Settings and activity
5 results found
-
13 votes
Hi everyone, thanks for sharing your examples and adding your support to this idea.
As noted in my last update - The ways you can record a supplier prepayment and later allocate it to a bill right now are;
- From bank reconciliation, choose Create > Add details, then change Spent as to Prepayment and select the supplier.
- Starting in the bills area, you could use the + menu in the blue banner. Then follow the same steps above to switch to a Prepayment type transaction
I want to be open that right now we don't have any plans for adding the ability to create a prepayment directly within the Bills experience. There are also broader requests in more recent feedback that we have existing ideas for:
If any of these would help your processes, please add your vote to…
Alistair Clarke
supported this idea
·
-
48 votes
An error occurred while saving the comment Alistair Clarke
supported this idea
·
-
23 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
·
-
220 votes
Thanks everyone for continuing to support this idea. We appreciate it's been a while since our last post and want to update you here.
We understand how having a dedicated field for a customer purchase order number on sales invoices is important for many of you, whether that’s to meet customer payment requirements, support bulk invoicing, or keep your own internal reference separate.
While we can’t make any commitments at this stage, this is an area our product teams are interested in exploring. We'll make sure to share any progress toward providing a field to accommodate a purchase order number.
Alistair Clarke
supported this idea
·
-
706 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Alistair Clarke
supported this idea
·
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.