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

    19 votes

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    submitted  ·  19 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. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    449 votes

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    76 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

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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

    148 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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