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  1. Invoice List Search - Show "description" column in search results

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

    Hi community, circling back on this idea we want to be upfront that we don’t have plans in the near term to add Description as a column in the Invoice list.

    That said, we really appreciate everyone who shared their use cases, and our new JAX tool may help with many of these needs.

    With JAX, you can ask questions about your invoices, such as:

    • “Show me invoices from the last 30 days that include <product or description>”
    • “Summarise my last 20 invoices in a table, including a summary of the product and/or description for each line item”

    While we’re not planning to add this field directly to the Invoice list, I’d really encourage you to give JAX a try and see whether it helps achieve what you need here. Thanks

    Chris Maydew supported this idea  · 
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    Chris Maydew commented  · 

    Description would be useful within the invoice list views when clicking into a contact too and also on debtors and creditors reports. It is a basic field and without it, an invoice number can be meaningless.