Settings and activity
6 results found
-
174 votes
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
Dean Tavener
supported this idea
·
An error occurred while saving the comment -
554 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Dean Tavener
supported this idea
·
-
610 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.
We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!
Dean Tavener
supported this idea
·
-
72 votes
Hi everyone, completely appreciate wanting to hear from us on the idea here. Having checked in with our product team we totally get the interest in this idea and creating more consistency between quotes and invoices in Xero.
While we'd like to take a closer look into this down the line, we want to be upfront that there's other work that the team are drawn to atm as a priority and creating a shareable link for a quote is not planned at this stage.
It's definitely on the teams radar and we're keeping an eye on the feedback here, as soon as there's any news to share I'll be sure to update you on this, here.An error occurred while saving the comment Dean Tavener
commented
This surely has got to be easy to implement. Please hurry this, it's been wanting for a long time!
Dean Tavener
supported this idea
·
-
63 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
An error occurred while saving the comment Dean Tavener
commented
Would also like this. But furthermore would be good to classify items as for inclusion or exclusion on a packing slip. E.g. there's no point showing shipping/handling as a packing slip line item, but it's important to include in an invoice. We want to be able to tick/untick invoice items as being included in a packing slip or not.
Dean Tavener
supported this idea
·
-
51 votesDean Tavener
supported this idea
·
insane, obscene even, that this wasn't set up this way by default from the start. Why would any company want crucial activity on their quotes going to individual users' email inboxes instead of an actionable team mailbox, or at least to have that option. Please fix!