Settings and activity
224 results found
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30 votes
Annie Lindale
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24 votes
Hi everyone, we're coming back to shift this idea to In development as we're in the process of releasing modernised bill view and edit pages that incorporate he ability to add your contact's details on the fly.
Coupled with our other extraction methods(email to bills, upload bills and smart document capture), this should make entering, reviewing and approving your bills quicker than ever 😊
I'll swing back to confirm once this is released.
Annie Lindale
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15 votesAnnie Lindale
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67 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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25 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
supported this idea
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12 votesAnnie Lindale
supported this idea
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73 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
supported this idea
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34 votesAnnie Lindale
supported this idea
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681 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 votes
Hi everyone, thanks for continued engagement here. We understand the needs expressed in being able to accurately reflect the supplier invoice you've received.
We're in the process of releasing a new bills experience for the bill edit and view screens, which is currently being rolled out to organisations.
When entering bills using tax-exclusive amounts, you’ll be able to adjust the GST on individual lines in the Tax amount column to help resolve rounding differences and match your supplier invoice totals.
Thank you for continuing to share your feedback and I'll come back to confirm when this has been released to all NZ organisations.
Annie Lindale
supported this idea
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5 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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15 votes
Hi Anna, thanks for sharing this suggestion. Being able to send a remittance advice directly from the bank reconciliation screen could help streamline payment workflows and save time when processing supplier payments.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, we'd love to hear more about when you'd expect to send the remittance during the reconciliation process.
Annie Lindale
supported this idea
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15 votes
We're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Annie Lindale
supported this idea
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12 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show a summary of bills awaiting payment by supplier 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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Annie Lindale
supported this idea
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3 votes
Thanks for sharing this idea. Having the option to return to the Credit Note after allocating it to a bill could give users more control over their workflow.
I’ve updated the status to Gaining Support so we can continue tracking interest. If you regularly work through credit notes, let us know whether staying on the Credit Note or returning to the bill would be your preferred experience.
Annie Lindale
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