Settings and activity
24 results found
-
7 votes
Hi Kelly
Thanks for this suggestion. You're right that currently the tax inclusive/exclusive setting on the invoice would change the overall invoice total.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
In the meantime, you might want to tell all staff to enter invoices with the same tax treatment, to avoid accidentally under/overcharging for the same item. If you create all invoices on a tax-inclusive basis, you can enter the default sales price for your items including GST. Otherwise, you would need to enter the prices excluding GST.
Bryn Parrott
supported this idea
·
-
13 votes
Thanks for sharing your idea here Terrence. Can appreciate how this would be useful for other users wanting to know which quotes or invoices have the items assigned to get a better idea. We'll move this idea to gain more support from the team. In the mean time feel free to share this with your friends and colleagues who might also benefit from this feature! We'll monitor this space for any further updates.
Bryn Parrott
supported this idea
·
-
26 votes
Hi community, our product team have started exploring some improvements in inventory in Xero with the ability to bulk update the sales price of inventory items by a percentage being one they've set their eyes on!
For now, we'll shift to Under review and I'll be back to share more when there's news 😊
Bryn Parrott
supported this idea
·
-
Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
-
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
560 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…
An error occurred while saving the comment Bryn Parrott
supported this idea
·
-
-
93 votes
Hiya team, we wanted to share another update with you all. As our product team conduct discovery for potentially extending the Reconcile period feature to more regions we'd love to get our community's active engagement in the process.
If you'd be interested in collaborating with our team on the research they're doing for this please reply on this idea or respond directly to our update 💬and we'll be happy to share your details with them for further contact. Thank you!
Bryn Parrott
supported this idea
·
-
29 votes
An error occurred while saving the comment Bryn Parrott
commented
I completely agree. Today when discount column is used Xero just adjusts the line item total but the discount value is not separately recorded in chart of accounts. Thus not allowing me to assess the impact of discounts on profit.
I imagine how this could work:
a) user records a discount percentage against a line item.
2. xero adds a new line item described as “Discount” with account set to the predefined “Discount” chart of accounts item.
3. as further discounts are added to other line items that single discount line item is automatically adjusted. So as not to make a whole series of micro transactions, just one discount item per invoice.Bryn Parrott
supported this idea
·
-
71 votes
An error occurred while saving the comment Bryn Parrott
commented
I agree that the two requests are similar and should be combined.
An error occurred while saving the comment Bryn Parrott
commented
When I order Goods for inventory the cost of shipping is charged by the seller to me and itemised on the bill. From my perspective, this forms part of the cost of the products purchased on the same bill.
The COST price ought include specifically the shipping on inwards inventory (averaged over all the items on a bill) to calculate the cost price when the items are entered on inventory items.How I do it today : I make a complex calculation of all overheads including shipping which is manually added to the cost price plus profit margin to make the selling price. Its pretty laborious, and subject to errors in calculations.
But technically, the inwards shipping is part of the actual cost of the product, and separate to general overheads.
I would like the option to prorate a shipping charge on a bill by value across all the non-shipping items on a bill to determine the cost price entered into inventory by way of a form control added to the billing form.
This would act to transact shipping costs directly attributable to inventory assigned directly to inventory costs, as they are not really overhead expenses. It will make the reported cost of inventory more accurate.Then, other overheads (Advertising, Power, Internet etc) and profit margin are later added to the cost price to form the selling price.
Further, it ought to be possible for Xero to automatically have a set of rules to calculate overheads and margins that are automatically used to adjust selling price, perhaps a periodical batch process. Is this even possible ?
Bryn Parrott
supported this idea
·
-
32 votes
An error occurred while saving the comment Bryn Parrott
commented
what I am looking for (recommended by my accountant) is a report from zero that:
1. Uses Invoices as core data source
2. Columns in the report are calendar months. The top row in each month is the count of invoices. The second row is the sum of "Total" on each invoice.
3. Rows in the report are Tracked and untracked items from "Products and Services" found on Invoices in a given month, and rows on invoices that have no item code must be included with a generic description.
For each Tracked Invoice Line item sum the "Amount" on each invoice, and also sum Qty x Cost Price from the Inventory table.
For Untracked Invoice line item, and those with no Item Code, sum the "Amount" only.4. group by the CoA account Category, within a Category, group by Inventory Item Code.
This will give me a powerful tool to look at sales volume, and material usage over the course of a year, and how goes profitability of tracked material, all in one report.
I am seeking to determine the important business metric of Sales $$ per Order/Job, and what is the profitability of Tracked Inventory Items.
Maybe its possible to get what I want from several reports in Xero, but I would like to see all this in one report, and not have to correlate them, and not have to make a separate spreadsheet either.
-
175 votes
Hi everyone, we appreciate your input and sharing detail of how you'd like to see this developed to help suit the needs of your business.
We want to upfront that we don't have plans for developing this in the next year. However looking further out to the future, our teams will continue to review and consider how they might build inventory in Xero to cater for units of measure.
If you're after an immediate solution, it might be worth exploring connected apps that can integrate with Xero and cater for your business needs. As soon as there's any change or news around this to share we'll be sure to update our community and all of your interested in this, here.Bryn Parrott
supported this idea
·
An error occurred while saving the comment Bryn Parrott
commented
It is extremely common when re-selling goods, that a purchase of inventory is made in one unit of quantity, but when sold a smaller unit of quantity is used.
For example, you might purchase 1 whole box of something containing say 10 units, but sell the units in the contained units. For example, I buy plastic filament by the roll, containing a qty of N Kg, but when its placed on a customer invoice or quote, the qty is in grams. I buy by the Kg, and Sell by the gram. But others might buy ONE box of screws containing 100 of them, The purchase price is $$ PER BOX. I currently enter in the sale quantity, and divide the purchase price by the number of units, but, due to mathematical precision of only 3 decimal places, the price calculates incorrectly, and I have to adjust it later.
So, the suggestion is to make Billing or "Buy Now" transactions with two quantity columns, one being the quantity purchased (linked directly / to the exactly purchase price), and the second column being the qty available for sale, and this is what is tracked in Inventory. The unit of sale and its devolved price is used for Quote, Project and Invoice transactions.An error occurred while saving the comment Bryn Parrott
commented
Absolutely I need this. My raw material consists of plastic filament for 3D printing. It comes in a roll of a given weight and length, it is consumed by each sale by weight (some fraction of a roll). There are "N" rolls of the same type. I buy them by the roll but sell by weight. So, qty is the number of rolls, weight is the amount each roll contains. When one roll is consumed, I move onto the next roll.
-
122 votes
Hi everyone, thanks again for continuing to share your feedback and examples on this idea.
We’ve now done some initial discovery on this and can see the value it could provide for businesses needing assembly or bundled inventory capability in Xero.
This is something we’re interested in solving longer term, however there is a bit of complexity involved in the work and it hasn’t been roadmapped at this stage.
When we are able to get this planned in the pipeline, we’ll be sure to update you here and keep you informed on progress.
An error occurred while saving the comment Bryn Parrott
commented
I often manufacture products for sale as a whole item that consist of a number of parts, individually manufactured by me, or purchased. But the final product is sold as one whole unit. Thus the ability to sell an assembly, and to make the transactions necessary to consume inventory that goes into making that assembly is vitally important to me as a 3D printer.
Bryn Parrott
supported this idea
·
-
7 votesBryn Parrott
shared this idea
·
-
131 votesBryn Parrott
supported this idea
·
-
22 votesBryn Parrott
supported this idea
·
-
32 votes
Hey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.
However, if anything changes in this space, we’ll update you on this idea!
Bryn Parrott
supported this idea
·
-
99 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
Bryn Parrott
supported this idea
·
-
104 votesBryn Parrott
supported this idea
·
-
30 votes
Hi Gloria, could you give detail on what is missing in the packing slip that doesn't quite suit your clients needs here?
Bryn Parrott
supported this idea
·
-
751 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Bryn Parrott
supported this idea
·
-
651 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Bryn Parrott
supported this idea
·
-
31 votes
An error occurred while saving the comment Bryn Parrott
commented
I am surprised not to find it here, but it would be useful to have the feature to update sell price on inventory items based on the formula of Buy price x specified margin.
Today, its necessary to download the whole inventory list as CSV, update the pricing on a spreadsheet and then upload it once again. Pretty tedious.Bryn Parrott
supported this idea
·
.png){kind=link}
Not everyone has the same needs. This suggested change needs to be made optional, allowing flexibility in the information conveyed on the invoice.