoice.
1 vote -
Xero Inventory Plus: Purchase Order Templates
In Xero I’m able to use my purchase order templates that I created with docx.
I was hoping to keep things consistent when generating POs from XIP. I don’t see that I can alter the templates.
3 votes -
Purchase Orders - Improved text box functionality
When I add text to any of the boxes within a column in a purchase order, it moves the screen down because the box needs to expand to fit the text. This makes it really hard to copy-paste quickly. Please either remove the bug that makes the screen move down (boxes expanding) or add a "copy previous line" feature to eliminate this onerous task completely.
3 votes -
Bills to pay - Consistent font size
New bills screen - bugs/design that need to be fixed:
- when filtering the currency column disappears
- the planned date font size is smaller than the due date font size meaning I can't zoom the screen
- the from column isn't wide enough so most suppliers' names are wrapping, meaning each transaction takes up 2 lines and results in fewer transactions on one screen and more scrolling, whereas there is wasted space between the planned date, paid and due date columns which could be made narrower68 votes -
Inventory - View Inventory Item details report from 'View all transactions' section of an item
The "View all transactions" link from a specific product/service should display the Inventory items details report just for that specific product/service. Currently it shows all products and just for the current month. So really isn't doing what is implied in the link.
2 votes -
Bills - Manage duplicates option to only keep one
We are forwarding inbound invoice emails to the Xero processing address, but, many suppliers send multiple copies (up to 5 or 6) saying "Invoice", "Invoice due in x -7 days", "Invoice due today", "Invoice paid", each with the invoice.
Going through the duplicates screen is time consuming.
Please make this easier for bulk actions:
1) a keep this and delete others (in a group)
2) a delete all (in a group) - sometimes we get statements or similar sent and right now we can delete the duplicates but have to go back to the invoice list to delete the original.…
2 votes -
Billable Expenses - Assign single line items to separate contacts
Hi there, I would like to be able to assign line items (that are the same) on a bill to multiple customers.
i.e. 2 x oil filters, assign ONE of each to separate customers without having to enter them on separate lines on the bill to do so.
Also, when creating an invoice and viewing "items to assign to a customer" I would like to be able to see the Supplier AND their invoice number in that list.
7 votes -
Bill Payments - Payment service for South Africa
Supplier bill payments for South Africa for payments and debit orders that directly pulls from Xero, like being done in the UK with Crezco, which can be done with Paysoft Flow (https://paysoftflow.co.za/) in South Africa for example.
3 votes -
Billable Expenses - Assign to repeating invoices
I want to assign the customer to repeating invoices like software subscriptions that we pay for our clients. I have those bills in as repeating invoices but I have to assign the customer to them every month. It would be nice to be able to assign the customer on the repeating invoice and save that time each month.
5 votes -
Multicurrency - Supplier Statement in multi currency
The attached 'Supplier Statement' report has been 'retired'. Please consider reinstating this in Xero. We buy in euro and for financial audit purposes at every year end we need to issue this report. There is now nothing like this on Xero which makes no sense as we can't report without a mass of manual work to make a report outside of Xero.
12 votes -
Bills List View - Remove 'View' column from the default layout
There is a new completely unnecessary and annoying column named "View" in the Bills reports. I can switch it off each time I open that report, but I would like to reset the default so it doesn't come up ever. To view a bill all I have to do is click into it, so the extra visual of the EYE is just very irritating. It isn't an issue with the Invoices.
2 votesSorry to hear you find the view option an irritancy, Adrienne. This was developed based on customers feedback who wanted to be able to view more intricate detail of bills on the fly without having to navigate away from the list view.
I want to be open that we don't have any plans for removing this, but will continue to track and gauge interest around this through your idea here for now.
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