Invoices & quotes

6 results found

1. Add a voice-to-text AI assistant for writing descriptions in Xero

   Please add a simple AI microphone / rewrite button directly inside Xero description fields, such as quotes, invoices, bills, purchase orders and other areas where users need to write item descriptions.

   I understand Xero has started introducing AI features such as JAX, but this idea is slightly different. I am asking for a simple feature inside the actual description box where a user can speak naturally, or type rough notes, and Xero turns it into clear, professional wording.

   For example, a tradesperson could say:

   “Supply and fit grey contract carpet to two rooms, uplift old carpet, dispose of waste, price excludes floor prep.”

   Xero could then turn this into:

   “Supply and installation of grey contract carpet to two rooms, including uplift and disposal of existing carpet. Price excludes any floor preparation unless stated otherwise.”

   This would be very helpful for small business owners, tradespeople and users who struggle with typing, spelling, reading, writing, or using a keyboard. Many people can explain what they want to say out loud, but find it hard to write it professionally.

   The feature could include:

   a microphone button inside description fields
   an “AI rewrite professionally” button
   options to shorten, expand or simplify the wording
   saved regular wording for future use
   the ability to turn rough spoken notes into clear quote and invoice descriptions

   At the moment, I use ChatGPT to help me write descriptions, then I copy and paste them into Xero. It would save a lot of time and make Xero much easier to use if this was built directly into the software.

   I believe this would be a valuable accessibility feature and would help many Xero users create professional quotes, invoices and descriptions with more confidence.

   Please add a simple AI microphone / rewrite button directly inside Xero description fields, such as quotes, invoices, bills, purchase orders and other areas where users need to write item descriptions.

   I understand Xero has started introducing AI features such as JAX, but this idea is slightly different. I am asking for a simple feature inside the actual description box where a user can speak naturally, or type rough notes, and Xero turns it into clear, professional wording.

   For example, a tradesperson could say:

   “Supply and fit grey contract carpet to two rooms, uplift old carpet, dispose of waste, price… more

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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

2. track quote to purchase order to bill to invoice. This would allow you to track the full life cycle of a deal

   Track or link quote to purchase order to bill to invoice. This would allow you to track the full life cycle of a deal

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   1 comment  ·  Quoting  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

3. Quotes List -

   Quotes List - Show Job description in the list of quotes. I have multiple quotes per customer, and it is hard to search for a specific job.

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   2 comments  ·  Quoting  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Brendan, just to check when you say 'job' are you using Xero Projects or Tracking to record this atm? Will help when sharing back with the team.

4. Add option to remove quote acceptance button

   The "accept" button on Xero online quotes would be awesome for us if it required payment on the spot or at least sent an immediate invoice to the user. But instead, I just get a mail from Xero saying "Woohoo! [company name] has accepted quote [number] for [amount]". But it gives no indication what person at the company clicked accept. Quotes are often handed around. So there's often not much I can do with this. And it's worse than useless, because whoever clicked "accept" may think "now I'm done" and stop working on the order. My preference would be for "accept" to be treated as "buy now" or at least take an email address for the desired invoice. But until/unless Xero implements that, I'd settle for an option to remove the accept button entirely from my online quotes so they don't confuse and misdirect my customers.

   The "accept" button on Xero online quotes would be awesome for us if it required payment on the spot or at least sent an immediate invoice to the user. But instead, I just get a mail from Xero saying "Woohoo! [company name] has accepted quote [number] for [amount]". But it gives no indication what person at the company clicked accept. Quotes are often handed around. So there's often not much I can do with this. And it's worse than useless, because whoever clicked "accept" may think "now I'm done" and stop working on the order. My preference would be for… more

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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

5. Annual Subscription Column

   Looking for a way to show separate totals on quotes, itemizing "items" into separate columns. Such as one total for hardware and installation, and another for annual support or subscription costs.

   Typically when we quote out jobs the subscription for annual support/subscription is billed separately. It is added to an annual bill with the rest of the subscriptions separate from the one time quote for installation of new hardware. When sending a quote over for adding more hardware, for client budgeting purposes it allows them to know total cost they need in the budget but separates the one time charge as well as the added fee to that annual bill.

   Looking for a way to show separate totals on quotes, itemizing "items" into separate columns. Such as one total for hardware and installation, and another for annual support or subscription costs.

   Typically when we quote out jobs the subscription for annual support/subscription is billed separately. It is added to an annual bill with the rest of the subscriptions separate from the one time quote for installation of new hardware. When sending a quote over for adding more hardware, for client budgeting purposes it allows them to know total cost they need in the budget but separates the one time charge… more

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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

6. separate font sizing for headings/customer name

   In the quoting and invoicing templates the words Quote & Tax invoice are large and overpowering compared to the Customers name. Is it possible to change those sizes in the template?
   I don't need to change it all the time so it doesn't need to be constantly amendable but do you think it's a good reflection on your business, that your customers name is in tiny print and the name of the document is huge.
   Thank you.

   • 

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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂