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  1. Global Search - Sort results by Date, Total, or Status

    24 votes

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    submitted  ·  22 comments  ·  For small businesses » Business features  ·  Admin →
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    Amanda Key commented  · 

    This would be so useful if we could have the most recent entries at the top. I am sure this is how it used to be. Some customers we can have many entries and it is labourious going through each one to check the date. Thanks

    Amanda Key supported this idea  · 

  2. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    528 votes

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    94 comments  ·  For small businesses » Business features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 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…
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    Amanda Key commented  · 

    Thank you for the explanation field and whilst it provides a short term work around - It is exactly that. We use the item field to add all the description fields on our invoices. Without this raising invoices will take significantly longer and also risks multiple errors as we have to key in descriptions each time.

    Please can this be worked on as this is a critical issue for our business.

    If you cannot create this functionality then please do not remove the classic invoicing until the new invoicing can match its capabilities

    Amanda Key supported this idea  · 
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    Amanda Key commented  · 

    This is imperative to our business. We need test lines only too.

  3. Bank Reconciliation - Repeating spend & receive money transactions

    153 votes

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    45 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

    Amanda Key supported this idea  · 
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    Amanda Key commented  · 

    It would be really useful to set up a recurring spend money transaction to account for payments that are made weekly

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    Amanda Key commented  · 

    It would be really useful to set up a recurring spend money transaction to account for payments that are made weekly