Settings and activity
13 results found
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17 votes
Trish Sleeth
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31 votesTrish Sleeth
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183 votesTrish Sleeth
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53 votesTrish Sleeth
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11 votes
Hi Kirstie
Thanks for sharing this idea about setting future prices for inventory items.
It's now up to the community to get behind and support your idea. Other members can now add their votes and comments about how this could also benefit them.
In the meantime, you'd need to edit the price at the relevant date, either manually or by exporting and importing your items if you need to update lots of prices at the same time.
Trish Sleeth
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17 votesTrish Sleeth
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7 votes
Hi Kelly
Thanks for this suggestion. You're right that currently the tax inclusive/exclusive setting on the invoice would change the overall invoice total.
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.
In the meantime, you might want to tell all staff to enter invoices with the same tax treatment, to avoid accidentally under/overcharging for the same item. If you create all invoices on a tax-inclusive basis, you can enter the default sales price for your items including GST. Otherwise, you would need to enter the prices excluding GST.
Trish Sleeth
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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 😊
Trish Sleeth
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917 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Trish Sleeth
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37 votesTrish Sleeth
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109 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.
Trish Sleeth
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192 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
An error occurred while saving the comment Trish Sleeth
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41 votes
Hi team, we wanted to share an update as we have released Smart Document Capture that can analyse and help auto create transactions(including bills) from the files inbox. Along with the upload bills feature mentioned in my last update, these tools can help reduce the manual data entry for you, saving you valuable time.
Right now, we're currently working on a redesign of the individual bill View and Edit pages, that'll have the ability to add a Planned date directly on the page. When released, if manually entering a bill from scratch, once you add a contact all you'll need to do is click Save to update the page where the option to add a planned date will be available.
I'll come back to share when these pages are released.
Trish Sleeth
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I'd like to be able to click on the item ID from within a bill or invoice to open the product to easily change the ongoing purchase and/or sale price