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  1. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    565 votes

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    98 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…
    Donna Stuart supported this idea  · 

  2. Quotes - Title and Summary to flow through to Sales Invoices

    251 votes

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    121 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

    We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

    Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

    To be transparent, this work isn’t currently on our roadmap.

    For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

    …

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    Donna Stuart commented  · 

    This is a basic function on all other accounting programmes, please can we have this added as a priority?

    Donna Stuart supported this idea  · 

  3. Organisation Settings - Add Registered office address separate to Postal & Physical addresses

    42 votes

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    submitted  ·  16 comments  ·  Users & setup » Navigation  ·  Admin →
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    Donna Stuart commented  · 

    Deborah Dare, thank you so very much. Your clear instructions (unlike Xero's) are so very much appreciated! It has worked. Thank you! :)

    Donna Stuart supported this idea  · 
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