Settings and activity

21 results found

1. Sales Invoice - Show supplier

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   submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Nikki Outshoorn supported this idea  ·  22 April, 2022

2. Purchase Order - Link Purchase Order to Bill

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   submitted  ·  33 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Nikki Outshoorn supported this idea  ·  22 April, 2022

3. Quotes - Convert to a deposit invoice and remaining amount invoice

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   submitted  ·  7 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Nikki Outshoorn supported this idea  ·  22 April, 2022

4. Dashboard - Track Quotes

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   37 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard. 

   At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.

   If there is any change planned in this space we'll be sure to update you on this. 

   Nikki Outshoorn supported this idea  ·  22 April, 2022

5. Quotes - Import/Export ability

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   submitted  ·  59 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Nikki Outshoorn supported this idea  ·  22 April, 2022

6. Quotes - Ability to consolidate or merge

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Nikki Outshoorn supported this idea  ·  22 April, 2022

7. Quotes - Ability to keep description when a quote is copied to PO

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   submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Nikki Outshoorn supported this idea  ·  22 April, 2022

8. Invoices - Unapprove option

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   submitted  ·  117 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Nikki Outshoorn supported this idea  ·  22 April, 2022

9. Remittance Advice - Show all credit notes and invoices

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   submitted  ·  62 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Nikki Outshoorn supported this idea  ·  22 April, 2022

10. Dashboard - Add a Client Notes box

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Nikki Outshoorn supported this idea  ·  22 April, 2022

11. Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'

    72 votes

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    submitted  ·  38 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Nikki Outshoorn supported this idea  ·  22 April, 2022

12. Email Templates - Option to select different font for outgoing emails

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Nikki Outshoorn supported this idea  ·  22 April, 2022

13. Contacts - Allow multiple addresses for a single contact record

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    292 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

    Nikki Outshoorn supported this idea  ·  22 April, 2022

14. Inventory Items: Merge items

    33 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Nikki Outshoorn supported this idea  ·  22 April, 2022

15. Inventory - Include supplier’s name and link back to supplier contact list

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    submitted  ·  16 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Nikki Outshoorn supported this idea  ·  22 April, 2022

16. Sales Invoices - Allow to have column for backorders

    76 votes

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    submitted  ·  24 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Nikki Outshoorn supported this idea  ·  22 April, 2022

17. Inventory - Option to automatically update purchase price when buy new product

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    45 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.

    Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.

    Nikki Outshoorn supported this idea  ·  22 April, 2022

18. Sales Invoicing - Generic contact - With 'one off' shipping address

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    1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, further to Kelly's note about using a generic contact for invoicing these sorts of contacts, and updating the contact details as needed, I wanted to add that now if you create the invoice in New invoicing that you can alter the address without leaving the invoice. See video attached.

    Nikki Outshoorn supported this idea  ·  22 April, 2022

19. Sales Invoices - Pop-up reminder of notes

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    submitted  ·  25 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Nikki Outshoorn supported this idea  ·  22 April, 2022

20. Sales Invoice - Revert Approved invoice to Draft

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    16 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    
    

    Nikki Outshoorn supported this idea  ·  22 April, 2022