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

    536 votes

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    94 comments  ·  For small businesses » Business features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

    Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

    To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

    • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
    Jonathan Matthews supported this idea  · 

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

    220 votes

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    103 comments  ·  For small businesses » Business features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.

    In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.

    We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.

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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. Audit Trail Report

    571 votes

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    submitted  ·  84 comments  ·  For small businesses » Accounting 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  ·