Settings and activity
3 results found
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618 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
An error occurred while saving the comment An error occurred while saving the comment 
Chris Rogan
commented
@Emma Roberts - what's worse is I've just had a customer survey where it looks like they're evaluating whether they should start a CRM tool or Project Management tool (they just sold WorkflowMax after wrecking it - in a Sage-ACT! style f'up)... they literally don't care about these forums anymore - they're just a means to fob customers off - they have no bearing on product development whatsoever - I dare say Kelly was sacked a while ago - the ticket has been open since 2015... so to have an update from Kelly in 2023 is a joke.
An error occurred while saving the comment Chris Rogan
commented
@Craig Vickers - couldn't agree more - good way of looking at it, I always thought they were kissing the backsides of accountants and bookkeepers being their main sales channel but a defective product opens up an ecosystem with a rake.
An error occurred while saving the comment Chris Rogan
commented
@Luigi - because Xero only pander to accountants and their needs rather than end-users now. It's become as complacent as Sage and awaiting a new competitor to wipe them out... hopefully soon.
An error occurred while saving the comment Chris Rogan
commented
Xero has just become a very tired old product with no basic user driven development. If it was accountants asking for this feature it would have been done years ago. Its really sad to see such a once great product that was built upon the back of end-user feedback just neglect its previously loyal following. All about accountants these days - just like Sage did, wonder what will come next..
An error occurred while saving the comment Chris Rogan
commented
Saw Statey - but it should be standard functionality...
An error occurred while saving the comment Chris Rogan
commented
Seem to get a lot of notifications about this subject - but Xero just aren't interested in basic end-user features now. Given this was raised by them in 2015. Priority is their Accountant Partners who have become their main sales channel and who they love these days. I just hope there's a new company that'll be the Xero of old about to emerge.
Chris Rogan
supported this idea
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181 votes
Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.
Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.
We'll make sure to update everyone through the idea here if there's…
An error occurred while saving the comment Chris Rogan
commented
You're wasting your time supporting or voting for these - Xero do not give a flying f about anything unless it's accountant led. The automatic emailing of customer votes has been going on for over a decade, this ones only a young pup at a decade. They're not the Xero of old - time to look for alternatives.
Chris Rogan
supported this idea
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75 votes
Hi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.
Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.
If there are any plans made we'll share here.
An error occurred while saving the comment Chris Rogan
commented
I wouldn't hold your hopes up - I've grown old watching most of these go nowhere - 2012 this was raised by themselves. Don't think they've actually got any product managers anymore.
Chris Rogan
supported this idea
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An error occurred while saving the comment Chris Rogan
commented
The # that they stick in front of quotes causes an issue with Outlook when previewing. This is a bug, but the support team have told me to vote on this!
Hi Marc, Xero just dont give a sh1t anymore about users who aren't accountants their own AI bot in the product directs you here when you ask why it can't do anything! Can you share your GitHub repository? Would be a good place to put your code if you havent already you can also put a note that it addresses this long standing request and how hopeless Xero are. Really good of you to offer it out!