Hi team, returning to the idea here there are some updates we'd like to share that may accommodate some users needs here.
You can now Upload bills to your organisation where Xero will read and capture key details of your file to create a draft bill. Saving you manual entry. Once your draft bill is created you can quick view (click the eye icon) and edit details of the Bill before approving including the ability to edit and add details of your contact on the fly.
When editing a contact you'll be able to add or edit details including Contact name, Email, Phone, Delivery and Billing address.
This isn't currently possible when manually entering bills and we'll leave this idea open to continue tracking and updating you through.
I've also created a new idea to get a sense of interest in being able to add supplier bank details on the fly that I'd encourage those interested to vote for.
It's best for us to have a separate idea created for each suggestion and feature you'd like to see that idea developed - Noting some of the feedback around invoicing here we had a previous idea that we updated with some of updates we made but if there's fields not yet available you'd like start a new idea for this that we can track and keep you updated on. Thanks!
Hi team, returning to the idea here there are some updates we'd like to share that may accommodate some users needs here.
You can now Upload bills to your organisation where Xero will read and capture key details of your file to create a draft bill. Saving you manual entry. Once your draft bill is created you can quick view (click the eye icon) and edit details of the Bill before approving including the ability to edit and add details of your contact on the fly.
When editing a contact you'll be able to add or edit details including Contact name, Email, Phone, Delivery and Billing address.
This isn't currently possible when manually entering bills and we'll leave this idea open to continue tracking and updating you through.
I've also created a new idea to get a sense of interest in being able to add supplier bank details on the…
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
·
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!