Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Bills: Add contact - Enter full details from transaction

    24 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're coming back to shift this idea to In development as we're in the process of releasing modernised bill view and edit pages that incorporate he ability to add your contact's details on the fly.

    Coupled with our other extraction methods(email to bills, upload bills and smart document capture), this should make entering, reviewing and approving your bills quicker than ever 😊

    I'll swing back to confirm once this is released.

    An error occurred while saving the comment
    Jess Blyth commented  · 

    To create a bill, you have to navigate to customer->create customer->scroll halfway down a page to input customer details, and then navigate to create bill, and complete the transaction. This is like 4 times as labour intensive as simply transferring money via bank account, and makes all of the increased reconciliatory functionality borderline redundant. Obviously fine if you're paying the same company over and over, but when you work with hundreds of contractors who you pay once, this is a nightmare. The approach to this within invoicing, where you can add customer details inline is elite in comparison. Please bring us this!

    Jess Blyth supported this idea  ·