Account codes are visible on every invoice line
Invoice line items have a new Account column, where the Disc % column used to be. At a glance you can see which Xero account each line will post to:
- The code itself when the line has its own account.
- The product's code, marked "from SKU" when the line takes its account from the catalogue.
- An orange Missing tag when there's no account at all.
- A red Not in Xero tag when the code doesn't match any active account in your Xero chart of accounts.
A missing or unknown account code is the most common reason an invoice won't sync to Xero, so you can now spot the problem before you press Sync to Xero rather than after.
Fix account codes, even on sent invoices
When you edit an invoice, click Set or Change on a line to choose from your revenue accounts. The list only offers accounts from your chart of accounts, so a typo can't slip back in. This works on invoices you've already sent to a customer. The account code isn't printed on the invoice, so the customer's copy doesn't change.
If an invoice previously failed to sync, Xero sync will still show the earlier error after you fix the lines. Click Clear Error & Retry in the sync window to send it again.
Update the product at the same time
When the line is linked to a product in your catalogue, changing its account shows Also update SKU …, ticked by default. Leave it ticked, and the product's default sales account is updated when you save, so the next quote or invoice for that product uses the right account automatically. Untick it for a one-off exception on just that line.
After you save, a message tells you which products were updated. If one couldn't be updated, the invoice is still saved, and the message names the product so you can change it from the SKU page.
Also in this release
- Discounts are still there. A discounted line shows its discount, for example −10%, beside the unit price. You can still change it, or use + discount to add one to any line.
- New invoices keep their account codes. Account codes chosen while creating a new invoice weren't being saved. They are now.
- Invoices started from a quote show each product's account straight away.