Settings and activity
16 results found
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4 votes
Paul Marsh
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224 votes
An error occurred while saving the comment Paul Marsh
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44 votes
Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here.
An error occurred while saving the comment Paul Marsh
commented
Interesting post on Xero's own Linkedin feed entitled "Sending a PDF invoice is not good enough in 2023"!
https://www.linkedin.com/posts/xero_smallbusiness-activity-7122075371730071552-wn2U?utm_source=share&utm_medium=member_desktopAn error occurred while saving the comment Paul Marsh
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The Xero Team shared this idea may 26 2015!
And it's still not actioned?
Seriously poor standards from Xero.
Paul Marsh
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7 votesPaul Marsh
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187 votesPaul Marsh
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6 votesPaul Marsh
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21 votesPaul Marsh
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14 votes
An error occurred while saving the comment Paul Marsh
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Another no-brainer that XERO has ignored. Interesting that of over 3000 "ideas" only about 100 are even being looked at!
Paul Marsh
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93 votesPaul Marsh
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An error occurred while saving the comment Paul Marsh
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This needs implementing asap.
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43 votesPaul Marsh
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41 votesPaul Marsh
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32 votesPaul Marsh
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535 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Paul Marsh
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98 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.
An error occurred while saving the comment Paul Marsh
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Simplest way to solve this issue is make the All tab have a slider - including Deleted - on or off. Can't understand why it's taking so long to make a decision!
Paul Marsh
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8 votes
An error occurred while saving the comment Paul Marsh
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An excellent idea & just what I've been attempting to achieve within Xero. A fairly basic requirement since businesses don't want to send out erroneous quotations & estimates. Should be easy to implement with just a tick box setting designating who has to approve before the send button becomes active.
Paul Marsh
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13 votesPaul Marsh
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The ability to always send quotes with our Ts & Cs would be extremely useful