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  1. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    486 votes

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    79 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Jonathan Matthews supported this idea  · 

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

    199 votes

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    84 comments  ·  For small businesses » Business features  ·  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…

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    Jonathan Matthews commented  · 

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

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    Jonathan Matthews commented  · 

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

    Jonathan Matthews supported this idea  · 

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

    174 votes

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    submitted  ·  53 comments  ·  For small businesses » Business features  ·  Admin →
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    Jonathan Matthews commented  · 

    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.

    Jonathan Matthews supported this idea  ·