Settings and activity
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67 votes
Mercy Ubani
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48 votesMercy Ubani
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135 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
An error occurred while saving the comment Mercy Ubani
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You can change the default template to a custom branding theme by dragging it to the top of the page of the invoice settings page. But other document types will adopt the template layouts in the custom branding theme unless contact settings override this or the document was created before the new template was made (I believe). So you need to check these also meet your needs.
I don't think you can set a default for Statements only (i.e., use a default custom theme for Statements and a default standard theme for invoices). But this may not matter depending on what you send out from Xero.
https://central.xero.com/s/article/Set-default-invoice-quote-templates
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185 votes
Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.
If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.
However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…
Mercy Ubani
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46 votesMercy Ubani
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110 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
Mercy Ubani
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26 votesMercy Ubani
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35 votesMercy Ubani
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Great suggestion and would be an absolute time saver.
I normally have multiple credit card transactions that I would like to be able to reconcile against a single bill received from our job management software. It would be great to be able to 'select multiple' and match to single bill without going through the 'split bill' process for each individual transaction as well described by https://productideas.xero.com/users/6396911824-alison-whelan
I think this idea would go hand in hand with sorting and filtering of the bank reconciliation screen (link below) depending on how that idea is being developed. It would be great to be able to search for transactions that meet a specific criteria, e.g., contains certain keywords in the description or a payee name > select all > match.
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44993227-bank-reconciliation-sort-and-filter