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← Share and support customer ideas for Xero

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5 results found

  1. New invoicing - Set default for 'save'

    16 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your feedback and what would help you in the new invoicing experience. Currently our team are looking at possible keyboard shortcuts for drop down fields within new invoicing that'd enable you to more efficiently choose the action that was most suitable for you. As this firms up and we can give more detail of what this looks like I'll keep you updated, here.

    Rydgeview Contracting Limited supported this idea  · 

  2. New invoicing - View full account name

    51 votes

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

    Appreciate your feedback, everyone. Currently our team are doing some work on improving the line item grid (where you enter details of your invoice) this also involves providing the ability to view the full account name both when editing and viewing the invoice. For now we'll shift this idea to working on it and I'll share more news when this goes live. Thanks

    Rydgeview Contracting Limited supported this idea  · 

  3. Chart of Accounts - Assign a Tracking category

    107 votes

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    submitted  ·  9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rydgeview Contracting Limited supported this idea  · 

  4. New invoicing - When sending show organisation's trading name at top of invoice

    160 votes

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    submitted  ·  55 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rydgeview Contracting Limited commented  · 

    This needs to be removed from the emails, and a complete nightmare for companies who have different trading names! Very confusing for our customers

    Rydgeview Contracting Limited supported this idea  · 

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

    187 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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    Rydgeview Contracting Limited commented  · 

    Please please please look into this. It would be such a beneficial feature for your customers Xero!
    I know that Fergus is great at being able to do this, but running another system alongside Xero is ridiculous! We would love to be able to track stock to allow us to buy in bulk for future seasons etc... but we are having to collate line items to bill out to customer which defeats the purpose of the account codes! Cmon Xero listen to your customers

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    Rydgeview Contracting Limited commented  · 

    This would be super helpful to our business and I can't believe its not something that Xero already offer. We have found this feature in the Fergus system which can integrated with Xero, but we are not wanting to run additional programs if we can help it. Definitely something Xero should look into