Settings and activity
41 results found
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360 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.
Kevin Storm
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3 votesKevin Storm
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102 votesKevin Storm
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83 votesKevin Storm
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An error occurred while saving the comment Kevin Storm
commented
As well as what's being asked for, I think the default HMRC rates should be included to be allocated to each staff member - e.g. cars/vans, motorcycles and cycles in the UK.
Also, spitting the cars/vans rate between the first 10,000 miles in a tax year and thereafter. A YTD calculator would be good.
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196 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Kevin Storm
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94 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
Kevin Storm
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436 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Kevin Storm
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286 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Kevin Storm
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271 votes
An error occurred while saving the comment Kevin Storm
commented
Email Settings
Whilst a user can create more that one email account for sending emails and putting reply email addresses on, only one can be selected for each at any one time. We'd like the ability to have emails relating to sales invoices and customer statements being sent from one email address, whilst at the same time having a different email address active for sending supplier remittance advices etc.
At the moment, we have to remember to go to settings each time we want to send emails and check which address is active and switch it as necessary.
Because the re are multiple people working on our finances, we use generic email addresses such as creditcontrol@............ and purchasing@........... We don't want sales related emails being sent inadvertently from the purchasing@......... email address etc.
Kevin Storm
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150 votesKevin Storm
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An error occurred while saving the comment Kevin Storm
commented
We have approx. 175 projects running at any time and need the ability for costs/bills input via Hubdoc to be allocated to a project for sales invoicing purposes. This includes the ability to assign different lines on the same bill to different projects, not just one invoice to one project.
Without this function we're going to have to abandon using Hubdoc for posting many of our bills. I looked at the possibility of once a bill has been posted via Hubdoc of duplicating it in Xero and then crediting the original entry. Whilst this works in terms of being able to allocate the cost to the project, when duplicating a bill the attachments relating to the bill aren't duplicated and therefore have to be uploaded again manually.
Whichever way around, very time consuming.
THE ABILITY TO ASSIGN COSTS TO PROJECTS FROM HUBDOC IS ESSENTIAL.
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572 votes
An error occurred while saving the comment Kevin Storm
commented
We don't want to allocate credit notes to bills, but the ability for the credit notes to show up when we're paying bills. Our credits generally don't relate to any of the invoices - we need to "pay" them separately and show them separately on our remittance advices.
Kevin Storm
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255 votesKevin Storm
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276 votesKevin Storm
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57 votes
An error occurred while saving the comment Kevin Storm
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We're a "self-billing" organisation and therefore need to attach copies of the invoices we create to our remittance advices. Therefore, this functionality is critical to us.
Kevin Storm
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27 votesKevin Storm
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3 votesKevin Storm
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10 votesKevin Storm
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5 votesKevin Storm
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3 votesKevin Storm
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3 votesKevin Storm
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When creating bills, etc. the cost can be assigned to a project, however, in doing so there is no secondary selection to say whether this is a non-chargeable cost, pass on at cost, % mark-up or custom price, etc. It will be so much simpler to do it this at that stage, rather than the cost defaulting to one of them that's incorrect.
It's a pain having to create bills and then remembering to go to the project and reassign the expense to the right charge type.