Settings and activity
26 results found
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9 votes
Jessica Salmon
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15 votesJessica Salmon
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7 votesJessica Salmon
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24 votesJessica Salmon
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32 votesJessica Salmon
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8 votesJessica Salmon
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26 votesJessica Salmon
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
494 votesThanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Jessica Salmon
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312 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Jessica Salmon
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395 votes
An error occurred while saving the comment Jessica Salmon
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199 votesJessica Salmon
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47 votesJessica Salmon
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98 votesJessica Salmon
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183 votes
Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented.
That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow.
For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.
Jessica Salmon
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204 votesJessica Salmon
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221 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Jessica Salmon
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288 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Jessica Salmon
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24 votes
An error occurred while saving the comment Jessica Salmon
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This would be invaluable to our practice.
The Custom Row option addition was a godsend and saved us a huge amount of time exporting reports for basic monthly adjustment calculations with amounts that changed depending on the ledger values. Some correction would need to be done on a ledger entry and the reports would need to be exported again and the calculation redone. Now we can update the report and see the calculated value instantly.
If this option was added for columns I would immediately provide a new custom report to my manager to assist with similar inconveniences requiring column formulas.Jessica Salmon
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246 votesJessica Salmon
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3 votesJessica Salmon
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Please add a Xero report or log that provides the details of all emails sent out via Xero.
This should include invoices and statements sent manually by users, as well as invoice reminders.
The History and Notes report contains some of these details, but does not have sufficiently nuanced filters to isolate email history from the other entries. Also there is no ability to save a custom report with pre-set filters.