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  1. It would be great if Autocategorization could apply to Line Items as well, so it learns which categories have been previously assigned to Line Items for such suppliers.

    7 votes

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    1 comment  ·  Line Items  ·  Admin →
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  2. I would like to be able to easily add a marker (or tag) to all my line items so that identify the items that contain UK VAT..

    The tag could be used for other thinge also and should be an easy add. i have googled and can see something on Google Precision, i dont know what that is, but Prepare suits me fine and so adding bespoke TAGS would be a great feature to me (and thousands of others i beleive)

    1 vote

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  3. unit cost tracking - I am interested in the cost of individual line items on invoices.

    1 vote

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  4. Similar to Suppliers listing, you should have customers by activity too under the list option, so that we can filter by activity as we do with suppliers.

    1 vote

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  5. The POS invoices (eg. from Bunnings) line items are Tax inclusive. We should be able to publish these line wih correct tax code to Xero. Currently if no tax column is available line items then he they are published as GST Fee expenses in Xero.

    We should be able to select lines are Tax inclusive or exclusive.

    2 votes

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  6. 2 votes

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  7. when i change the supplier rules to extract line item, there should be an option to rescan the existing invoice and perform line extraction. now i have to delete the invoice and reupload once more

    2 votes

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  8. To get the price of the item for a total amount within line item extraction
    Extract quantity and total amount per line item to work out the price for each quantity

    25 votes

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  9. When setting supplier rules and/or creating the line splits, being able to view the source document. Either showing the (scrollable) document in the background, or being able to move the window out of the way

    1 vote

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  10. In the Bulk Edit Line Items box would it be possible to add a Description Box as one of the options?

    2 votes

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  11. Being able to to adjust vat boxes in line entry would make life easier and quicker as I have a supplier who seems to round up whilst dext rounds down making invoices 1p out on many occasion - sometimes dext wont publish it at all till its correct and sometimes it will publish but changes the figures about to allocate it where it thinks best - either way I have to double up on the work and do manual change in Sage 50

    3 votes

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  12. Hi, would it be possible to copy Smart Split Rules to paste into another suppliers account?

    2 votes

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  13. Primary columns in Line items. I don’t want Location, Quantity or Unit Price.

    3 votes

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  14. Add "Product/Service" to the primary/additional columns options of line items view so it can be enabled/disabled. At the moment we show this field for all customers integrated with Xero and QBO on the line items view, even if there are no entries pulled/created and the field is actually greyed out. The clients need to have the option to choose what columns/fields are relevant for them.

    1 vote

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  15. When you enter a category name or number in line items if the first line is the correct one then you can click on tab instead of having to click with the mouse, same with the tax code. Would make things a lot easier especially when doing catch up jobs with large amount of data

    1 vote

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  16. Ability to set up due dates for line items

    1 vote

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  17. Setting up a template for recurring suppliers wherein line items need to be entered so that efforts are not doubled by entering the same line items 2-3 times a month. For recurring supplier invoices wherein the amounts vary biweekly but the corresponding accounts for each line item don't change.

    2 votes

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  18. Add a "Minor Adjustment" feature to invoices/line items. Xero have this feature for adjusting for small amounts. Ideal for rounding errors.

    4 votes

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  19. I'd love to be able to add multiple item lines at once. When you go in edit lines items you can add 1 line for different products per invoice sometimes I may have 10 products but i have to add 1 line at a time

    2 votes

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  20. 1) The combobox is tiny. 2) The search matches any characters... so if we search for customer abbreviations "ABC" or "ARN" it will find any customer with any of those letters. That's not helpful. Fuzzy search terms should at least be space delimited, so acronyms/abbreviations only match a sequence of characters, not any characters in the entire string.

    3 votes

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