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1. Quotes - Import/Export ability

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   89 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

   💫 Thanks everyone for sharing your feedback here and for continuing to support this idea.

   We know the conversation on this has been building over time, and we really appreciate everyone who’s taken the time to add their vote and explain how this would help in day-to-day work.

   We’ve reviewed the idea and are updating the status to Gaining support so it can stay open for votes and comments from the community. Please keep sharing and supporting the idea so we can continue to gauge community interest. If you’d like to add more detail on how this would help your workflow, that context can be especially useful for our product teams as they review the ideas customers care most about.

   Thanks again for taking the time to share your thoughts and support here.

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   Milsted Langdon commented  ·  22 April, 2025  ·  Edit…  ·  delete…

   This would be really useful to have this feature, especially where using specialist software that generates Proformas to be able to import these would save a lot of hassle.

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   Milsted Langdon supported this idea  ·  22 April, 2025

2. Sales Invoices- Flag as 'in dispute / query'

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   145 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

   Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

   1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
   2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
   3. Update the reference to add a notation such as [reference number] - 'In dispute'

   While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

   We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that will continue to be reviewed as the team plan and prioritise their roadmap, so we make sure to share if there's any news around this to share.

   Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

   Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

   1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
   2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
   3. Update the reference to add a notation such as [reference number] - 'In dispute'

   While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

   We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that… more

   Milsted Langdon supported this idea  ·  20 October, 2022