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1. Bills | Export summary

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

   Hi Jenny and Michelle, you can run and export the Payable Invoice Summary report to get this information.

   If this isn't suitable, could you explain  bit more of what you'd like to use this information for? It may help in trying to find a solution that'll work for you both. Thanks 

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   Mayur Shah commented  ·  17 July, 2023  ·  Edit…  ·  delete…

   Payable Invoices Export - need one without line items

   I produce a list of payable invoices for approval. However this exports with all line items and then has to be manipulated in Excel/csv to show just the invoice total. Can a report be produced to show payable invoices (bills) to just show the toal of each invoice rather than individual lines? This is is critical as otherwise it is very time consuming to delete lines as some bills have multiple lines

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   Mayur Shah supported this idea  ·  17 July, 2023

2. Sales Invoices - Combine and hide line items for customers

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   83 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

   While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

   If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

   However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open as it’s something we may be able to revisit in the longer term. We’ll be sure to let you know if there’s any change around this, here.

   Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

   While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

   If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

   However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open… more

   Mayur Shah supported this idea  ·  17 July, 2023

3. Tracking Categories Report - Ability to print/download tracking categories

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

   Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category. 

   The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run. 

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   Mayur Shah commented  ·  17 July, 2023  ·  Edit…  ·  delete…

   When re-organising Tracking Categories, its important to be able to download a list to work with

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   Mayur Shah supported this idea  ·  17 July, 2023