Settings and activity

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1. Quote - Get a link that can be shared externally

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   submitted  ·  40 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Tom Willcocks supported this idea  ·  21 February, 2024

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

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   29 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
   When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
   When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
   We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

   Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
   When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
   When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
   We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't… more

   Tom Willcocks supported this idea  ·  21 February, 2024

3. Email Settings - Ability to have separate reply-to email address

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   submitted  ·  67 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Tom Willcocks commented  ·  07 February, 2023  ·  Edit…  ·  delete…

   This feature would allow our sales staff to send Quotes using their individual email addresses (maintaining a neat chain of communication with the customer), whilst still allowing our central 'accounts' email address to be used for billing, statements etc. A no-brainer!

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   Tom Willcocks supported this idea  ·  07 February, 2023