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  1. Sales Invoices - Combine and hide line items for customers

    220 votes

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    103 comments  ·  For small businesses » Business features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.

    In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.

    We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.

    Danlee Hollard supported this idea  · 

  2. Bank Reconciliation - Automatic payment allocation to oldest invoices first

    13 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Danlee Hollard supported this idea  · 
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    Danlee Hollard commented  · 

    During bank reconciliations where there are transactions with "other possible match found", the payment is matched to the invoice with the closest due date, which is not always the oldest invoice. It would be ideal if we were able to configure transactions to match to the oldest invoices first.
    We have several customers who receive recurring monthly invoices and in almost all cases, they would be paying the most outstanding invoice.

  3. Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    421 votes

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    208 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

    There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

    • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
    • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
    • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
    • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

    While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central. 

    …

    Danlee Hollard supported this idea  ·