Settings and activity
2 results found
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9 votes
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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An error occurred while saving the comment -
17 votes
Hi everyone, right now our team are doing lots of work in the bills space to help you streamline your accounts payable. Soon, we'll be adding a quick view so you can review bills and make changes on the fly without leaving the list view. Read more on other changes coming to this space on our blog.
I'll keep you updated when this is released and you can try it out for yourself.
Thomas Burton
supported this idea
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An error occurred while saving the comment 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.
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.