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  1. New invoicing - Ability to add Account Code within the invoice

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

    Hi team, as mentioned in our last update here our team were looking into improvements.

    You may have already noticed but we made a change since this was initially raised so when you select '+ Create new account' at the top of the dropdown list in the Account field, the Chart of Accounts screen will open in a new tab. Fro here you can create the account, and when you return to the invoice, the new account is instantly available for selection.

    We are still considering future improvements of enabling account creation directly within new invoicing, so I'll update if there's any news of this to share, here.

    Charmaine Hutchinson supported this idea  · 
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    Charmaine Hutchinson commented  · 

    I see that the view on the new invoice layout does NOT show our company product codes nor our chart of account information. This is a problem for us as we use these fields regularly to identify issues or incorrect coding.