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6 votes
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266 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
Jeanette Murray
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15 votes
An error occurred while saving the comment Jeanette Murray
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It would be helpful if the 'Account' field on draft bills was prepopulated, either from the the last bill for that contact, or from the 'Purchase Account' in the contact default set up. Using the 'add last items' option also populates the description which usually needs to be edited.
Jeanette Murray
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9 votesJeanette Murray
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Our Clients have recurring annual renewals of contracts so making the quotes repeating would save a huge amount of time, form having to copy to a new quote when the current year is accepted and invoiced. We can just adjust for any price changes without having to recreate the entire quote.
\ss the function is already available for invoices, it would seem to be straightforward enough to apply to Quotes- I'm sure all Xero users would benefit from it at some time