Settings and activity
9 results found
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29 votes
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Chaney Ferreira
supported this idea
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21 votes
Hi everyone, we'd like to get a feel of the support from the community in this idea. If there's any progress or updates to share we'll post to you all here, Thanks
Chaney Ferreira
shared this idea
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2 votes
Hi team, we're starting to get a gauge from the community for interest in this idea. We'll track the support closely and share if there are any updates.
Chaney Ferreira
shared this idea
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22 votes
Hi team, we appreciate wanting a connection between an invoice and a document it's been copied to. While this isn't in our roadmap just atm, we're tracking the support in this here and I'll let you know if there are any updates to share on this.
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154 votesChaney Ferreira
supported this idea
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45 votesChaney Ferreira
supported this idea
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210 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
Chaney Ferreira
supported this idea
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61 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
Chaney Ferreira
supported this idea
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109 votes
Thank you everyone for engaging about the need for a discount column in Bills with us here.
While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;
- Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
- Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
- Use a separate line of the bill to enter a whole amount discount with a negative Price amount
- If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal…
An error occurred while saving the comment Chaney Ferreira
commented
HI,
I RECEIVED A BILL FROM CREDITOR WITH DISCOUNT AND DONT KNOW HOW TO ADD THE BILL TO XERO SO THAT THE AMOUNTS MATCH.
I would also like to be able to plan a Pay date on a purchase order
- bills invoices are only received after delivery of items