652 results found
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Invoice Discount Column - Show it on copied-to Bills
We like the discount column on Customer Invoices.
We love being able to copy Customer Invoices to Bills.But what happens to the discount when we copy a customer invoice to a supplier bill? It appears in the total but it doesn't appear anywhere on the bill and it's impossible to edit or remove unless the entire discounted item is removed and added.
I've spent many confused hours wondering why the bill doesn't add up.
Even a flag to state that there is a hidden discount would be an improvement.
13 votesAppreciate the detail and how this impacts your flow, Robert.
It'd be good to get some more understanding of the scenarios in which you're finding you often need to copy an invoice to a bill - Welcome any feedback on this to share back with the team too.
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Bills - Set up repeating payments
If I'm paying a bill by monthly direct debit (say Business rate), it would be useful to have the ability to set up multiple payments instead of having to set up 12 separate identical monthly payments.
3 votes -
Branding - Ability to customise bill template
Invoice templates are editable, but bill templates are not.
Would like to be able to add searchable fields to a bill without removing those that are already there.37 votes -
Inventory Items: Merge items
Ability to merge inventory items.
Purpose: Users can easily merge the inventory items when they accidentally created the new same items in Xero.
101 votes -
Bills | Awaiting Payment - Highlight the Planned date
Bills - Highlight the “Planned date” (in red or bold) as you select the date.
This would assist greatly when batching weekly and monthly payment batches and working alphabetically.
The Bills screen is very busy.
Thank you5 votes -
Inventory - Filter to exclude inactive items in reports
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.
7 votesIs 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.
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Purchase Orders - Import associated files from Unleashed
We use Unleashed (UL) for all of our purchases and sales. The team uploads associated files, proformas, invoices, and receipts directly to the UL PO.
When the PO is completed and 'pushed' to Xero, the associated documents are lost. I then have to login, find them, download from UL, and then upload them into Xero.
Is there anyway that these files can be pulled with the rest of the information?
3 votes -
Check Register: Add leading and trailing asterisks to amount fields
Improve security of printed checks by adding leading and trailing asterisks to amount fields.
Example $150.99***** and one-hundred fifty and 99/100****** dollars
Makes alteration of amounts more difficult.
8 votes -
Bills - Share bills for approval with users outside Xero
We need an approval process which includes multiple approvers who do not necessarily access Xero so a share as with an invoice would be ideal to request approval via email
11 votesHi community, thanks for sharing with us on this idea. It would be good to get further insight into why the user would not be invited into the Xero organisation if they are a part of the approval process.
While we don't have plans for developing a share link on bills like invoices at this stage, an option for some right now could be to export bills from your organisation which could be provided to the right person in a CSV format.
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Bills - Ability to retrieve historic batch payment ABA files
Ability to retrieve ABA file that was previously created / used to review the actual bank details that were uploaded to the bank account.
Also to view which payments made up the total payment
7 votes -
Cash Flow - Include future dated paid invoices
The cash flow currently picks up bills to be paid on a specific date in the cash flow but if you set up a payment in advance and mark as paid in Xero, the bill disappears all together from the cash flow.
The manual workaround is to "Add upcoming money in or out" but I would have expected Xero to pick them up as payments already set up on the bank account.
5 votes -
Purchase orders - Ability to lock/stop editing once billed
Purchase orders should not be able to be edited after they have been billed (even part billed). It defeats the purpose of a purchase order.
We want staff to be able to issue purchase orders. Invoices are approved on those matching purchase orders. The same staff shouldn't be able to edit the original PO if it has been billed as then it doesn't match the invoice that's been paid/being paid.6 votes -
Batch Payment | Create individual remittance advice for a single bill within a batch
There’s no functionality in Xero to produce an individual remittance advice for a single bill included in a batch payment, it would be great if this could be done.
21 votes -
Bills - Automatically pay bills on due date
To have an option for a bill to be paid automatically on the Due date
Invoice comes from Supplier. Invoices is processed to Xero with a due date
On the due date invoice is paid automatically (through interaction with bank)4 votes -
EInvoicing - Connect with Purchase orders
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!7 votes -
Email to bills - Ability to add note that's included in History & Notes of the bill
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…8 votes -
Inventory - Include supplier’s name and link back to supplier contact list
Ability to have a supplier name and link back to supplier contact list from the inventory.
Purpose: Users can easily have information from which suppliers that they’ve purchased their inventory from, and can easily update any changes within inventory and supplier.
74 votesHi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
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Bills - Remove the 'Skip' or 'Allocate Credit' prompts
Remove the 'Skip' or 'Allocate Credit' pop up box when entering invoices.
When entering a number of invoices, if the customer who you are entering an invoice for has a credit on their account, a box appears asking to 'allocate the credit' or 'skip.' By clicking either it takes you back to the enter invoice screen without the option of adding another invoice. This makes it quite time consuming when entering a number of invoices.Is there a way from stopping the 'allocate credit' or 'skip' boxes appearing?
3 votes -
Xero Accounting app - Order outstanding bills by due date
Please enable ordering of Outstanding bills by due date, not alphabetically.
Currently, if one wants to see bills ordered by due date one has to access the "Purchases" tab at the bottom of the screen, then hit "Bills" at the top of the screen. The "Outstanding bills" screen — accessed from the (default) Dashboard screen — displays bills ordered alphabetically and it should order them by due date, or at least make it user-selectable
3 votes -
Billable Expenses - Batch assign to customer
I often have 30 or so bank transactions (both credit and debit) that I need to on-bill/on-credit to a customer. The process described in https://central.xero.com/s/article/Add-a-billable-expense-to-an-invoice requires multiple clicks per transaction and does not work for credits.
In addition, there is no indication in the bank transaction list that the entry has been assigned to a customer as a cross-check.
5 votes
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