Settings and activity
5 results found
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338 votes
Hi everyone, thank you for continuing to share your feedback on invoice subtotals.
We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.
While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.
As previously shared current options that you may want to explore include;
- adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
- exporting the invoice as a PDF and editing it externally, or
- exploring invoicing tools in the Xero App Store that offer more extensive services
We know these aren’t ideal substitutes, but they may help bridge the…
Julie Lanthier
supported this idea
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73 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. -
172 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
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.