Settings and activity
21 results found
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162 votes
An error occurred while saving the comment An error occurred while saving the comment 
Amanda Hubley
commented
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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296 votes
An error occurred while saving the comment Amanda Hubley
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It makes far more sense to have the option to save and continue or save and close. I have already run into an issue where I made changes on and invoice and realised it was wrong but had no way to cancel the changes I had made. Making it automatic to save changes before you can send would be sensible.
Amanda Hubley
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444 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
Amanda Hubley
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459 votesAmanda Hubley
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An error occurred while saving the comment Amanda Hubley
commented
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.
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12 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
shared this idea
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88 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
commented
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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146 votes
An error occurred while saving the comment Amanda Hubley
commented
This will prevent errors of forgetting to assign invoices to projects.
Amanda Hubley
supported this idea
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32 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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65 votes
Hi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
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
supported this idea
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86 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
supported this idea
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151 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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429 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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69 votesAmanda Hubley
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139 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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23 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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21 votesAmanda Hubley
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66 votesAmanda Hubley
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144 votesAmanda Hubley
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1,109 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Amanda Hubley
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Ability to export quote lines to Excel. This would enable checking and comparing subtotals. As well as sorting product codes on the quote for the number of products quoted. I would in the past copy what was on my screen and paste in excel but as the site gets more advanced this no longer works.