Settings and activity
5 results found
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105 votes
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5 votes
Jon Dues
shared this idea
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217 votes
Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.
In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.
However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.
We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.
Jon Dues
supported this idea
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An error occurred while saving the comment Jon Dues
commented
I'd like to have the ability to carry the estimate summary through to project and into the invoice.
Also I'd like the ability to attach the PO number to an estimate, carry it through to project (Searchable in reports) and automatically Carry through to the invoice.
This would help with automatically invoicing projects on a weekly/monthly basis.
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215 votes
Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.
While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.
Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.
An error occurred while saving the comment Jon Dues
commented
This and having the reference field from the project's estimate follow through to the project and project's invoice keeps me looking at other accounting platforms. The workflow just isn't there.
Its surprising that I have to open two instances of Xero so I can look at estimates to grab the PO in order to invoice a project.
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301 votes
Every time I get an email with my ideas, I think, why am I with Xero?
Xero stands for zero innovation. Use the tool at your displeasure