Purchase orders, bills & inventory

605 results found

1. Bills - Deferred expenses/amortization of bills spread out over time

   To see deferring expenses of bills that’s spread out over time.

   Purpose: To save time posting manual reversal journals and users’ can get the ‘economic value’ figure easily.

   30 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  12 comments  ·  Bills  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

2. Bills: Add contact - Enter full details from transaction

   Ability to add all contact details needed when creating a contact from a bill

   Purpose: Ease of use being able to create, and send invoices all within the transactions screen

   24 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   7 comments  ·  Bills  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, returning to the idea here there are some updates we'd like to share that may accommodate some users needs here.

   You can now Upload bills to your organisation where Xero will read and capture key details of your file to create a draft bill. Saving you manual entry. Once your draft bill is created you can quick view (click the eye icon) and edit details of the Bill before approving including the ability to edit and add details of your contact on the fly.

   When editing a contact you'll be able to add or edit details including Contact name, Email, Phone, Delivery and Billing address.

   This isn't currently possible when manually entering bills and we'll leave this idea open to continue tracking and updating you through.

   I've also created a new idea to get a sense of interest in being able to add supplier bank details on the fly that I'd encourage those interested to vote for.

   It's best for us to have a separate idea created for each suggestion and feature you'd like to see that idea developed - Noting some of the feedback around invoicing here we had a previous idea that we updated with some of updates we made but if there's fields not yet available you'd like start a new idea for this that we can track and keep you updated on. Thanks!

   Hi team, returning to the idea here there are some updates we'd like to share that may accommodate some users needs here.

   You can now Upload bills to your organisation where Xero will read and capture key details of your file to create a draft bill. Saving you manual entry. Once your draft bill is created you can quick view (click the eye icon) and edit details of the Bill before approving including the ability to edit and add details of your contact on the fly.

   When editing a contact you'll be able to add or edit details including Contact name, Email, Phone, Delivery and Billing address.

   This isn't currently possible when manually entering bills and we'll leave this idea open to continue tracking and updating you through.

   I've also created a new idea to get a sense of interest in being able to add supplier bank details on the… more

3. Bills - Apply discounts on accounts payable invoices

   Applying discount on account payables invoices.

   Purpose: User doesn’t need to manually recalculate the cost of each item

   115 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   45 comments  ·  Bills  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thank you everyone for engaging about the need for a discount column in Bills with us here.

   While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;

   • Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
   • Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
   • Use a separate line of the bill to enter a whole amount discount with a negative Price amount
   • If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal will show “includes a discount of ‘x’”

   As we continue to uplift areas of Bills this is a feature that our product team are aware of, and would like to solve for. Though we can’t provide any time frames as yet, we'll keep you updated through this thread as soon as there's movement to share.

   Thank you everyone for engaging about the need for a discount column in Bills with us here.

   While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;

   • Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
   • Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
   • Use a separate line of the bill to enter a whole amount discount with a negative Price amount
   • If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal… more

4. remittance email address

   When using the new Online Bill Payment platform, during the sequence of pages to schedule the payment, the pages don't note the email address that the remittance notification will be emailed to.

   We understand how to enter that email in the contact record. It would be nice to see it on the screen during the bill payment scheduling process so that we can validate the correct email will receive it without having to enter the contact record.

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Paying bills  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

5. back button filters

   Bring back the memory of the filter when using the back button.

   When I have a lot of bills that have been imported, I need to then upload the pdf's of the bills, since I have a lot of them I do it by supplier.
   I used to be able to filter by the supplier and it would show the imported bills and I could see the ones without pdfs and click into each one, add the pdf then go back to the list and do the next one.
   Now I can only go back twice, after which the filter is gone and the full list is up, then I need to apply the filter again, this is getting really annoying when I have 20 or 30 or more pdf's to upload.

   Not remembering the filter is costing me time, it's taking 3 or 4 times as long to complete my work b/c the filter doesn't remember, this has only been happening the last few weeks, so one of the recent updates has caused this(probably one of the useless & timewasting functions like the 'make payment' button)

   THE OLD WAY WAS BETTER!!!!! If it ain't broke, please don't try to fix it - should always be the first motto of software developers :-(

   Bring back the memory of the filter when using the back button.

   When I have a lot of bills that have been imported, I need to then upload the pdf's of the bills, since I have a lot of them I do it by supplier.
   I used to be able to filter by the supplier and it would show the imported bills and I could see the ones without pdfs and click into each one, add the pdf then go back to the list and do the next one.
   Now I can only go back twice, after which the filter… more

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Bills  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂