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  1. Inventory Items: Merge items

    63 votes

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    submitted  ·  11 comments  ·  For small businesses » Business features  ·  Admin →
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    Kate Burnby supported this idea  · 

  2. Invoices - Date columns for individual line items

    174 votes

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    103 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the interest in being able to add dates to individual lines of an invoice. Currently our team are focused on improvements to new invoicing and we want to be upfront we don't have any plans for adding a date column to the details grid within an invoice atm.

    Right now if you do require dates for individual line items we'd recommend adding these within the Description field of the line.

    We will continue to review this as we continue to evolve the product. If there are any updates or changes, we'll share this all with you through the idea here. Thanks

    Kate Burnby supported this idea  · 

  3. New Invoicing - Allow blank lines to make groups of invoice lines

    78 votes

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    25 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for all your feedback. We're in the process of developing the edit view of the line item grid within new invoicing and will be incorporating the ability to manually add a row and the ability to move blank rows within the invoice. Once released blank lines will be able to be saved within the invoice so you can separate lines or groups of lines as you need. I'll keep you updated on when this goes live.

    Kate Burnby supported this idea  · 
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    Kate Burnby commented  · 

    Hi - I would like the ability to include blank and/or lines with description/detail (and no value) to make complex invoices more readable

  4. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    342 votes

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    118 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.

    Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.

    Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have  have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.

    As we embark work on the Account Transactions tab we'll be able to revisit…

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    Kate Burnby commented  · 

    Toggle to send a thank you note that can be simply customised for example to include a link to leave a google review - like they do already in Zoho (we really miss this feature)

    Kate Burnby supported this idea  ·