Settings and activity
56 results found
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81 votes
Hi 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!
Jo Russell
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58 votesJo Russell
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113 votes
Hi everyone, development for being able to partially bill / part receive purchase orders is well underway. The intention is when you create a bill from a purchase order you'll be able to enter the amounts of each item you'd like to bill.
On your Approved purchase order you'll also be able to view amount of items Billed.
We look forward to updating you again as soon as this feature launches. 😁
An error occurred while saving the comment Jo Russell
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64 votes
Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
Jo Russell
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87 votesJo Russell
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15 votes
Appreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.
At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.
For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.
Jo Russell
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41 votesJo Russell
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416 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Jo Russell
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35 votes
Hi team, we appreciate the interest in being able to add a planned date when entering a bill in Xero. While this isn't in our immediate plans our team are aware and keeping a close eye of the support for this idea.
While this isn't currently possible when manually entering bills I wanted to highlight our new Quick view and edit feature - If you upload or email bills to create drafts in your organisation you'll find you can use the quick view option to easily add a planned date.
If you don't have the edit option in your bills just yet, this feature is in the process of rolling out and should be with all customers soon. 😊
An error occurred while saving the comment Jo Russell
commented
Assigning a planned date at the time of entering an individual bill would save having to then go into a separate window AFTER processing the bill to assign a date.
As it stands, for each bill that is processed, there is an additional step to assign a planned date which necessitates the opening of a different window. This becomes cumbersome when entering multiple bills and breaks the flow of processing these.Other accounts software that I've worked with allow:
* Document date (ie actual date shown on the invoice)
* Accounting date (ie date that the invoice is going through the accounts, very handy if a bill has arrived after the month has closed and must go into a different month)
* Due date
* Payable/Payment date
Could you please consider reviewing the date fields that are required by staff on the ground that are entering the details?Jo Russell
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24 votesJo Russell
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202 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
An error occurred while saving the comment Jo Russell
commented
This would be really helpful. We have a new manager who wants to know WHAT the payments coming out of a credit card account are for and not just WHO the payment was made to. The Bank Transactions report we were using for review and approval of transactions does not provide any sort of relevant description.
Jo Russell
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152 votes
An error occurred while saving the comment Jo Russell
commented
Given the original request was over 10 years ago, could this be reviewed please?
Since WorkFlowMax was dropped by Xero, implementing a replacement software system has incurred costs across multiple months. We are now ready to capitalise these costs to begin depreciating and having a single asset for this replacement software rather than one asset per invoice would be logical.
If we register each individual invoice as an asset, that creates noise/confusion in the asset register.
If we only register a single asset, then we lose the link to the original invoices.
Please review this asap.Jo Russell
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7 votesJo Russell
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253 votes
Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.
While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.
We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.
An error occurred while saving the comment Jo Russell
commented
For Xero Admins, to answer your question why two date fields might be needed: the most common reason for two separate date fields for supplier invoices would be when a supplier invoice is received late, after the month that it relates to has closed. (Perhaps that supplier invoice was expected and an accrual has been raised but potentially not. If an accrual has been raised, it may be for a different amount.)
E.g. The Jan-24 month has been finalised and reports sent out to managers by 10/0224. On 11/02/24, a supplier invoice comes in that is dated 31/01/24.
While that invoice cannot be posted into the closed Jan-24 accounts because it will change the reported numbers, it is still due on the 20th of the month following the invoice date. That is, the 31/01/24 invoice is due on 20/02/24.
Processing the invoice with a Posting Date of Feb-24 will ensure that it is reported in the correct month and won't throw out the Jan-24 accounts. Entering an Invoice Date of 31/01/24 will ensure that the payment date of 20/02/24 appears correctly and would also ensure that the data on the supplier card is correct. Should there be a need to go back to the "Jan-24 invoice" in the future then it can easily be found if the invoice is showing as being dated Jan-24, regardless of when it was posted into the accounts.
I hope this helps. -
8 votesJo Russell
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An error occurred while saving the comment Jo Russell
commented
Each Contact header shows the average number of days that debtor has made payments in the past. This would be useful information to include on the Aged Receivables report when reviewing the likelihood that debtors invoices will be paid on the due date.
E.g. some clients only pay at the end of the month, whether the due date is the 20th or not. Knowing which clients will be paying 10 days after their due dates would help with cashflow forecasting, as would knowing which clients always pay on the due date.
Cashflow forecasting could then be more accurate if the biggest invoice due on the 20th is marked as more likely to be paid on the 31st. -
22 votesJo Russell
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441 votes
Hey everyone, thanks for all your valuable feedback and support on this idea here.
It's nice to see tips being shared throughout this thread to help others managing multiple assets. The suggestion to group similar items (like office chairs or laptops) into a single asset with a quantity can be an efficient way to handle things. When you need to dispose of some, you can then perform a partial disposal by updating the quantity, which helps save a few steps.
Wanting to share an update for you all, although I appreciate it will not be the news hoped for - Developing the capability to bulk dispose assets isn't on our current roadmap. We will keep an active eye on the support this continue to build here and be sure to let you know if anything changes here.
Jo Russell
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17 votesJo Russell
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26 votes
Hi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.
At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.
We'll keep watching the support for ideas closely and share any updates with you all.
Jo Russell
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15 votesJo Russell
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It would be extremely helpful if we could upload purchase orders for the full year based on the budget and then chip away at these invoices throughout the year.
E.g. we're expecting 12 x monthly invoices for cleaning for the same amount each month. The year's purchase order is approved by management. Then each month, we receive a bill for 1/12th of the total purchase order.
At the moment, it's not possible to see the REMAINING BALANCE of a purchase order that's been part-receipted.