Settings and activity
35 results found
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306 votes
Sandra Craig
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5 votes
Appreciate you sharing here, Mike. Keen to get a bit more detail on the actions that are occurring for you here. When you say you remove the invoice number and it's changing - Are you trying to save the invoice with another number that you're entered or would you be trying to save this blank?
If not already I'd recommend raising a case with our Xero Support team of specialists to take a closer look at why this may be changing for you.
Sandra Craig
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7 votesSandra Craig
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49 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.
Sandra Craig
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147 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Sandra Craig
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67 votesSandra Craig
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18 votesSandra Craig
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7 votesSandra Craig
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30 votes
An error occurred while saving the comment Sandra Craig
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44 votesSandra Craig
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25 votes
Can see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.
Sandra Craig
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103 votesSandra Craig
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8 votes
Hi community, appreciate your feedback. Currently our team are working on some improvements to the To field in new invoicing and the contacts card that appears when selecting a contact. We understand some of our customers make use of the keyboard much more than the mouse and in reviewing the flow when using Tab the team will be making a change to make selection of a contact and movement to the date field smoother. I'll come back to confirm the detail of the change when this is released.
Sandra Craig
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3 votesSandra Craig
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103 votes
An error occurred while saving the comment Sandra Craig
commented
Not being able to see bills awaiting approval on the dashboard is causing us to miss paying on time. Please add this feature.
Sandra Craig
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16 votesSandra Craig
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25 votesSandra Craig
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49 votes
Appreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
Sandra Craig
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37 votes
Appreciate how this would be beneficial for your business having assurity in an awaiting approvals likelihood.
With businesses having varying levels of assurity around this I want to be open that we don't have any direct intention fo changing reports like the P&L to automatically include this, however we'll begin to track the level of interest around this, here. Thanks
Sandra Craig
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19 votesSandra Craig
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This is especially important when doing large end of month payment batches, it makes it very difficult to check the amounts against my supplier statements when there is no total shown in Xero for each payee.
Maybe a batch report could be created showing the totals being paid to each supplier to be able to check against statements before uploading the export file to the bank.