605 results found
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Bills - Display attached Invoice to the left not on top of the bill entry form
When creating a new Bill, and after uploading the invoice then viewing the attached invoice, the attached invoice displays on top of the bill entry form. This is very frustrating.
Please change to display the attached invoice to the left of the form, same as is the case when opening a draft Bill that was created by emailing Xero.
See screenshot for example
6 votesHi everyone, we'd like to share there are a few improvements that'll help with the view and entry of bills here.
Right now, if viewing an attachment on an individual bill there is a left side arrow that when clicked will shift placement to the left of the page.
You can also currently use quick view(eye icon) from the bills list where the default behaviour is to show attachments on the left side of the screen.
We're also developing a new experience of the individual bill View and Edit pages that will adopt the same behaviour as quick view. I'll roll back to confirm once this is available to you all. 😊
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Email to Bills - Simplify email address
It would be great to be able change the e-mail address where files or bills are sent to Xero to simplify it?
Currently the e-mail address is long and without context and cannot be linked to a specific client outside of Xero in for example Outlook or Gmail.
An "alias" e-mail address would be helpful.
7 votes -
Bills - Show previous bill when entering new bill
Show that vendor's previous bills on the screen when entering a new bill. This helps to see prior amounts and dates to make sure month-to-month expenses are in line.
2 votes -
Bills - Link to a Calendar
Option to link bill due dates to a calendar, ie iCal, Google, Outlook etc. We use a scheduling program called Flight Schedule Pro for bookings and it has this useful feature.
17 votesHi team, we appreciate the support for being able to link bills to an external calendar and while this isn't something we have immediate plans of will continue to keep a watchful eye on the interest in this idea. I'll share if there is any progress around this to update you on.
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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 Abdu4 votes -
Bills - Add an Autosave function
It would be really useful if Bills autosaved to Drafts - as happens when you enter an Invoice. Because Invoices are autosaved, you are in that mindset and can often forget that you have to click Save or Approve for a Bill to be logged.
9 votes -
Remittance Advice - Send multiple advices without using Batch Payments
Currently remittance advice can be sent based on payments. It is not possible to send multiple remittances at the same time without using the batch payment method.
As we have a lot to send, is it possible to look into some ways to send some remittance advice in a more efficient way for cases like with several payments to one person or multiple advice to multiple receivers? Or any automation for regular ones? Instead of downloading PDF one by one / sending email by payments one by one?
85 votesHi team, we appreciate the feedback here and how an easier method of sending Remittance would be useful for some users.
While this isn't in the direct pipeline just yet we're staying close to the ideas around this in the forums here and will be sure to notify you of any progress.
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Xero Inventory Plus - Ability to customise 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.
5 votesHi everyone, we appreciate you sharing how you'd like to customise Purchase order templates within Xero Inventory Plus similar to how you can within Xero itself.
Being open this isn't something we have plans for at present. For now, we are continuing to keep a watchful eye on the support in this here. I'll share if there are any updates.
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Bills to Pay - Sort Draft Bills by order date/time created
Hi,
We would like draft bills to be sortable by order inputted.
We are using AutoEntry to post invoices but Xero changes the order that the invoices are being entered.2 votes -
Invoicing/Bills - Void and deleted invoice tab
A tab to show void and deleted invoices in their own list from the invoices view screen and Bills screen.
5 votes -
Reconciliation - Flag any transaction for Review
We need a way to flag a transaction, either a sales, bill or account transaction that can then be pulled into a report for review before finalising BAS's etc.
Whether that be a spend money that you are awaiting a Tax Invoice for, a bill that is in dispute, or a sales that need follow up.
Could it be in the Bank Reconciliation menu where you can then pull the "discuss" notes into a report and the query notes could be there?
10 votes -
New Bills - Feedback
A few things I've noticed that annoy me that I think could be tweaked;
Duplicate bills screen is a complete waste of time in its current state. Either change the parameters for what flags as a duplicate (ie - if it's the same amount, it should also be the same date, or check for duplicate reference numbers attached to the same supplier). Also give the option to ignore all duplicates from certain suppliers or if something appears, an option to never remind for this supplier & amount again.
Also there's a button to provide feedback that doesn't work.The new…
4 votes -
Xero Inventory Plus - Allow access to XIP regardless of user role
Xero Inventory Plus should be an option, similar to Expenses and Projects, for any/all users regardless of roles. I need everyone on my team to see where our inventory stands.
11 votesHi team, while we appreciate the interest in access to Xero Inventory Plus developing roles for this feature specifically isn't planned for the short term.
In terms of Xero itself you may have seen that we released the ability to assign Products and services to the Sales and Purchase roles earlier this year.
If there are any further updates to share around this we'll let you know here. It would be good to hear if these new permissions within Xero meet your needs.
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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.
20 votes -
Invoice/Bills - Notification when draft invoice automatically created
Send an email when a draft invoice (or bill) is created automatically.
When a draft invoice is created automatically, I want to be notified. By definition/design, it needs human attention before getting approved and issued. So I would like a human to be told it has happened.8 votes -
Checks - Format cheque stubs to only show a summary
I propose an update to the formatting of the cheque stubs so that summarize the list of bills that are being paid by cheque on the stub, not the individual line items.
I have a client that owns 12 franchise restaurants. Some of the bills that are received have to be split 12 ways. if multiple bills are received, we're looking at that many more lines on the stub. Can we please update the format of the stub to summarize the bills that are being paid to avoid confusion for vendors?
The attached stub is a payment for 3 bills.
8 votes -
Check Style - Copy from one org to another
To be able to copy a check style created for one organization to another organization to keep the format so we don't need to format a new one all over again.
4 votes -
Purchase Orders - Update the Send Email options
Purchase Orders Send Email Features.
This is to request the Product team to please also update the Send Email settings for the Purchase Order to make work efficient and clear to multiple recipients if they are only on CC.
Attached the screenshot of the latest update Xero had made for Invoice Send Email in which the CC and BCC is in the sending option. It is very helpful for the multiple receiver where in the business communication, we need to CC multiple emails than putting every email in the sending to space.3 votesHi team, as part of the work we're doing in the new Purchase orders experience the team will be bringing the same send experience from invoicing into the purchase orders send.
This means features like the ability to CC and BCC when sending a Purchase order will soon be possible 😁
I'll swin back to confirm once this is delivered so you can start making use.
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Remittance Advice - Send from the new Direct Bank Transfer screen
Add a send remittance button once a payment is made via the new Direct Bank Transfer Feature.
I previousley made batch payments via Wise and once the payments went through there was a button to send remittances. This feature is not available when using the new Direct Bank Transfer option. You have to maunally send each remittance advice from the banking screen which is a poor use of time and there is the chance that a remittance advise will be missed or sent twice.
17 votes -
Billable Expenses - Add Project Billable Expenses to Draft Invoices
Please implement a feature allowing users to add billable expenses assigned to Projects directly to an existing draft invoice.
Currently, users can only add billable expenses directly to a draft invoice if the expense is assigned to a Customer. When expenses are assigned to a Project, they can only be invoiced through Projects. This causes issues when an expense assigned to a Project is has been missed, and needs to be added to the draft invoice. The current workaround requires deleting the draft invoice and starting the invoicing process again, which is time-consuming and inefficient.
16 votes
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