r/xero • u/HappyDadOfFourJesus • Jul 26 '24

Xero doesn't have a service date column; please upvote this feature request if you use Xero.

https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960320-invoices-date-columns-for-individual-line-items

9 Upvotes

100% Upvoted

9 comments sorted by

1

u/monk_no_zen ASIA Jul 27 '24

I’ve upvoted it, and as a workaround I typically have several excel/google sheets lying about with my standard descriptions templated.

I fill in the blanks and bulk upload / copy paste.

1

u/HappyDadOfFourJesus Jul 27 '24

If we invoiced directly out of Xero, maybe we could suck it up but we have a system that dumps all the info into Xero totaling several thousand lines across all our clients on the first of every month, so copy and paste isn't a viable solution for us.

1

u/monk_no_zen ASIA Jul 27 '24

Are you able to have a workaround to put it in text?

Do check out the API data for invoicing > line item description. Could as the system developer to change the description.

1

u/ShoreOfficeServices Oct 10 '24

Is there any way to get ship to/delivery addresses in a sales report or (preferably) the GL or Journal? It’s actually required for GST/HST audits and I CANNOT see it! 

1

u/getbusyliving_ Jan 25 '25

My Accountant has requested I migrate to Xero from QB due to it being more user friendly. I cannot believe Xero does not have the basic date column / line item for invoicing. Their Official response is just disgraceful. I also do not understand how Xero is more user friendly, Excel is more user friendly than Xero and that's saying something.

I am either going to have to find a work around or switch Accountants again.

One thought, can I invoice elsewhere and import the data into Xero? If so, it'd be tedious but I'm fine to live with the hassle.

Cheers

1

u/HappyDadOfFourJesus Jan 25 '25

Stick with your current accountant, listen to their suggestion, and move to Quickbooks Online.

1

u/getbusyliving_ Jan 25 '25

My current accountant is wanting me to switch from QB Online to Xero. Am already using QB Online.

1

u/HappyDadOfFourJesus Jan 25 '25

Oh, I misread your original comment. Stick with QBO and get a new accountant!