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1. Invoices - Add subtotals

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   130 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thank you for continuing to share your feedback on invoice subtotals.

   We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.

   While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.

   As previously shared current options that you may want to explore include;

   • adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
   • exporting the invoice as a PDF and editing it externally, or
   • exploring invoicing tools in the Xero App Store that offer more extensive services

   We know these aren’t ideal substitutes, but they may help bridge the gap depending on your needs. Though this has been moved to Not in pipeline we’ll continue to reassess this idea in future planning and voting for this idea remains open.

   If there's any change in position we'll post an update to share with you all, here.

   Hi everyone, thank you for continuing to share your feedback on invoice subtotals.

   We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.

   While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.

   As previously shared current options that you may want to explore include;

   • adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
   • exporting the invoice as a PDF and editing it externally, or
   • exploring invoicing tools in the Xero App Store that offer more extensive services

   We know these aren’t ideal substitutes, but they may help bridge the… more

   Tracey Thomson supported this idea  ·  27 April, 2023

2. Invoices - Permanently delete invoices.

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   submitted  ·  29 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Tracey Thomson supported this idea  ·  27 April, 2023

3. Bills - Option to unapprove

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   101 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.

   While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.

   So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.

   Tracey Thomson supported this idea  ·  27 April, 2023

4. Invoices - Unapprove option

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   162 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

   We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &… more

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   Tracey Thomson commented  ·  02 November, 2022  ·  Edit…  ·  delete…

   Please add this feature - would make things a lot easier. thanks

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   Tracey Thomson supported this idea  ·  19 October, 2022