Settings and activity
10 results found
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46 votes
Thanks for sharing your idea, we've reviewed your idea and now it's up to the community to get behind and support it.
It's great to see other members are already commenting to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment 
Sarah Prime
supported this idea
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
532 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
Sarah Prime
supported this idea
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106 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
Sarah Prime
supported this idea
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195 votes
Hi everyone, we appreciate the interest in being able to add dates to individual lines of an invoice. Currently our team are focused on improvements to new invoicing and we want to be upfront we don't have any plans for adding a date column to the details grid within an invoice atm.
Right now if you do require dates for individual line items we'd recommend adding these within the Description field of the line.
We will continue to review this as we continue to evolve the product. If there are any updates or changes, we'll share this all with you through the idea here. Thanks
Sarah Prime
supported this idea
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86 votes
Hi everyone, we appreciate your detailed feedback on how default tracking options for inventory items would improve your use of Xero. Atm, it’s possible to set default tracking on a Contact, however do understand why this isn’t suitable for all of you.
At this stage there’s no set plans to develop tracking in Xero inventory.
This is something we may consider in the longer term and we’ll continue to monitor votes and your feedback. We’ll update here if there’s any progress.
Sarah Prime
supported this idea
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138 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Sarah Prime
supported this idea
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138 votes
Hi team, pleased to share another update as progress moves along in this space.
We'd now doing some early testing of the teams concepts for being able to bundle inventory in Xero.
With the high interest for this in the idea, we'd like to offer the opportunity to be involved in the process - If you'd be willing to give some of your time to share back with the team, we'd love you to fill in this short questionnaire ✍️
While this will be limited to a small group, we'll keep you updated on the outcomes, here. Thanks!
Sarah Prime
supported this idea
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7 votes
An error occurred while saving the comment Sarah Prime
commented
I use Xero in the agricultural industry - we have a large farming enterprise with several different properties and extensive plant and machinery. I set up properties and key pieces of plant and machinery as untracked Items (see attached example), so that I can assign running costs to them. This way, I can report by Item to review what we have spent on something over the course of ownership.
One thing that would be really handy, is if the Items window had a 'Notes' section, where I could input key data such as part numbers, tyre models or other things that were regularly purchased/replaced for that piece of plant.
For example, I often get a bill from our local tyre centre which has a range of different size and type tyres on it. It could be for a tractor, a car, a trailer - anything. I'd like to be able to search by a part number to see which item of plant each one relates to, so that I know where to code it.
At the moment the only way to do that using Items, would be if the part number was part of the description. It would be messy to save it there (and the description field isn't long enough to include much detail).
If there was a Notes field, and it was included in the Products & Services search algorithm, I could have that open in a separate tab while entering bills, do a quick search, then bring up the correct Item to assign that cost to.
FURTHERMORE...
It would very handy if the general search facility in the top right hand corner of Xero also returned results from Products & Services!
For context: I don't use tracking categories to do the above because I already use these features to report on the different divisions of our enterprise (ie. Livestock, Cropping etc) and to review farm activity by workforce category (owner, employee, contractor etc).
Sarah Prime
supported this idea
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80 votes
Hi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.
Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.
We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.
Sarah Prime
supported this idea
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215 votes
Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.
While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.
We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas.
An error occurred while saving the comment Sarah Prime
commented
I would much prefer my budget manager (and other reports) to appear in account code order, not alphabetically.
When entering a new season's budget, it is time consuming constantly searching for accounts and seeing them listed out of context. I set up my chart of accounts so that they made sense by department, and the budget doesn't enable this to happen!
I am going to do our Farm Budget in another app and export the actuals from Xero (meaning I'll be manually inputting Budget to Actual data in Excel), because it will be quicker and neater. I shouldn't need to do this.
I love Xero for everything but this is a really big flaw in the software from a user perspective.
Sarah Prime
supported this idea
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![IMG_3071[1].JPG 7902 KB](/assets/241730993/IMG_3071%5B1%5D.JPG){kind=link}
![IMG_3071[1].JPG 7902 KB](/assets/241730954/IMG_3071%5B1%5D.JPG){kind=link}
When I log into Xero and bring up a 2FA code on my device ready to input, I automatically start typing. Then I look up to see that the digits are not in the input field, because you have to manually click on the field before you can add the 2FA. This gets me every time, and it drives me crazy!
If this page loaded with the cursor already in the box, it would be a lot more streamlined. At the moment, it's very pick-up, put-down:
1. Log in screen typing
2. 2FA screen pick up the device
3. Hand on mouse to click in the 2FA input field
4. Hands back on the keyboard to type in the the 2FA code
5. Then take hands off the keyboard again to click the Trust checkbox.
It feels kind of clunky?