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6 votes
Returning to the idea here we appreciate while Xero currently supports feeds for Personal Fidelity bank account types it's not possible to set up a feed for investment account types.
We'd like to track and understand the interest from our community in this. We'll share with everyone here if plans are made.
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338 votes
Hi everyone, thank you for continuing to share your feedback on invoice subtotals.
We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.
While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.
As previously shared current options that you may want to explore include;
- adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
- exporting the invoice as a PDF and editing it externally, or
- exploring invoicing tools in the Xero App Store that offer more extensive services
We know these aren’t ideal substitutes, but they may help bridge the…
Ken Conly
supported this idea
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An error occurred while saving the comment Ken Conly
commented
As a freelancer, subtotals will certainly help when calculating W2 hours separate from 1099 equipment expenses on the same invoice. Subtotals would be greatly appreciated!
Cutting the Wells Fargo cord and moving my bill pay to Fidelity Investments, using a Money Market account. I was shocked to find Fidelity Investments was NOT in account list. I was very close to entering my account information manually but stopped before doing so on just the slightest suspicion I should do a little digging first! I am hear to find any others that might be in the same boat??