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

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   247 votes

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   119 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

   While Quotes and Invoices have historically evolved separately, we’re taking a more holistic view of how these connected steps work together and where we can improve the experience. Our goal is to make it easier for customers to move from quote to invoice with less friction over time.

   We will keep you informed of any progress around this that can help solve the needs shared in this idea. Thanks

   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.

   … more

   An error occurred while saving the comment
   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!!

   Save Submitting...

2. Bank Feeds - Automatic feed for Swiss banks

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   7 comments  ·  Banking & chart of accounts » Bank feeds  ·  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