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793 results found
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16 votes
Thanks for sharing your idea of using SMS as a delivery option for customer statements.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
TENG CHRISTOPHER
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6 votesTENG CHRISTOPHER
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62 votes
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.TENG CHRISTOPHER
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13 votesTENG CHRISTOPHER
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20 votes
Hi team, we appreciate the continued support in this idea.
It's great to have the examples you've shared of why being able to see the cost price of an item upon quote creation is important.
We want to be upfront that we don't have any plans in our roadmap for adding an items cost price within Quotes, however I'd like to share that earlier this year we did release an updated permissions set for inventory that can work alongside the Sales and Purchase(formerly Invoice only) roles. Along with this we are currently working on additional permission controls for reports which may help in some of the needs here where a staff member may need access to inventory without full access to other areas of Xero.
TENG CHRISTOPHER
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18 votesTENG CHRISTOPHER
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46 votes
Thanks again for sharing how useful it'd be for customers to pay as soon as they accept a quote. We’re developing a way for a business to request a deposit on a quote, as a fixed amount or percentage.
Once available and a quote is accepted, Xero will automatically create and send the deposit invoice, and the customer will be able to go straight to online payment. Helping to reduce manual follow-ups and help you secure bookings or upfront costs at the point of acceptance. ✨
It's currently with a small group of users. We’ll keep you updated as it rolls out more widely, which is likely to be in the new year.
TENG CHRISTOPHER
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12 votes
Hi team, while we appreciate the feedback here, we want to be upfront that we don't have any plans for changing the size of the Quotes summary window in the short term.
We are continuing to keep a watchful eye on the support here, and will share of there are any updates.
TENG CHRISTOPHER
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23 votesTENG CHRISTOPHER
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19 votesTENG CHRISTOPHER
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33 votesTENG CHRISTOPHER
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9 votesTENG CHRISTOPHER
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35 votes
Hi team, thank you for sharing how this feature could improve your use of Quotes in Xero.
While it takes a little work in setup, you could currently use an advanced branding theme and make changes to the docx template to remove fields you don't want shown to the customer.
Being open this isn't something we have direct plans for developing right now, however we'll continue to track the appetite her and share if there are any updates.
TENG CHRISTOPHER
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7 votesTENG CHRISTOPHER
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27 votes
Hi team, thank you for engaging with us about this idea here.
Being upfront we don't have any plans for making the account code and tax rate mandatory on quotes at this time.
That said, we're exploring how payments may occur at earlier points in the sales cycle, such as from a quote. Our team will consider the idea here closely as part of this.
If there is any updates to share on this I'll come back to update you here.
TENG CHRISTOPHER
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66 votes
Thanks for adding your support and feeding back on your needs in this idea, everyone.
While we understand how multiple sections with separate subtotals could make it easier to present options clearly and avoid sending several quotes to the same customer, we want to be upfront that this is not something we have development plans for in the near term.
Right now, a couple of options to add structure would be to use description-only lines as section headings within a quote. Alternatively, attaching separate documentation that accompanies your quote and depicts the breakdown.
We understand this isn't the ideal solution you're after here but may help some present quote details more clearly.
Another option is to explore our ecosystem apps to see if there's a service that can accommodate your full quoting needs.
TENG CHRISTOPHER
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14 votesTENG CHRISTOPHER
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79 votes
Hi everyone, we appreciate interest from you all here in being able to adopt autosave into Quotes. Across the board there are mixed reviews from users that would, and those that would not like to see this enhancement across Xero features.
Right now, the current experience requires you to click Save on the quote before navigating to another screen in Xero.
We appreciate there are other contributing factors to the need here like session timeouts and internet connectivity.
Being upfront this isn't a feature we have roadmapped at this time, however our product teams are aware of the needs and interest of this here and will take this into consideration as they continue to plan the future of Quotes across Xero. If there are any plans to progress this we'll make sure to keep you all informed and updated through this idea. Thanks
TENG CHRISTOPHER
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208 votes
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.
TENG CHRISTOPHER
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40 votes
Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
TENG CHRISTOPHER
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