Settings and activity
10 results found
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76 votes
Dean Tavener
supported this idea
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14 votes
Hey Dean thanks for bringing this Idea to us, we always appreciate our customers thoughts on how we can improve Xero! This Idea has been moved to Gaining Support so others can vote and comment on this. We also wanted to let you know that there is a work around for tis idea, you can create a draft quote with all the relevant details and use that as a base to 'copy to' to reduce the time spent filling out the same details. Don't forget to let you friends and colleagues know they can vote on this idea now 🙂.
Dean Tavener
shared this idea
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17 votes
Hi team, we appreciate the interest around templates creation from quotes here.
Over the past year we've released our new invoice template editor in most regions. This enables users to easily and simply customise the branding of their invoices on the fly.
This is something we'll look to extend across other document types overtime but don't have any timeframes of as yet.
For now, we're continuing to watch the interest for this grow here and will update if there's any news.
Dean Tavener
supported this idea
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65 votes
Thanks for adding your support and feeding back on your needs in this idea, everyone.
While we understand how multiple sections with separate subtotals could make it easier to present options clearly and avoid sending several quotes to the same customer, we want to be upfront that this is not something we have development plans for in the near term.
Right now, a couple of options to add structure would be to use description-only lines as section headings within a quote. Alternatively, attaching separate documentation that accompanies your quote and depicts the breakdown.
We understand this isn't the ideal solution you're after here but may help some present quote details more clearly.
Another option is to explore our ecosystem apps to see if there's a service that can accommodate your full quoting needs.
Dean Tavener
supported this idea
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11 votes
Hi team, thanks for your contributions here. We appreciate how some business may find it useful to be able to see at a glance the available overdraft limit of a bank account they have connected to Xero.
This is something we'll continue to track the appetite in through the idea, however want to be upfront that we don't have any immediate plans of developing a field for.
Dean Tavener
supported this idea
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208 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
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An error occurred while saving the comment -
1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
Dean Tavener
supported this idea
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791 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
Dean Tavener
supported this idea
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127 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
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92 votesDean Tavener
supported this idea
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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!