Settings and activity
7 results found
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65 votes
Jomari Steyn
supported this idea
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247 votes
Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.
We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.
Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.
To be transparent, this work isn’t currently on our roadmap.
For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.
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Jomari Steyn
supported this idea
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689 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Jomari Steyn
supported this idea
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42 votes
An error occurred while saving the comment Jomari Steyn
supported this idea
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32 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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495 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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108 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!