Settings and activity
3 results found
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6 votes
Wilene Werth
supported this idea
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271 votes
Hi team, we highly value all the feedback we've received through this request, and understand wanting more functionality to manage communications with suppliers directly through Xero.
As you may have read on our blog, we're redesigning the purchase orders experience, and our product teams have paid close attention to ideas for purchase orders in these forums.
I'm pleased to share that being able to include file attachments when sending purchase orders is being developed into this new experience. I'll update again as this feature rolls out to customers. 😊
Wilene Werth
supported this idea
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186 votes
Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.
Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.
We'll make sure to update everyone through the idea here if there's…
Wilene Werth
supported this idea
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How do you guys deal with customers that pay only with their account number as the reference? The account number shows up on the bank reconciliation, but we cannot match it to the account holder/customer. Support suggested that I create a bank rule, but with 70+ customer accounts this is not an option. I agree that Xero should be able to match account numbers allocated to customers from the bank feed!