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  1. Practice tools | Staff - Ability to assign clients when inviting staff

    27 votes

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    1 comment  ·  Practice tools » Staff  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We understand this is a feature practices may like to see. We'd like to get a gauge interest from beta participants that'd find this feature useful - Add your vote, share importance and any comments to share extra detail of how this would help your practice.

    Adrian Bromley supported this idea  · 

  2. Invoices - Date columns for individual line items

    239 votes

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    137 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for continuing to share your feedback and explain how important it is to be able to add dates to individual line items on invoices.

    While this specific idea isn't directly in our pipeline at present, we're looking more broadly at how we may extend documents to better suit more of our customers' needs. We'll be taking this idea into close consideration as part of that work.

    For now, as noted in my last update the best option to accommodate this in lieu of a direct field is to add the detail to the Description field of the line.

    If there's any progress, we'll be sure to let you all know here.

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    Adrian Bromley commented  · 

    Last response from Xero was in 2024, please provide everyone with an update on this basic feature being added.
    Or at least the option to create a template and include a date column.

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    Adrian Bromley commented  · 

    It's standard in Quickbooks Online, and i thought it would be a standard thing for businesses that provide services.
    We may do installations on specific vehicles on different dates and need to advise our clients on when the job was done, there may be multiple vehicles and dates on an invoice.
    I can see that this has been requested for years.
    Sorry that we converted from Quickbooks, just assumed this would be included.

    Adrian Bromley supported this idea  ·