637 results found
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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
8 votes -
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 | 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 -
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 -
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!8 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 -
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.
22 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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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 -
Check Register - Set check defaults by bank account
Ability to set a default check style per bank account.
On the operating account the check stock has the check on the top, on the payroll account, the check stock has the check in the middle, and on the sales tax account, the check stock has the check on the bottom. Three separate checking accounts, three separate styles.
It would be nice to have a setting where you can say, "if a check is generated from the operating account, apply the operating account style."
3 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 -
Bills - Support for due dates prior to invoice date
Bill Due Date
At the moment the due date can't be set as prior to the bill's actual date. We self-bill a lot of customers on a monthly basis, but pay them on 27th or the last working day before then. We would like to set the bill date to the last day of the month, but can't.
5 votes -
Invoice theme - DocX For Receipt, Del Note and Remittance.
Ability to create receipt, del note and remittance using DocX.
Purpose: Users can easily customise their receipt, del note, and remittance using DocX.
73 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.
75 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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Purchase Orders - Allow for backorders
Ability to use backorders in the Purchase Orders.
Purpose: Users can easily know which purchase orders have backorders.
86 votesHi team, work for negative inventory is well in development and we really value all of your inputs here as we've picked into how we solve the needs of backorders in both the purchase and sales flows.
We look forward to being able to share more updates soon with detail of how this works within your Xero organisation. Thanks!
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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 -
Remittance Advice - Ability to include attachments when sending a remittance advice
Allowing attachments to be included when sending a remittance advice so we don't have to send them manually via email
77 votes -
Bills - Open .doc attachments natively in Xero (without downloading)
Please make a change so that a .doc attachment (eg against a payment) can be opened without having to downloading it
5 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
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