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49 votes
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Coen Cranes
commented
Like many others in the comments, being able to duplicate a line in an invoice seems like a simple function that is still not available after being raised more than 3 years ago. Do any of the product ideas end up in the product as this is one of many simple requests that I have gone to log, only to find 100's in some cases have requested the same years ago and it is still not available. New features seem to keep being developed to provide more bells and whistles while the basics are STILL not being covered even after your customers continuously request them.
Coen Cranes
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35 votesCoen Cranes
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38 votes
Thanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice.
Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂
Coen Cranes
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127 votes
Hi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
Coen Cranes
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15 votesCoen Cranes
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30 votesCoen Cranes
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52 votes
Hi everyone, we hear your feedback about how viewing quantity within the General Ledger report could help when reviewing transactions. While not specifically within the General Ledger there are a few different reports that can currently be run and may help with this review;
- Inventory Item Details – view quantity on hand of tracked inventory items
- Inventory Item Summary – see quantities purchased and sold for all items, including opening, closing, and adjusted quantities for tracked items
- Sales by Item report – shows quantities sold for inventory items
- Payable Invoice Details report – shows quantities purchased for all line items
- Receivable Invoice Details report – shows quantities sold for all line items
We’ve reviewed this idea but want to be upfront that there aren’t plans in the near term to add quantity as a column to the General Ledger Detailed report.
We’ll keep an eye on the interest this idea…
Coen Cranes
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13 votesCoen Cranes
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11 votesCoen Cranes
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185 votes
An error occurred while saving the comment Coen Cranes
commented
Hi Amelia, I raised a new ticket for the same thing and it just got added/merged to this one as a comment.
An error occurred while saving the comment Coen Cranes
commented
Add the quantity field as one that is reportable in all of the available reports alongside description etc to enable the tracking of how many litres of diesel purchased when account is reconciled. The accountant is having to manually open every transaction to see the amount of litres used to determine fuel tax credit. To combat that, when reconciling, I changed the 1 qty of dollar value to the qty of litres and the cost per litre so that they could easily report, without manipulation, how many litres of diesel have been used. Although there are many fields that would seem to add no value in a lot of cases, the quantity field is not reportable. Could this please be turned on. All suggestions provided by Xero support were work arounds that would increase processing time greatly and seems unnecessary when the field is there with the data we need, just not selectable when running any report.
Coen Cranes
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Submitted 2022 and still cant duplicate a line?