612 results found
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Bills - Show bank details in Bills to Pay screen
It would be good to be able to see the bank account details (BSB and Account number) on the new bill screen when entering invoices to be paid. By having the contacts bank details on the entry screen you can easily check that the bank details in Xero match what is on the invoice. This would save time of having to go and open the contact to check that the details match - not to mention save time of having to download the invoice so you can view it while checking against the contact. Being able to look at the…
25 votes -
Bills - Transaction dates shown in batch payment summary PDF
What I want to show in the batch payment summary is the transaction date.
For example, I used my personal money to buy sth on 1st June & 10th June. Then I submit "expense claims" on these two days. And when accountant batch the payment for my claims, I want to show the transaction date (1st June & 10th June) on the batch PDF, just as shown in my attached image.2 votes -
Files - Create bill in new tab
Would it be possible to create a bill from within the files tab, into a new tab. When you click create bill from within the file tab, it allows you to create the bill but once you click save, it just shows you the created bill. You then have to go back to the files tab and re-find the next file you want to create as a bill. Would be much easier if you could right click and create the bill within a new tab, so that the file tab stays open at all times.
Thank you!
15 votes -
Inventory - Reserve inventory for consignment or pre-sales
Ability to reserve inventory (through invoices or some other format) to account for pre-sales or consignment of goods
Purpose: Make some inventory reserved so it cannot be sold through other channels
39 votes -
Purchase Order - Next page arrows to switch between purchase orders
Would like to see a next page arrow in the purchase orders like in files when you can move to the next file OR Purchase order really easy and see the whole thing without having to open new tabs the whole time to view the next one.
2 votes -
Bills - Ability to approve a bill with a total negative amount
I would like to have the ability to create a bill with a negative balance. This way, I can control the full credit to the exact sales tax account. The current way a Credit is applied to a batch bill it takes a percentage off each line item (total due and sales tax). I have to remit tax in multiple states, and the way credits are handled throws off my totals to remit. Right now, I edit existing bills and apply credits within the bill for a workaround. It's a painful process. Creating a bill with a negative balance would…
4 votes -
Purchase Order - Add a maximum limit for user to create PO
Purchase Orders - bring a limit in that people cannot go above without authorisation
17 votes -
Lock Dates - Allocate Overpayments to Bills before a Lock Date
when doing allocation between an overpayment and a bill, if the invoice is dated within a locked period you are unable to do the allocation, it would be good if you could just do the allocation without having to open the period.
18 votes -
Notification | Email to bills - Send Failed upload email back to user who sent
It would be good if ''xero bills'' would send a failed upload notification message back to the email that it was sent from if the upload had failed. This would mean that you would know what upload had failed and issue that caused it to fail.
3 votes -
Purchase Order - Edit default .pdf name
Allows the option to edit the file name of PDF upon creation for Custom Purchase Order Templates.
Purpose: provides further customisation and automation of Purchase Order templates.
5 votes -
Bills | List view - 'View' bulk approved bills in Awaiting payments
The view box that comes up when you approve bills is utterly useless, you can't do anything with them, I don't see the point. Before the recent changes, when you approved more than one bill, you could click on the view tab at the top of the page and be directed directly to these bills in awaiting payment, from that screen you could schedule them for payment. Now you have to approve them and then go to awaiting payment, search for the bills you just approved, make sure that the bills that come up in the search are indeed the…
10 votes -
Bills to Pay - Remove 'New bill' drop down
With the "new look" bills having been implemented, all the different bill options are under a drop down where you select new bill, new CN, new repeating etc.
I appreciate that this looks tidier or something, but when you're inputting about 20 CNs, having to go through the dropdown for each of them is really tedious.
Also: after approving a bill there's an option to add another bill directly, but that doesn't happen if the bill is submitted for approval or saved as draft. Can this be implemented?There is also no option to go straight to a new CN…
2 votesHi there, I know it's been sometime since you first raised your idea with us here, and as you may have noticed there have been a lot more changes within the bills to pay space that improve flows and efficiency in managing your bills.
It'd be good to hear back if you're finding these changes have improved things for you when entering and managing bills - For example rather than approving individual bills, with the quick view you can now quickly scan the detail and approve single or multiple bills at once from the list view, and with New bill drop down available on this same screen, you can + New credit note without extra clicks.
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Inventory - Add a year end report with a last purchase date
Please can you create a year end inventory report with last purchase date please associated with an item. This was a feature on sage.
2 votes -
Checks - Print Remittance Advice on check voucher
Ability to only print invoice total on the Check Voucher.
Purpose: Remove un-needed information from the Voucher, and make interaction with contact more professional
28 votes -
Purchase Orders - Option to move back to Draft status
Purchase orders should be able to go from approved back to draft inside XERO so that integration to other stock systems does not fail when changes are made in 3rd party stock management systems.
1 vote -
Checks - Scanned signatures on paper checks
We write paper checks for some of our clients using a blank check style format. It would be nice to be able to insert a scanned signature on the signature line on the check style. This would enable the authorized signature to print on all checks printed.
20 votes -
Xero Accounting app - Manually edit tax amount
The Xero App currently does not allow you to manually edit the tax amount on bills, and therefore in turn means you cannot approve bills with any tax adjustments made via the App.
I'd like for this to become a feature to save any approvers having to log into Xero in another way just to approve a bill.
3 votes -
Bills - Copy Repeating Bill
Would love the ability to copy an existing repeating bill instead of having to open another window with all the features that the new repeating bill should have and having to manually add them all.
19 votes -
Bills - Include tracking category in Purchase Order PDF export
"Purchase order PDFs only include information that's relevant to your supplier. Fields such as the account code or tracking aren’t included on the PDF. "
It may not be relevant to the supplier but it's critical for the Accounts Payable person to match and code to the relevant account. We track POs based on Property category and also if they are extras to the contract.. A printed PO is attached to the Vendor bill but we have to go back to the PO in the system to see the expense code and if it's extra to a contract.
4 votes -
Purchase - Add schedule payment date from within the transaction
Payment Schedule Date - add from other screens
Make it easier to schedule payment dates. I love the ability to schedule payment dates but it is only available from one screen. It would be great to be able to add a schedule payment date from within the purchase. That would mean you could approve and schedule from the one screen.
26 votes
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