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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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607 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.

    134 votes

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    55 comments  ·  Inventory  ·  Admin →
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    Hi community, thanks for continuing to support this idea and share the situations where it matters most to your business.

    We’re now rolling out backorders for tracked inventory, that enables you to keep selling and invoice customers even when you don’t currently have enough stock on hand.

    When this becomes available in your organisation, you’ll be able to approve a sales invoice for tracked items even where there isn’t enough available quantity to fully supply it. Xero will allocate any stock that's available straight away, place the remainder on backorder, and then automatically allocate incoming stock to those outstanding backorders as inventory increases.

    We’ll continue to monitor feedback as this rolls out more broadly, and I’ll return to share another update once the release is complete.

  2. When entering bills as "Tax Inclusive" line items, Xero automatically changes it to "Tax exclusive" line items.
    When trying to edit the bill to show tax inclusive line items, it again auto reverts to tax exclusive per line item.
    I am requesting Xero to allow for having a choice between Tax Inclusive Bill line items, as well as Tax Exclusive. Why? This is because it is easier to reconcile due to the payment being tax inclusive.

    60 votes

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    11 comments  ·  Bills  ·  Admin →
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    Hi team, thanks for all the feedback on this request. We understand how helpful it'd be to view a bill as Tax Inclusive if that’s how it was originally entered, especially when reviewing bills in your organisation.

    We’re currently modernising the Bill Edit and View pages, and this'll be addressed in the new experience. Once a bill is saved or approved, it'll display in the same format it was created in.

    Some of you may have already noticed that this has been implemented in the bill quick view (the eye icon in list view).

    I’ll update this thread again once the change is released on the individual bill pages as well. 🙂

  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.

    139 votes

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     ·  41 comments  ·  Inventory  ·  Admin →
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  4. It would be really helpful if I could see the dollar amount of bills paid in a date range / selection.

    12 votes

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     ·  7 comments  ·  Bills  ·  Admin →
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  5. 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

    39 votes

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     ·  18 comments  ·  Bills  ·  Admin →
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  6. 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

    89 votes

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     ·  34 comments  ·  Inventory  ·  Admin →
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  7. Sales & Purchases Overview Screens
    For invoices which have been (part) cleared by an overpayment or by a credit note Please show a value in the paid column - Never Nil

    10 votes

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     ·  5 comments  ·  Bills  ·  Admin →
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  8. Is it possible to filter between active and inactive inventory in inventory reports? All my inventory is listed in my reports but I only want to see active inventory.

    11 votes

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    6 comments  ·  Inventory  ·  Admin →
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    Is there a specific inventory report you'd find this most useful in? 

    Being open we don't have immediate plans for adding this filter into the reports, but it'd be good to get this detail that could be shared back with the team when considered. 

  9. 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.

    94 votes

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    17 comments  ·  Bills  ·  Admin →
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    Thanks for continuing to raise the importance of this idea with us here.

    We appreciate why invoices and bills need to reflect the address details that were true at the time the document was created, and recognise the importance of this for record-keeping and audit purposes.

    As part of the work we’re progressing for multiple addresses per contact, we want to highlight that preserving historical invoice details within Sales invoices is something we’ll be solving.

    With multiple product teams working across different features we want to be upfront that work is not currently roadmapped for the Bills side, however we’ll keep this top of mind as that area of product continues to be developed.

    I’ll be back to share further updates as this progresses.

  10. Most our clients require Delivery Order. The current packing slip does not cover the clients company requirement.

    31 votes

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    11 comments  ·  Inventory  ·  Admin →
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  11. 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.

    90 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.

  12. 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.

    26 votes

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     ·  10 comments  ·  Inventory  ·  Admin →
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  13. We generally forward incoming bills for payment to Xero by emailing the bill to bills.b3xxxxxxxxxxxx@xerofiles.com) resulting in them getting queued in 'Draft' - which of course is a beautiful feature. At that point our finance manager will go through and process them to the point of Awaiting Payment (i.e. check them, allocate as appropriate, etc.).

    On occasion there is additional information people in the business may wish to communicate to the finance manager about this (e.g. where it should be allocated to, or other descriptive information/special instructions).
    Presently this requires a separate email to be sent to the finance…

    12 votes

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     ·  5 comments  ·  Bills  ·  Admin →
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  14. Create ABA file for non bank account, eg Credit Cards.
    With an increate of payment options and portals offering payments through credit card, it could be reasonable to have an aba file created for other form of payment. Thanks

    15 votes

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     ·  4 comments  ·  Bills  ·  Admin →
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  15. Ability to have/add assembly inventory in Xero.

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

    125 votes

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    26 comments  ·  Inventory  ·  Admin →
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    Hi everyone, thanks again for continuing to share your feedback and examples on this idea.

    We’ve now done some initial discovery on this and can see the value it could provide for businesses needing assembly or bundled inventory capability in Xero.

    This is something we’re interested in solving longer term, however there is a bit of complexity involved in the work and it hasn’t been roadmapped at this stage.

    When we are able to get this planned in the pipeline, we’ll be sure to update you here and keep you informed on progress.

  16. 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.

    63 votes

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    19 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. 🙂

  17. 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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  18. When draft invoice/s are created via eInvoicing (Peppol network) will xero introduce the ability to call in/ match the invoice against a PO in xero (& subsequently mark the PO as billed)?
    Many of us are required to raise PO's for our purchases - so this would be a handy feature!

    9 votes

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     ·  1 comment  ·  Purchase orders  ·  Admin →
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  19. Ability to merge inventory items.

    Purpose: Users can easily merge the inventory items when they accidentally created the new same items in Xero.

    116 votes

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     ·  22 comments  ·  Inventory  ·  Admin →
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  20. Please add the function to add a Projects field on the Bills awaiting approval and Bills awaiting payment page.

    This allows users to select the projects that they manage, thus no need to open every bill.

    9 votes

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     ·  5 comments  ·  Bills  ·  Admin →
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