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5 results found

  1. Bank Reconciliation - Create recurring bill from bank feed

    1 vote

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    0 comments  ·  Purchase orders, bills & inventory  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, thanks for sharing this idea ✨

    We appreciate you letting us know how useful it could be to create a recurring bill directly from a bank statement line while reconciling. We’ve reviewed this idea and it’s now open for community support through votes and comments.

    We encourage others who’d find this useful to add their votes and share how they’d use this functionality. We’ll keep an eye on the feedback and engagement this receives.

    Thanks again for helping us improve Xero! ✨

    Lidija Pearson shared this idea  · 

  2. Bills - Assign planned date when entering bill

    43 votes

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    11 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we wanted to share an update as we have released Smart Document Capture that can analyse and help auto create transactions(including bills) from the files inbox. Along with the upload bills feature mentioned in my last update, these tools can help reduce the manual data entry for you, saving you valuable time.

    Right now, we're currently working on a redesign of the individual bill View and Edit pages, that'll have the ability to add a Planned date directly on the page. When released, if manually entering a bill from scratch, once you add a contact all you'll need to do is click Save to update the page where the option to add a planned date will be available.

    I'll come back to share when these pages are released.

    Lidija Pearson supported this idea  · 

  3. Bills - Attachments from repeating bill template to be linked to generated bills

    39 votes

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    submitted  ·  10 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Lidija Pearson supported this idea  · 

  4. Bill Payments - Schedule an email remittance advice for a future bill payment

    58 votes

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    submitted  ·  17 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Lidija Pearson supported this idea  · 

  5. Bills - Highlight bills due to be paid by Direct Debit

    148 votes

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    submitted  ·  41 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Lidija Pearson supported this idea  ·