Settings and activity
4 results found
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4 votes
Hi Mark, it’s clear that being able to move between different transaction lists more easily would make workflows smoother, especially when you’re juggling multiple parts of the business—like checking a quote one moment and verifying a bill the next.
At the moment, switching between Invoices, Bills, and other areas often means going back to the main list, which adds extra clicks and interrupts your flow.
As a workaround for now, you can right-click on Invoices or Bills in the Business menu and select Open link in new tab. This lets you keep multiple screens open at once and toggle between them without losing your place.
This idea has been moved to Gaining Support so we can track interest in a built-in quick-switch feature.
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Art to Art Accounts
supported this idea
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56 votes
Hi everyone, thanks for sharing your stories about the time it takes to manage timesheets. We definitely want to make these types of administrative tasks more efficient.
We've reviewed this suggestion and agree it’s a need that we’d like to address in the future.
While we aren’t in a position to start building this just yet, updating the status to Accepted ensures it’s flagged for consideration by our product team during future planning.
We’ll continue to monitor the interest here and will provide further updates as they become available.
Art to Art Accounts
supported this idea
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54 votes
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commented
This seems like a very basic action to program in. So frustrating and unbelievable that it isn't available. It would save a lot of time for both our AP & AR functions if we could duplicate line items and tweak them as necessary. The fact that Xero overhauled invoicing and didn't include this feature is beyond me.
Art to Art Accounts
supported this idea
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106 votes
Hi everyone, thanks for feeding back to us here. Understand the rationale for wanting to be able to apply discounts on bills in Xero, similar to how you can with Sales invoices. This is something our team would like to develop into bills, however there are a few other important pieces of work that need attention first. So, for the time being we'll leave this as Submitted but as soon as there's movement we'll update you of any change through the idea here. Thanks!
Art to Art Accounts
supported this idea
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commented
It seems inconsistent that there is a discount column in invoices but not bills. Should be easy enough to add it in since it is in the invoice template already.
It would be great if you could just arrow up or down from previous invoice or bill to next (as you can in Shopify between orders) rather than going all the way out to the menu and back in. So cumbersome.