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Community > Feature Requests >
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Vote
Invoices/Bills: Add subtotals
Started by Simon Taylor - in Feature Requests | Not planned
Would love to be able to add subtotals to invoices. For example, have a few invoice lines, a subtotal, some more invoice lines, a subtotal, etc. I currently have to provide a separate spreadsheet showing the info my client wants to see.
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Official Xero Reply
Hi everyone, sorry for being a bit MIA on this thread - we've had to wait for a few more details to firm up before being able to update.
So right now a few teams have been busy investigating, and planning what new invoicing screens could potentially look like. The invoicing screens are getting too complicated, and so they're looking to simplify this - while adding more flexibility for additional fields and customisation. This initial investigation work is still in progress, and this will be a pretty big project.
Once the basics have been completed, we'll be able to look to add more customisation - like what's been requested here.
I can't give you any indication of timeframes (as work hasn't started!) but I wanted to assure you that this is definitely on our radar.
So right now a few teams have been busy investigating, and planning what new invoicing screens could potentially look like. The invoicing screens are getting too complicated, and so they're looking to simplify this - while adding more flexibility for additional fields and customisation. This initial investigation work is still in progress, and this will be a pretty big project.
Once the basics have been completed, we'll be able to look to add more customisation - like what's been requested here.
I can't give you any indication of timeframes (as work hasn't started!) but I wanted to assure you that this is definitely on our radar.
Merged: Sales Invoices - Code one line item to different account codes
I'd really like to be able to code one line item to several different account codes (for the chart of accounts). For example, we may do an invoice (we are a service company) for a client that has a description of the service and the figure includes the machinery hire, the materials used and the labour. This is especially when we are invoicing from a quote. So i need to code that total figure to the 3 seperate codes for Machine Hire, Labour Hire and Materials, in the corresponding amounts that make up the total figure. I guess i need to "hide" the breakdown and just have end total figure showing for the client but the breakdown of machinery etc able to be seen by us. I hope this is understandable! Is there some way i can do this? or not?
I'd really like to be able to code one line item to several different account codes (for the chart of accounts). For example, we may do an invoice (we are a service company) for a client that has a description of the service and the figure includes the machinery hire, the materials used and the labour. This is especially when we are invoicing from a quote. So i need to code that total figure to the 3 seperate codes for Machine Hire, Labour Hire and Materials, in the corresponding amounts that make up the total figure. I guess i need to "hide" the breakdown and just have end total figure showing for the client but the breakdown of machinery etc able to be seen by us. I hope this is understandable! Is there some way i can do this? or not?
Sorry Debbie - the description is a required field, and there is no way to prevent it from showing on the invoice. I agree that it would be very nice. One option is to create the invoice the way you want the client to see it - and send it. Then, edit it (before payment has been applied) to reflect the coding that you actually want. Second option is to code the one line to a suspense/clearing account and then use Manual Journals or a zero value invoice to reallocate.
+1. In our situation we'd want to subtotal the labour, then subtotal the disbursments.
Am currently assessing xero invoicing for system selection purposes and the fact that Xero doesn't appear to be able to provide separate subtotals for labour & materials on an invoice will sink it as an option. Is there a workaround?
To add to this - if the individual items that would create the subtotal could be hidden (displaying in the subtotal only) I think it would be useful to many services.
Thanks for the feedback on this so far. At the moment, there are no plans to introduce this and no way to achieve it in Xero.
We’re really keen to hear from more users who would find this useful though, so please keep the feedback (and votes!) coming – the more detail the better. Thanks again.
We’re really keen to hear from more users who would find this useful though, so please keep the feedback (and votes!) coming – the more detail the better. Thanks again.
Agree. We have item invoices sometimes 20+ lines long and often need to add a subtotal in the middle. This would save us lots of time manually calculating. Thanks
This would definitely be helpful for me. I used this feature all the time in MYOB before converting....and am finding it really difficult not having this feature. Clients are questioning why I don't have this on our invoices anymore.
We have detailed invoices that show the work done and materials supplied each day on construction jobs. Subtotals was a great feature on MYOB and we are finding it very frustrating not having this feature in Xero. Please add it if it's possible.
Without subtotal we can't use the invoicing since we have service items where we give an early payment discount on the subtotal and we have expenses, where we do not give a discount since they are already net.
I have two construction industry clients - both requesting this feature. They need to be able to subtotal labour and materials before CIS deductions for clients and are currently having to produce invoices in Word to keep their customers happy.
Please can this feature be added.
Please can this feature be added.
If you've posted a comment on this feature request but haven't voted for it, please come back and add your vote. That will then double the number of votes for this request. And if you know of other people or businesses who would also like this feature, please encourage them to vote and add a comment too. The more votes this request gets, the more the Xero team will appreciate how important this feature is to their customers. Thanks.
Guys, we really need to be add subtotal and discounts as we go in mulitple parts of our invoices. This is how invoicing works, it must be a fundamental part of your software. I shall have to review if we can use your software since it lacks such a basic function. Not having a PO field is another oversight which is hard to understand.
Hi Simon, just on the above, do you have updates on when this feature is coming? If it's not in the pipeline then I'll have to move if it's coming soon then we'll see what we can do to wait. We really don't need to vote on this sort of thing, it just needs to be there.
Hi Steve. Sorry, I don't work for Xero. I'm the guy that created this feature request. I then encouraged everyone who had commented to also vote. You should vote too. In a sea of feature requests, it's the ones with votes that rise to the top and get Xero's attention and development resource.
Me too. This seems like it should be standard functionality. I have complex billing that can be summarised easily with sub-totalling - I just can't get it onto the invoice! C'mon Xero please help us out
This is still a major function required by my company. To be able to create single invoice 'items' that are subtotals of a group of Xero items (and ability to 'show subtotal only').
Similar to the functionality of the 'report' customisabilty - so hoped it wouldn't be a massive step to make.
Please prioritise this.
Similar to the functionality of the 'report' customisabilty - so hoped it wouldn't be a massive step to make.
Please prioritise this.
Not sure why we have to ask for this... it's a bit like saying I'd like wheels with my car please
Hi Lisa, Samuel & Steve. Thanks for your comments. If you haven't clicked the vote button, please do so. The more votes, the more attention this request gets.
I would give this all my votes if I could - sadly not - and can't believe this is not required by more people. I thought the topic of this vote may be too vague to illustrate the required element or possibly even multiple vote topics have been made alluding to the same problem.
Surely the ability to, for example create an invoice charging a customer for an item - and hiding that this item could be made up of cost price + margin is among one of the most widely required features of any invoice? Maybe I'm wrong.
Surely the ability to, for example create an invoice charging a customer for an item - and hiding that this item could be made up of cost price + margin is among one of the most widely required features of any invoice? Maybe I'm wrong.
Your not wrong, this just need adding, if no other reason than pride in your product, it doesn't need voting for
Agreed. I'm a CPA with multiple clients requesting this (BUT I can only vote once). I'm finding it as a granularity issue - clients want to be able to track components of products (such as a physical product + service cost), but do not want their customers to see the breakdown.
Completely agreed with the comments above, this functionality is key to several of our clients within the Practice.
Just wanted to jump in here and let you know that we have no plans to introduce subtotals per groups of line items at this stage. Understand for those on this thread it's a must-have and we're definitely keeping our eye on this to see if interest grows. Right now we're working on a few other features and updates that have a higher demand. We do have pride in our product but we just cannot physically work on everything at once (great if we could!!) and have a tough time weighing everything up so votes and feedback from you helps!
If not subtotals, then a system to handle CIS for UK contractors/subcontractors would be high on priorities - it would be one up on FreeAgent at least...
Merged: Sub-total
When creating an invoice, It would be nice to be able to sub-total the lines above the sub-total line (up to any previous sub-total line).
For example, I have 2 lines of hardware, and 2 lines of software. I should very much like to list a subtotal of the hardware and then the software.
Eg:
Hardware line 1 qty 2 price £3.20
Hardware line 2 qty 3 price £6.40
Hardware Subtotal price £9.60
Software line 1 qty 1 price £5.00
Software line 2 qty 2 price £10.00
Software Subtotal price £15.00
Total Price £24.60
I would anticipate this working by entering a line item with the "Item" being "Subtotal" and the total column being totalled up from the rows above it (stopping when it finds another subtotal).
Should be easy to implement.
Alternatively, auto-generate sub-totals from each unique set of items in the "Item" column.
When creating an invoice, It would be nice to be able to sub-total the lines above the sub-total line (up to any previous sub-total line).
For example, I have 2 lines of hardware, and 2 lines of software. I should very much like to list a subtotal of the hardware and then the software.
Eg:
Hardware line 1 qty 2 price £3.20
Hardware line 2 qty 3 price £6.40
Hardware Subtotal price £9.60
Software line 1 qty 1 price £5.00
Software line 2 qty 2 price £10.00
Software Subtotal price £15.00
Total Price £24.60
I would anticipate this working by entering a line item with the "Item" being "Subtotal" and the total column being totalled up from the rows above it (stopping when it finds another subtotal).
Should be easy to implement.
Alternatively, auto-generate sub-totals from each unique set of items in the "Item" column.
+1 for subtotaling within the invoice, migrated from MYOB and shocked a simple feature was missing.
Hi Catherine, what other features have a higher demand? Quotes? We'll you're not doing those either? Are people REALLY asking for Facebook and instagram integrations before these, I seriously think not. Please credit our intelligence, the hipsters in your dev team are making what they want to make to look cool not what your users need
Hi Steve. We definitely are going to do Quotes but right now as you’re probably aware we’re focussing our efforts on creating an improved reporting framework.
We do encourage you to keep voting (+1s aren’t counted) as this is what we use to monitor user demand, but there are many other more popular requests.
We do encourage you to keep voting (+1s aren’t counted) as this is what we use to monitor user demand, but there are many other more popular requests.
Why are you wasting your time on ridiculous things like 4 decimal places and you still Cannot provide us with the ability to have Subtotals so an invoice can be sectionalised without using a calculator and doing it manually???
I am having to still use MYOB because you can't add this simple feature.
I am having to still use MYOB because you can't add this simple feature.
This feature would be very useful. It is the only thing stopping my client transferring all his invoicing over to Xero!
This should be a simple thing to implement and would save so much angst explaining to the client. We always quote fees plus disbursements and it is vital to be able to sub-total those on an invoice. Gobsmacked that this basic feature in MYOB is not available in Xero
How many replies are required to change your interest in wanting to do this. I am very keen for this to happen, 4 decimal places is a good feature, however has only made me 72 cents extra income so far. If I can break down the quote and the invoice with subtotals, I believe that i can generate heap more income. 50 People have voted for this feature. at least $30,000 of income per year are asking for this feature. Not to mention the people that just accept that they can't do subtotals. At the moment I have to add up the the totals with calculator. Then add a blank line. Having a simple function to add would be great. Here is an example that it can be done.
http://help.myob.com.au/ar2014/sales_lines.htm
http://help.myob.com.au/ar2014/sales_lines.htm
I believe its essential to have a subtotal especially when you charge admin fee.
Unfortunately there is no option for admin fee either in the Xero program!!
Its so basic for invoicing and yet Xero does not have it.
It should be a priority and a good example is the MYOB program for invoicing which is better.
The Xero programmers or whatever should have a look at that for ideas!
Very disappointing.
Unfortunately there is no option for admin fee either in the Xero program!!
Its so basic for invoicing and yet Xero does not have it.
It should be a priority and a good example is the MYOB program for invoicing which is better.
The Xero programmers or whatever should have a look at that for ideas!
Very disappointing.
agreed.. im blown away you can't do this. its such a basic invoicing feature. especially in cases where you want apply a line item discount to a portion of an invoice. every real invoicing system ive ever worked with allows this ... you create some line item entries, do a subtotal, then on the next line enter a discount which would apply to the subtotal (previous line).
how can there be "no plans" for such a basic, common, and competitively standardized feature?
how can there be "no plans" for such a basic, common, and competitively standardized feature?
Hi Jasen unfortunatly it will come but in about 4 years time which seems to be the normal dev window for business user essentials. If it was an accountants essential (who Xero sell through) it would be more like 3-6 months. We've only just had confirmation that there will be quotes coming this January, that's right, quotes, when I buy my next car I wonder if I should ask if it comes with wheels?
I would have to agree with you Steve. Xero excels as an accountants tool - which I acknowledge is the core product. But seem slow to support it's actual / potential 'end' business users who want to connect directly with their own accounts - surely a more forward thinking product.
There is a now a tool which can provide subtotals in Xero invoices, etc. You can find an example of using it for subtotals on this page: http://www.goflagship.com/products/fspprobsolv.htm
Just to keep awareness of this issue up - and an observation. I believe the introduction of 'quotes' is a movement for Xero away from it's core 'tool for accountants' and into a 'tool for business'. This is good, but following in this direction, this Post's issue must follow... the ability for a business owner to add items to an invoice - not fully visible on the customers invoice. ie. Only a Sub-total visible - made up of multiple Xero 'accounts'.
I have spent months of spare time setting up XERO and a hire plug in for it and will be ditching them both. MYOB Premier at least has consideration for what the end user wants. Correct me if I'm wrong but I would have thought there would have been more small businesses out there than accountants. No quotes and no subtotals no me.
Hi, we also have clients who require subtotal lines on their invoices as they split their invoice per day and submit weekly.
I wish there were "like" buttons so i can like all the comments.
Xero really needs to do this for their customers. I feel as though we are using a backward program.
Xero really needs to do this for their customers. I feel as though we are using a backward program.
Any update from Xero since 2013 on this issue? Now that quotes and RTI/payroll are up and running, will subtotals be included as a priority at all?
Hi everyone, I know it's been a year since our last comment but there's nothing in this space I can update you with. It's definitely something we need to consider if Invoices get a refresh, but for now sub-totals haven't been scheduled. We do appreciate all the feedback you've given so far, so please keep that coming - it's useful to the team to have context around why you'd need a feature.
I've just started using Xero and the lack of sub totals also could be a deal breaker. My clients require sub totals of clients/ days / expenses. My first invoices will sent on Monday.
This really is a very basic requirement??
This really is a very basic requirement??
I, too, would like to see subtotals implemented in both quotes and invoices. It's great that you can apply a discount to each individual line item of a quote or invoice, but some people (me included) prefer to display the sum of the items' list prices as a subtotal, and then apply one or more discounts to this, on subsequent lines. This also gives you the space to declare what each discount is for (prepayment, academic discount, to give a couple of examples from our business), rather than having to bundle them all together opaquely into a single percentage discount on each line, as we do now.
Subtotals are needed for discounting, and where tiered discounting is also implemented. Please add this.
Merged: Collating on going costs - show as one cost
My business uses a lot of couriers and wish to input the cost/ref/date/etc and assign each to a job in progress. At invoice point we wish to hide the breakdown and combine the item costs as one. Is that possible?
12/3/15 Bike from EC1 to W1 £16
14/3/15 Car from WD1 to N1 £50
14/3/15 Car from N1 to W1 £38
Invoice:
Transport costs £104
My business uses a lot of couriers and wish to input the cost/ref/date/etc and assign each to a job in progress. At invoice point we wish to hide the breakdown and combine the item costs as one. Is that possible?
12/3/15 Bike from EC1 to W1 £16
14/3/15 Car from WD1 to N1 £50
14/3/15 Car from N1 to W1 £38
Invoice:
Transport costs £104
Ian,
There are several threads asking for this (Brittany/Matt will probably merge). This is not currently possible. I do have a docx template workaround that might work for you, but it does have some catches. Book a support session with me if you are interested.
Peter.
Xero Certified Advisor, Canadian CPA & New Zealand CA and Xero's award winning Most Valuable Professional. I give implementation advice to clients all over the globe. Get a Xero MVP on your team! Visit my blog for various Xero articles.
You can book a live remote Xero support session with me or self-paced Xero training for a very reasonable price.
There are several threads asking for this (Brittany/Matt will probably merge). This is not currently possible. I do have a docx template workaround that might work for you, but it does have some catches. Book a support session with me if you are interested.
Peter.
Xero Certified Advisor, Canadian CPA & New Zealand CA and Xero's award winning Most Valuable Professional. I give implementation advice to clients all over the globe. Get a Xero MVP on your team! Visit my blog for various Xero articles.
You can book a live remote Xero support session with me or self-paced Xero training for a very reasonable price.
Hi Xero, my client needs to be able to show total materials and labour for the CIS scheme (where a %age of labour is paid direct to HMRC rather than the contractor) but also needs to show a breakdown of material cost ie 2 subtotals.
Seriously Xero - get this sorted!
It's a vital requirement for a number of very successful businesses
It's a vital requirement for a number of very successful businesses
Hi
Im a relatively new user with a foreign company who has set up a subsidiary in Australia. I appointed an accounts company who used Xero so I adopted it by default. I really like what I've seen so far but the lack of sub totals is restricting me and I have to re-edit quotes and invoices in Word.
Are sub-totals going to be implemented any time soon?
I note that MYOB allows them so as it's still early in the company, I'm seriously thinking of switching across now
Im a relatively new user with a foreign company who has set up a subsidiary in Australia. I appointed an accounts company who used Xero so I adopted it by default. I really like what I've seen so far but the lack of sub totals is restricting me and I have to re-edit quotes and invoices in Word.
Are sub-totals going to be implemented any time soon?
I note that MYOB allows them so as it's still early in the company, I'm seriously thinking of switching across now
We have a major client who has requested subtotals on our invoices (to separate work on different stages of a contract). We've been using MYOB and have been able to create a correctly formatted invoice. We've switched to Xero (for several reasons), but it concerns me that these invoices may need to be created manually in word.
I follow the predecessors:
We need subtotals for the tax declaration as many posts are "in transit" or not directly declared by us. Alternatively, it would be okay to have a split bill.
We need subtotals for the tax declaration as many posts are "in transit" or not directly declared by us. Alternatively, it would be okay to have a split bill.
DEFINITELY a necessary basic feature and glaring miss here. Still shopping elsewhere because of this not being offered...
You asked why. There are many many reasons. For our business, we would like to subdivide and sub-total labor from equipment sales on same invoice. When running a live production, we would like to sub-divide and sub-total our Sound services from our Lighting services, from our Staging services. So the client can see what is going to which and make decisions based on that. On installations of equipment, we would like to sub-divide and sub-total the costs for the different rooms in a building or purposes. Every aspect of my (and many other's) multi-faceted business needs this feature. So I would ask you (and Xero), why / who would NOT benefit??
While we're speaking of sub-totaling, another miss is being able to do more than a single calculation for an item. IE, I consistently need to show a client is renting 5 items, for 3 days, @ $5 each.
You asked why. There are many many reasons. For our business, we would like to subdivide and sub-total labor from equipment sales on same invoice. When running a live production, we would like to sub-divide and sub-total our Sound services from our Lighting services, from our Staging services. So the client can see what is going to which and make decisions based on that. On installations of equipment, we would like to sub-divide and sub-total the costs for the different rooms in a building or purposes. Every aspect of my (and many other's) multi-faceted business needs this feature. So I would ask you (and Xero), why / who would NOT benefit??
While we're speaking of sub-totaling, another miss is being able to do more than a single calculation for an item. IE, I consistently need to show a client is renting 5 items, for 3 days, @ $5 each.
Subtotals are a necessary part of many businesses that supply parts, labour and installations all as part of one overall quote.
For example, in Landscape Gardening business invoicing we need to be able to separate out Labour for different parts of the job, apply a subtotal; then Plants supplied (by name and size ex inventory), apply a subtotal; then Irrigation (multiple parts supplied ex inventory), apply a subtotal. Otherwise the client gets one absolutely huge bill with no spaces, no divisions and no ability to be able to see what portion is costing them what.
The same is applicable to quotes. In fact I don't use quotes and have started to supply excel spreadhseets with invoices to be able to give clients this breakdown. It's very frustrating. I do accounts for over 30 + companies and so far have only migrated about 6 onto Xero because of this and other basic lacks of functionality (as opposed to accounting).
If Xero wants to actually really complete with Quickbooks/Reckon/MYOB, they need to get their act together because I'm talking to more and more people in my profession (accountants/bookkeepers) who are sitting on the fence on Xero and slowing down on their conversions due to these fundamental working tools not being there.
For example, in Landscape Gardening business invoicing we need to be able to separate out Labour for different parts of the job, apply a subtotal; then Plants supplied (by name and size ex inventory), apply a subtotal; then Irrigation (multiple parts supplied ex inventory), apply a subtotal. Otherwise the client gets one absolutely huge bill with no spaces, no divisions and no ability to be able to see what portion is costing them what.
The same is applicable to quotes. In fact I don't use quotes and have started to supply excel spreadhseets with invoices to be able to give clients this breakdown. It's very frustrating. I do accounts for over 30 + companies and so far have only migrated about 6 onto Xero because of this and other basic lacks of functionality (as opposed to accounting).
If Xero wants to actually really complete with Quickbooks/Reckon/MYOB, they need to get their act together because I'm talking to more and more people in my profession (accountants/bookkeepers) who are sitting on the fence on Xero and slowing down on their conversions due to these fundamental working tools not being there.
Did you just hear that dull THUNK? It was my jaw hitting the floor.
NO SUBTOTALS - simply unbelievable.
I have been so impressed with the product and the support - I had advised (enthusiastically) that the company I am working with moves to XERO and then i found this ridiculous functionality omission.
Unfortunately, unless i devise or buy in a solution it will kill the use of Xero stone dead - simply because our CUSTOMERS REQUIRE IT.
Examples of why
I am sitting with one of our existing Invoices ( from Sage)
It consists of 42 pages with around a hundred delivery points, each with four delivery dates and around 20 variable item types each so we have around 8000 lines - inconceivable without sub- totals .
NO SUBTOTALS - simply unbelievable.
I have been so impressed with the product and the support - I had advised (enthusiastically) that the company I am working with moves to XERO and then i found this ridiculous functionality omission.
Unfortunately, unless i devise or buy in a solution it will kill the use of Xero stone dead - simply because our CUSTOMERS REQUIRE IT.
Examples of why
I am sitting with one of our existing Invoices ( from Sage)
It consists of 42 pages with around a hundred delivery points, each with four delivery dates and around 20 variable item types each so we have around 8000 lines - inconceivable without sub- totals .
Merged: Sales - Invoice Template Improvements
HI,
I'd like to see the ability to have options in quotes with sub-totals instead of just the grand total.
At the moment I have to make three separate quotes to cater for 3 options.
I could put them all on the same quotes if we had the ability to have subtotals.
For example have the fixed part of the quote at the top then three options below with a revised sub-total under each option. The grand total would be blank so the client can use whichever option total is relevant.
Also, with the invoice templates we cannot add line details to the template.
I'd like to have some text fixed in some of the lines to save retyping every time.
If that is not possible could we have a text box section at the top and bottom of the invoice where we can add this text instead so it comes up on every invoice?
Thanks
Steve
HI,
I'd like to see the ability to have options in quotes with sub-totals instead of just the grand total.
At the moment I have to make three separate quotes to cater for 3 options.
I could put them all on the same quotes if we had the ability to have subtotals.
For example have the fixed part of the quote at the top then three options below with a revised sub-total under each option. The grand total would be blank so the client can use whichever option total is relevant.
Also, with the invoice templates we cannot add line details to the template.
I'd like to have some text fixed in some of the lines to save retyping every time.
If that is not possible could we have a text box section at the top and bottom of the invoice where we can add this text instead so it comes up on every invoice?
Thanks
Steve
As well as the need to separate out labour costs from materials we also provide quotes with options e.g. 1, 2 or 3 year software support renewals. It is too cumbersome to send three separate quotes - one for each option. A subtotal would allow us to send one quote with the three options separated out.
I have been lucky enough to be able to find a rather cunbersome work round in producing invoice by adding additional "fake"items in and using them to format Docx. But I have the luxury of bulk loading the items so can control the sequencing etc.
Fundementally the problem s limited report writing facilities I think - the Docx thing is just not a practical tool.
Fundementally the problem s limited report writing facilities I think - the Docx thing is just not a practical tool.
Wow! Now I am seriously wondering if I need to go back to Quickbooks.
No SUBTOTALS? Unfingbelievable!
I wish I had known this before putting all this work into converting over to XERO.
This needs to be a priority - or we are out.
What is the time frame?
No SUBTOTALS? Unfingbelievable!
I wish I had known this before putting all this work into converting over to XERO.
This needs to be a priority - or we are out.
What is the time frame?
Merged: Sales Invoices - Headings and sub totals
HI
It would be really great if when i enter an invoice i can add sub headings and totals that don't require a dollar amount or account code. Even make them Bold
I need to invoice & sub total Parts, Labour and Supplementary items as well as add a description of the vehicle with make,model, colour etc. and am spending hours manually adding the headings.
I have set up items codes with the Car details but by adding an item it is wanting a dollar amount and account code allocated.
Can you please implement a right hand click add heading line and sub total please?
HI
It would be really great if when i enter an invoice i can add sub headings and totals that don't require a dollar amount or account code. Even make them Bold
I need to invoice & sub total Parts, Labour and Supplementary items as well as add a description of the vehicle with make,model, colour etc. and am spending hours manually adding the headings.
I have set up items codes with the Car details but by adding an item it is wanting a dollar amount and account code allocated.
Can you please implement a right hand click add heading line and sub total please?
Hi Xero,
This feature would be useful for us. We take calls for a number of businesses, depending on the size of the business we may provide a number of different services and phone lines. It would be good if we could show a subtotal for each service offered.
Thank You
This feature would be useful for us. We take calls for a number of businesses, depending on the size of the business we may provide a number of different services and phone lines. It would be good if we could show a subtotal for each service offered.
Thank You
I see this thread has been going for 4 years. For heavens sake just sub contract it out.
OR an even better idea just DUMP the ridiculously obselete and clumsy DOCX s and put in one of several commercial report generators. Then we could do this ourselves!!!
OR an even better idea just DUMP the ridiculously obselete and clumsy DOCX s and put in one of several commercial report generators. Then we could do this ourselves!!!
this is my first comment in sept 2014:
I believe its essential to have a subtotal especially when you charge admin fee.
Unfortunately there is no option for admin fee either in the Xero program!!
Its so basic for invoicing and yet Xero does not have it.
It should be a priority and a good example is the MYOB program for invoicing which is better.
The Xero programmers or whatever should have a look at that for ideas!
Very disappointing.
then in may 2015:
I wish there were "like" buttons so i can like all the comments.
Xero really needs to do this for their customers. I feel as though we are using a backward program
Steve Urwin it will probably be another 4 years before they bother to listen to their clients. Without us they dont have a program so they really need to sort this out before people up and leave to a better, updated accounting software with sub totals.
Xero why is it taking so long?
I believe its essential to have a subtotal especially when you charge admin fee.
Unfortunately there is no option for admin fee either in the Xero program!!
Its so basic for invoicing and yet Xero does not have it.
It should be a priority and a good example is the MYOB program for invoicing which is better.
The Xero programmers or whatever should have a look at that for ideas!
Very disappointing.
then in may 2015:
I wish there were "like" buttons so i can like all the comments.
Xero really needs to do this for their customers. I feel as though we are using a backward program
Steve Urwin it will probably be another 4 years before they bother to listen to their clients. Without us they dont have a program so they really need to sort this out before people up and leave to a better, updated accounting software with sub totals.
Xero why is it taking so long?
Wow. Its been how many years and still no subtotal? Are you kidding me? Still not convinced in the power of the subtotal? I work in an industry where I need to discount equipment for certain clients, but not labor. How do I do this in Xero. I don't?
I'll just tell my clients, sorry Xero finds this function bloated and unneccasary so you're not getting a discount.
I'll just tell my clients, sorry Xero finds this function bloated and unneccasary so you're not getting a discount.
Still no subtotals??? I have a client who creates many invoices that include Royalty lines. The Royalty amounts are not taxable and they want to be clear to their customers which amounts on their invoices are taxed and which are not. Simply showing two different tax amounts does not point their customers to the total amount of items that are taxed and the total amount of which items are not.
Why can't this very simple bit of coding be incorporated after all this time and all the requests? You do know that each person who has engaged in this thread represent many, many users who can't or won't bother asking?!?!
Why can't this very simple bit of coding be incorporated after all this time and all the requests? You do know that each person who has engaged in this thread represent many, many users who can't or won't bother asking?!?!
+1 for adding sub totals.
Also, how has this feature request been unanswered for almost 4 years?!? Thats shameful and poor product management.
Also, how has this feature request been unanswered for almost 4 years?!? Thats shameful and poor product management.
Because Xero has an add-on called workflowmax that they charge for. It is a nice product, but kinda unfair to do it that way.
Sorry for the late reply, and thanks for posting!
I'm going to merge to this thread where others have requested subtotals too.
Would inserting static text using the DOCX templates work for your text request, Steve?
I'm going to merge to this thread where others have requested subtotals too.
Would inserting static text using the DOCX templates work for your text request, Steve?
why do we need to vote for this??? its up to 121 now and asking for 5 more. once it hits 126 do you actually do something about it??? its a basic necessity how hard can it be???
Invoice2go and QB both have Subtotals, why shouldn't have to buy an additional thing (workflow max) when xero should just implement this!!!!
It's quite frustrating! Maybe we just all switch our accounting/invoicing software.
It's quite frustrating! Maybe we just all switch our accounting/invoicing software.
Why I would like to see Subtotals on Invoices:
1. I have clients who are billed quarterly. I like to show them the subtotals for each month's work during that quarter so they can record the accrued expenses in their books.
2. I have tech clients for whom the State Comptroller has determined 80% of some of their services are sales taxable at 8.25%. For transparency, I need to show the 8.25% tax rate on invoices, not a calculated 6.6%. To accomplish this, I would like for the invoice to calculate the subtotal, then apply a -20% adjustment of the taxable items, reducing the taxable amount to 80% of services, then add back a 20% adjustment at a 0% tax rate to represent the non-taxable services. Then, the invoice can calculate total services, including taxable and non-taxable, and apply the 8.25% tax rate to 80% of services.
Thanks for asking for our feedback. I look forward to seeing Subtotal functionality in the future!
1. I have clients who are billed quarterly. I like to show them the subtotals for each month's work during that quarter so they can record the accrued expenses in their books.
2. I have tech clients for whom the State Comptroller has determined 80% of some of their services are sales taxable at 8.25%. For transparency, I need to show the 8.25% tax rate on invoices, not a calculated 6.6%. To accomplish this, I would like for the invoice to calculate the subtotal, then apply a -20% adjustment of the taxable items, reducing the taxable amount to 80% of services, then add back a 20% adjustment at a 0% tax rate to represent the non-taxable services. Then, the invoice can calculate total services, including taxable and non-taxable, and apply the 8.25% tax rate to 80% of services.
Thanks for asking for our feedback. I look forward to seeing Subtotal functionality in the future!
Hello everyone involved in this link. My first post regarding this topic was "4 Nov 2012". I've always been a vocal advocate for Xero - and list it among one of a handful of tools that allows me to perform my business. So it's disappointing to have so little progress on something that, over the 4 years, has gathered strong support.
For me the description 'Subtotals' does not illustrate the enormity of what this tiny tweak could represent. For me, Xero has bought clarity on where my money comes from and goes. Prior to this I'd clutch blindly as fictional Excel spreadsheets in vain. Discovering Xero and breaking into a 'chart of accounts' was a revelation in terms of tracking ins & outs. Sub-sectioning my incomes and outgoings was enlightening to say the least. But it would seem like an obvious requirement that invoices meant for client eyes - should not be privy to these 'internal categories'. Without being able to create invoice line items, made up from multiple 'chart of accounts', for many, the benefits of invoicing from Xero, or the benefits of reporting each 'account' at the click of a button is lost. This would seem like a critical failure?
For me the description 'Subtotals' does not illustrate the enormity of what this tiny tweak could represent. For me, Xero has bought clarity on where my money comes from and goes. Prior to this I'd clutch blindly as fictional Excel spreadsheets in vain. Discovering Xero and breaking into a 'chart of accounts' was a revelation in terms of tracking ins & outs. Sub-sectioning my incomes and outgoings was enlightening to say the least. But it would seem like an obvious requirement that invoices meant for client eyes - should not be privy to these 'internal categories'. Without being able to create invoice line items, made up from multiple 'chart of accounts', for many, the benefits of invoicing from Xero, or the benefits of reporting each 'account' at the click of a button is lost. This would seem like a critical failure?
We need sub totals by catageory of product for export documents - to do things manually in this day and age seems ridiculous. How hard can it be? pretty shocked to find out it can't be done in Xero.
Embarrassing when you have to admit to a client that your accounting system doesn't 'do' sub-totals. I was invoicing a government agency yesterday, who wanted three jobs put on one invoice as they were all part of one contract. Very sorry - can't do sir.
I get a Newsletter today saying that XERO spent £70 million on development - REALLY???
ON WHAT ?
The problem about subtotals isa small part of a much wider problem - that the " reports writing" system for invoices etc is based upon the stupidity of mail merging.
XERO need a simple good old fashioned report writer
Go and look at SAGE - a simple (actually very old) report writer accessing essentially the same files as XERO.
Such a RW could be done with MANY advantages including the subtotal issue - NOt an expensive or great time consumer.
Seems to be that XERO MUST have some other reason for not making this obvious basic improvement.
And while I am ranting !!
Why cant line items entered by csv "look up" the stored price ??
WAIT A MINUTE - THEY DO !! IT TELLS YOU ON THE UPDATE IF YOU HAVE CHANGED THE PRICE. Sooooooooooooooo the mechanism is already there to add a price in if not entered in the CSV = SIMPLES
Come on XERO your excuses are weaker and weaker
ON WHAT ?
The problem about subtotals isa small part of a much wider problem - that the " reports writing" system for invoices etc is based upon the stupidity of mail merging.
XERO need a simple good old fashioned report writer
Go and look at SAGE - a simple (actually very old) report writer accessing essentially the same files as XERO.
Such a RW could be done with MANY advantages including the subtotal issue - NOt an expensive or great time consumer.
Seems to be that XERO MUST have some other reason for not making this obvious basic improvement.
And while I am ranting !!
Why cant line items entered by csv "look up" the stored price ??
WAIT A MINUTE - THEY DO !! IT TELLS YOU ON THE UPDATE IF YOU HAVE CHANGED THE PRICE. Sooooooooooooooo the mechanism is already there to add a price in if not entered in the CSV = SIMPLES
Come on XERO your excuses are weaker and weaker
I gave up and use another program that plugs into XERO that does Subtotals.
Of course they don't import the subtotals .
Maybe if us users could get a logical explanation as to why it hasn't happened..... just for shits and giggles.
Of course they don't import the subtotals .
Maybe if us users could get a logical explanation as to why it hasn't happened..... just for shits and giggles.
It's been over a year since Xero's last official reply on this. Can we have an update please?
Official Xero Reply
Hi everyone, sorry for being a bit MIA on this thread - we've had to wait for a few more details to firm up before being able to update.
So right now a few teams have been busy investigating, and planning what new invoicing screens could potentially look like. The invoicing screens are getting too complicated, and so they're looking to simplify this - while adding more flexibility for additional fields and customisation. This initial investigation work is still in progress, and this will be a pretty big project.
Once the basics have been completed, we'll be able to look to add more customisation - like what's been requested here.
I can't give you any indication of timeframes (as work hasn't started!) but I wanted to assure you that this is definitely on our radar.
So right now a few teams have been busy investigating, and planning what new invoicing screens could potentially look like. The invoicing screens are getting too complicated, and so they're looking to simplify this - while adding more flexibility for additional fields and customisation. This initial investigation work is still in progress, and this will be a pretty big project.
Once the basics have been completed, we'll be able to look to add more customisation - like what's been requested here.
I can't give you any indication of timeframes (as work hasn't started!) but I wanted to assure you that this is definitely on our radar.
Thanks for the reply.
I'd be happy to discuss what my requirements are if it'd be useful - as I'm not sure it's fully described in the preamble to this post.
I have looked at WorkflowMAX as thought this may be something Xero preferred to be 'added on ($)' - but have found it is equally unsupported there also, so live in hope it can be developed into Xero.
I'd be happy to discuss what my requirements are if it'd be useful - as I'm not sure it's fully described in the preamble to this post.
I have looked at WorkflowMAX as thought this may be something Xero preferred to be 'added on ($)' - but have found it is equally unsupported there also, so live in hope it can be developed into Xero.
Merged: Subtotal item and able to give discount $ or % off the subtotal.
Allow subtotals. Also able to give discount off the subtotal. Both % or $.
Allow subtotals. Also able to give discount off the subtotal. Both % or $.
Merged: Sales Invoice - Sub-Line Items
Is it possible to have sub-lines sitting under an invoice line?
I.e. (excuse the ___ - it doesn't show properly with just spaces)
Invoice Line Item 1
______Sub Line Item 1
______Sub Line Item 2
Invoice Line Item 2
______Sub Line Item 1
______Sub Line Item 2
Is it possible to have sub-lines sitting under an invoice line?
I.e. (excuse the ___ - it doesn't show properly with just spaces)
Invoice Line Item 1
______Sub Line Item 1
______Sub Line Item 2
Invoice Line Item 2
______Sub Line Item 1
______Sub Line Item 2
No it's not, but you may be able to create this in a docx template using conditional merge fields. Would need some testing and depends on how the item codes or descriptions are used.
Peter.
Xero-award winning Most Valuable Professional accountant serving NZ, Canada and US. Book a paid live remote Xero support session with me (no matter where you are) or use our self-paced Xero training.
Peter.
Xero-award winning Most Valuable Professional accountant serving NZ, Canada and US. Book a paid live remote Xero support session with me (no matter where you are) or use our self-paced Xero training.
Thanks for the response Peter. How would you suggest starting? Would other tags need adding?
You would need to have a trigger (such as an item code) and then an IF mailmerge field in the docx template that inserted a tab.
I can walk you through it if you book a live remote Xero support session with me (I recommend 30 minutes).
I can walk you through it if you book a live remote Xero support session with me (I recommend 30 minutes).
No Subtotals? I'm absolutely astonished how this could be. I quote and invoice daily on a national basis. We recently moved from MYOB to Xero because MYOB was old and archaic. But guess what, old MYOB has subtotals. It is important for both quotes and invoices, and I can't understand how this could be so difficult to put in and why Xero would not do anything to fix the problem when clearly everyone wants the option. Oh wait I know, they want you to buy Ad Ons!! The reason is financial and they are trying to screw us. The response I revived from Xero was to simply purchase an ad on OR make a vote here! I've got an idea, listen to your customers and put in the most basic requirement in an accounting software system. Shame on you Xero, shame on you.
We will be closing our account soon and moving to someone who does have subtotals. We have only just made the change recently so it won't have too much of and affect.
Also on a side note, why would you have a "Title" and "Summary" sections at the top of the quote, allow you to spend precious time filling in crucial Client/Project information and details, only to delete it automatically when changing into an invoice. This seems ridiculous. Can someone explain this to me?
Xero has some good sides to it but then at the same time leaves out basic necessities. I'm dumbfounded.
We will be closing our account soon and moving to someone who does have subtotals. We have only just made the change recently so it won't have too much of and affect.
Also on a side note, why would you have a "Title" and "Summary" sections at the top of the quote, allow you to spend precious time filling in crucial Client/Project information and details, only to delete it automatically when changing into an invoice. This seems ridiculous. Can someone explain this to me?
Xero has some good sides to it but then at the same time leaves out basic necessities. I'm dumbfounded.
Ryan can you take a look at my last update? As I said it's definitely on our radar, and we're looking into it as an iteration to the new invoicing screens we're planning at the moment. Add-ons/Apps haven't impacted the development/non-development of this!
Also, Quotes and Purchase Orders were created after Invoices - so they have more functionality that isn't yet available. This is definitely something we're looking at too.
Also, Quotes and Purchase Orders were created after Invoices - so they have more functionality that isn't yet available. This is definitely something we're looking at too.
Hi Brittany
Thank you for your response. That's good news Xero is looking into it. But only for the Invoicing screen? Again, subtotal a is the most basic requirement in both invoicing and quotes. Will Xero be looking into including it in the quoting screen also? It is a crucial requirement for our company.
Thank you for your response. That's good news Xero is looking into it. But only for the Invoicing screen? Again, subtotal a is the most basic requirement in both invoicing and quotes. Will Xero be looking into including it in the quoting screen also? It is a crucial requirement for our company.