Settings and activity
23 results found
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161 votes
Amanda Hubley
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149 votesAmanda Hubley
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434 votesAmanda Hubley
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10 votes
An error occurred while saving the comment Amanda Hubley
commented
Option for customer to accept only selected lines. We quote customers for consumables for their equipment. Many times they will send us a Purchase Order based on the quote for only a few things on the quote. It would be useful to be able to Accept All or Accept Selected in which case you could choose the quote lines to be copied to the invoice. This is important to us because when we mark a quote as accepted after looking at the PO it takes time for us to put the order together. This will prevent accidental over supply of items not agreed to.
Amanda Hubley
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2 votesAmanda Hubley
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85 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
An error occurred while saving the comment Amanda Hubley
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currently I have to put the first and last name into the first name field so that I can record their phone number in the last name field.
Amanda Hubley
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130 votes
An error occurred while saving the comment Amanda Hubley
commented
This will prevent errors of forgetting to assign invoices to projects.
Amanda Hubley
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30 votes
An error occurred while saving the comment Amanda Hubley
commented
I find that xero doesnt do a very good job of identifying which contacts are which it would be nice to be able to specify.
Amanda Hubley
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8 votes
An error occurred while saving the comment Amanda Hubley
commented
This would hugely simplify updating product prices. This would also mean that we wouldnt have to be as clever with the product code conventions to try and differentiate between which products are from where. Even if it was just an extra field on the product details that didnt tie to anywhere but came up on the export of products it would be useful.
Amanda Hubley
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44 votes
An error occurred while saving the comment Amanda Hubley
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This would save time and ensure consistency in the format of details on each item.
Amanda Hubley
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79 votes
Hi everyone, we appreciate the restrictive nature of inventory(Products and Services) atm, and our product team have plans to explore adding capability to cater for negative inventory or back order of stock recorded in Xero.
While they have a few other priorities to get through first we'll move this idea to Under review and return to share more when this work picks up.
An error occurred while saving the comment Amanda Hubley
commented
Our business sells the good before importing them as well. Having this functionality would enable us to use the inventory function. As long as there was a way to zero negative stock manually this would be amazing.
Amanda Hubley
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145 votes
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.
An error occurred while saving the comment Amanda Hubley
commented
It would be better if the products were able to be edited from Quote documents. Since we almost always start with a Quote. This is in response to being able to edit items from invoice lines.
Amanda Hubley
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385 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.Amanda Hubley
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147 votes
An error occurred while saving the comment Amanda Hubley
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Export a Quote to Excel.
Some documents (like Bills) in Xero you can simply highlight the text on the screen and copy and paste to excel. Sadly this is not the case with Quotes. Especially on quotes that have many line items it would be great to be able to pull it into Excel to check things and make notes and sort columns.Amanda Hubley
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68 votesAmanda Hubley
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129 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Amanda Hubley
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19 votes
Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
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Amanda Hubley
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20 votesAmanda Hubley
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57 votesAmanda Hubley
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122 votesAmanda Hubley
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If an issue is found with an invoice after it has been approved reverting to draft will prevent accidental payment. It doesnt happen often but the option to Dispute an invoice would be good too.