Settings and activity
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139 votes
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Lynette Duncan
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An error occurred while saving the comment Lynette Duncan
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Xero has always had the feature of adding a reference to debtor invoices, I’ve been using Xero since April 2010 and I can never understand why this feature has never been added to the creditor invoices.
I’ve always had to add a reference to the end of the invoice number, but sometimes this can cause duplicate invoices.
Another problem is somewhere to record Purchase Order numbers. I do not want to use Xero Purchase Orders as my staff do not have access to this with their User Access in Xero Projects. So I had to go with Purchase Order books. Now I need somewhere to record this number. At the moment, Xero does not allow me to record any type of reference number. -
2 votesLynette Duncan
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66 votesLynette Duncan
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76 votesLynette Duncan
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32 votesLynette Duncan
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3 votesLynette Duncan
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17 votesLynette Duncan
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425 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
An error occurred while saving the comment Lynette Duncan
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Very useful option to do this. So often I have accidentally clicked on Approve, when I shouldn't have. No way of going back.
Lynette Duncan
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8 votesLynette Duncan
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2 votesLynette Duncan
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Why does Xero have a reference box in Invoices, but does not have one in Bills to Pay.
There are a number of reasons to have a reference in Bills.
1. You send an invoice from Xero with a reference, but you cannot receive that same invoice into Bills with a reference.
2. I have paper Purchase Orders but nowhere to quote this number on Bills.
3. I have bills for contracts and projects and I would like to include the name but nowhere to quote this on Bills.
It seems a simple feature to add this field to Bills, why hasn't this happened?
Why have you included it in Invoices but not Bills??
I have been using Xero since 2009, and this has always annoyed me.