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  1. Contacts - Enter default descriptions for Sales/Purchases

    10 votes

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    2 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate you sharing with us here, Rory. It'll be good to get a sense from your idea others in our community would also find setting a default description useful.

    This isn't something we have any plans of at present but will keep a track on the interest this builds here.

    In terms of existing functionality - if not already you may find creating untracked Inventory items helpful where you could add a default description for the item that you can select when creating invoices/bills for your contacts. You can set a separate description for Sales versus Purchases.

    Thomas Burton supported this idea  · 
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    Thomas Burton commented  · 

    Purchase Defaults
    Add a section for bill description - with the option for placeholder info (week, month, month year). This would be a great feature as Xero AI is working well now in drafting bills from forwarded emails. The AI reads well, but being able to have more input into the purchase default settings under the Contact itself would allow for even more pre-population of information when drafting bills.

  2. Bills - Draft Bills overview, add GST and Account columns

    19 votes

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    8 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for continuing to share how seeing these details could help you review bills more quickly.

    The feature mentioned in our last update 'Quick view for Bills' is now fully released.

    From the Draft bills list, you can select the view icon beside a bill to open it in a panel without leaving the list. Review and edit bill details to make changes, before saving or approving. You can then move straight onto the next bill in the list.

    We don’t have plans to add account and tax details as columns on the Draft bills screen. While that could help in some cases, bills with multiple lines can have different accounts and tax rates on each line, making those columns quite heavy and potentially noisy.

    Thomas Burton supported this idea  · 
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    Thomas Burton commented  · 

    Just saw that this is in the "Coming Soon" phase of development... and then noticed the date was August 2024 :O

    Could you please add a GST Column to the main Bills dashboard area?

    Could you also add a column that shows Location to please.

    Thanks.