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4 results found

  1. Invoices - Date columns for individual line items

    239 votes

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

    Hi everyone, thanks for continuing to share your feedback and explain how important it is to be able to add dates to individual line items on invoices.

    While this specific idea isn't directly in our pipeline at present, we're looking more broadly at how we may extend documents to better suit more of our customers' needs. We'll be taking this idea into close consideration as part of that work.

    For now, as noted in my last update the best option to accommodate this in lieu of a direct field is to add the detail to the Description field of the line.

    If there's any progress, we'll be sure to let you all know here.

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    Rachel Fisch commented  · 

    Add "Service Date" column for invoices

    Rachel Fisch supported this idea  · 

  2. Sales Invoice - Show associated Project name on the invoice

    86 votes

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

    Thanks for your continual support and engagement here, we want to apologise it's taken so long for us to respond.

    You’ve explained the need in displaying the related Project name on an invoice clearly and your feedback here is really helpful.

    While we don’t currently have this work roadmapped, our product team's looking more broadly at how invoices can include richer information. This idea will be part of that consideration as the work develops.

    Though we can’t commit to development of projects on invoices at this stage, we wanted to acknowledge the feedback here and let you know we will make more efforts to share any updates on this idea as that broader work progresses.

    Rachel Fisch supported this idea  · 

  3. Branding - Add Tracking Categories to Invoice Template

    86 votes

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    submitted  ·  43 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Rachel Fisch commented  · 

    I don't understand why this is available in the create/edit screens and NOT available on the invoice itself. This makes no sense.

    Rachel Fisch supported this idea  · 

  4. Bank Reconciliation - Make Files button available without clicking 'Add details'

    30 votes

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    submitted  ·  15 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Rachel Fisch commented  · 

    Would love to be able to attach the PDF statement to the reconciliation. All supporting documents in one place.

    Rachel Fisch supported this idea  ·