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  1. Reporting & Inventory - Link product search results/reports directly to Invoices and Purchase Orders

    2 votes

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    1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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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.

  2. Invoicing - Exempt flag for non-taxable lines

    5 votes

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    submitted  ·  2 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    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.