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34 votes
Hi team 👋
I'm Johnathan, one of the Product Managers in Invoicing.
With an aim to reduce the manual burden of entering invoices and automating more workflows for our users, we're diving deeper into how we might solve needs in the idea here.
I'd love to connect with some of our customers directly, to better understand your use and workflows with invoicing in Xero!
If you'd be interested in giving up a little of your time please book in via this Calendly link - I look forward to meeting with you soon
We'll work with the community team to round back and keep you updated of where this research takes us 😁
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Greta Iddeson
supported this idea
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64 votes
Appreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
An error occurred while saving the comment Greta Iddeson
commented
I really miss the ability to copy the line above as I have several departments and am often splitting invoices. This was F6 in Sage and really useful
The ability to email in sales invoices to the sales ledger in the same way as we can with purchase invoices.
We are a multidisciplinary firm with each department raising their own sales invoices. I have looked at bulk importing but that doesn't work. We are unable to restrict a users access to just their department on the sales ledger so they cannot raise the invoices direct. Consequently, at the moment each invoice has to be entered manually by the finance department.