Settings and activity
198 results found
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74 votes
Elrika van der Merwe
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13 votesElrika van der Merwe
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111 votes
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…
Elrika van der Merwe
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9 votesElrika van der Merwe
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18 votesElrika van der Merwe
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42 votesElrika van der Merwe
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8 votesElrika van der Merwe
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108 votesElrika van der Merwe
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6 votesElrika van der Merwe
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8 votesElrika van der Merwe
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60 votesElrika van der Merwe
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232 votesElrika van der Merwe
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32 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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.
Elrika van der Merwe
supported this idea
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74 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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!
Elrika van der Merwe
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93 votesElrika van der Merwe
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182 votesElrika van der Merwe
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59 votes
We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.
To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.
Elrika van der Merwe
supported this idea
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13 votes
✨ Hi everyone, thanks for your feedback on batch payment exports for FNB. We appreciate you highlighting how important this is for your payment processing. Your idea has moved to Gaining Support, which means our Community team has reviewed it and it’s open for votes and comments from the community. We encourage you to reach out to others using FNB for batch payments to add their votes and share details about the specific fields you need, as your input helps our product team understand the priority and scope of ideas like this.
An error occurred while saving the comment An error occurred while saving the comment Elrika van der Merwe
commented
Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.
An error occurred while saving the comment Elrika van der Merwe
commented
Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.
Elrika van der Merwe
supported this idea
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An error occurred while saving the comment Elrika van der Merwe
commented
Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.
An error occurred while saving the comment Elrika van der Merwe
commented
Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.
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30 votes
Hi everyone, thanks for your feedback here. We appreciate there are more details some in the idea here would like to see around reporting of Purchase orders in Xero.
We wanted to highlight for those in the conversation that it may help - There are Purchase order common formats in the Payable Invoice Detail report that you could use.
For example, in the All purchase orders detail report, you can add a column to show the account, tracking and any other line item info you need.
We want to be open that we don't have any plans right now for additional Purchase order reporting, however we'll continue to keep an eye on the idea here and share if there is any news.
Elrika van der Merwe
supported this idea
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135 votes
Hi everyone, development for being able to partially bill / part receive purchase orders is well underway. The intention is when you create a bill from a purchase order you'll be able to enter the amounts of each item you'd like to bill.
On your Approved purchase order you'll also be able to view amount of items Billed.
We look forward to updating you again as soon as this feature launches. 😁
Elrika van der Merwe
supported this idea
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Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.