Settings and activity
10 results found
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1 vote
Hi Kelly, we can see how much smoother your procurement process could be if you could update cost prices directly while creating a Purchase Order.
For now, one option is to open Products and Services in a second browser tab. You can keep your PO open while updating items in the other tab. Once saved, any new lines you add to the PO will reflect the updated information.
We’ve moved this idea to Gaining Support so our product teams can see the demand for more inline editing. We’d love to hear more input from the community!
kelly zhen
shared this idea
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78 votes
We appreciate all your support and sharing on your needs in backorders through this idea.
Our product team have been working away to refresh purchase orders which'll be released over the coming months.
Work for negative inventory is also in progress, and our team are looking at how this flow works through to sales invoices for backorders. 😊
We'll make sure to update you as there is more news to share. Thanks
kelly zhen
supported this idea
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15 votes
Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
kelly zhen
supported this idea
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26 votes
An error occurred while saving the comment kelly zhen
supported this idea
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An error occurred while saving the comment kelly zhen
commented
Currently, the subtotal shown on invoices reflects the discounted amount, and credits are only noted as available. I propose the following enhancements to improve transparency and usability:
Display Pre-Discount Subtotal:
Add a line that shows the original subtotal before any discounts. This helps both sellers and customers clearly see the value of discounts applied.Final Total Should Reflect Discounts and Applied Credits:
The "Total" at the bottom should reflect the final amount after discounts and credits have been applied. This makes it clearer for customers to understand what they are paying.Line-by-Line Discount Display:
On the invoice line items, display both:The original unit price
The discounted unit price
This makes it easier to track how much discount was given per item and avoids manual calculations.These improvements would not only streamline reconciliations and credit applications, but also improve clarity for customers, especially for those receiving volume-based discounts or partial credits.
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11 votes
An error occurred while saving the comment kelly zhen
commented
I really need this feature urgently. Right now, I have to either use a calculator or issue a credit note from the original invoice, then go back and remove the credit note so it can be applied to the customer's next invoice instead. This is because not all customers want their credit applied to the original invoice, especially if they’ve paid in advance, and once the transaction is reconciled, I can’t make any edits.
We also offer discounts when customers reach a certain order volume. If there are missing items, I have to issue a credit note, but the system only allows it at the original price. For clients who received a discount on the original invoice, I’m forced to calculate the correct credit manually, line by line, which is very time-consuming.
I’m surprised this feature has so few votes, it’s absolutely critical for anyone managing customer credits and discounts efficiently.
kelly zhen
supported this idea
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1,345 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
An error occurred while saving the comment kelly zhen
commented
I switched from Sage to Xero because I find Xero more straightforward and user-friendly. However, Sage offers more features, like the ability to assign multiple shipping addresses to a single contact. This is important for me because I have clients with multiple branches, and my driver often gets confused about the correct delivery address. I currently have to handwrite the address on the delivery slip, which is time-consuming.
kelly zhen
supported this idea
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67 voteskelly zhen
supported this idea
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154 votes
Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.
While this request is not in the pipeline, that does not mean the need has gone unnoticed.
Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.
We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.
kelly zhen
supported this idea
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411 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
kelly zhen
supported this idea
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88 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
kelly zhen
supported this idea
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Currently, the subtotal shown on invoices reflects the discounted amount, and credits are only noted as available. I propose the following enhancements to improve transparency and usability:
Display Pre-Discount Subtotal:
Add a line that shows the original subtotal before any discounts. This helps both sellers and customers clearly see the value of discounts applied.
Final Total Should Reflect Discounts and Applied Credits:
The "Total" at the bottom should reflect the final amount after discounts and credits have been applied. This makes it clearer for customers to understand what they are paying.
Line-by-Line Discount Display:
On the invoice line items, display both:
The original unit price
The discounted unit price
This makes it easier to track how much discount was given per item and avoids manual calculations.
These improvements would not only streamline reconciliations and credit applications, but also improve clarity for customers, especially for those receiving volume-based discounts or partial credits.