Settings and activity
6 results found
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188 votes
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
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Gregory Cauley
supported this idea
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26 votes
Hi everyone, thanks for your feedback here. Being transparent we don't have any work planned for adding a secondary description field in an invoice.
In lieu of this, an option for some could be to use one line as description only - entering the first description for like a work order summary, and then use the next line to enter the finer details of the work order where you'd also enter the qty, price etc.
I appreciate this isn't the ideal solution you're looking for here. We'll continue to track this idea here and share if there's any change.
Gregory Cauley
supported this idea
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37 votesGregory Cauley
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109 votesGregory Cauley
supported this idea
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76 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Gregory Cauley
supported this idea
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165 votes
Hi everyone, we appreciate your input and sharing detail of how you'd like to see this developed to help suit the needs of your business.
We want to upfront that we don't have plans for developing this in the next year. However looking further out to the future, our teams will continue to review and consider how they might build inventory in Xero to cater for units of measure.
If you're after an immediate solution, it might be worth exploring connected apps that can integrate with Xero and cater for your business needs. As soon as there's any change or news around this to share we'll be sure to update our community and all of your interested in this, here.Gregory Cauley
supported this idea
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To better support correct service tracking and invoicing, I, like many others here, recommend your development team implement a dedicated date field at the line-item level. Capturing the true date a service is provided is essential for organizations delivering services across multiple days. Relying on the description field for this purpose, as Kelly Munroe suggested, compromises data integrity, reporting, and searchability, especially when sorting across varied client invoices. A static, filterable date field would streamline reporting, i.e., how much of a service item was provided between two specific dates, without using invoice dates as it will not capture correct information, especially when one invoices the following month for services made the previous month. It will also support consistency and significantly improve functionality for users who may depend on detailed service documentation. It’s easier to have the information in one software vs having multiple software databases.
Kelly Munro, on Nov 18, 2024, you stated, “Currently our team are focused on improvements to new invoicing”. With 187 votes already, don’t you believe THIS IS AN IMPROVEMENT?