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7 results found
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270 votes
Trina grant
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167 votes
Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.
If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.
However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…
An error occurred while saving the comment Trina grant
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An error occurred while saving the comment Trina grant
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I agree , I would like to be able to track costs (external) for end of month reporting but not show these line items on quotes and invoices to clients / customers. For us we need to see the estimate, quoted, actual cost and invoiced as line items for financial reporting but not on any invoices. It has been suggested to use folders but there are some holes in this theory. Would love to hear work around for this.
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116 votesTrina grant
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150 votesTrina grant
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45 votesTrina grant
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600 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Trina grant
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574 votes
Hi community, We're excited that enhancements to your bank reconciliation experience in Xero are in the process of being rolled out! Some may notice you can now effortlessly search and filter statement lines based on your preferred criteria, giving you ultimate control and efficiency. Plus you’ll be able to view more statement lines on your screen - up to 50 unreconciled statement lines on one page. 🚀
Worth noting here with the interest in getting a narrower view of statement lines that need reconciling on a given or between certain dates - you’ll find with the more option to the right of Search you’ll be able to set a date range and filter down your view 😁If you don't quite have the new features yet, I can assure you they are coming soon, as we ramp up the release of this to everyone over the next few weeks. I'll…
Trina grant
supported this idea
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every invoice we write needs to not show our cost items and just our task items but have the reporting ability at the end of a job..