637 results found
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Bills | Imports - Add Foreign Exchange rates as a column
But it would be amazing if you could set the FX rate for each transaction on the purchase upload spreadsheet.
Where you do not add an FX Rate it would default to the daily rate.
I have to set hundreds of FX rates for each transaction individually, so it would save me so much time.
3 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.
19 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 -
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 - 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.
29 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 -
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 votesHi team, thank you for sharing back on this feature and the flows your business have when approving and scheduling payments.
This has been shared back with our product team and while we don't have immediate plans around changes for this view will keep you updated if there is any progress, here.
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Email to Bill - Auto attach copy of source email as a file when creating bill
When a client emails bills into Xero files, they often include a note saying APPROVED or POST TO DIRECT COSTS and even- PLEASE PAY TOMORROW. At the moment I have to open the email, take a copy, email it back into Xero files and then attach that to the bill along with the original bill. Can a copy of the email be automatically attached to the bill when it is processed from files? It would save a lot of time.
7 votes -
Purchase Orders - Option to decline
Would be useful to have the option to decline a PO request to remove it from the 'awaiting approval' tab, currently the only option you have is to delete it.
The full PO side of Xero requires an upgrade, it's useless
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 -
Purchase order - Ability to attach PO to the invoice
Attach the raised purchase order to the invoice rather than creating supplier invoice from it. Upload the created purchase order in Xero - against the supplier invoice uploaded to Xero awaiting authorisation
24 votes -
Check Register: Hide previously printed checks
When printing newly created checks it would be nice to have the ability to easily select all for just those new checks by marking all previously printed checks as having already been printed instead of either having to check the box next to each check you want to print or by doing a search by date (if you print checks once daily) to be able to then select all to print.
6 votes -
Checks - Control Printing Order
I haven't yet been able to determine what order checks print selected bills in, and they seemingly change their sort order if you select them to print again. Is there a way to control the order they print in to come out alphabetically by payee, so that we can more efficiently match them up to the letters they need mailed out with? Or, have a way to select how you want them sorted (i.e. by payee, memo, etc.) on the Pay by Check screen when printing multiple bills?
18 votes✨ Thanks for the thoughtful feedback on the check printing order. We understand that when checks print in an unpredictable sequence, it makes it harder to match with backup documentation and to reissue in a consistent order if needed. We’re tracking requests here for the ability to sort (for example, by payee) and to keep the order predictable and repeatable across print runs. This idea is open for community support (Gaining Support)so others can add votes and any details to help us gauge impact.
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Purchase Order - Delivery Date for each line item
Ability to add a delivery date to the purchase order for each line item.
32 votesHey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.
However, if anything changes in this space, we’ll update you on this idea!
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Cheques: Voucher - Show tax amount on each line item
Ability to format a cheque voucher so that the tax amount shows on each line item and not just in the total below or even better so that sales tax automatically shows within the line item amount.
32 votes -
Inventory - Fully integrate Locate inventory ERP
Inventory - Fully integrate Locate Inventory into the Xero platform so users have a fully functioning ERP and inventory management system.
33 votes -
Reports - Customer/Supplier Bill Activity show Debit & Credit in separate columns
I refer to the Customer/Supplier Bill Activity reports which shows transactions as positive and negative figures. Could you *** create a report to show bill activity in Debit & Credit separate columns format instead of positive and negative figures in 1 column? Thank you
9 votes -
Remittance - Ability to include Check number
Remittance Advice - Show check number for vendors to be able to reference.
4 votes -
Bank Reconciliation - Make Files button available without clicking 'Add details'
Show the document button on the reconciliation page without having to click "add details" so documents can be dragged and dropped
26 votes -
Bills - Auto populate Description from Reference field
When you create a new transaction you have 2 fields which identify the nature of the transaction - "Description" and "Details".
I find myself constantly copying one to the other. It would be really useful if Xero could auto-copy description across to details, and if you don't want it the same you can overtype the details.
Having content in both fields helps identify the item, and usually the same content will do.
4 votesAaah I see, thanks for the extra detail, Rick. Have slightly updated the title of your idea and we'll start to get a sense of the interest from your idea here.
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