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  1. Quotes - Autosave

    62 votes

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    35 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate interest from you all here in being able to adopt autosave into Quotes. Across the board there are mixed reviews from users that would, and those that would not like to see this enhancement across Xero features.

    Right now, the current experience requires you to click Save on the quote before navigating to another screen in Xero.

    We appreciate there are other contributing factors to the need here like session timeouts and internet connectivity.

    Being upfront this isn't a feature we have roadmapped at this time, however our product teams are aware of the needs and interest of this here and will take this into consideration as they continue to plan the future of Quotes across Xero. If there are any plans to progress this we'll make sure to keep you all informed and updated through this idea. Thanks

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    Atlantic Accounts commented  · 

    Yes, similar experience here. Also, having tabbed across the page, an error opens, then when the error is closes, the quote closes also.

    Atlantic Accounts supported this idea  · 

  2. Hubdoc - Convert bank statement to csv file

    304 votes

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    59 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.

    We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.

    When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.

    Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.

    With that in mind, there isn’t any…

    Atlantic Accounts supported this idea  · 

  3. Quotes - Ability to keep description when a quote is copied to PO

    17 votes

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    submitted  ·  6 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Atlantic Accounts commented  · 

    Yes, please. This feature is needed for us. We waste hours every day with retyping data from quotes to purchase orders.