Settings and activity
25 results found
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
558 votesHi 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…
Claire Parker
supported this idea
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5 votes
An error occurred while saving the comment Claire Parker
supported this idea
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126 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Claire Parker
supported this idea
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1,232 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Claire Parker
supported this idea
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66 votes
Hi everyone, thanks for sharing how important accessing emergency contact information is for your team's wellbeing. We understand your desire to include emergency contact details in payroll reports.
This isn't something on our current roadmap, however our product team has reviewed this and moved it to Accepted status for future consideration.
In the meantime, some members mentioned valid workarounds such as reviewing the details directly in the employee record or creating an emergency contacts list outside of Xero.
We'll continue monitoring community interest as we plan future updates to Payroll reports.
An error occurred while saving the comment Claire Parker
commented
Totally agree with all of the below comments. I am trying to export a Staff emergency contacts list for our new H & S officer, but I can't see any way to do this.
How about adding this feature to New Invoicing?
This would be a real improvement, unlike so many of the new invoicing features that most of your existing customers do not need or want.
Every month we can have up to 500 invoices paid on one remittance. We have to do many batch Deposits, meaning there is much more processing than should be necessary. It also makes doing the bank rec for the receipts more tricky as we have to pick up multiple payments and outgoings (contras). Thank you.