Settings and activity
33 results found
-
2 votes
Jessica Salmon
shared this idea
·
-
71 votes
Thanks for sharing and supporting here, everyone.
For those that aren't already across, though manual at present you could run the Account Transactions report to manually reconcile against your filed VAT returns.
We appreciate the process could be more automated. Though this isn't something we have immediate change planned around atm, we'll update you here if there's any news.
Jessica Salmon
supported this idea
·
-
26 votesJessica Salmon
supported this idea
·
-
3 votesJessica Salmon
supported this idea
·
-
4 votesJessica Salmon
supported this idea
·
-
43 votesJessica Salmon
supported this idea
·
-
4 votesJessica Salmon
supported this idea
·
-
9 votesJessica Salmon
supported this idea
·
-
17 votesJessica Salmon
supported this idea
·
-
7 votesJessica Salmon
supported this idea
·
-
25 votesJessica Salmon
supported this idea
·
-
33 votesJessica Salmon
supported this idea
·
-
8 votesJessica Salmon
supported this idea
·
-
27 votesJessica Salmon
supported this idea
·
-
Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
-
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
497 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
supported this idea
·
-
-
331 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
supported this idea
·
-
398 votes
An error occurred while saving the comment Jessica Salmon
supported this idea
·
-
206 votesJessica Salmon
supported this idea
·
-
47 votesJessica Salmon
supported this idea
·
-
99 votesJessica Salmon
supported this idea
·
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.