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  1. New invoicing - Searching items by start of field

    19 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sabrina Sherwood commented  · 

    Products & Services - When using an item code for creating an invoice, it would be great if the seacrh feature didn't seacrh the item code, name and description - or if we could select which way we prefer the search to be conducted. When there are over 50 codes, it means having to scroll for the one we need, even if we have typed the exact item code into the search field - it is never the top hit.

    Thank you for considering this

    Sabrina Sherwood supported this idea  · 

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

    532 votes

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    94 comments  ·  For small businesses » Business features  ·  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…
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    Sabrina Sherwood commented  · 

    Products & Services - When creating a new item code, and saving the amount to $0.00 so that amount can be entered when creating invoices, it would be great if draft invoices rettained all the information that populates - such as description, account code and tax rate.

    At present I am having difficulty saving a new item under Producst & Services with $0.00. Then when creating an invoice for my client to complete, manually entering $0.00 and saving, he opens the draft invoice and the item code is still visible but nothing else.

    I have done a work around by making this 1cent - but I don't understand why I need to do a workaround and it feels embarrassing telling a client to remember to update the price because the system doesn't work how we need it to when he pays a lot of money each month.

    When creating a repeating invoice and using $0.00 - this retains the account code, tax rate and description. This was ultimately the best work around I could come up with.

    Thanks for considering this idea

    Sabrina Sherwood supported this idea  · 

  3. Tax Rate - Don't change Tax Rate if Account Type is change

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sabrina Sherwood supported this idea  ·