Settings and activity
7 results found
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45 votes
Jomari Steyn
supported this idea
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217 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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614 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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23 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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432 votes
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
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103 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!