Settings and activity

4 results found

1. Lock dates - Ability to edit reference of an invoice in a locked period

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   submitted  ·  15 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  delete…  ·  Admin →
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   Beverley Dowsett shared this idea  ·  02 March, 2023

2. Branding Themes - Invoice merge field for customer's business registration number

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   submitted  ·  7 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Beverley Dowsett supported this idea  ·  02 March, 2023

3. Quotes - Title and Summary to flow through to Sales Invoices

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   247 votes

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   119 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

   While Quotes and Invoices have historically evolved separately, we’re taking a more holistic view of how these connected steps work together and where we can improve the experience. Our goal is to make it easier for customers to move from quote to invoice with less friction over time.

   We will keep you informed of any progress around this that can help solve the needs shared in this idea. Thanks

   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.

   … more

   Beverley Dowsett supported this idea  ·  02 March, 2023

4. Sales Invoice | Delivery address - Update for individual invoice

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   106 votes

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   38 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we appreciate the comments about your needs in this idea.

   We get the importance of being able to set a delivery address for an individual invoice and have that address remain tied to that invoice, without overwriting the delivery details on past invoices or changing the default details for the contact.

   With a clear understanding of the risks in altering historical invoice delivery details and delving into the wide range of workflows this feature would support, we want you to know this is something we’re looking to solve.

   We have a larger project around being able to support multiple addresses per contact in invoicing, and as part of this we’ll be enabling the ability to update delivery address details on an invoice-by-invoice basis.

   There are few steps for us to get through before we can deliver and get this in your hands but I’ll be sure to share more news as we can here. Thanks!

   Hi community, we appreciate the comments about your needs in this idea.

   We get the importance of being able to set a delivery address for an individual invoice and have that address remain tied to that invoice, without overwriting the delivery details on past invoices or changing the default details for the contact.

   With a clear understanding of the risks in altering historical invoice delivery details and delving into the wide range of workflows this feature would support, we want you to know this is something we’re looking to solve.

   We have a larger project around being able to support multiple addresses per contact in invoicing, and as part of this we’ll be enabling the ability to update delivery address details on an invoice-by-invoice basis.

   There are few steps for us to get through before we can deliver and get this in your hands but I’ll be sure to share… more

   Beverley Dowsett supported this idea  ·  02 March, 2023