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  1. Bank rules - Choose which rule to apply

    22 votes

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    10 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Peter Carikas commented  · 

    Cash coding -> apply rule does do this. Thanks

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    Peter Carikas commented  · 

    You have no idea how much time this would save me.

    Peter Carikas supported this idea  · 

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

    471 votes

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    77 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…

    Peter Carikas supported this idea  · 

  3. New Invoicing - Reduce number of steps and clicks

    843 votes

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    350 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.

    I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.

    While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.

    Peter Carikas supported this idea  · 

  4. Billable Expenses - Ability to add margin/mark-up

    57 votes

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

    Hi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here. 

    When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up. 

    We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress. 

    Peter Carikas supported this idea  · 

  5. New Invoicing | Billable expense include Item Code and details

    22 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Peter Carikas supported this idea  ·