Settings and activity

6 results found

1. Contacts - Sort by Contact account number

   29 votes

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   submitted  ·  12 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Gillian McConnell supported this idea  ·  01 April, 2023

2. Sales Invoice - Option to 'Approve and add a payment'

   16 votes

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   submitted  ·  3 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Gillian McConnell supported this idea  ·  01 April, 2023

3. Bills - Edit Date of paid bill

   13 votes

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   submitted  ·  0 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Gillian McConnell supported this idea  ·  01 April, 2023

4. Bills - Flag a Bill as 'in dispute / query'

   1,245 votes

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   320 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

   We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

   In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

   • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
   • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
   • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is being resolved.
   • Update the reference to add a notation such as [reference number] - Do not pay
   • Adjust the planned date to be very far out in the future

   We know these options won't fit all needs here, and we are invested in continuing to develop Purchase and more specifically bills in Xero to suit your needs.

   We'll continue to provide updates with any progress that steps closer to enabling you to flag bills that are in dispute in Xero. Thank you for continuing to engage and share insights through this idea.

   Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

   We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

   In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

   • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
   • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
   • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is… more
   Gillian McConnell supported this idea  ·  01 April, 2023

5. Bills - Apply discounts on accounts payable invoices

   109 votes

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   41 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thank you everyone for engaging about the need for a discount column in Bills with us here.

   While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;

   • Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
   • Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
   • Use a separate line of the bill to enter a whole amount discount with a negative Price amount
   • If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal will show “includes a discount of ‘x’”

   As we continue to uplift areas of Bills this is a feature that our product team are aware of, and would like to solve for. Though we can’t provide any time frames as yet, we'll keep you updated through this thread as soon as there's movement to share.

   Thank you everyone for engaging about the need for a discount column in Bills with us here.

   While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;

   • Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
   • Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
   • Use a separate line of the bill to enter a whole amount discount with a negative Price amount
   • If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal… more
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   Gillian McConnell commented  ·  01 April, 2023  ·  Edit…  ·  delete…

   Is it possible to be able to apply even a penny discount when paying a supplier invoice. ATM i have to go back into invoice to reduce the original amount of invoice by the discount which is time consuming

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   Gillian McConnell supported this idea  ·  01 April, 2023

6. Invoicing - Add customer VAT Number when creating invoice

   8 votes

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   submitted  ·  2 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Gillian McConnell commented  ·  01 April, 2023  ·  Edit…  ·  delete…

   When Posting a customer invoice it would be very useful to be able to see customer address and ROI vat number so I can apply the correct vat code. ATM I have to go to contact details for that information then back into invoice posting

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   Gillian McConnell supported this idea  ·  01 April, 2023