637 results found
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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 -
Inventory - Increase all item prices by a percentage
An option to increase the price for ALL products in the database by a percentage.
26 votesHi community, our product team have started exploring some improvements in inventory in Xero with the ability to bulk update the sales price of inventory items by a percentage being one they've set their eyes on!
For now, we'll shift to Under review and I'll be back to share more when there's news 😊
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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 -
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 -
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 App - Add a dedicated "Products & Services" area to view and manage inventory
On the Xero mobile app, it would be great to be able to search Products & Services. If a customer wants a price on an inventory item, I have to create an invoice or quote, then add an item to see a price. A Product & Services link off the Dashboard would be very helpful.
12 votesHi everyone, thanks for sharing your thoughts. We understand that accessing your inventory only when creating a transaction can be a bit limiting, especially if you want to quickly check stock or pricing.
Many of you have suggested having a dedicated Products & Services tab in the app so you can manage your list anytime, which sounds like a really useful addition.
Some of you currently use the mobile browser to access the full Products & Services menu, and while that works, having this directly in the app would make managing your business even easier.
I’ve moved this idea to Gaining Support so we can track interest and share it with our product teams. This helps us see how we can make managing your products smoother and more flexible.
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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.
14 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 -
Purchase orders - links existing bills to purchase orders
Please provide bills allocation to purchase order option. converting purchase order to bills is not that useful as we received multiple invoice from different suppliers. sometime some supplier send us wrong invoice and without P.O allocations to bills we were unable to catch that kind of mistakes. which result in wrong payment.
benefits of that option:
it will be easy to see if trade/supplier invoiced more than our purchase order (agreed price). as right now there is no way we can see that information in xero.
implementations way could be:
Purchase order should be zero after allocating bill to it…
45 votes -
Inventory - Export selected items, instead of the whole list
I would like to be able to bulk edit a select, small number of products and/or export them to CSV for editing and re-importing.
We have 4000 SKUs, and if I want to edit 20, a simple bulk edit feature would be very useful. The CSV is unmanageable and needs to be split up for re-importing. It makes a huge task when it needn't be.
4 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 -
Bill Payments - Schedule an email remittance advice for a future bill payment
Can there please be a function to schedule an email remittance advice at the same time as scheduling a future bill payment. I schedule all bill payments throughout the month but have to record which dates I am scheduling different bills to paid in my calendar so I can remember to send a remittance advice on that day. Would be much more time efficient if could schedule a remittance advice to be automatically sent the same day the payment is made / bill is paid.
51 votes -
Bill Payments - Use supplier account number as Payee reference
Option to use supplier account number as Payee reference when making Open Banking payments by direct bank transfer.
Currently the Supplier account number is not displayed anywhere.
It defaults the Payee reference to the Bill reference which is fine when paying single bills to a supplier. However, if I want to make a single payment to the supplier for multiple bills (group by Payee option), we would want to enter our Supplier Account number as the Payee reference. See attached.
14 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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Bills - Hide archived items when creating repeating bills
Whilst creating or editing "normal" bills, archived Products and Services don't appear in the Item pick lists to choose from. However, when creating or editing Repeating Bills ALL the Products and Services appear in the Item pick lists, irrespective of whether they're active or archived.
With many Products and Services archived (we have to renew them all annually), this makes the resetting of our Repeating Bills very labourious and makes the chances of making errors many times greater, as we can accidently choose archived Products and Services.
This looks to be a bug in the system that needs rectifying quickly.
7 votes
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