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

    197 votes

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    submitted  ·  115 comments  ·  For small businesses » Business features  ·  Admin →
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    Val Jagger commented  · 

    Needs sorting!

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    Val Jagger commented  · 

    I usually have to go through the process of manually copy and paste. Unfortunately, today I forgot to do it and was reprimanded by our customer, saying if I didn't include this, they would be taking their business elsewhere!
    Come on Xero! you have been asked since 2015 to do this, yet you have produced a new invoice layout without including this.

    Val Jagger supported this idea  · 

  2. Quotes - Add CIS

    36 votes

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    19 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.


    Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work.

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    Val Jagger commented  · 

    CIS codes should be included in quotations.

    Val Jagger supported this idea  · 

  3. Notification | Send to REPLY TO email when quote accepted

    174 votes

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    62 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.

    We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.

    While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.

    Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.

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    Val Jagger commented  · 

    Don't get a notification when a customer has accepted a quote.