Settings and activity

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1. Sales Invoices / Bills - Show applied credit in 'Paid' column

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   submitted  ·  4 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Tiarna Nouwland supported this idea  ·  11 November, 2024

2. Sales Invoices - Ability to bulk edit/update invoices

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   21 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for continuing to highlight how much time you could save with this feature.

   We’re working on an improvement to the Line Item Grid within the body of invoices, quotes, purchase orders, sales credit notes and the bills quick view that'll help speed up editing and solve some of the needs in this idea.

   We'll be enabling the ability to drag the contents of a field in one row up or down a column, making it faster to update repeated line-level details like tracking, account codes, references or tax rates within an invoice, without needing to manually re-enter the same value line by line.

   We appreciate this idea also highlights the need for more bulk actions to edit multiple invoices at once (not just within an individual invoice) and want to be upfront that this isn't something we have immediate plans of.

   I'll keep you updated of the release of the line item update here, along with detail of how you'll be able to use this feature. Thanks

   Hi everyone, thanks for continuing to highlight how much time you could save with this feature.

   We’re working on an improvement to the Line Item Grid within the body of invoices, quotes, purchase orders, sales credit notes and the bills quick view that'll help speed up editing and solve some of the needs in this idea.

   We'll be enabling the ability to drag the contents of a field in one row up or down a column, making it faster to update repeated line-level details like tracking, account codes, references or tax rates within an invoice, without needing to manually re-enter the same value line by line.

   We appreciate this idea also highlights the need for more bulk actions to edit multiple invoices at once (not just within an individual invoice) and want to be upfront that this isn't something we have immediate plans of.

   I'll keep you updated of the… more

   Tiarna Nouwland supported this idea  ·  11 November, 2024

3. Projects - Ability to bulk assign bills to Project

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   183 votes

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   submitted  ·  61 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   Tiarna Nouwland supported this idea  ·  11 November, 2024

4. Sales Invoices - Bulk assign lines to Project/customer

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   submitted  ·  15 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Tiarna Nouwland supported this idea  ·  11 November, 2024

5. Projects: Allocate to projects when bulk importing invoices

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   submitted  ·  6 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   Tiarna Nouwland supported this idea  ·  11 November, 2024

6. Projects - Assign bills to closed Projects

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   4 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, apologies it's been so long since our last engagement here. We appreciate the additional feedback that's been shared.

   Right now, it's not possible to assign bills to projects that have a Closed/Completed status. Instead, the best option would be to update the status of the Project temporarily to be able to assign your bill/s and then re close it.

   Being upfront this isn't something we have any plans for enabling in the near term. If the position of this idea changes we will share an update here.

   Tiarna Nouwland supported this idea  ·  11 November, 2024

7. Sales Invoice | Advanced template - Merge field to show applied credit

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   submitted  ·  2 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Tiarna Nouwland supported this idea  ·  11 November, 2024

8. Quotes - Title and Summary to flow through to Sales Invoices

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   251 votes

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   121 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

   We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

   Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

   To be transparent, this work isn’t currently on our roadmap.

   For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

   While Quotes and Invoices have historically evolved separately, we’re taking a more holistic view of how these connected steps work together and where we can improve the experience. Our goal is to make it easier for customers to move from quote to invoice with less friction over time.

   We will keep you informed of any progress around this that can help solve the needs shared in this idea. Thanks

   Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

   We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

   Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

   To be transparent, this work isn’t currently on our roadmap.

   For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

   … more

   Tiarna Nouwland supported this idea  ·  11 November, 2024

9. Sales Invoices - Field for Customer's Purchase Order Number

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   214 votes

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   104 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone for continuing to support this idea. We appreciate it's been a while since our last post and want to update you here.

   We understand how having a dedicated field for a customer purchase order number on sales invoices is important for many of you, whether that’s to meet customer payment requirements, support bulk invoicing, or keep your own internal reference separate.

   While we can’t make any commitments at this stage, this is an area our product teams are interested in exploring. We'll make sure to share any progress toward providing a field to accommodate a purchase order number.

   Tiarna Nouwland supported this idea  ·  11 November, 2024