Settings and activity
17 results found
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6 votes
Paul Marsh
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513 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
An error occurred while saving the comment Paul Marsh
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51 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
commented
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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15 votes
Hi team, in the aim of transparency we have split this idea out from the original one here so we can get a better understanding of the interest for this change in each area of Xero.
Being quite different features within Xero it's not likely that a change in one would be reflected in the other area at the same time. We will continue to track interest in removing quotes from the all list here and share if there are any updates.
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10 votes
Hi team, as you may have just heard through my other update here. We have now split this idea into 2 so that we can track and keep customers updated on any progress for this feature being developed in each area respectively.
I am please to be able to share for Purchase Orders we're in the works of refreshing the purchase order list and add/edit screens and as part of this we will be providing more filters for the search on the lists so you will be able to select to show/hide deleted PO's 🙂
I'll return to share as this new experience goes live to our users. Thanks for sharing your interest with us.
Paul Marsh
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224 votes
Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.
In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.
However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.
We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.
Paul Marsh
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12 votesPaul Marsh
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32 votesPaul Marsh
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22 votes
An error occurred while saving the comment Paul Marsh
commented
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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109 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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119 votesPaul Marsh
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58 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important more granular CIS tracking is for your businesses. Some of you have mentioned that you currently use tracking categories to achieve the breakdown required, we understand however this may be suitable for everyone.
After review, we're updating this idea to Not in the pipeline, meaning our product team has considered it but it's not on our foreseeable roadmap. We know this isn't the update you were hoping for, and the idea will remain open for votes so we can continue to gauge community interest.
Paul Marsh
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38 votesPaul Marsh
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620 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Paul Marsh
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124 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
commented
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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11 votes
An error occurred while saving the comment Paul Marsh
commented
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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16 votesPaul Marsh
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The ability to always send quotes with our Ts & Cs would be extremely useful