Settings and activity
4 results found
-
4 votes
Hi Mark, it’s clear that being able to move between different transaction lists more easily would make workflows smoother, especially when you’re juggling multiple parts of the business—like checking a quote one moment and verifying a bill the next.
At the moment, switching between Invoices, Bills, and other areas often means going back to the main list, which adds extra clicks and interrupts your flow.
As a workaround for now, you can right-click on Invoices or Bills in the Business menu and select Open link in new tab. This lets you keep multiple screens open at once and toggle between them without losing your place.
This idea has been moved to Gaining Support so we can track interest in a built-in quick-switch feature.
An error occurred while saving the comment 
Art to Art Accounts
supported this idea
·
-
56 votes
Hi team, we'd like to share an update as we work toward making managing and reviewing employee timesheets easier for you in Xero Payroll.
We’re updating the timesheet admin experience, including a new timesheet list and a redesigned details view to help you find what you need faster.
We’d like to engage you all here for help in shaping these improvements.
We’re looking for customers who manage or approve employee timesheets to join an early access program, where you’ll try the new interface and give feedback directly to our team.
What you can expect:
- Easier admin tasks: Navigate your list and details views faster (this only impacts admins, so there’s no change for employees)
- Early access: Try these updates before they’re available to everyone
- Quick feedback: Help us fine-tune the final product by taking short surveys within the new screens
If you'd like to give some time…
Art to Art Accounts
supported this idea
·
-
54 votes
An error occurred while saving the comment Art to Art Accounts
commented
This seems like a very basic action to program in. So frustrating and unbelievable that it isn't available. It would save a lot of time for both our AP & AR functions if we could duplicate line items and tweak them as necessary. The fact that Xero overhauled invoicing and didn't include this feature is beyond me.
Art to Art Accounts
supported this idea
·
-
109 votes
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…
Art to Art Accounts
supported this idea
·
An error occurred while saving the comment Art to Art Accounts
commented
It seems inconsistent that there is a discount column in invoices but not bills. Should be easy enough to add it in since it is in the invoice template already.
It would be great if you could just arrow up or down from previous invoice or bill to next (as you can in Shopify between orders) rather than going all the way out to the menu and back in. So cumbersome.