Settings and activity
7 results found
-
115 votes
Louise Williamson
supported this idea
·
-
41 votes
Hi team, we wanted to share an update as we have released Smart Document Capture that can analyse and help auto create transactions(including bills) from the files inbox. Along with the upload bills feature mentioned in my last update, these tools can help reduce the manual data entry for you, saving you valuable time.
Right now, we're currently working on a redesign of the individual bill View and Edit pages, that'll have the ability to add a Planned date directly on the page. When released, if manually entering a bill from scratch, once you add a contact all you'll need to do is click Save to update the page where the option to add a planned date will be available.
I'll come back to share when these pages are released.
Louise Williamson
supported this idea
·
-
19 votes
Thanks for the suggestion to add a “Check VAT” action in Xero Contacts to verify VAT numbers directly with HMRC John. We can see how this would be a helpful addition for ongoing supplier checks ✨.We’re moving this idea to Gaining Support so others can vote and add real-world examples. The more detail you can share about when and how you’d use this (for example, one-off checks during setup vs. quarterly reviews), the better we can assess impact and prioritisation. We’ll continue to monitor interest and will update this thread if there’s progress to share.
An error occurred while saving the comment Louise Williamson
supported this idea
·
-
43 votes
Heya community👋 thanks for the discussions and input through this idea overtime. I know it's been quiet on our end but want you to know your feedback has been getting back to the right places.
We have a couple of features I'd like to highlight here, as well as let you know our product team are currently developing the Bills View and Edit pages in which the pain points here will be solved. 😊
- Simply upload files to bills to automatically extract and create your bills in draft for you. You can upload multiple files at once and let Xero do the grit work. Once they're ready simply review
- Smart document capture - You can simply upload your files to the inbox and Xero will take the effort out of things by extracting key data and auto suggesting create transactions for you (Invoice, Bills, Spend and Receive money)
I'll return…
Louise Williamson
supported this idea
·
-
257 votesLouise Williamson
supported this idea
·
-
129 votes
An error occurred while saving the comment Louise Williamson
commented
Gosh I need this. Our bills are approved on a site by site basis and this screen would be absolutely perfect if you could filter by tracking category and then send each of the site managers a link.
Louise Williamson
supported this idea
·
-
534 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
An error occurred while saving the comment Louise Williamson
commented
This is a REALLY important function that XERO is missing - please introduce it ASAP :-)
I check the VAT numbers for ALL new suppliers and a quick link to the page on the HMRC website (like for the company's registration number to Companies House) or the actual functionality itself within the programme would be amazing.
All good bookkeepers will know that NO VAT should be reclaimed on a bill without first verifying the quoted VAT registration number.