Settings and activity
8 results found
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4 votes
Thanks for your feedback on this change, Patricia. Out of interest is there a particular reason or workflow for why you prefer to enter your bills manually rather than via an upload?
Appreciate, will take a little getting used to a different flow. A couple of other options for navigating to the new bill screen could also be;
- Using the keyboard shortcuts (Alt+Shift+N) from the bills screen
- Using the '+' icon in the navigation header to quickly Create a new Bill from any screen
- Using '/' and typing 'b' in the global search where you'll get the option of New bill from any screen
While we'll get a sense of interest in this through your idea, we want to be open that there aren't any plans for changing this back.
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Patricia Hopper
shared this idea
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57 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
Patricia Hopper
supported this idea
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119 votes
Thanks for sharing and supporting the idea here, Community. We understand the needs and desire to set a default mileage rate for Xero expenses, however want to be upfront that this is not something we have plans for in the short term.
Our product team are staying close to the feedback, and will continue to review this idea, so if there's any changes planned we'll update you of this, here.
Patricia Hopper
supported this idea
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15 votesPatricia Hopper
supported this idea
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41 votes
Thank you for sharing your feedback and voting on the idea here, community. While we've reviewed this idea and appreciate the needs in what you're wanting here, we want to be open that we don't have any plans for developing a billable expenses report of this nature in the near term.
We will continue to track the interest here, and share if anything changes.
Patricia Hopper
supported this idea
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37 votesPatricia Hopper
supported this idea
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390 votesPatricia Hopper
supported this idea
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16 votes
An error occurred while saving the comment Patricia Hopper
commented
Please address this - it would be sol helpful and would avoid pricing errors on invoices if there was an option to bring the "sales price" into the invoice rather than the cost for billable expenses. Currently it is a manual process to update the sales price on all of my invoices when I pull through billable expenses even though I have populated the sales price for the item into the system. I would like to see a setting or check box when assigning expenses to choose whether to pull in the cost or the sales price as I do both.
Patricia Hopper
supported this idea
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Thank you for your response and suggestions.
I receive bills typically via email in PDF files. I have tried the email XERO method with a bill from a vendor that represents 90%+ of our purchases and all XERO does is create a draft bill with the date and bill number. The system did not populate the vendor name nor did it input any of the line items or amounts for the bill. I find it more efficient to manually input the bill start to finish than to email, select the draft bill and then still have to manually enter 99.9% of the bill details.
The Alt+Shift+N may be helpful. I'm already familiar with the '+' icon on all of the screens - but thank you for mentioning it.
Regardless of these methods, you have an inconsistent button. Everywhere else in XERO, a "New" with a down arrow icon button has two functions - click on the word "New" and get a new document (new invoice, new bill if you click from the Purchase Overview screen). If you want the menu of options, you click on the down arrow icon next to the word New. It doesn't make sense to me to have changed the New Bill button on the Bills Overview screen to only have ONE function instead of TWO. Why make it a drop-down menu only function? Split the function into clicking "New" to generate a new bill or clicking the arrow icon to see the menu of options. I'm not suggesting relocate the button or recolor the button or redesign the overall page. Simply give it the two-function options that it had before and that all of the other "New" buttons have throughout the system.