Settings and activity
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171 votes
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…
Angela Allard
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246 votes
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
Angela Allard
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277 votes
Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here.
Angela Allard
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9 votes
Appreciate raising your idea on the site, Katie.
Currently within Xero there is the ability to Publish a report that'll keep a copy of the report and it's data as at the date the report was run, as well as the ability for an adviser to set lock dates that'll stop transactions being raised or edited for past periods.
Do these 2 features fulfill what you're in need of here?
An error occurred while saving the comment Angela Allard
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18 votesAngela Allard
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59 votesAngela Allard
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Can Xero allow for two dates when posting an invoice, one that was the true date of the invoice and one for the accounting period.
We are part of a multi national company and are required to lock our period once we have reported.
We have recently had an external review of our VAT transactions and one of the points raised was - invoices received after the quarter end are not being booked in the correct VAT period. We currently work around this on the system by adding the invoice date in brackets after the invoice number in the reference but this does not resolve the VAT issue.
It would be very helpful to have two dates when posting an invoice, one that was the true date of the invoice and one for the accounting period whilst also maintaining the locked periods.