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  1. Invoicing - Option to email invoice as a CSV or PDF

    7 votes

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    3 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Christine Sawler shared this idea  · 

  2. Invoices - Add subtotals

    338 votes

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    130 comments  ·  Invoices & quotes » Invoicing  ·  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…

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    Christine Sawler commented  · 

    Seems sad that Xero is so intuitive in some areas, yet in what seems to be a basic function, we are told to use workarounds.

    Disappointed to say the least.

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    Christine Sawler commented  · 

    Being able to subtotal based on the item code would be extremely helpful, not only for our clients but for our admin team when they are error checking against the source data.

    Christine Sawler supported this idea  · 

  3. Global Search - Search items by Description

    154 votes

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    84 comments  ·  Users & setup » Navigation  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm. 

    We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks 

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    Christine Sawler commented  · 

    We have to search by "CTRL F" through multiple bills/invoices for a description item. Seems like a basic function that should be available in the current search field.

    Christine Sawler supported this idea  ·