Settings and activity
4 results found
-
30 votes
An error occurred while saving the comment 
Natalie Jones
supported this idea
·
-
32 votes
Hi everyone, we wanted to provide a quick update on the idea to enable reconciliation of credit card expenses directly within Xero Me.
This idea is currently classified as Gaining Support and has started to gain traction within the community. We appreciate those who have shared their interest and feedback so far.
If this feature would help streamline your expense management, please continue to vote and share your thoughts. Your input is important in helping us prioritize future improvements.
An error occurred while saving the comment Natalie Jones
commented
As an SME we have a number of people that have company credit cards and if we had the ability to import weekly credit card transactions which would appear in purchasers expenses as draft so they can complete the expense with uploading receipts/invoices and adding description/coding this would save a lot of time for me chasing people to get their credit card expenses on by month end and can be done on a weekly basis and monitored/managed more easily/efficiently.
Natalie Jones
supported this idea
·
-
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. 😁
An error occurred while saving the comment Natalie Jones
commented
This is a critical part to our business as when we raise large PO's a lot are received/invoiced in 2, 3 or more parts so having an additional columns in the PO to state whether the item lines have been delivered and how many (quantity delivered) would be beneficial as we can identify the remainder that is left to be delivered on the PO by viewing PO/running a report
Natalie Jones
supported this idea
·
-
68 votes
Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
An error occurred while saving the comment Natalie Jones
commented
It would be great if the lines on the purchase state if it's been invoiced or what the remaining quantity is as it very time consuming to check the multiple bills against a large purchase
Natalie Jones
supported this idea
·
Agree this is critical for example if you bought 50 office chairs you certainly wouldn't want to add them individually on Xero as this would be very time consuming and their individual value may not meet your capex limit requirements, however if a couple of the chairs break or you get rid of them after some time you would need to have the ability to part dispose or part sell which is a basic requirement in accounting that you learn in AAT