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1. Sales Invoices - Combine and hide line items for customers

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   80 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

   While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

   If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

   However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open as it’s something we may be able to revisit in the longer term. We’ll be sure to let you know if there’s any change around this, here.

   Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

   While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

   If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

   However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open… more

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   Jonathan Matthews commented  ·  25 October, 2022  ·  Edit…  ·  delete…

   I agree with this completely. MYOB does it, and I dislike MYOB.

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   Jonathan Matthews commented  ·  25 October, 2022  ·  Edit…  ·  delete…

   I agree with this completely. MYOB does it, and I dislike MYOB.

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   Jonathan Matthews supported this idea  ·  25 October, 2022

2. History & Notes - Audit trail for all transactions and user activity

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   submitted  ·  44 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jonathan Matthews commented  ·  07 April, 2022  ·  Edit…  ·  delete…

   Yes, I agree. We have it for transactions but not the reports. Currently anyone could 'mess' around with the reports particularly my custom reports, and I would have no idea what they have done, who did it, and when.

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   Jonathan Matthews supported this idea  ·  07 April, 2022