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21 results found
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253 votes
Thanks to everyone who's shared how a second reference field on bills would support supplier invoice numbers, purchase orders and job references. We appreciate the strong appetite for this improvement and the practical examples provided.
Some groundwork has already been completed, and while this isn’t in our immediate pipeline, it's high on the teams radar and something we would like to pick up.
Though we can't commit to development just yet, we’ll keep you updated here of any progression.
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Lori Notman (Admin)
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13 votes
Hi Khem , thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.Cheers!
An error occurred while saving the comment Lori Notman (Admin)
commented
Permanently deleting a bill or any other transaction can leave/lead to issues by voiding then there is always a trail. We often use the history against transactions to see who has done what to make everyone accountable.
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16 votes
Hi team, this idea has been created from feedback on this larger thread.
We're keen to get a better understanding of the interest in being able to add supplier details when creating a new contact during bill entry.
This isn't something we have plans for the time being but will keep a close eye on the support this idea receives here. Thanks
Lori Notman (Admin)
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134 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.
Lori Notman (Admin)
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174 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lori Notman (Admin)
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82 votes
Hi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
An error occurred while saving the comment Lori Notman (Admin)
commented
On the inventory item screen, an additional column to see which supplier it was purchased from instead of having to click the bill to check (see red arrow).
More at eye level instead of having to do multiple clicks. Should also have the ability to have a preferred supplier (see blue arrow).
Code should be as per business but then should have a supplier code if different and name needs to have more characters.Lori Notman (Admin)
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5 votes
Thanks for sharing with us here, Nicholas - Is it possible your browser language is currently set to English(US). This maybe causing the formatting you're mentioning here and changing to English (UK) or (AUS) should help.
Lori Notman (Admin)
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29 votes
Thanks for sharing your idea here Terrence. Can appreciate how this would be useful for other users wanting to know which quotes or invoices have the items assigned to get a better idea. We'll move this idea to gain more support from the team. In the mean time feel free to share this with your friends and colleagues who might also benefit from this feature! We'll monitor this space for any further updates.
Lori Notman (Admin)
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10 votes
Thanks for sharing here, team - Currently, once you've selected an inventory item on a row of your invoice, if you click on the Item code field again you'll see the option to Edit which will open the item details modal for you to make changes, Save and continue on invoicing.
Understand some users may like this to be more automatic based on what you're entering in the line. I want to be transparent that we don't have plans around this and would need to consider how we make this optional for different use cases but for now we'll track the interest through the idea here.
Lori Notman (Admin)
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119 votesLori Notman (Admin)
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197 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
An error occurred while saving the comment Lori Notman (Admin)
commented
Auto update last cost price when entering from last bill/receipt received (irrespective of Inventorised or not), not having to manually go to item & update, should be automatic.
It makes double handling to ensure the correct prices is showing on the item.
Should also have to option of additional columns so show who the supplier was rather having to click into the bill.
Then the correct price will auto populate into purchase orders. Then if want an average you run a report.Lori Notman (Admin)
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9 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you suggesting how inventory adjustments could work more seamlessly during invoice creation.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lori Notman (Admin)
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8 votes
Appreciate you sharing this idea. We understand you’re looking for a more efficient way to update inventory when both quantities and values need adjusting.
The suggestion is to allow both stock count and asset value to be updated together in a bulk inventory adjustment, reducing the need for separate entries.
For now, quantity adjustments and value changes can be managed separately to keep inventory records accurate. We'll continue to track interest and help our product teams understand the value of improving bulk inventory adjustments.
Lori Notman (Admin)
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713 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
Lori Notman (Admin)
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146 votes
Thank you for your feedback on this idea. To account for differing regulations and payroll features across regions we’ve split this idea into separate threads for AU, NZ, and UK.
We also wanted to highlight a related feature recently delivered: Payroll admins can now see an estimated leave balance when adding or approving future leave requests. The workflow prompts you if a request might result in a negative balance.
That said, we recognise there is a gap regarding the ability to set hard limits on how far negative a balance can go. While we understand how useful this control would be, setting specific negative leave limits is not on our immediate roadmap.
We’ll continue to monitor interest here and update this post if there is movement.
An error occurred while saving the comment Lori Notman (Admin)
commented
When a leave request is put in by employee or employer it should not allow if hours unavailable so there is no chance of the balances becoming negative.
Lori Notman (Admin)
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799 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
Lori Notman (Admin)
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An error occurred while saving the comment Lori Notman (Admin)
commented
My sales person just advised that they can see the whole new homepage as a standard user, they can now see all our bank accounts & balances.
That will also mean that our purchasing person can see that & all the income & expenses which is absolutely not relevant to their role.
There needs to far more permission on/off toggle options for each user.
The new page should be for higher management ONLY. -
11 votes
Hi Kevin, with this information available in a few reports atm there aren't any plans to add contact to the Latest transactions section when viewing a Product or services in Xero.
You could run the Inventory Item Details, or Receivable/Payable Invoice Detail reports, to see the transactions and contacts for an item.
An error occurred while saving the comment Lori Notman (Admin)
commented
It would also be good to see a column of who purchased from so if multiple suppliers you can see at a glance.
Lori Notman (Admin)
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18 votesLori Notman (Admin)
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12 votesLori Notman (Admin)
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221 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
Lori Notman (Admin)
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When receipting a purchase order to a bill, it says reference should say supplier invoice number, an additional field that show what the purchase order was used. Currently the purchase order populates into the reference field, we then have to copy it to a separate line at the bottom of the bill so we can see which order it relates to.
The supplier card should have another column of the purchase order no the bill relates to so can been seen a view instead of having to click into the bill to check.