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Settings and activity

73 results found

  1. Bank Reconciliation - Partially reconcile a statement line

    24 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Luisa Magao supported this idea  · 

  2. Sales Invoice - Mark as shipped or processed

    28 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  3. Sales Invoice - Show associated Project name on the invoice

    57 votes

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    submitted  ·  19 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  4. Invoices - Unapprove option

    485 votes

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    submitted  ·  159 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  5. Sales Invoice - Include files attached to an invoice when sending

    299 votes

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    submitted  ·  47 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  6. Invoices | Inventory - Add units of measure (UOM) & weight to line items

    158 votes

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

    Hi everyone, we appreciate your input and sharing detail of how you'd like to see this developed to help suit the needs of your business.
    We want to upfront that we don't have plans for developing this in the next year. However looking further out to the future, our teams will continue to review and consider how they might build inventory in Xero to cater for units of measure.
    If you're after an immediate solution, it might be worth exploring connected apps that can integrate with Xero and cater for your business needs. As soon as there's any change or news around this to share we'll be sure to update our community and all of your interested in this, here.

    Luisa Magao supported this idea  · 

  7. Contact - Show total overpayment amount on Contact page

    11 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Luisa Magao supported this idea  · 

  8. Sales invoice - Discounts off total value

    7 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  9. History & Notes | All activity - Include item for invoice Sent (Via email or E-Invoice)

    11 votes

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    submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Luisa Magao supported this idea  · 

  10. Customer Invoice Report - Ability to view separate columns for Credit Notes and Payment applied to invoices

    23 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  11. Invoices: Option to only show item code in item column

    8 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  12. Invoice - Add billable expense hyperlink invoice to bill

    34 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  13. Xero Accounting app - Option to rearrange line items in draft invoices

    3 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  14. Email Templates - Specific email generated based on 'Item' record selected within invoice

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  15. Sales Invoice - Add 2nd description field

    19 votes

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

    Hi everyone, thanks for your feedback here. Being transparent we don't have any work planned for adding a secondary description field in an invoice.

    In lieu of this, an option for some could be to use one line as description only - entering the first description for like a work order summary, and then use the next line to enter the finer details of the work order where you'd also enter the qty, price etc.

    I appreciate this isn't the ideal solution you're looking for here. We'll continue to track this idea here and share if there's any change.

    Luisa Magao supported this idea  · 

  16. Projects - Invoice multiple expenses on the same line

    8 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  17. Invoice Discount Column - Show it on copied-to Bills

    10 votes

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

    Appreciate the detail and how this impacts your flow, Robert. 

    It'd be good to get some more understanding of the scenarios in which you're finding you often need to copy an invoice to a bill - Welcome any feedback on this to share back with the team too. 

    Luisa Magao supported this idea  · 

  18. Sales invoice - Option to add a new line between existing lines

    34 votes

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

    Thanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice. 

    Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂

    Luisa Magao supported this idea  · 

  19. Project Reporting - Detailed Invoice Lines

    7 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Luisa Magao supported this idea  · 

  20. Invoice - Prompt Payment / Settlement Discount

    359 votes

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    submitted  ·  104 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 
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