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  1. searching

    1 vote

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    0 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Tho Ly supported this idea  · 
    Tho Ly shared this idea  · 

  2. Bills - Record delivery notes for goods received, and attach to bills

    22 votes

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    submitted  ·  1 comment  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Tho Ly supported this idea  · 
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    Tho Ly commented  · 

    Hi
    I work in the manufacturing and engineering field and xero has really made my life alot easier, but I've noticed that Xero is missing a few things that can help myself and others in the same field be more productive. My suggestions are

    1- A separate delivery or packing list tab under the Business/Quotes/Invoice section
    I know that Xero has given a template to print invoice and packing list but in my industry
    sometimes we send part deliveries of components, so we really need a delivery tab that
    generates its own number. Currently we have to use the Purchase Orders Tab change the
    theme to Delivery enter the details and quantities to be sent we do not fill in the price we then
    SAVE. We do not ever click APPROVE Tab

    2- For Invoices we need a Title just like what was implemented in the Quotes
    Sometimes we need to compare pricing between components, the Ref colounm does not
    really help when searching because it is used for a PO number which means nothing to us
    We need a Title so we can be able to add a description of the part or drawing number under
    the customer name. This will make things a lot easier to find when there are 100s and
    thousands of invoices and quotes

    3-Ability to do a search in Invoice, Quotes, Purchase orders and (Delivery Tab if added in future)
    for Title descriptions not just Reference or Customer name
    Eg: search for a drawing or part number, part description

    I know it is a lot but I hope these suggestions will be implemented asap.
    We have hundreds of old quotes and invoices with no descriptive titles that we can search for at the moment. We can only search for customer name and hope to get lucky we find the right invoice/quote.

    Thank-you