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← Share and support customer ideas for Xero

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6 results found

  1. Billable Expenses - Allocate supplier credit notes to a customer

    45 votes

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    submitted  ·  17 comments  ·  For small businesses » Business features  ·  Admin →
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    Jomari Steyn supported this idea  · 

  2. Quotes - Title and Summary to flow through to Sales Invoices

    216 votes

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    119 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Jomari Steyn supported this idea  · 

  3. Contact - Having custom fields on invoices and contacts

    604 votes

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    253 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

    With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

    Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

    We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

    Jomari Steyn supported this idea  · 

  4. Invoice - Add billable expense hyperlink invoice to bill

    37 votes

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    submitted  ·  14 comments  ·  For small businesses » Business features  ·  Admin →
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    Jomari Steyn commented  · 

    This would be amazing, please develop!

    Jomari Steyn supported this idea  · 

  5. Invoices: Bulk add attachments to many invoices

    23 votes

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    submitted  ·  13 comments  ·  For small businesses » Business features  ·  Admin →
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    Jomari Steyn commented  · 

    This would help A LOT, please!

    Jomari Steyn supported this idea  · 

  6. User Role - Restrict access to specific Settings

    430 votes

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    235 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
    We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…

    Jomari Steyn supported this idea  ·