Settings and activity
7 results found
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48 votes
Jomari Steyn
supported this idea
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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.
Jomari Steyn
supported this idea
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633 votes
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
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37 votes
An error occurred while saving the comment Jomari Steyn
supported this idea
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26 votes
An error occurred while saving the comment Jomari Steyn
commented
This would help A LOT, please!
Jomari Steyn
supported this idea
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454 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Jomari Steyn
supported this idea
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105 votes
Hi all, appreciate the interest and rationale in wanting to be able to recognise revenue of a sale at a date different to that of the invoice or payment date.
While this maybe a function we look to explore in the long-term we want to be upfront that this is not something we'll be developing in the near term. In the meantime it may be best to look into connected apps that can solve for revenue recognition. We'll be sure to let you know if there's any change around this, here.
An error occurred while saving the comment Jomari Steyn
commented
Would it be possible to always have a journal automatically updated, to account for ALL Draft Invoices as:
dt. Deferred Income
cr. Sales (the specific sales account as indicated in the draft invoice)I imagine this being an automated journal that updates as soon as a new invoice is saved to drafts, and also removed from the journal when it is approved.
An error occurred while saving the comment Jomari Steyn
commented
Would it be possible to always have a journal automatically updated, to account for ALL Draft Invoices as:
dt. Deferred Income
cr. Sales (the specific sales account as indicated in the draft invoice)I imagine this being an automated journal that updates as soon as a new invoice is saved to drafts, and also removed from the journal when it is approved.
An error occurred while saving the comment Jomari Steyn
commented
Would it be possible to always have a journal automatically updated, to account for ALL Draft Invoices as:
dt. Deferred Income
cr. Sales (the specific sales account as indicated in the draft invoice)I imagine this being an automated journal that updates as soon as a new invoice is saved to drafts, and also removed from the journal when it is approved.
Jomari Steyn
supported this idea
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This would be amazing, please develop!