Settings and activity
3 results found
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41 votes
Owen Steepy
supported 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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An error occurred while saving the comment Owen Steepy
supported this idea
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64 votes
An error occurred while saving the comment Owen Steepy
commented
This is a severely limiting feature in our consideration of switching from Quickbooks. We receive mailed checks daily and need to deposit them at the bank.
Owen Steepy
supported this idea
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I cannot believe this is not a feature. This is a critical requirement when you work for insurance companies. I was hoping to save money by going with Xero but it looks like QB is the only option.