Settings and activity
43 results found
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132 votes
An error occurred while saving the comment 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
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6 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
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5 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
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7 votesKristen Saunders
supported this idea
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17 votes
Hi team, pleased to share that this is a feature that will be coming with the new Xero Homepage! Once released it will be an option available from the bill drop down within the Bills to pay widget 😊. I'll round back to share as it becomes available in orgs.
If you'd like to get more understanding of the new homepage and navigation visit our website and try out the prototype!
Kristen Saunders
supported this idea
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494 votesKristen Saunders
supported this idea
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11 votesKristen Saunders
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125 votesKristen Saunders
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35 votesKristen Saunders
supported this idea
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4 votes
An error occurred while saving the comment Kristen Saunders
commented
I agree, this is extremely frustrating and makes data entry very fiddly and inefficient as you have to keep moving the pdf window around on top of the data entry area so you can see what you're doing underneath.
A much more effective method would be to have the bill data entry window on one side of the screen and a full size view of the pdf on the other. Refer to Myob Online for an example of how this should be done.
I have become so irritiated with this, that I now go through the process of downloading the invoice i have to enter, then opening it in Adobe Acrobat on a second monitor just so I can see the pdf invoice clearly AND the xero bill data entry window at the same time.
thanks
Kristen Saunders
supported this idea
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192 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
An error occurred while saving the comment Kristen Saunders
commented
its crazy that there isn't a purchase order number field in the bills window. I can't believe Xero built a whole accounting software and omitted that field!
My work around has been to include the PO number after the invoice number (so both numbers in the same field) which makes it harder to detect duplicates invoice numbers.
I can't just put the po number in the notes as I need to be able to search by PO number and the search doesn't extend to notes.
An error occurred while saving the comment Kristen Saunders
commented
I can't believe this doesn't alreayd exist
Kristen Saunders
supported this idea
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183 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.
Kristen Saunders
supported this idea
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4 votes
An error occurred while saving the comment Kristen Saunders
commented
Overtime Report by employee in one easy to read report
Managerment required a report to analyse overtime per employee over the course of a year - in one report. Only option in Xero is to run report employee by employee. (which would be incredibly time consuming)
A simple report would be -
- Rows would be list of employees
- Columns would be all the overtime categories,
- values would be sum of hours worked (or dollar value or both)
- parametres would be between two given dates.I could find no such useful report in Xero - instead I had to download the activity report into XL which was over ten thousand rows, then spend over half an hour deleting non overtime rows and format it in order to run a pivot table to get said report.
It seems to ridiculous that all this info is in Xero and should be reportable within seconds, instead it took me an hour. Furthermore - having to repeat all this every time I want an update.
thanks
KristenKristen Saunders
supported this idea
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84 votes
Hiya team, we wanted to share another update with you all. As our product team conduct discovery for potentially extending the Reconcile period feature to more regions we'd love to get our community's active engagement in the process.
If you'd be interested in collaborating with our team on the research they're doing for this please reply on this idea or respond directly to our update 💬and we'll be happy to share your details with them for further contact. Thank you!
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15 votes
Is there a specific report or reports you'd like to do this with, Suveera.
Xero analytics is one way of getting more of a visual view of an organisations performance, or alternatively you'll find there are a couple of reports like the Income and Expense by Contact reports that enable you to show a chart of your top 10 customers or suppliers.
Kristen Saunders
supported this idea
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3 votesKristen Saunders
supported this idea
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24 votes
Hi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.
At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.
We'll keep watching the support for ideas closely and share any updates with you all.
Kristen Saunders
supported this idea
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89 votes
Hi everyone, thanks for the engagement and support on this idea. We recognise that having the option to display accounts in GL account number order when editing a reports layout would reduce the need to manually adjust the order of accounts.
We've reviewed your feedback, including the specific issues with grouping, and are moving this idea to Accepted. This reflects that the idea has not been included in our current roadmap but that this is an idea that we will continue to monitor.
Kristen Saunders
supported this idea
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8 votes
An error occurred while saving the comment Kristen Saunders
commented
REPORT PREFERENCES:
Have the option to show nil balance as a number ie - 0.00 instead of just a dash -
Showing an actual zero instead of dash, or at least having the option to would make the report visually easier to read, as the dash gets lost in all the report lines especially when running an account transaction or general ledger report with lots of accounts.
Kristen Saunders
supported this idea
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74 votes
Hi everyone, thanks for all your feedback. We understand how important customisable payroll access is for many of our customers to effectively run their business. As you may have seen in other parts of Xero (like inventory & reporting) we’re beginning to develop more granular controls for permissions in some areas.
While we’ll continue to consider how we develop access to other features across Xero, we want to be upfront here that we don’t have any plans for providing the ability to disable access to timesheets or leave through the Xero Me app.
With this in mind, we’ll move this idea to Not in pipeline. You’ll see there are other ideas surrounding Payroll permissions that may solve for what you’d be after in this idea, and I’d recommend adding your vote to those so we can share if there’s any progress toward that functionality as we keep developing.
An error occurred while saving the comment Kristen Saunders
commented
I would like to give our employees access to Xero Me however I don't wish for them to have access to the timesheet because 1. we are using another system and 2. it seems they would also have access to the list of all the pay items. I would only like them to see pay items relevant to them not all the pay items for all the different states.
Kristen Saunders
supported this idea
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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)