Settings and activity
4 results found
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2 votes
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Reporting & Inventory - Link product search results/reports directly to Invoices and Purchase Orders
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alvit ubit
commented
Linking product search results directly to Invoices and Purchase Orders in Xero would greatly improve efficiency, especially for industries managing thousands of products each month. Being able to search by product code, click the item, and instantly view related invoices or supplier P/Os—with details like date, document number, quantity, price, and a direct link to the transaction—would simplify month-end margin checks and reduce manual cross-referencing. This kind of seamless drill-down experience, similar to how a direct link like https://turbanmagazine.com/cherokee-names/
takes users straight to detailed information, would save time and enhance reporting accuracy for sales and purchasing teams. -
3 votes
An error occurred while saving the comment alvit ubit
commented
Would be highly beneficial to update the Invoice Reference field in New Invoicing to support extended text formatting, similar to the Summary field on Quotes or the Description field on Invoice Line items, so users can include carriage returns and tab characters for clearer structure and better readability. Many businesses rely on detailed references that outline project phases, milestones, technical specifications, or compliance notes, and limiting this field to plain single-line text reduces clarity and professionalism in documentation. Allowing multi-line formatting would improve workflow efficiency, reduce the need for workarounds, and ensure invoice records remain organized and comprehensive, especially for technical or engineering services where structured references are essential, such as detailed welding specifications explained here: https://vsengineering.co/what-is-tungsten-inert-gas-welding/
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5 votes
An error occurred while saving the comment alvit ubit
commented
The concern with the new Avalara auto taxes is valid because showing a tax rate on every line item, even when the item is exempt, creates confusion and goes against standard business and accounting practices; tax-exempt lines should clearly display “Exempt” rather than a rate to match the clarity provided by manual tax entry and to help clients instantly understand which items are actually being taxed, similar to how clear categorisation helps users understand different service options on informational pages like https://www.newmetherapy.com/types-of-therapy , where each item is clearly defined instead of being presented with misleading or unnecessary details.
When invoices are imported from WFM to Xero, the system currently ignores the contact’s default currency setting, which causes inconvenience for businesses dealing with international clients. Although GST rate and branding theme are correctly transferred from WorkflowMax to Xero, the invoice currency remains in NZ dollars and must be manually changed to match the customer’s foreign currency such as US or Australian dollars. Ideally, Xero should automatically detect and apply the currency configured under the contact’s financial details so that invoices can be sent directly without extra editing steps, improving workflow efficiency. For example, you can check related content at https://wguportalstudent.us/blog/latest-gadjets-for-gaming-zardgadjets/ to understand how system integrations and settings optimization are discussed in similar guides.