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  1. Invoice - Bulk allocation of credit notes

    355 votes

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    submitted  ·  125 comments  ·  For small businesses » Business features  ·  Admin →
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    Debbie Spooner commented  · 

    I spent hours yesterday, allocating "overpayments" one by one. This could have been done so quickly if they could be done in bulk, maybe from the Bills Awaiting Payment screen? Just click the box to allocate against each other.

    Debbie Spooner supported this idea  · 

  2. Bank Reconciliation - Match multiple payments to one invoice

    69 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Debbie Spooner supported this idea  · 

  3. New Invoicing - Typeable dates in Date fields

    267 votes

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    27 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).

    We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.

    Debbie Spooner supported this idea  · 

  4. New Invoicing - Add new Tracking option

    286 votes

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    62 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for your on-going input and attention to the idea here, everyone.

    We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.

    I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.

    For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.

    Debbie Spooner supported this idea  ·