Settings and activity
5 results found
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9 votes
Hi Matthew and Anthony, appreciate perhaps not as streamlined as you'd like here there is the ability to apply a prepayment to a bill.
In Xero, you would enter the bill to recognise the expense, payment itself would generally be recognised through the bank account when reconciling which is where you can create a prepayment and then apply the credit to the bill.
Alternatively, if you'd like to do this from the bills screen, you could use the create icon (+) in the top blue navigation and select Spend Money when redirected you'll want to switch the 'Spent as' to Prepayment from Direct Payment.
Alistair Clarke
supported this idea
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30 votes
An error occurred while saving the comment Alistair Clarke
supported this idea
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13 votes
An error occurred while saving the comment Alistair Clarke
commented
There is also an existing issue around permissions. A user with "Invoice Only" permission in Xero can only see Files in the "Inbox". If we upload supplier invoices from Hubdoc, they go to the "Hubdoc" folder in Files that the user can't see. They can't therefore add this file to the PO or Bill that it relates to.
Alistair Clarke
supported this idea
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176 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Alistair Clarke
supported this idea
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579 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
Alistair Clarke
supported this idea
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I also have the issue of not being able to deduct CIS from retention claims. It seems this should be a relatively simple software update for Xero. Still not sure what the neatest workaround is going to be.