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  1. Xero to create a template that splits the invoice into two codes

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    2 comments  ·  For accountants & bookkeepers  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Ami, would this be for a repeat invoice template? Or could you provide a bit more detail about your how your business would use this, or a typical scenario you need this feature for?

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    Ami Wegrzyn commented  · 

    Hi Kelly

    Thank you for your message.

    Yes for a repeat invoice template, I need to split the invoice into fee control account and auction income (client own codes), some are vatable and some are not. The client saves the draft invoice from the bank connection, I then need to go in and amend each one and separate the amounts to the different nominal codes, however it would be better if it followed on from the previous invoice. like the bank does for example, as it can be very time consuming. There are usually between 80 - 100 invoices each month.
    Please let me know if you would like me to show you an example on Xero
    Thank you
    Ami

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    Ami Wegrzyn commented  · 

    SALES INVOICES SPECIFICALLY

    Ami Wegrzyn shared this idea  ·