Settings and activity
4 results found
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19 votes
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Nicole Boskovich
supported this idea
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14 votes
Hi team, while not a feature wide control we've implemented a change leveraging Xero notifications service so you can set a reminder and stay on top of Activity Statement lodgments - Within the settings of this report you'll find a due date reminders tab where you can select a recipient and when you want the reminder to be sent.
Nicole Boskovich
supported this idea
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58 votes
Hi all, we wanted to share an update for our US customers that sending invoices via SMS is now available! We have just released this functionality and you can use the same Xero Central article as shared in the last update to understand the in's & out's of how this works. After this release we will be working on delivering this to the UK and NZ markets. As mentioned initially this is limited to the Stripe payment service but we will also be expanding this other payment services down the line.
Nicole Boskovich
supported this idea
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74 votes
Hi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
An error occurred while saving the comment Nicole Boskovich
commented
We have recently trialled a software that syncs with Xero and have since decided to solely use Xero. However, while trialling the other software we found they offered a great solution to our issue of not being able to enter suppliers invoices and capturing the inventory as we pay this supplier under one monthly statement. An example to hopefully make this easier to understand is, we purchase our inventory from Suppliers A, B & C (non-billers) throughout the month. We still receive invoices from them, but the costs are charged to our account with Supplier Z. We pay all of these suppliers at the end of the following month directly to Supplier Z (Biller). Because we don't pay suppliers A, B & C directly we can't enter their invoices into Xero to be able to see our running total with each supplier or enter the inventory purchased from them against our sales invoices. The other software we trialled aloud us to enter suppliers A, B & C's invoices and when Supplier Z's monthly statement came in we were able to check off suppliers A, B & C's invoices entered in Xero against their statement and it was paid directly to Supplier Z. Having this feature aloud us to see our running total for the month and enter our inventory used against each sales invoice. Once supplier Z is paid, all of the non biller invoices were marked as paid.
As of Mar 2023 I can see that my suggestion does not appear to have been looked at. This is still a critical feature for our business as we needed to look up a part we ordered from one of our A, B or C suppliers to see when we last purchased it. We couldn't use the inventory feature in Xero to do this as we are unable to capture this information so this meant we had to go back through months of Supplier Z's statements and then each individual invoice to track down the last time we purchased a particular part. A very time consuming process with such a simple fix for Xero to create. If were able to enter the part# in Xero's Products pageit would have brought up the invoice numbers that the part was purchased on, saving a lot of time.
We operate using a monthly statement from Capricorn Society, which includes multiple suppliers (e.g. Burson, Repco, Motorpass etc..) under one account.
In Xero, we’re currently forced to enter this as one total bill and manually allocate expenses — which means we lose all supplier-level detail.
What’s needed:
- Ability to create a main account (e.g. Capricorn) for the monthly payable
- Ability to enter each supplier invoice individually as it comes in throughout the month
- Each invoice treated like its own supplier record (sub-account), capturing:
- Invoice date
- Invoice number
- Part numbers / descriptions
- Individual invoice totals
- Ability to link all sub-invoices to the main account for one consolidated payment
Example workflow:
1. Create main supplier: Capricorn
2. During the month, enter invoices individually:
- Burson invoice → coded to parts, tagged as supplier “Burson”
- Repco invoice → coded accordingly
- Motorpass transaction → entered with full detail
3. Each invoice is linked to the Capricorn master account
4. End of month:
- Capricorn statement arrives
- System matches all entered invoices to the statement total
- One payment is made to Capricorn
5. Reporting shows spend by each supplier (Burson, Repco, etc.), not just Capricorn
Key requirement:
Maintain one payable to Capricorn, while retaining full visibility and reporting by each underlying supplier.
Why this matters:
- Accurate supplier spend tracking (e.g. Burson vs Repco)
- Better reporting and rebate tracking
- Cleaner reconciliation against monthly statements
- More efficient workflow (no end-of-month breakdown required)
Business impact:
The current limitation can lead to missed supplier rebates, reduced visibility over purchasing trends, and increased risk of errors during reconciliation and audits due to the lack of invoice-level detail tied to actual suppliers.
Workshop systems like Mechanic Desk already support Capricorn-style billing structures by linking individual supplier invoices to a central billing account. This highlights a clear gap in Xero’s ability to support the same workflow within an accounting system.
This is a significant limitation for automotive workshops using Xero.