Settings and activity
46 results found
-
171 votes
An error occurred while saving the comment An error occurred while saving the comment 
Kristen Saunders
commented
This is such a basic functionality for an accounting programme.
How have you overlooked this, and for so long?I often need to search by PO number - to see if a PO has been invoiced or how much of a PO has been invoiced as one PO may apply to many bills.
My work around for now is to add the PO number in the invoice field so its searchable which therefore eliminates the functionality of identifying duplicate bills. It also just looks cleaner if your PO is in a separate field and not mixed in with the invoice number.
Also, the PO field can be used as as an identifier, eg for rent or utlitity bills which don't have PO's per say you could put the month or quarter in that field. It would allow you quickly see if a period has been missed. (You can't always go strictly by the invoice date as missed invoice might be entered in a subsequent month or the supplier may lag on their invoicing)
An error occurred while saving the comment Kristen Saunders
commented
WHY IS THERE NO PURCHASE ORDER FIELD IN THE BILLS TO PAY SECTION.
HONESTLY THIS IS SO INCONVENIENT. I NEED TO RUN A REPORT TO SEE WHAT PO'S HAVE BEEN MATCHED TO WHAT INVOICE FOR A SUPPLIER, BUT BECAUSE THERE IS NO PO FIELD IN THE BILL I HAVE TO MANUALLY GO THROUGH AN ENTER THEM ALL. ITS BEYOND RIDICULOUS THAT AN ACCOUNTING SOFTWARE DOESN'T HAVE THIS FIELD.
An error occurred while saving the comment Kristen Saunders
commented
This field would help match our bills received to our sales system which generates our POs
Kristen Saunders
shared this idea
·
-
1 vote
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 🙂
An error occurred while saving the comment Kristen Saunders
commented
I would like to add to this comment further. I have been using the Accounting, Documents for bill data extraction for the past week or so.
when an invoice comes in with a "reference field" (usually our PO number or a job description) data extraction feature is placing that data in the "reference field" of the bill data entry, and overlooking the actual invoice number.
its such a great feature, (data extraction), shame to see it not able to extract something as simple and critical as the invoice number. so while it saves time, it also requires more time manually checking / copy / pasting.
we really need those two fields for billing xero. (invoice number, po number).
I don't know why you continue developing your systems without fixing a basic standard accounting system function that is causing frustration and issues for so many users.
Kristen Saunders
shared this idea
·
-
50 votesKristen Saunders
supported this idea
·
-
71 votes
Hi everyone, thanks again for all the feedback we’ve received about this flow here. Our team has taken this on board.
It’s worth highlighting that the pop up window that shows for every payment is part of the payment flow to determine how you’d like to process the payment - You can choose to pay by online bill payments or manual payment. We want to be upfront that we don’t have any plans to permanently remove this flow.
However, based on feedback the team has added a selection to the modal in the screenshot here ”‘Don’t show again” to return to the original experience when it's possible to continue with manual batch domestic payments.
If you check this option you’ll be taken back through the older payments flow the next time you go to make a payment of this kind.
Please note, if you simply click the ‘X’ button in…
Kristen Saunders
supported this idea
·
-
9 votes
An error occurred while saving the comment Kristen Saunders
commented
it would be great to be able to create a pdf of a single remittance advice.
at present you have to pdf the whole batch. I note you can select individual remittances to email, same option for printing / save as pdf would be great.
suppliers often email requesting payment for something already paid. it would be good to attach the remittance advice in the reply but its such a hassle to obtain single pdf remittance from the batch.
other softwares have this ability but Xero has overlooked another basic feature.
Kristen Saunders
supported this idea
·
-
99 votes
Hi team, we've just launched passkeys to our first group of users. From this week, Xero Me app users who haven't set up MFA yet will be able to use passkeys to log into Xero. Next, we'll be progressively rolling this out to more users over the coming months. We look forward to and welcome your feedback here. As we have more news on the rollout I'll share with you on this idea.
Kristen Saunders
supported this idea
·
-
25 votes
Thanks for sharing this idea about remembering the 'Trust this device' checkbox if you previously ticked it.
We've reviewed this 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 too!
An error occurred while saving the comment Kristen Saunders
commented
Hi Xero, any update on this? surely an easy fix your end?
An error occurred while saving the comment Kristen Saunders
commented
"Trust this device" for 7 or 30 days (like Myob)
I am tired of having my work flow interupped to enter 2FA at random times in the middle of the day. Could we have Trust this device for longer than 24 hours??
Over time it gets really really annoying to do this on a daily basis.
Kristen Saunders
supported this idea
·
-
162 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kristen Saunders
supported this idea
·
-
12 votes
Hi Ian, thanks for your feedback. We don't have plans to enable the ability to add quick access options directly to the homepage but we'll see the support your idea gets here in community.
For the time being, you may find the keyboard shortcuts that are available handy in quickly navigating where you need. 🙂
An error occurred while saving the comment Kristen Saunders
commented
I use the documents alot (Accounting, scroll down for documents) (previously files)
would be good to have a quick access button on the home page to quickly jump in
Kristen Saunders
supported this idea
·
-
250 votes
Thanks to everyone who's shared how a second reference field on bills would support supplier invoice numbers, purchase orders and job references. We appreciate the strong appetite for this improvement and the practical examples provided.
Some groundwork has already been completed, and while this isn’t in our immediate pipeline, it's high on the teams radar and something we would like to pick up.
Though we can't commit to development just yet, we’ll keep you updated here of any progression.
An error occurred while saving the comment Kristen Saunders
commented
14 YEARS to get on the radar.
Done a bit of groundwork.
Can't commit to development.
A single little field/text box that every. other. accounting system. has.
A standard, essential functionality. not bells and whistles no one asked for (and probably no one uses). We are talking about basics here.
Honestly, I am gobsmacked by Xeros response to this. Lost for words.
An error occurred while saving the comment Kristen Saunders
commented
Xero have blatantly ignore this basic functionality for years. they must be the only accounting software in existence that doesn't have a second reference field in bills. Having to add a PO number to the end of an invoice number negates the detect duplicates feature. someone might write PO 123, or PO123, or PO#123 or PO #123. Plus it looks messy and forces me to use functions in excel to sort everything out (text after, text before, left, right etc) when i export data.
It is essential to be able to search bills by the PO number because sometimes a PO is split accross several bills
The people designing xero aren't day to day users and are too busy faffing about with ai nobody wants or asked for. We would rather have a second reference field in bills. how hard can it be?
An error occurred while saving the comment Kristen Saunders
commented
Xero, Please address this!! even just add an extra box in the bills window for PO number. This must be the only accounting system that doesn't have a field for PO number. I don't care about JAX or fancy dashboards. I care about basic functionality.
Kristen Saunders
supported this idea
·
-
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.
An error occurred while saving the comment Kristen Saunders
commented
Rachel - that is Xero in a nutshell. Big on useless bells and whistles and low on common functionality.
I don't know who's running the company (certainly not anyone who's every used accounting software as a bookkeeper) or why this is their ethos.
Maybe they can use their JAX to scan these pages and find out what their users really want and need.
An error occurred while saving the comment Kristen Saunders
commented
Xero isn't here to fix things for users they are here to make money. obviously their marketing is attracting alot of new subscriptions so their focus is on increasing market share and becoming the dominant player.
The product ideas forum merely exists to appease existing users, but anyone who's been here a while comes to realise popular ideas sit ignored for a decade.
They know its a big expensive tiresome job to change accounting software, so most of us are locked in.
We changed from myob 3 years ago not realizing the purchase order system is virtually non existent (we just assumed it existed like it does in every other accounting software! never thought to question it!) its costs thousands to move accross to Xero and to be honest the Myob cloud package was slow and sub-par.
But i remain hugely disappointed in Xero as a company. I don't want a new home page, or AI integration, I want basic functionality to work like it should. Whoever is running Xero has Zero focus on that.
Kristen Saunders
supported this idea
·
-
274 votes
Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.
I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.
We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.
An error occurred while saving the comment Kristen Saunders
commented
We have just started using Dext for entering some bills and it can recognize prepayments and create the journals
however it doesn't work on foreign currency transactions so I will still have to do those manually in a spreadsheet.
Kristen Saunders
supported this idea
·
-
1,278 votes
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…
An error occurred while saving the comment Kristen Saunders
commented
I agree with Chris below. I feel like Xero wasn't designed or developed by bookkeepers, just someone who's never worked as such saying 'wouldn't it be great if it could do this'
theres a huge focus on bells and whistles over basic functionality. (the Purchase orders being a case in point - it must be the only accounting software that doesn't provide this essential basic feature) I couldn't even get a payroll report filtering payroll types and had to spend over a few hours filtering a spreadsheet. Basic things overlooked.
I used Myob for over 20 years and it was highly functional and user friendly, unfortunately they fell behind when cloud accouting entered the picture.
For me the worst part about Xero is how they provide this suggestion platform then completely ignore it for years.
Kristen Saunders
supported this idea
·
-
227 votesKristen Saunders
supported this idea
·
-
221 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
Kristen Saunders
supported this idea
·
-
52 votes
An error occurred while saving the comment Kristen Saunders
commented
I agree also. credit notes are complicated in Xero
perhaps you could enter the credit note through the main bills window and just have a button within the bill window that changes it from bill to credit note.
An error occurred while saving the comment Kristen Saunders
commented
definitely need to make credit notes from the draft area
i don't understand why this has not been possible from the start
seems like a pretty basic functionKristen Saunders
supported this idea
·
-
11 votes
Hi team, as mentioned in my last update. In the way credit notes work in Xero today, generally this is a time saving mechanism, so you don't have to take extra steps to apply the credit to the invoice.
However we understand from the feedback here why this doesn't match your workflow. We are continuing to track the interest from community through this idea but don't have any plans for this at present.
Currently, from the Awaiting Payments list, if you don't need to open the invoice, you could use the 'New Credit Note' option.
Kristen Saunders
supported this idea
·
-
23 votes
Thank you for sharing your suggestion for setting a specific allocation date for credit notes against invoices or bills. This would provide a smooth solution for linking invoices and credit notes across different financial years after lock dates have been set.
Now it's up to the community to get behind this idea 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.
Kristen Saunders
supported this idea
·
-
10 votesKristen Saunders
supported this idea
·
-
536 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Kristen Saunders
supported this idea
·
I have left this comment in a different thread but thought it was relevant here also in light you document extraction feature - so here is a copy of comment -
I have been using the Accounting, Documents for bill data extraction for the past week or so.
when an invoice comes in with a "reference field" (usually our PO number or a job description) data extraction feature is placing that data in the "reference field" of the bill data entry, and overlooking the actual invoice number.
its such a great feature, (data extraction), shame to see it not able to extract something as simple and critical as the invoice number. so while it saves time, it also requires more time manually checking / copy / pasting.
we really need those two fields for billing xero. (invoice number, po number).
I don't know why you continue developing your systems without fixing a basic standard accounting system function that is causing frustration and issues for so many users.
please explain