Settings and activity
38 results found
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4 votes
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Jessica Salmon
supported this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Jessica Salmon
shared this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Jessica Salmon
shared this idea
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2 votes
Appreciate you highlighting this, Gemma - Understand what you mean with the .eml file upload within new invoicing.
I see you recently connected with our specialists at Xero Support on this who directed you here, however this would be best for us to investigate deeper with you. I've re-opened your case and our team will be in touch directly soon so we can get more insight into this one.
So, while I'll move the idea here to Not planned we're definitely interested to explore this further but best done 1-on-1. 🙂 Thanks
Jessica Salmon
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13 votes
An error occurred while saving the comment Jessica Salmon
commented
We've just had a client publish a large volume of documents incorrectly and the only means to find out what they've done is to go through the archive one by one.
There is no option to sort by publish date or user and the docs they published included historical proforma invoices that were intentionally held back for good reasons.
Hubdoc cannot have more than one org per email address, so their email was entered as the owner and we cannot restrict their access to prevent the error in future.An Audit trail is vital on systems such as these where multiple users can initiate irreversible actions that affect numerous integrated systems.
Jessica Salmon
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28 votesJessica Salmon
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Jessica Salmon
shared this idea
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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
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28 votesJessica Salmon
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3 votesJessica Salmon
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44 votesJessica Salmon
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7 votesJessica Salmon
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9 votesJessica Salmon
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18 votesJessica Salmon
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8 votesJessica Salmon
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25 votesJessica Salmon
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43 votesJessica Salmon
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9 votesJessica Salmon
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28 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
528 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
Jessica Salmon
supported this idea
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Having used Quickbooks Online, which allows users to add this column to their reports, I can say that this feature is exceptionally useful for reconciliations.
Hoping to see this in Xero.