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7 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Janilyn Real
shared this idea
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1 vote
Thanks for raising this idea with us. 🙂 We’re moving it to Gaining Support so the community can show how valuable it would be to click item codes on invoices, bills and purchase orders to open the item details. Yo can now share this wiht colleagues and others in the Community and they can vote and comment and share how this could be beneficial to their business. We appreciate you taking the time to suggest an improvement to Xero.
Janilyn Real
shared this idea
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10 votes
Thanks for sharing this idea. We can see how showing the related sales invoice number on COGS journal lines for tracked inventory would improve your business reporting and make it easier to trace costs back to the transaction.
This request aligns with internal work and planning to improve the information captured between journals, source invoices, and inventory items. We appreciate your support while we continue assessing the best way to deliver this.
An error occurred while saving the comment Janilyn Real
supported this idea
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14 votes
Thank you for sharing this idea and letting us know that a reference option would be desirable in manual journals. We’re moving it to Gaining Support so other customers can show their interest in the request. We’re also gradually rolling out a new Manual Journals experience. We’d love to hear what features or improvements you’d most like to see in the new experience, as your feedback will help us share the most valuable ideas with our product team. Thanks again for helping us improve Xero 🙂
Janilyn Real
supported this idea
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An error occurred while saving the comment Janilyn Real
commented
Hope we can add a Reference field aside from the narration in the Manual journal entry. This will allow for easier sorting and tracking when generating reports.
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102 votes
Hi Roger, thanks for the feedback on this idea. it’s clear that seeing the number of days overdue directly on the Send Statements screen would make it easier to prioritise follow-ups without interrupting your workflow.
At the moment, the Date and Due Date of each outstanding invoice are already displayed on the Send Statement screen, but having the actual days overdue visible would give immediate context and help you act faster when sending statements.
We have now move this idea to Gaining Support, which means it’s open for votes and comments. Hearing from the community will help our product teams understand how much value this visibility would add across different workflows.
Janilyn Real
supported this idea
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67 votes
Hi team, we appreciate interest and why you may want to copy documents from a source transaction when creating a bill.
We want to be open that this isn't something we have immediate plans for developing. For the time being we will continue to watch the support this idea builds closely here. If there is any progress we'll be sure to let you know
Janilyn Real
supported this idea
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An error occurred while saving the comment Janilyn Real
commented
When you turn a Purchase Order (PO) into a Bill, all attached files should automatically copy over to the Bill. This saves time and keeps all documents in one place
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3 votes
Hi team, appreciate why you'd like to be able to identify the Contact that the invoice should be created for when copying a PO to an invoice.
This isn't something we have planned changes of right now but will continue to track interest through this idea.
In the meantime, as soon as the invoice is created you should be able to click the 'x' next to the contact name to quickly remove and search the contact you'd like this entered for.
Janilyn Real
shared this idea
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I want to: See the associated Invoice Reference Number directly on COGS transaction line items when tracked inventory is sold.
So that I can: Instantly match item costs to specific invoices in financial reports without cross-referencing sales and inventory logs.