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  1. 536 votes

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    Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.

    As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.

    However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.

    I'll keep you updated of any developments in this space.

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    Tim Charles commented  · 

    Dear community manager, please note that you are putting resources into developing auto-rec, but that's not available on the simple plan. Most MTD clients will be on the simple plan. At £7/month, Xero is priced at the top end compared to other MTD software, so it's a hard sell for us Xero practices that want to keep all clients in Xero. A feature like a CSV import export for bank rules would save lots of time. And allow us to offer clients an incentive to use Xero as we can set up Xero for them quickly with standard bank rules to make bookkeeping easier. I'm sure a basic import / export of CSV would not require a lot of dev time, so why are Xero deliberately holding back on this basic feature?

    Tim Charles supported this idea  · 
  2. 476 votes

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    Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.

    Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.

    We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.

    While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;

    Thanks again for all your feedback and sharing with us in the forums here.

    Updated 10 Sept 25

    Tim Charles supported this idea  · 
  3. 557 votes

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    Hi 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…
    Tim Charles supported this idea  · 
  4. 14 votes

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    Tim Charles supported this idea  ·