Settings and activity

3 results found

1. Purchase order - Include attachments when converting to Bill

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   33 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate interest and why you may want to copy documents from a source transaction when creating a bill.

   We want to be open that this isn't something we have immediate plans for developing. For the time being we will continue to watch the support this idea builds closely here. If there is any progress we'll be sure to let you know

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   Janna Ashton commented  ·  09 June, 2023  ·  Edit…  ·  delete…

   A few clients have been getting very frustrated that this isn't an option yet, its time wasted on what feels like a duplicate process. Would love to see this feature in the future too

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   Janna Ashton supported this idea  ·  09 June, 2023

2. Bills - Attachments from repeating bill template to be linked to generated bills

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   submitted  ·  10 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Janna Ashton supported this idea  ·  09 June, 2023

3. Bills - Flag a Bill as 'in dispute / query'

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   369 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

   While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

   Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

   We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

   The new bills approval flow which we’re currently developing is an example of this - once available admins will be able to set rules based on factors of bills such as; amount, supplier, account code or who submitted the bill. You’ll then be able to automatically route bills through selected approvers in sequential or parallel steps. While we know this isn’t a direct solution for this idea, this’d provide you with controls to set rules for common flows in which bills need flagging for approval from specific users in your organisation.

   We appreciate the detail and persistence you’ve brought to this conversation. As soon as there's more progress surrounding this I'll make sure to share another update here.

   Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

   While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

   Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

   We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

   The new bills approval flow which we’re currently developing is an example of this - once available admins… more

   Janna Ashton supported this idea  ·  09 June, 2023