Settings and activity
11 results found
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1 vote
Hi everyone, thanks for sharing this suggestion. We understand why having the option to copy an existing bill into a purchase order would help streamline purchasing workflows, especially when managing supplier records and inventory processes.
The idea is to allow users to create a purchase order from an existing bill, carrying across details like supplier information and line items instead of re-entering the same data manually.
We've moved this to Gaining Support to continue tracking engagement and support from the community.
Natasha Rowntree
shared this idea
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19 votesNatasha Rowntree
supported this idea
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17 votes
Hi Kim, thanks for your feedback here.
I want to be open that we don't have any intentions of reverting back to the old experience - new purchase orders are built on updated technology and allow us to better maintain and release further developments to this feature.
Our product team have been listening closely and are making iterative changes taking on board feedback from our customers.
An examples of this is that, since released we have updated purchase orders to reduce the max width and pixels making it slightly smaller.
We also have plans to reduce this further, so I will keep you updated on this here.
We've also made an update so now when you Approve a purchase order you will remain on the same page where you can then take other actions as needed. We hope these changes help improve your use of purchase orders.
Natasha Rowntree
supported this idea
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28 votes
Appreciate you sharing your idea, and letting us know the changes that matter most for you, Alyson.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the tractions this idea receives in the community. Thanks!
Natasha Rowntree
supported this idea
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88 votes
Hi team, work for negative inventory is well in development and we really value all of your inputs here as we've picked into how we solve the needs of backorders in both the purchase and sales flows.
We look forward to being able to share more updates soon with detail of how this works within your Xero organisation. Thanks!
Natasha Rowntree
supported this idea
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111 votes
Thank you everyone for engaging about the need for a discount column in Bills with us here.
While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;
- Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
- Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
- Use a separate line of the bill to enter a whole amount discount with a negative Price amount
- If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal…
Natasha Rowntree
supported this idea
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1,250 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Natasha Rowntree
supported this idea
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6 votes
Thanks for your feedback, Christine! While there's no direct button to 'Mark as sent' if you select 'Print PDF' you'll see you get an option to 'Mark as sent' however you will need to Print and download the PDF of your device for this action to complete.
We'll get a sense of the interest in a specific button for this from your idea here, but hopefully this option helps for now. 😊
Natasha Rowntree
supported this idea
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2 votes
Thanks for the feedback, Brianna. Can see how it would be easy to add a space that could cause troubles when searching a PO number. Just to double check - is the space you mention in the original PO number field or within the search that you're performing?
Natasha Rowntree
supported this idea
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1 vote
Hi Natasha, could you share more detail about the field you're in within a Bill or Purchase order where you're unable to see the cursor?
We've recently released a new Purchase orders experience and can confirm the cursor should be visible when typing in fields here, and similarly when testing Bills quick view and Bill create or edit pages the cursor shows in each field.
It does sound like this maybe an issue best investigated with our Xero Support team directly.
Natasha Rowntree
shared this idea
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33 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
Natasha Rowntree
supported this idea
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