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Purchase orders, bills & inventory

Customer ideas for purchase orders, bills, inventory(products and services) and making supplier payments.

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Purchase orders, bills & inventory

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582 results found

  1. Ability to allow negative stock in Xero.

    Purpose: Users that take orders and receive payments from their contacts before placing inventory can easily do it in Xero.

    118 votes

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    45 comments  ·  Inventory  ·  Admin →
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    Hi community!👋

    Thank you to everyone who contributed to the team’s research in this area. Your input has been invaluable. The discovery phase has given us rich insights, and we’re excited to share that we’ll be moving ahead to design and build a solution.

    As we begin development, we’ll transition the idea into this next stage. We look forward to coming back to you when there are new opportunities to be involved and to share further updates along the way.🙏

  2. It would be really helpful if I could see the dollar amount of bills paid in a date range / selection.

    11 votes

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     ·  6 comments  ·  Bills  ·  Admin →
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  3. Ability to have multi-currency for inventory in Xero.

    Purpose: To make invoice and purchase tracking easier, because this feature will allow users to enter different currencies when they’re buying and selling the item.

    123 votes

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     ·  35 comments  ·  Inventory  ·  Admin →
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  4. When inventory prices are updated, enable draft purchase orders to also update with these current prices, or am I missing something?

    3 votes

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  5. Allow a bank file that is supported by Coutts to allow batch payments to be made.

    8 votes

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  6. When purchasing product from clients we issue them with a hand-written Buyer Created Invoice on farm & then need to input this into Xero as a bill payment. But this doesn't show that it was a buyer created invoice. Please can this option be added

    34 votes

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     ·  15 comments  ·  Bills  ·  Admin →
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  7. Draft Bills - BULK add Due date when bulk approving.
    - need to use when creating RCTI's from purchase orders. We have the option to bulk move from Purchase order to Draft Bill, but then must open each one individually to apply the due date so that they can then be approved.

    Another alternative is to add a 'due date' field on the screen when choosing to transfer the Purchase Orders to the Draft Bill page

    2 votes

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     ·  0 comments  ·  Bills  ·  Admin →
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  8. At the moment, you can only delete or mark as billed purchase order numbers. However, you cannot see the purchase orders after deleting them. It would be useful to have an archived section in purchase orders.

    We have found that we need to go back an see old purchase orders that did not get billed, whether it is to compare it to the purchase we actually made to see why we didn't go through with the original purchase order.

    55 votes

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  9. bills summary screen - Add Total Bill Amount and Total GST to the Column Chooser and make the settings persist accross all Bills Tabs for the speciofied User and Organisation.

    3 votes

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    2 comments  ·  Bills  ·  Admin →
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    Thanks for the engagement on this idea, team. You may have noticed over the past year we have made some updates to the Bills list screen that allows you to choose which columns to view, as well as introducing quick view which should make it a bit easier to see the tax and amounts you're after without needing to navigate away from the list.

    Just to confirm while you can add Total, as column there is no tax amount column right now, and this isn't something we have planned atm however we'll continue to watch the appetite here.

  10. Would be great if you could link cirectly to the live stock levels inside Shopify so if I generate an invoice and sale from Xero then the stock level reduces and adjust accordingly. There does not seem to be functionality that does this currently.

    25 votes

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     ·  10 comments  ·  Inventory  ·  Admin →
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  11. Currently, if you change the address of a contact, old invoices and bills will show the new address and not the old address.

    It would it be good if the old documents can keep the old address. It is because having the old address is a piece of evidence to show where the goods have been delivered to. It is important to show that to the tax authority and auditors where the goods are delivered to determine the GST/VAT type, etc.

    pls look into this. thank you.

    87 votes

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     ·  15 comments  ·  Bills  ·  Admin →
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  12. The ability to flag a customer as "purchase order required". We have a growing number of customers who won't pay us unless we put a purchase order reference on the invoice. It would be good if we can have a flag in the customer that says they require a PO and therefore when we raise an invoice to them it pops up a reminder message.

    14 votes

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    Appreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.

    At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.

    For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.

  13. The supplier address is shown on the PDF bills, not the tax ID. Please include the tax ID in the bills for US region.

    2 votes

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    1 comment  ·  Bills  ·  Admin →
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  14. When an Item is purchased, make it an easy step to turn the purchased item into a fixed asset rather than inventory.

    2 votes

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     ·  0 comments  ·  Bills  ·  Admin →
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  15. With the bills workflow, we often have the issue that when a purchase is made by credit card or direct debit and the receipt is then sent to hubdoc or Xeros solution it sits in awaiting payment - when really it is awaiting reconciliation. or needs something to identify it as a recurring payment or paid by credit card. When marked as paid in Hubdoc that doesn't synch with Xero and there is no way for book keeper to know how it has been paid and thus we have bills being paid twice and you have to know which are…

    6 votes

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     ·  1 comment  ·  Bills  ·  Admin →
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  16. Ability to have/add assembly inventory in Xero.

    Purpose: Users who are selling parts of the whole inventory can easily manage this in Xero.

    115 votes

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    25 comments  ·  Inventory  ·  Admin →
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    Hi everyone, thank you for all your valuable insights of how we could improve Xero inventory to suit your business.

    Atm, we don't have direct plans for providing capability to track assembly inventory within Xero, however our product team are doing some early testing of concepts for being able to bundle inventory in Xero.

    Quite related to your interests here, we wanted to provide you the opportunity to be a part of this,

    If you'd be interested in giving some time to share back with our team on their concepts please answer a few questions through our form here.✍️

    This will be a limited pool, however we'll be back to share outcomes of this work with you all here.

  17. We need to deposit > 50 transactions on a daily basis. We can't marry up our remittances to our deposits recorded in Xero when done in multiple parts. It's messy and not workable for large volume businesses.

    76 votes

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    Hi everyone, we very much appreciate the feedback from you on wanting to be able to include more than 50 invoices in a batch deposit.

    While this is something we'll continue to review we want to be open that this is not planned in the short term.

    In the other side of the coin, we know there are also some in the conversation here that would like to see an increase in the number of bills included in a batch payment and I'd recommend adding your vote and staying tuned to this other idea.

    If there is any change or updates around batch deposit volumes I'll be sure to share with you, here.

  18. I'd like categories for my products and services
    ie: tees, hoodies, pants etc
    So I can click into the hoodie category and see all the hoodies I have

    73 votes

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     ·  24 comments  ·  Inventory  ·  Admin →
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  19. When suppliers are paid, the payment is given a reference, and this is then used to file paperwork. We can no longer see the payment reference when reviewing paid supplier invoices. Please bring this back.

    3 votes

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    1 comment  ·  Bills  ·  Admin →
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  20. Ability to easily see which bills have not been scheduled for payment.

    There are tabs for each date that payments have been scheduled. An "unscheduled" tab would be useful, showing bills awaiting payment without a planned payment date.

    Will save users time having to sort the bills by planned date to see which ones need scheduling.

    56 votes

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    17 comments  ·  Bills  ·  Admin →
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    Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂

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