Settings and activity
2 results found
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11 votes
Jon Baggot
supported this idea
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221 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
An error occurred while saving the comment An error occurred while saving the comment Jon Baggot
commented
This is applicable to us and some of our customers. As a service organisation, for internal tracking we want to split our charges between various income streams (by nominal account code) but don't want the customer seeing this as they pay an all inclusive fee.
A simple company setting to group all line items with 'customer default' over-ride would be perfect. As mentioned already, seems very simple.
If Xero want to improve their options for management reporting, this is a must.Jon Baggot
supported this idea
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@Tom David Nice idea but as we have hundreds of monthly invoices and it is fluid (regular scope reviews and annual fee reviews etc) getting the journals to balance and balance a clearing account would be extremely time consuming. What we are doing is posting all to our general fees account then doing one journal to estimate splits between other sales accounts - not ideal but better than nothing.
It’s such an obvious product feature I can only assume the reprogramming is the stumbling block!!