Settings and activity
6 results found
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455 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!
John Roscoe
supported this idea
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401 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
John Roscoe
supported this idea
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An error occurred while saving the comment -
132 votesJohn Roscoe
supported this idea
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618 votes
Hi everyone, thanks for joining and supporting this idea.
We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.
To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.
That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.
As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.
John Roscoe
supported this idea
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149 votesJohn Roscoe
supported this idea
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72 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
John Roscoe
supported this idea
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An error occurred while saving the comment John Roscoe
commented
I understand the reasoning that an active quote should not be deleted, however the logic should be:
• Allow DRAFT quotes to be deleted permanently
• Allow active quotes to be ARCHIVED (if not able to be deleted)
• Allow ARCHIVED quotes to be hidden by a selectable option to apply across all existing filter tabs.We use quotes for hiring our facilities which are all predefined as non-tracked items. Some quotes don't ever get accepted, and others become invoiced, then the quote deleted. The term "deleted" is misleading if its only just flagged for deletion with no subsequent delete capability. It would be more sensible to re-label these as ARCHIVED or INACTIVE and allow them to be actually deleted or if not, at least hidden on demand.
Also leaving what can often be sensitive quotes available for view later is not acceptable.
Otherwise the process works really well for us.
The ability to delete unwanted quotes, and to have a quote reminder should be implemented together. These are quite fundamental requirements, and we would appreciate some feedback from XERO development team. Is this on the horizon at all, or just another waste of time asking!