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27 results found
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Bryn Parrott
supported this idea
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6 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
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6 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
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7 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Bryn Parrott
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
555 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
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90 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
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28 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
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67 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
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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 $$ per Order/Job, and what is the profitability of Tracked Inventory Items.
Maybe its possible to get what I want from several reports in Xero, but I would like to see all this in one report, and not have to correlate them, and not have to make a separate spreadsheet either.
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172 votes
Hi everyone, we appreciate your input and sharing detail of how you'd like to see this developed to help suit the needs of your business.
We want to upfront that we don't have plans for developing this in the next year. However looking further out to the future, our teams will continue to review and consider how they might build inventory in Xero to cater for units of measure.
If you're after an immediate solution, it might be worth exploring connected apps that can integrate with Xero and cater for your business needs. As soon as there's any change or news around this to share we'll be sure to update our community and all of your interested in this, here.Bryn Parrott
supported this idea
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An error occurred while saving the comment Bryn Parrott
commented
It is extremely common when re-selling goods, that a purchase of inventory is made in one unit of quantity, but when sold a smaller unit of quantity is used.
For example, you might purchase 1 whole box of something containing say 10 units, but sell the units in the contained units. For example, I buy plastic filament by the roll, containing a qty of N Kg, but when its placed on a customer invoice or quote, the qty is in grams. I buy by the Kg, and Sell by the gram. But others might buy ONE box of screws containing 100 of them, The purchase price is $$ 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.
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120 votes
Hi everyone, thank you for all your valuable insights of how we could improve Xero inventory to suit your business.
Atm, we don't have direct plans for providing capability to track assembly inventory within Xero, however our product team are doing some early testing of concepts for being able to bundle inventory in Xero.
Quite related to your interests here, we wanted to provide you the opportunity to be a part of this,
If you'd be interested in giving some time to share back with our team on their concepts please answer a few questions through our form here.✍️
This will be a limited pool, however we'll be back to share outcomes of this work with you all here.
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
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7 votesBryn Parrott
shared this idea
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127 votesBryn Parrott
supported this idea
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22 votesBryn Parrott
supported this idea
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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
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90 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
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97 votesBryn Parrott
supported this idea
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28 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
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492 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
Bryn Parrott
supported this idea
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2 votesBryn Parrott
shared this idea
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Not everyone has the same needs. This suggested change needs to be made optional, allowing flexibility in the information conveyed on the invoice.