Settings and activity

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1. Quotes - Title and Summary to flow through to Sales Invoices

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   217 votes

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   119 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

   In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

   However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

   We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

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   Jules Scotland commented  ·  14 February, 2023  ·  Edit…  ·  delete…

   This is a critical component. When you have sent a quote or pro forma invoice, it is essential the following invoice should match!!

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2. Bank Feeds - Automatic feed for Swiss banks

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   7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

   Hi everyone, it's helpful to know that having bank feeds available for banks based in Switzerland is important to you.

   You can view a full list of direct bank feeds available in your region here. As some of you have noted, if your bank does not currently have a feed available, the best option for now is to manually import your bank statements into Xero. This will help you keep your accounts up-to-date. You can find instructions on how to do this in our Xero Central article here: Import a bank statement.

   Another way you can help is by letting your specific banks know that you’d like to see them integrate with Xero. We've found that banks are more likely to prioritise building a feed when they hear directly from their own customers. They can get in touch with our team to start the process here: Register your financial institution for bank feeds.

   This idea is open for other community members to vote and comment, so please continue to share your support for this idea here. We'll keep an eye on the discussion here and let you know if we have any updates to share on this.

   Hi everyone, it's helpful to know that having bank feeds available for banks based in Switzerland is important to you.

   You can view a full list of direct bank feeds available in your region here. As some of you have noted, if your bank does not currently have a feed available, the best option for now is to manually import your bank statements into Xero. This will help you keep your accounts up-to-date. You can find instructions on how to do this in our Xero Central article here: Import a bank statement.

   Another way you can help is by letting your specific banks know that you’d like to see them integrate with Xero. We've found that banks are more likely to prioritise building a feed when they hear directly from their own customers. They can get in touch with our team to start the process here: Register your… more

   Jules Scotland supported this idea  ·  28 July, 2022