Settings and activity
5 results found
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330 votes
Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.
As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.
In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers…
Julie Lanthier
supported this idea
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67 votes
An error occurred while saving the comment Julie Lanthier
supported this idea
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4 votes
Would be good to get an example of a specific report you're drilling into, Lyn. You should be able to click the back button on your browser to return to the previous page / report you're on.
Alternatively, right click and opening the drill down figure in another tab may also be useful here 🙂
Julie Lanthier
supported this idea
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2 votes
Have you heard of Find and recode, Wade? This could possibly assist with what you're asking here. As the changes made using this tools aren't reversible it is restricted to users with the Adviser role, and we highly recommend trying it out in the demo company before using in your own.
Alternatively the best way to make changes to the bill would be to remove the payment, Edit, then reapply.
Julie Lanthier
supported this idea
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An error occurred while saving the comment Julie Lanthier
commented
There needs to be a way to simply unapply/reapply a payment instead of having to remove and redo it (i.e. simply remove the payment but not have to redo it).
Example: I have a bill I want to edit (for myriad reasons, e.g. n/c to the amount but need to add lines, or break it into 2 smaller bills that still equal the amount of the original payment). If I have a payment already applied, I need to remove/redo the payment, which is extremely tedious and time consuming, ESPECIALLY if a check is involved, because then I also need to go and void the check. -
171 votes
We appreciate you sharing your idea, and letting us know how editing account transactions would be helpful.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Make sure you share your idea with any colleagues to vote and support this!
We''ll keep an eye on the traction this gets in the community. Thanks.
An error occurred while saving the comment Julie Lanthier
commented
Being able to toggle between bank accounts when entering a spend money transaction would make data entry way more efficient. The same way you can when in the Bank Accounts screen (where there's a drop down to toggle between accounts). Currently, if I choose the wrong account I have to go back to the + menu, choose "spend money" and then choose my account.
Julie Lanthier
supported this idea
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As a cost-plus general construction company, it would be really helpful to have the ability to add a fee after the invoice subtotal (in our case, all costs get 20% added on), Currently, the only way to do this is to insert a line on the invoice (i.e. with "20% fee" description), where the qty. = 0.20 and amt = subtotal. This nets the correct amount by adding 20% on to the overall invoice, but it just doesn't look very professional and doesn't show the subtotal as a line item.
At the very least, it would be great to be able to insert a subtotal item line on the invoice (for transparency), like you're able to do in QBO. At least with this, the subtotal will show and then you can add a line for the 20% below it.
Note, the only other way I can think to do this would be to add a markup column, but then there isn't subtotal transparency that way, either.