Settings and activity
7 results found
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2 votes
Rhiannon M
supported this idea
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107 votes
Thanks for the on-going support in this idea, everyone. We're pleased to share that work in inventory and purchase orders is moving along well.
As noted in our last update, work for negative inventory is in progress, and our team are looking at how this flow works through to sales invoices for backorders. We'll share more as soon as there's news.
An error occurred while saving the comment Rhiannon M
supported this idea
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11 votes
An error occurred while saving the comment Rhiannon M
commented
It would be very useful to see what purchase orders the items showing on order relate to as I have items showing on order but no way of tracking what PO they are from.
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127 votes
An error occurred while saving the comment Rhiannon M
commented
This has always happened since I have been using Xero from 2018 and I use my emails to easily search for items that I may have supplied my customers. For some reason this has just stopped and for now I will have to remember to tick the box every time to send me a copy. Another step back for new invoicing unfortunately.
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164 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
Rhiannon M
supported this idea
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108 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
An error occurred while saving the comment Rhiannon M
commented
It is very important to have the discount percentage as the default. It is a real pain to have to add the % symbol as I forgotten numerous times using the new clunky quote system. For as long as I have been in sales, prices are always shown as either a nett price or list price less a discount percentage.
Rhiannon M
supported this idea
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258 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
An error occurred while saving the comment Rhiannon M
commented
We are buying and selling all day and it is nice showing that an item from inventory is on order but when we start receiving items, we need to show what we have had and what is still outstanding.
Rhiannon M
supported this idea
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We have always been able to add various items to a Draft Invoice while we are creating it including Tracked Inventory items even when there is insufficient stock showing in Inventory. We do this as a record of what has been sent out to a customer as quite often we will have received the goods before we have received the relevant paperwork from the supplier which would enable us to copy the Purchase Order to Bill which puts the items into stock. Copying it to a Draft Invoice not only keeps a record of what has been sent, we can also create a Delivery Note from the Draft Invoice. As of a few days ago the Draft Invoice will no longer save which has caused many problems for us. We could send out the goods in a few minutes by creating a Delivery Note and then the Invoice at a later date once all the items have been Billed. Please can you undo this latest 'Upgrade'.