Skip to content
← Share and support customer ideas for Xero

Settings and activity

4 results found

  1. Bills - Revert from Awaiting Approval back to Drafts

    17 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

    1 comment  ·  Invoices & quotes » Invoicing  ·  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
    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, we appreciate you explaining how a revert option could help when bills or invoices are accidentally submitted for approval.

    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.

    An error occurred while saving the comment
    Karen Evans commented  · 

    The ability to undo submit for approval when submitted in error or placed in query after submitting.

    Karen Evans supported this idea  · 

  2. Bills - Automatically view the next Draft bill after submitting for approval

    18 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

    2 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
    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Thanks for sharing your idea about how you'd like the bill approval process to be more efficient.


    We've reviewed this idea, and now it's up to the community to get behind it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments to support this too!

    Karen Evans supported this idea  · 

  3. Bills - 'Upload supplier credit notes' button, like the 'Upload bills' feature

    68 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

    1 comment  ·  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
    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    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.

    Karen Evans supported this idea  · 

  4. Bills - Turn a draft bill into a credit note

    52 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

    4 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
    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.

    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.

    Karen Evans supported this idea  ·