Settings and activity
20 results found
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29 votes
Hi community, our product team have started exploring some improvements in inventory in Xero with the ability to bulk update the sales price of inventory items by a percentage being one they've set their eyes on!
For now, we'll shift to Under review and I'll be back to share more when there's news 😊
David Raymer
supported this idea
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7 votes
Hi Community! 👋
Thank you for sharing your feedback. I’m happy to share that this is now in development.
With this update, you’ll be able to choose whether to show or hide the sell and purchase description column on the Products and services list page.
I’ll circle back here again once the change has rolled out. 🙂🙏
An error occurred while saving the comment -
2 votes
Hi Josh, thanks for sharing this idea here, we can see how this would be helpful. We are moving this idea to gain more support from the community and leaving it open to gain more votes and comments. Please share this with your friends and colleagues who would benefit from this being featured in Xero!
An error occurred while saving the comment David Raymer
commented
I think this is a bit like a POS system. Though it would be nice in Xero, I think you'd need to look at 3rd party software for this feature. There's other packages around, but they add to the cost and some are way too expensive.
I'm looking for something similar, but haven't found the right one yet for features and price. I'm currently thinking just eCommerce with an internal website. Though it would be nice, realistically I think this is getting away from the core accounting focus of Xero so don't really see Xero offering this within the Xero software itself.
If it is important, I think you'd be better looking through the Xero App Store where you may find a 3rd party software that will do this for you. -
3 votes
Hi Carol, thanks for sharing this idea and the context behind it.
We can see how being able to apply tracking categories when processing bulk stock adjustments could help businesses maintain more consistent reporting across locations, departments, or other tracking category structures.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how this capability could support inventory management and reporting workflows.
Please keep adding your votes and sharing more detail on how you'd use this in practice.
David Raymer
supported this idea
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35 votes
Hi team, while we appreciate hearing your feedback on the new purchase orders experience we do request that each post be limited to a single idea to help other members know what they're voting for, as well as sharing back with our product teams and considering changes. I've updated the title of the idea here around the whitespace and welcome you to create new ideas for other specifics you'd like to see.
To provide an update around the attachments - our team recently implemented a change to move the placement of this button to the top of the page next to Save and Approve options.
Relating to lines - with how this new experience now works when you add an item, or enter an amount in a line the Quantity will default to '1', also adding an item will automatically add a new row beneath. Thanks
An error occurred while saving the comment David Raymer
commented
This should be generally on all screens. I have an Ultra-wide monitor and split my screen so I have 2 or even 3 windows open side by side so I can compare or copy & paste (Xero, spreadsheet and supplier website). I usually have to reduce the view size of the Xero screen to be able to fit in the information as it doesn't scale correctly for a narrow view.
David Raymer
supported this idea
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41 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
David Raymer
supported this idea
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58 votes
Hi everyone, thanks again for all the feedback we’ve received about this flow here. Our team has taken this on board.
It’s worth highlighting that the pop up window that shows for every payment is part of the payment flow to determine how you’d like to process the payment - You can choose to pay by online bill payments or manual payment. We want to be upfront that we don’t have any plans to permanently remove this flow.
However, based on feedback the team has added a selection to the modal in the screenshot here ”‘Don’t show again” to return to the original experience when it's possible to continue with manual batch domestic payments.
If you check this option you’ll be taken back through the older payments flow the next time you go to make a payment of this kind.
Please note, if you simply click the ‘X’ button in…
David Raymer
supported this idea
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132 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
David Raymer
supported this idea
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An error occurred while saving the comment David Raymer
commented
You can do this in MYOB. If the invoice is a negative balance, it automatically becomes a credit note. The same also applies for a bill.
One of the problems in Xero is that it can't handle negative quantities. Again, in MYOB, you can set the qty to be -1 and keep the same item price, but the value would then become a negative.
As an example, a qty of -2 on a $10 item would give an invoice total of -$20, which then becomes a credit note and the tracked item will place the 2 items back into stock.
As Xero doesn't allow negative quantities, the qty will need to be 2 and the item value set to -$10 to get an invoice value of -$20. However, this will just remove another 2 items out of stock, which would throw out the stock balance.
For this idea to happen, I think it would be getting Xero setup to accept negative item quantities first, then being able to convert an invoice into a credit note should then become possible. -
17 votes
An error occurred while saving the comment David Raymer
commented
Totally agree. I moved over from MYOB where this was possible and I used it all the time. I was surprised the Xero doesn't have this ability (yet???).
It only needs to be a simple multiplication or division, but certainly saves typing it into the calculator and then re-typing the answer into Xero. Perhaps the purchase cost is a pack or overall cost but you want to enter it as a per-unit price or qty.
C'mon Xero! Please make this happen.David Raymer
supported this idea
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21 votes
Hi Paolo, thanks for sharing your idea, and letting us know the changes that matter most for you. We will move this idea to gain more support from the community and monitor for traction. Cheers!
An error occurred while saving the comment David Raymer
commented
Good idea, but there's already another entry for this...
"Ability to add more inventory fields"
Certainly a feature that others are also wanting too (I am one of them). if you follow the link below and add your vote to get some momentum for this idea.An error occurred while saving the comment David Raymer
commented
It would also assist in being able to filter items in the Products & Services list such as different categories, materials, etc. Perhaps even tags where you can have mutliple tags for a single item, though I could certainly see a use for alternative part numbers or even barcodes.
David Raymer
supported this idea
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4 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
David Raymer
supported this idea
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An error occurred while saving the comment David Raymer
commented
I could see a benefit in this. If the cost at the time of creating the bill is different to the price already in the system, why not have a pop-up asking if this is the new price of the item and then easily update it to save having to go into the item to edit it manually.
Though I think a drawback would be if the purchase price is different, chances are the sell price would also need to be updated so it would get a little more complicated than just a check box on a pop-up. -
195 votes
An error occurred while saving the comment David Raymer
commented
I have found that adding a picture of the item as an attachment enables you to be able to view an image of the item by clicking on the attachment in the Products & Services screen. Not ideal, but it is a work-around.
Would be great to be able to hover the mouse over the attachment to get a preview, but still not as good as actually having an image appear as a thumbnail in the listview or even being able to include it in a report.An error occurred while saving the comment David Raymer
commented
Most other packages offer this feature in one way or another. It helps to identify individual items that could be similar.
I understand it increases the size of the database and would require additional storage space, but I have to rely on 3rd party packages for this feature.David Raymer
supported this idea
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14 votes
An error occurred while saving the comment David Raymer
commented
There's multiple topics already going for this.
Although 20 invoices and 5 bills may be fine for most months, there are months where you don't raise this qty and other months where these quantities simply aren't enough.
I don't need payroll but this is included. I don't want to have to pay extra for the next tier for the occasional month I'd be over this quota as the price jump is just way too much.
Even being able to purchase credits to add additional invoices or bills for a month would be more cost effective than stepping up to the next plan, which also gives more payroll capacity that I don't need.
I know there is not always the perfect product that gives everything you need and nothing you don't need, but I also know there's quite a number of other people that have raised this point so perhaps if Xero listen and either provide an annual quota or a credit system, perhaps it will be a better fit for more people.
This has my vote, and I highly suggest looking through the list and voting for other posts that request the same or similar feature.David Raymer
supported this idea
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60 votes
An error occurred while saving the comment David Raymer
commented
Will also prevent pricing reviews during the year so the price is locked for 12 months.
David Raymer
supported this idea
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101 votes
Thanks for your interest and sharing how improvements to Xero Inventory could enhance your experience using Xero.
Tracking of inventory for manufacturing isn't something we have direct plans of right now, however as you may have seen from my update on this idea we have started exploring development for bundling of inventory in Xero.
At this point, our product team have some early concepts and they'd like to engage our community for feedback on these.
Knowing your interests here, we'd like to invite you to share back on the teams work for bundling inventory. If you'd be able to give some of your time, please fill in this short form.
Depending on interest we may not be able to involve everyone, however we'll come back to share any further progress of this with you here.
An error occurred while saving the comment David Raymer
commented
I'm only just making the move over to Xero from MYOB and I can't believe Xero doesn't have this. At present, this topis has 89 votes, but there's also other topics for this same ability, but each of these has the same response that it is not something Xero are planning to do at this stage.
There's plenty of 3rd party apps that can do this, and Xero does make a good core product with it's integration, but adding 3rd party apps opens up a whole list of choices and extra cost, but the price of Xero itself should reflect this, but unfortunately it doesn't... especially if you have to add a 3rd party app for a feature that really should be already integrated into Xero.I'm going through and placing my vote in all the similar topics to this that I can find in the hope that Xero might actually take note and even consider integrating into the core software, otherwise I'm just wasting my time bringing my data into Xero and should be looking elsewhere. Odoo can do this and more and is actually reasonably priced. MYOB can do it, end Quickbooks. Which is better value for money???
David Raymer
supported this idea
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125 votes
Hi everyone, thanks again for continuing to share your feedback and examples on this idea.
We’ve now done some initial discovery on this and can see the value it could provide for businesses needing assembly or bundled inventory capability in Xero.
This is something we’re interested in solving longer term, however there is a bit of complexity involved in the work and it hasn’t been roadmapped at this stage.
When we are able to get this planned in the pipeline, we’ll be sure to update you here and keep you informed on progress.
An error occurred while saving the comment David Raymer
commented
I have my own trophy shop that I run on the side. I'm just moving over from MYOB to Xero and need to be able to have a way of adding tracked items to another item during a sale.
Even if it doesn't have the ability to generate a BOM as that would also require a jobs module, but I'd like to be able to combine 2 or more items used to prooduce a final item.
At the very least, being able to add sub-items in the invoicing screen that don't need to appear on the invoice, but at least reflect them as being taken out of stock.
The only way to do this would be through a 3rd party app, but this just adds to the cost of the software.
The reason for moving to Xero in the first place was due to its ability to integrate with many more apps then MYOB, but the simplicity of the software and the dependance on 3rd party apps isn't reflected in the price of Xero. This is me questioning if a move to Xero is actually really worth the time and effort.
It is also so much slower to call up items in the inventory, but that's another issue i'm dealing with.David Raymer
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28 votesDavid Raymer
supported this idea
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382 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
David Raymer
supported this idea
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115 votes
An error occurred while saving the comment David Raymer
commented
Some items can be accidentally created due to a single character. There are other systems than merge items so certainly a possibility to be able to do this with some coding.
Should be standard to be able to keep inventory lists clean without having to deactivate items and make manual adjustments.David Raymer
supported this idea
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13 votes
An error occurred while saving the comment David Raymer
commented
I am moving across to Xero from MYOB where I've also been using a 3rd party software that does have this ablility and it makes it so much easier as you can have a single items instead of having to create multiple items for different suppliers and then try to keep up with stock balances.
In my case, I supply trophies so i could get a simple ribbon for a medal from 5 different suppliers. Through the 3rd party app, I can consolidate this to different suppliers with their part numbers and pricing. Upon placing the order, it will automatically apply the details for that particular supplier, but it will add it to the stock level and sell price for the single unit.
I have just stopped using the 3rd party package due to other reasons, but now looking for another package with similar ability.
Although MYOB's inventory is better than Xero's, it doesn't offer this feature neither so the only solution is 3rd party apps.David Raymer
supported this idea
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I see this is still showing as being in development, but it is now currently included in Xero. I think initially it was showing as "Column A" and "Column B" or something along those lines, but now has the correct description in the columns drop-down.
Perhaps this is not yet fully complete, therefore still appears and being in development.