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  1. Invoices - Date columns for individual line items

    203 votes

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

    Hi everyone, we appreciate the interest in being able to add dates to individual lines of an invoice. Currently our team are focused on improvements to new invoicing and we want to be upfront we don't have any plans for adding a date column to the details grid within an invoice atm.

    Right now if you do require dates for individual line items we'd recommend adding these within the Description field of the line.

    We will continue to review this as we continue to evolve the product. If there are any updates or changes, we'll share this all with you through the idea here. Thanks

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    Nadine Lovejoy commented  · 

    We are a service industry and would really like the ability the have a column on the invoice that can have a date entered. Currently if we have a big job's invoice that has multiple dates for work done. I have to enter the date in the description field as a separate line, on a large invoice this looks messy. It would be so much better if the column next to the description was a date column.

    Nadine Lovejoy supported this idea  · 

  2. Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    423 votes

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

    Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.

    Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.

    We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.

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    Nadine Lovejoy commented  · 

    I invoice once a week and will have about 40 invoices in a batch. The ability to "add another invoice" that was available on the original Xero Invoice screen has been removed and I now have to go back to either the Dashboard or back to the Invoice screen under Sales Overview. Either way it is clunky and slows down what should be a speedy process.

    Nadine Lovejoy supported this idea  ·