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  1. Inventory - Specific Services/Job/Tracking option

    7 votes

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    1 comment  ·  Purchase orders, bills & inventory » Inventory  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea.

    We’ve moved your idea to Gaining Support so other customers who need a lighter service-tracking workflow can find it and add their vote.

    For now, there are a couple of workarounds depending on what you need. If you mainly want reusable service items, you can set these up as untracked inventory in Products & Services and use them to prefill invoice details for services you provide regularly. If you need to track time or tasks and invoice that work later, Xero Projects can already track time and expenses and create tasks and expenses invoices for uninvoiced work, although we appreciate this may feel more in-depth than the simple workflow you’re asking for.

    Thanks again for taking the time to share how this could work better for your business 😊.

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    Josh Goldman commented  · 

    PLEASE do something like this. Right now, adding a "service", especially a monthly recurring service, is a total flaky hack on your "products" concept. It needs to be its own entity... your tab even says "Products and Services" but there's no real way to enter services. It is not logical to call them "Untracked Inventory"! Fix this in your UI, or it is clear that Xero is really for businesses that sell physical products only. i want clear, easy way to offer 1-time "service" items, as well as "monthly" recurring services (like a rental) with my own set number of recurring months.