Settings and activity
3 results found
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56 votes
Hi team, it's great to hear the use you find in this widget on the app. With the new homepage experience our product teams are listening closely to feedback and I've made sure to pass this on. We'll let you know if there are any plans to add this on the web version, here.
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John Taylor-Acey
supported this idea
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51 votesJohn Taylor-Acey
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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John Taylor-Acey
supported this idea
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An error occurred while saving the comment John Taylor-Acey
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The idea that us small businesses use a description of some sort to tell the customer what work has been carried out, is crazy. Line items are as such, line items - products for sale. Why would the customer not want to know what the job was and have itemised products are services?? lets have it please
Was under the impression that having the ability to access your accounts/ produce invoices/ imports bills etc, Basically run your business from any device, sort of meant that you can have a dashbord that reflects your requirements. It doesn't really seem that way, if my web dashboard cannot show my overall cash in bank balance, but my mobile apps can???????