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14 results found

  1. Products and Services: Copy items

    8 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    zoe roberts commented  · 

    ability to copy when setting up products & services, saving time on repeating alot of the information

    zoe roberts supported this idea  · 

  2. Quotes - Ability to track products and services

    6 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    zoe roberts supported this idea  · 

  3. Products & services - Ability to group items

    39 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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    zoe roberts supported this idea  · 

  4. Purchase Order - Link Purchase Order to Bill

    129 votes

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    submitted  ·  35 comments  ·  For small businesses » Business features  ·  Admin →
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    zoe roberts supported this idea  · 

  5. Bills to Pay: Transfer attachments when converting Purchase Order to Bill

    20 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    zoe roberts supported this idea  · 

  6. Purchase order - Ability to attach PO to the invoice

    14 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    zoe roberts supported this idea  · 

  7. Files - Allow file emails without attachments

    22 votes

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    submitted  ·  8 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    zoe roberts supported this idea  · 

  8. Files - Include attached files when using 'Copy'

    18 votes

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    submitted  ·  9 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    zoe roberts supported this idea  · 

  9. Quotes - Attach file from library

    5 votes

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    zoe roberts supported this idea  · 

  10. Sales Invoices - Ability to collect an electronic signature

    52 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    zoe roberts supported this idea  · 

  11. Reporting - Profit by Contact

    20 votes

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    9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Not directly within the Profit & Loss report, however there are a couple of options that you could find handy -

    As inventory was mentioned - Smart lists that can be run within Contacts could enable you to view segment and view customers based on purchases, payments and locations within a period.

    Alternatively, we've made a lot of improvements to Xero's newer reports and you could view the top 10 customers in a graph and their spending with you on the Income by Contact report.

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    zoe roberts commented  · 

    I cant seem to find a quicker way to find out out how much profit I am making from a customer,
    I need to know when I am creating a quote how much I am making !!! I have all my product codes set up with cost & Sell prices. So unsure who to find this as I am quoting. Only way so far is if I copy an invoice to purchase order. but thats too late!

    zoe roberts supported this idea  · 

  12. Purchase Orders - Show qty on hand

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    zoe roberts supported this idea  · 

  13. Purchase Order - Delivery Date for each line item

    26 votes

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    3 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.

    However, if anything changes in this space, we’ll update you on this idea!

    zoe roberts supported this idea  · 

  14. Xero Accounting | Invoice - Copy to Purchase order

    2 votes

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    zoe roberts shared this idea  ·