Settings and activity
168 results found
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8 votes
Thanks for sharing your idea, Amir. We'll start to gather interest in this from your idea here.
Annie Lindale
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7 votes
Hi Hayley, thanks for bringing this idea to the community. We understand that being able to link refunds back to the original transaction could simplify reconciliation and record keeping.
I've updated the status to Gaining Support so we can continue tracking interest. If this were introduced, how would you like the linking process to work? Your input could help shape the approach.
Annie Lindale
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15 votes
Hi!
Thanks for sharing your idea about how you'd like to see the reconciliation process improved.
We've reviewed your idea, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how this would be helpful for them, too!
Annie Lindale
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10 votes
Totally get the forward thinking here, thanks for sharing! We're continuing to think about how we can bring more automation to reconciling your accounts and while this isn't something we have direct plans of atm we'll keep a close eye on the support here and be sure to share if there are any updates planned.
Annie Lindale
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29 votesAnnie Lindale
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24 votes
Hi team, returning to the idea here there are some updates we'd like to share that may accommodate some users needs here.
You can now Upload bills to your organisation where Xero will read and capture key details of your file to create a draft bill. Saving you manual entry. Once your draft bill is created you can quick view (click the eye icon) and edit details of the Bill before approving including the ability to edit and add details of your contact on the fly.
When editing a contact you'll be able to add or edit details including Contact name, Email, Phone, Delivery and Billing address.
This isn't currently possible when manually entering bills and we'll leave this idea open to continue tracking and updating you through.
I've also created a new idea to get a sense of interest in being able to add supplier bank details on the…
Annie Lindale
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15 votesAnnie Lindale
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66 votes
Hi everyone, we appreciate all contributions and votes this idea has received overtime.
There are a few different features we'd like to highlight that can aid in the entry of a lot of transaction entry and solve for many of the needs here.
- Non tracked inventory can be used as a means to save details for items you regularly purchase or sell and reduce the need to repetitively enter information such as Description, Price and Account
- Contact defaults can additionally save time from having to enter or update account, and tracking options of your lines
- Add contacts last items from the previous transaction you entered for them if you have contacts you regularly purchase or sell the same items
- NEW drag & drop contents of a field up or down the column - hovering over a field you can click and drag from the dot in the bottom right corner…
Annie Lindale
supported this idea
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23 votes
Hi team, reviewing this idea we appreciate there is feedback both in relation to Invoices and Bills here.
On the bills front, there is actually now functionality that can solve the flow here - Using quick view you can review, approve and move onto your next bill all without even leaving the list.
You'll also find that the default in this view is 'Approve & next' making it a direct option rather than having to pick from the drop down.
Right now, we're also in the process of releasing new View and Edit pages for bills that'll also have this option set as the default.
This view option isn't available in Sales right now, however we have an idea you may like to also add your support for this.
Similarly, there is another around having Drafts added to the Sales menu that some maybe interest in here.
For the time…
Annie Lindale
supported this idea
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24 votesAnnie Lindale
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5 votes
Hi team, as noted in my last update we have introduced a new feature to upload bills to your organisation - However to confirm this only supports JPG, PNG, or PDF file types.
Currently email to bills supports quite a few different file types however as noted here CSV is not one of them. We want to be upfront that at this point we don't have any plans for extending this feature to support CSV formatted files.
Annie Lindale
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12 votesAnnie Lindale
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72 votes
Appreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
Annie Lindale
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32 votesAnnie Lindale
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677 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Annie Lindale
supported this idea
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24 votesAnnie Lindale
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4 votes
Thanks for your inputs here team. We're currently developing a new experience for the individual bill View and Edit pages that'll provide the ability to view attachments in a separate browser tab.
This feature is already available from the quick view of a bill on the list screen - Clicking the square icon with the top-right arrow will open your file in a separate browser tab. 🙂
I'll come back to share once the new individual page experience is available, too.
Annie Lindale
supported this idea
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12 votes
Hi team, while this is an idea we'd like to track interest in demand for, I want to be upfront that there are no plans for developing a consolidated statement of account that encompasses both bills and invoices at this point.
Right now, if this is a view you're after an option may be to run the Contact Transactions Summary report that'll provide a summary of your receivable, payable and cash transactions for a contact over a period, that you could then export to provide your contact.
Annie Lindale
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62 votesAnnie Lindale
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8 votes
Hi community, thanks for your engagement and sharing your feedback on assigning billable expenses with us here.
We're in the process of developing a new experience for the individual bill Edit page, that'll make this process much simpler! Rather than a separate action Assigning to a customer or project will be an additional column within the table of your bills from which you can simply click, search and select.
Recently we also rolled. out an update to the Table so you can now drag contents of one cell up or down the a column, meaning if multiple rows of your bill need to be assigned to the same customer you can quickly fill this detail in without having to select in each row.
These features are already available when working with bills using the quick view(eye icon) on the list, but I'll return to confirm once the individual bills page…
Annie Lindale
supported this idea
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