608 results found
-
Purchase order - Change date formatting
why don't Xero have the same date format when entering the date across all aspects of the system.
Invoice format - DD/MM/YYYY
Projects format - DD/MM/YYYY
Bills format - DD/MM/YYYBUT
New Purchase Order format - MM/DD/YYYY
PPPPP.
5 votesThanks for sharing with us here, Nicholas - Is it possible your browser language is currently set to English(US). This maybe causing the formatting you're mentioning here and changing to English (UK) or (AUS) should help.
-
InvoiceNow SG - support original II/PO line number mapping
Dear Sir/Madam,
I found an online PDF User Guide regarding "Sending E-Invoices to AGD (B2G)." On Page 22, it states that for e-invoices billed against an Invoicing Instruction (II) or Purchase Order (PO), the line numbers on the e-invoice must match those on the corresponding II/PO.
I have included the link to the PDF User Guide below for the Xero team to review as a product enhancement suggestion. I hope this will help expedite the addition of this feature to Xero.
Please refer to the following link for reference:
https://invoicenow.billbay.co/foc_package/foc_userguideThank you.
-
User%20Guide%20_%20BB04%20Sending%20B2G%20E-Invoices%20to%20AGD.pdf 3430 KB -
Guide-Technical%20Details%20for%20Government%20Invoicing%20through%20InvoiceNow.pdf 590 KB -
List%20of%20FOC%20InvoiceNow%20package%20for%20gstbiz.pdf 70 KB -
Billbay%20InvoiceNow%20User%20Guides%20(Alfa).pdf 462 KB -
List%20of%20FOC%20InvoiceNow%20package%20for%20gstbiz.pdf 70 KB -
Billbay%20InvoiceNow%20User%20Guides%20(Alfa).pdf 462 KB -
BB04%20Sending%20B2G%20E-Invoices%20to%20AGD.pdf 3430 KB
2 votesThank you for sharing about your needs in e-invoicing with us on the site here, Teo.
We'd like to get a wider sense of the interest for this enhancement through your idea - make sure to share with any colleagues that'd like to see this too so they can vote.
If there are any plans made, we'll update you.
-
-
Inventory - More Inventory History
Please allow for more history of inventory items. Sometimes it is easier to look up an item to find latest bill to see last price paid to vendor. As it is now item history only allows one to see +/- 30 transactions. It would be nice to have the option to see more than this. Other areas of Xero allow for this option.
6 votesHi Kevin, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Inventory - Ability to set more criteria of when inventory is recognised / available for sale
Add the option on Bills to allow businesses to make Tracked Inventory available upon creation of Bill, or unavailable until the Due Date (or available date) of the Bill has passed.
This new option would help businesses manage available inventory when selling products with long production lead-times, so they do not sell inventory that is not yet available despite it being in the system in a future dated Bill.
Additionally, it would be beneficial if Sales Invoices could access the Tracked Inventory from the future dated Bill if the date of the invoice was after the due date (or available…
3 votesHi Benjamin, appreciate your response and providing more information about your idea from our last update. Understand how you're asking for more rules/criteria to enable your business more control over when tracked inventory can be sold.
I'll re-open your idea here so we can get a wider sense of the interest from community, however want to be open that we don't have plans for developing this at this time. If there are any updates we'll share with you here.
-
Xero Accounting App - Create draft Purchase Orders on mobile app with 'Draft Sales and Purchases' user role
Ability to raise POs on the mobile app under 'Draft sales and purchases' role
2 votesThanks for raising this suggestion. The key request is to allow users with Draft Sales and Purchases permissions to create draft Purchase Orders from the mobile app.
This could be useful for team members working on site or away from the office who need to capture purchasing requests.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would help your workflow, add your vote and share what you'd need the mobile experience to support.
-
Batch payment - Custom column mapping and layout configuration for CSV payment files
At the moment we have to manipulate a .csv file in order to get it accepted by our bank. The .bacs file is useless because it doesn't pick up individual beneficiary references and the .csv has the wrong columns in the wrong order.
Systems I have used before allow you to 'map' your .csv output file in your company settings. You add the amount of columns you need and then choose what goes into each one.
Having this capability would mean it wouldn't matter what Bank you use, you would be able to use the .csv option without compromising the…
1 voteThanks for raising this suggestion. The request is to choose which columns are included in a batch payment CSV and control their order.
This could make it easier to prepare payment files for banks with different upload requirements, without needing to edit the exported file in Excel each time.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share what your bank requires.
-
Convert a Sales Quote directly to a Purchase Order
Hi, I am very new to Xero but after using MYOB for over 30 years it is definitely different and easier in a lot of ways.
One of the things though is that there is no way to convert a Customer Sales Quote to a purchase order - or not what I have found. This would be very handy as we always send our contractor/suppliers a purchase order from our Sales quotes. I was wondering if it's in the pipeline or is not even going to be an option. Thanks.1 voteThanks for outlining this workflow. Converting an accepted Quote directly into a Purchase Order could make it easier to move from customer approval to ordering from suppliers or contractors without re-entering the details.
I’ve moved the idea to Gaining Support so we can continue tracking community interest. Keep voting and sharing your feedback if this is a workflow you’d like to see improved.
-
Bill payments - allocate directly to supplier account
Bill payments - allocate directly to supplier account without having to match to a particular bill/s. Also allow allocation and creation of bank rule that allocates payments to the relevant supplier account from the bank reconciliation
11 votesHi Ziaad, thanks for sharing your idea, and letting us know the changes that matter most for you. We have moved this idea to gain more support from the community.Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Bills to Pay - Add 'Date Last Paid' column to bills awaiting payment
It would be very helpful to know the last date we paid each supplier on our 'bills to pay' list. We have to do this manually using judgement to ensure we have the correct bank details for suppliers we have not paid within the last year.
2 votesThanks for submitting this idea. We’ve reviewed your suggestion to add a Date Last Paid column to the Bills to Pay list, so you can quickly see when each supplier was last paid and check payment details before paying a bill 😊
We’re opening this idea for votes and comments so other customers can share their support and use cases. If this would be useful for your business, please vote for the idea and add a comment to tell us how it would help your workflow.
We’ll continue to monitor the feedback and share any updates here when we have more to share.
-
Credit notes - Save and Add another
For Credit notes, when you click the 'Save' drop down, there is an option for 'Save and add another' like there is for regular Bills.
4 votesThanks Diamond. We have reviewed the idea and are now opening this up to the community to add their support. Please feel free to share this with your friends and colleagues who may also benefit from this idea. We'll monitor this space in the meantime. Cheers!
-
Purchase orders - Leave delivery telephone number blank
Why does the delivery telephone number autofill with the business telephone number?
I put the delivery name and number in the attention field of the delivery address in contacts. When the purchase order autofilled the name, with the name and number, I have been cuting and pasting the number across from the name field to the telephone field.
Now new purchase orders is auto filling the telephone field with the business number which is not always the delivery phone number!
It looks like the contacts part of xero needs to have a dedicated place for a delivery phone number for…
8 votesSorry to hear the frustrations in the idea here, and I do want to acknowledge and thank users that have taken time to report things that aren't working as expected to our Xero Support team while we can't always commit to an immediate fix this does help our teams investigate and identify if there is an issue which gets shared back to our product teams.
In terms of the direct idea here on the delivery phone number, we appreciate that you've found ways of working around this using the Attention to field. The autofill of the delivery phone number with the business number was an intentional change to help with many user efficiency and save from having to fill this in manually. I want to be upfront that we don't have plans to change how this behaves but will continue to keep an eye on the interest from our community…
-
Expenses - Option of Non billable expenses
We manage clients on a monthly service model and incur various expenses on their behalf, including subscriptions and operational costs. While Xero allows expenses to be marked as billable, there is no clear way to assign and track non-billable expenses at the customer level.
This makes it difficult to measure true customer profitability, as not all costs are captured against the client.Proposed improvement:
Allow both billable and non-billable expenses to be assigned to a customer.
Enable reporting that shows total costs vs revenue per customer.
This would provide a more accurate view of customer profitability for service-based businesses.4 votesThanks so much for taking the time to share this idea and explain the challenge behind it so clearly.
We can understand why having a way to assign non-billable expenses to a customer would be valuable, especially when you’re trying to get a more complete view of customer profitability. When some costs sit outside of that customer record, it becomes much harder to understand the true cost of servicing each client.
We really appreciate the detail you’ve provided here, and the examples help show the real impact this has for service-based businesses managing ongoing client work.
We’re moving this idea to 💥 Gaining Support so other customers can find it more easily, add their vote, and share how this would help their workflow too. That extra context is incredibly useful for our team as we continue to review and understand demand for improvements in this area.
If this idea would…
-
User Permissions - Invoice only - Approve but not pay option
Allow an user on invoice only to create, view and approved bills & sales invoices but not be able to make payment.
4 votesHey Jasmine, thanks for raising this idea with us, there is a lot of interest around the user permissions customisation. We are moving this to Gaining Support so others can vote and comment on this. Although there aren't any plans for changes to the User permissions at this time, the Product team will watch this idea so get your colleagues and friends to vote and comment 🙂
-
Purchase orders - Button to 'Mark as sent'
The ability to mark a PO as sent would be great. Some of our suppliers only require a PO number and I don't have to actually sent the document. There is no facility to do this presently. I can do it for quotes but not for POs.
8 votesThanks for your feedback, Christine! While there's no direct button to 'Mark as sent' if you select 'Print PDF' you'll see you get an option to 'Mark as sent' however you will need to Print and download the PDF of your device for this action to complete.
We'll get a sense of the interest in a specific button for this from your idea here, but hopefully this option helps for now. 😊
-
Bills - Allow inventory adjustment while creating invoice
Allow qty adjustment live while creating the invoice.
9 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you suggesting how inventory adjustments could work more seamlessly during invoice creation.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Purchase Orders - Quickly duplicate line items
As a Procurement Officer or Small Business Owner, I want to quickly duplicate an existing line item while creating or editing a Purchase Order, So that I can save time when entering multiple similar items that only require minor adjustments (like different tracking categories or descriptions).
11 votesHi team, coming back to this idea we'd like to share an update of a change that was released with new purchase orders not too long ago.
You can now drag and drop a cells content up or down a column (this functionality is available across, invoices, bills through the quick view, quotes and purchase orders)
You should see a blue dot appear in the bottom right of a cell, where you can click and then drag your ouse cursor up or down the column of your transaction to replicate the first cells content.
We appreciate this isn't a direct way to copy a full line however will help save time entering the same data for say tracking categories or descriptions. 🙂
-
Bills - Editable Reference Line after Approval
It would be helpful if the reference line on bills was editable after approval from inside the bill without having to go through "Bill Options-Edit", then "Update" after making changes. You can currently edit a reference line if the bill is still in Drafts, but not once they have been approved without going through these additional steps. My organization has many repeating bills, but we don't always receive the invoices before the bill is created from the repeating template in Xero, so I have to add invoice numbers to each bill by going through the above process. Obviously, I know…
3 votesThanks so much for taking the time to share this idea 🙂 — we can see how being able to edit the reference line directly on an approved bill would make this workflow much smoother, especially when you're working with repeating bills and need to update invoice numbers after the bill has already been created.
We've now moved your idea to Gaining Support so other customers can find it more easily and add their vote if this would help their workflow too.
We really appreciate you sharing the context behind how you use bills in Xero. It helps our product team better understand where the current experience creates extra effort.
We'll keep you updated here if there’s any progress to share.
-
Inventory - Apply tracking categories on bulk stock adjustments
The bulk stock adjustment feature is great.
Can we please have an option to process against a location?
This would help with having adjustments of stock with same product codes in different locations. Profit and loss by location reports would be more accurate in Xero.
Currently we have no option to report location profitability without exporting to excel and manually entering the expense code against particular locations.Thanks
4 votesHi Carol, thanks for sharing this idea and the context behind it.
We can see how being able to apply tracking categories when processing bulk stock adjustments could help businesses maintain more consistent reporting across locations, departments, or other tracking category structures.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how this capability could support inventory management and reporting workflows.
Please keep adding your votes and sharing more detail on how you'd use this in practice.
-
Contacts - Filter Suppliers with Balance
When I click on my suppliers list, it shows the name of the supplier on the left, and on the right a total balance outstanding.
However it didn’t allow me to filter out the suppliers with no balance. I just want to sort or filter by those that have a balance.
1 voteThanks for sharing this idea about being able to filter the supplier list to show only suppliers with an outstanding balance. We appreciate you explaining how this could make it easier to identify the suppliers you currently owe. 😊This idea is now open for community support through votes and comments. We encourage others who would benefit from this to add their votes and share how they’d use this functionality. Specific examples of how this would improve your workflow will help us understand the broader need and prioritise the right solution.
We’ll keep an eye on the feedback and engagement this receives.
-
Melio Bill Payments - Single remittance advices for batch payments
Paying bills online. First, THANK YOU for making ACH included in monthly fee. Awesome. I would like you to consider two enhancements: (1) the ability to send a single remittance advice for batched online payments right from Xero (like what is available in regular batch payments). My current workaround is to pull a payments report for multiple invoices paid together and manually email it.
3 votesThanks so much for taking the time to share your idea with us — we really appreciate you letting us know how this experience could work better for you. We’ve moved your idea to Gaining Support so that other members of the Xero community can vote on it and add their comments too. This helps us build a clearer picture of how many people would benefit from the idea and the impact it could have. Thanks again for contributing and helping us shape the future of Xero 🙂
- Don't see your idea?