Settings and activity
9 results found
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110 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
Helen Schafer
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29 votesHelen Schafer
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63 votes
An error occurred while saving the comment Helen Schafer
supported this idea
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357 votes
Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…An error occurred while saving the comment Helen Schafer
commented
I should hope so. Considering there are no other custom fields available on invoices and Xero themselves in the past have recomnended using inventory items as a work around!
An error occurred while saving the comment Helen Schafer
commented
Hi Barbara. I have voted for this functionality also. However, I think in your case you could solve the issue with a Custom Invoice Template which can only show the total on the invoice and not individual unit prices, quantities or individual line items. Happy to have a complimentary chat about it and point you in the right direction. Find me at Living Business in NZ.
Helen Schafer
supported this idea
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178 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…
Helen Schafer
supported this idea
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7 votes
Further to Kelly's last update that defaults for accounts, items and contacts could be of use to fill fields and save time when entering bills, for some other workflows it might be faster importing bills from CSV where you can bulk populate account codes for multiple lines on one bill.
Helen Schafer
supported this idea
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131 votes
Hi everyone, we appreciate the importance of being able to view and understand where billable expenses have and haven't been assigned. While we have keen eyes on the idea here, with other big pieces of work on the go we want to be open that this is not in the roadmap atm.
We want you to know we're taking on board all your feedback here, and will continue to stay across this, and keep you updated of any news or progress that'll improve visibility for your needs here.An error occurred while saving the comment Helen Schafer
commented
Hi. This feature was released in NZ the last couple of month - but only for assigning to Projects, not assigning to Contacts. But still, that's a massive improvement. So now under the extra options dots you can have a view of bills to only show those that have not been assigned to a Xero Project.
Helen Schafer
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10 votesHelen Schafer
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14 votes
Thanks for your support here, everyone. Appreciate there is some interest in this from people emailing bills to their organisation, or importing via a 3rd party application.
We wanted to share a recent change we've made for those using eInvoicing - invoices received via Xero's eInvoicing will apply Contact defaults (such as a set default 'Purchase account) when creating the invoice in Xero. 😁
Helen Schafer
shared this idea
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Will make the difference to whether I will be able to send a significant portion by e-invoice. Most of my invoices are repeating.