Settings and activity
5 results found
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19 votes
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Helen Kendall
supported this idea
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16 votes
Thanks for your feedback on this change, Patricia. Out of interest is there a particular reason or workflow for why you prefer to enter your bills manually rather than via an upload?
Appreciate, will take a little getting used to a different flow. A couple of other options for navigating to the new bill screen could also be;
- Using the keyboard shortcuts (Alt+Shift+N) from the bills screen
- Using the '+' icon in the navigation header to quickly Create a new Bill from any screen
- Using '/' and typing 'b' in the global search where you'll get the option of New bill from any screen
While we'll get a sense of interest in this through your idea, we want to be open that there aren't any plans for changing this back.
Helen Kendall
supported this idea
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12 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you, Paul.
We've reviewed your idea regarding the account codes visibility and now it's up to the community to get behind and support it. Feel free to 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.
Helen Kendall
supported this idea
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15 votes
Thanks for your idea, Karen. Understand how this would improve efficiency if you regularly create multiple batches in your workflow. We'll get a sense of the wider community interest in this from your idea here.
Helen Kendall
supported this idea
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41 votes
Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
Helen Kendall
supported this idea
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I am surprised there are only 2x votes for this so far!
When suppliers send a credit note directly to Xero, the system fails to identify it as a Credit Note, resulting in it being displayed as a draft bill, which is incorrect.
Is it possible for Xero to recognize it as a Credit Note and subsequently generate a draft Credit Note automatically? or could there be an option to convert the draft bill into a credit note to enhance efficiency and save time?