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4 results found

  1. Quote - Ability to have quote reminder

    402 votes

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    114 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business. 

    Art on Glass - Sarah Rodney supported this idea  · 

  2. Quotes - Don't highlight all text when selecting a field

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Art on Glass - Sarah Rodney shared this idea  · 

  3. Search: Sales/Purchases - Ability to prompt credit notes when selecting 'credit'

    7 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Art on Glass - Sarah Rodney supported this idea  · 
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    Art on Glass - Sarah Rodney commented  · 

    Hi,

    It would be ideal to be able to search for or to have a list of all supplier / billing credit notes without needing any details at all.

    The field 'CR' is allocated by Xero for each supplier/billing credit note.

    At the very least it would be good to be able to use this field to sort the list of billing documents by 'CR'. Then they would be at the top of the search facility on the billing docs page.

    It would make life so much easier.
    Thanks

  4. Files - Automatically include specific file attachments when sending from Xero

    201 votes

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    submitted  ·  59 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Art on Glass - Sarah Rodney supported this idea  · 
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    Art on Glass - Sarah Rodney commented  · 

    This would be fantastic for Quotes, we would like to attach our T&C's as a document which automatically goes out with this document...without the need to attach to each Quote every time we email a Quote to a customer