Settings and activity
5 results found
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124 votes
An error occurred while saving the comment -
11 votes
Jon Dues
shared this idea
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247 votes
Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.
We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.
Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.
To be transparent, this work isn’t currently on our roadmap.
For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.
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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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237 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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341 votes
Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
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