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

    511 votes

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    87 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…

    Amie Thompson supported this idea  · 

  2. Batch Payment | Remittance Advice - Create for batches that include an overpayment hin there

    55 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Amie Thompson commented  · 

    This is an absolute must for our business. We often have payments slightly out and the work around for this creates extra work so if this could be considered, it would be great :)

    Amie Thompson supported this idea  · 

  3. Organisation settings - Ability to wind back/restore to a previous date

    72 votes

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    28 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for your engagement here in product ideas. While we appreciate wanting a direct option to be able to restart or restore an organisation at a point in time this isn't something we have intentions of developing for in Xero atm.

    Xero performs daily backups of customer data to protect against data corruption and hosting service failures. However, these backups are not available for users to restore their organisation to a previous state.

    Many actions in Xero are reversible (for example Remove & Redo on bank transactions) we have a help article on Xero Central that may help for some of the scenario's you're after, you may find the History & Notes is useful in determining what actions have been recently made so you can 'undo' these.

    For future cases, if you're looking to try out a feature and not sure how it will work the demo…

    Amie Thompson supported this idea  ·