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  1. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    537 votes

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    94 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

    Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

    To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

    • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
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    Kelly Beveridge commented  · 

    Kelly Munro / Paul Hodges

    Do you have a recent update to address our concerns?

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    Kelly Beveridge commented  · 

    Absolutely agree with this!
    As a work around i switch back to Classic, delete the content in those fields and then switch back over to New. Super annoying!!
    I really hope its changed by the time they remove Classic invoicing.

    Kelly Beveridge supported this idea  · 

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

    516 votes

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    194 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.

    Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.

    We’ll be sure to update you all again when we are able to look into this deeper. Thanks

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    Kelly Beveridge commented  · 

    Looks like the function to send receipt has been added! Thankyou Xero!

    Kelly Beveridge supported this idea  ·