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  1. Invoicing - Template to split invoice lines to multiple codes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    Thank you for sharing your idea and letting us know what changes matter most to you!

    We've completed our review, and your idea is now open for community support. This is your chance to rally behind it: please share the link with colleagues who would benefit, as their votes are crucial.

    Other members can now also comment to share additional details on how this feature would improve their experience with Xero.

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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  ·