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  1. Quotes - Import/Export ability

    164 votes

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    submitted  ·  76 comments  ·  For small businesses » Business features  ·  Admin →
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    Isabella Chartres supported this idea  · 
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    Isabella Chartres commented  · 

    This is a critical feature should clients be converting from an alternative software to Xero. There's no chance I or my client are sitting and entering sales orders/quotes manually (especially when there are hundreds!)

  2. Invoices: Repeating Invoices - Bulk Import/Export

    223 votes

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    submitted  ·  93 comments  ·  For small businesses » Business features  ·  Admin →
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    Isabella Chartres commented  · 

    If this isn't something that's included in the MoveMyBooks conversion then this should be something that is a feature instead of having to manually do this. The import option should be removed when you click on the repeating invoice tab so not to confuse people!

    Isabella Chartres supported this idea  · 

  3. Repeating Invoices - Schedule a specific time for repeating invoices to be generated and sent

    73 votes

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    submitted  ·  36 comments  ·  For small businesses » Business features  ·  Admin →
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    Isabella Chartres supported this idea  · 

  4. Email Settings - Specify date/time to send transactions

    477 votes

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    191 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.

    Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!

    Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.

    Isabella Chartres supported this idea  ·