Settings and activity
15 results found
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82 votes
Hi team, thank you for your continued feedback and we understand the importance of this change for some customers (especially everyone that's voted here). I want to assure you that the ability to add and a save addresses in the new Purchase orders experience is in the works and our product team are aiming to release this within the next couple of months. As soon as there are further updates I'll share news with you here.
Sarah Abbott
supported this idea
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Sarah Abbott
supported this idea
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18 votes
Hi team, we appreciate interest and why you may want to copy documents from a source transactions when creating a bill.
We want to be open that this isn;'t something we have immediate plans for developing but are continuing to keep a track on the interest in this from the community here. We will share if there are any updates. Thanks
Sarah Abbott
supported this idea
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12 votes
Hi Kim, thanks for your feedback here.
I want to be open that we don't have any intentions of reverting back to the old experience - new purchase orders are built on updated technology and allow us to better maintain and release further developments to this feature.
Our product team have been listening closely and are making iterative changes taking on board feedback from our customers.
An examples of this is that, since released we have updated purchase orders to reduce the max width and pixels making it slightly smaller.
We also have plans to reduce this further, so I will keep you updated on this here.
We've also made an update so now when you Approve a purchase order you will remain on the same page where you can then take other actions as needed. We hope these changes help improve your use of purchase orders.
Sarah Abbott
supported this idea
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8 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Sarah Abbott
supported this idea
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177 votes
Hi everyone, appreciate the continued interest and support this idea receives.
I know it's been sometime since our last update, and I understand frustration in recent comments wanting more news on where this is at.
I want to confirm our product teams still have good intentions to develop the ability to copy to a purchase order from within an invoice, however with the current option of being able to copy to from the invoice list and prioritisation of other pieces of work this isn't roadmapped just yet.
I totally get the needs here and hearing how you found this feature so useful. As soon as there's further news we'll make sure to share this with you all, here. Thanks
An error occurred while saving the comment An error occurred while saving the comment Sarah Abbott
commented
@kelly using the process you describe is extremely time consuming because if you have several suppliers to copy across from the invoice you have to keep checking the names and details of the suppliers because they are not visible using this method. This is not an efficient or effective workaround....and your comments that 'there are a few other priority pieces of work that are currently of focus' does not help this situation in any way. This is a critical function that should not have been removed.
An error occurred while saving the comment Sarah Abbott
commented
@kellymunro @everyone after such a diabolical mess why can @xero not keep original invoicing live until this Number 1 issue ie #141 New Invoicing | Copy to - Purchase order is resolved, because it is going to cause an enormous amount of additional manual entry for most of the user base and is just not a viable option for most of your users!
An error occurred while saving the comment Sarah Abbott
commented
@Kellymunro finally a response! That wasn't so hard to respond to your users re this critical issue #141 after so long now was it???
Sarah Abbott
supported this idea
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An error occurred while saving the comment Sarah Abbott
commented
Completely agree with @Nathan_Cox comment that we will also be unable to use Xero accounting software without the Copy Invoice to purchase order. Even more disgusting is the complete lack of communication from Xero regarding my points raised earlier this month and that of so many other users, what is the point of having the ability to raise these issues if no one from Xero responds to such a critical issue, what sort of a software development company does that to its userbase and treats them with such contempt. I will resort to publishing this issue on all forms of social media if we do not receive any response over the next few days, to warn other potential users to avoid selecting Xero for their accounting software provider, which is such a shame because Ive always been such a strong advocate of the platform.
@Xero @admin you need to respond to this critical issue ASAP!!
An error occurred while saving the comment Sarah Abbott
commented
Your response is lacking critical information as to whether your development to copy Invoices to POs will be completed BEFORE the original invoicing is switched off, otherwise switching the original invoicing off will need to be delayed further until the functionality is developed. This is Xero's problem that this was not included in the new invoicing function so Xero must bear the increased work needed to support the old system by keeping the original invoicing switched on. Otherwise you will risk losing a lot of your userbase. This has been so badly thought out, shame on your development director.
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64 votes
Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
An error occurred while saving the comment Sarah Abbott
commented
I have added posts to all of @Xero s social media channels asking Xero to respond to their userbase community's comments, because ignoring the comments as Xero have been doing since last year is a complete insult. I urge all Xero users to do the same and also connect with @Xero UK GM on LinkedIn and ask him the same question, if enough of us do it someone has to respond.
An error occurred while saving the comment Sarah Abbott
commented
I agree with all other comments in that being able to copy an invoice to a purchase order is significantly important to our business and if not fixed prior to switching off classic invoicing will cause lengthy delays to our billing process, and something as a business we will not be able to tolerate. Your userbase have been requesting this basic accounting function to be provided ever sine we were first aware it was not being copied over to the new invoicing system so Xero cannot say they have not had enough notice to prioritise its development. If Xero switch the classic invoicing off without providing the development or at least a workaround, we will also need to stop our subscription and find another platform. I have never heard of anything so stupid from a software company's proposed product development, you should be looking to enhance your system with new releases, not restrict basic functionality, whilst increasing subscription fees. A complete joke!
Sarah Abbott
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19 votesSarah Abbott
supported this idea
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196 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Sarah Abbott
supported this idea
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148 votesSarah Abbott
supported this idea
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119 votes
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
Sarah Abbott
supported this idea
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202 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
Sarah Abbott
supported this idea
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5 votes
An error occurred while saving the comment Sarah Abbott
commented
Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL
Sarah Abbott
shared this idea
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An error occurred while saving the comment Sarah Abbott
commented
Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL
An error occurred while saving the comment Sarah Abbott
commented
Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL
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4 votesSarah Abbott
shared this idea
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123 votes
Hi everyone, thanks for your on-going involvement in the idea here.
We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.
Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.
For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow…
Sarah Abbott
supported this idea
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@leongwang This is @xeros alternative method and was always tghere, however if you have an invoice full of multiple line items with several different suppliers, you have to keep going back to the invoice to know which supplier to copy to, so this is not an efficient workaround, if you have multiple suppliers on one sales invoice as we do.