Settings and activity

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1. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

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

   Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works. 

   For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.

   In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.

   You can continue to vote on this idea so if our position changes in the future we will update you all, here. 

   Simon Kelly supported this idea  ·  11 June, 2024

2. Bills - Apply discounts on accounts payable invoices

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   41 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thank you everyone for engaging about the need for a discount column in Bills with us here.

   While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;

   • Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
   • Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
   • Use a separate line of the bill to enter a whole amount discount with a negative Price amount
   • If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal will show “includes a discount of ‘x’”

   As we continue to uplift areas of Bills this is a feature that our product team are aware of, and would like to solve for. Though we can’t provide any time frames as yet, we'll keep you updated through this thread as soon as there's movement to share.

   Thank you everyone for engaging about the need for a discount column in Bills with us here.

   While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;

   • Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
   • Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
   • Use a separate line of the bill to enter a whole amount discount with a negative Price amount
   • If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal… more
   An error occurred while saving the comment
   Simon Kelly commented  ·  12 January, 2024  ·  Edit…  ·  delete…

   Totally Agree Tracey, it's terribly frustrating having to 'doctor' the Bill to allow reconciliation. Not to mention the implications for my accountant.

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