Settings and activity
30 results found
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198 votes
💫 Thanks everyone for sharing your feedback here and for continuing to support this idea.
We know the conversation on this has been building over time, and we really appreciate everyone who’s taken the time to add their vote and explain how this would help in day-to-day work.
We’ve reviewed the idea and are updating the status to Gaining support so it can stay open for votes and comments from the community. Please keep sharing and supporting the idea so we can continue to gauge community interest. If you’d like to add more detail on how this would help your workflow, that context can be especially useful for our product teams as they review the ideas customers care most about.
Thanks again for taking the time to share your thoughts and support here.
Gavriel Ingram
supported this idea
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248 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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Gavriel Ingram
supported this idea
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527 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Gavriel Ingram
supported this idea
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23 votes
Hey Team, thanks for sharing this idea but right now Xero doesn’t have a dedicated pro‑forma invoice document type in Quotes or Invoices. We are moving this to Gaining Support so others can Vote and Comment.
The main workaround is to use a Quote as your pro‑forma (with wording like “Pro‑forma invoice – not a tax invoice” in the template), then convert the quote to an invoice only once the amount is confirmed and you’re ready for it to hit your accounts.
You can find more detail on how pro‑forma invoices work in our guide:
What is a pro forma invoice? – https://www.xero.com/nz/guides/what-is-a-proforma-invoice/
Gavriel Ingram
supported this idea
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76 votes
Thanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.
Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.
Gavriel Ingram
supported this idea
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60 votes
Hi Nic, thanks for sharing this idea. We can see how helpful it would be to paste invoice details straight from a spreadsheet. It'd make the process faster and easier, especially for longer invoices.
For now, one option is to use the Import feature. By pasting your spreadsheet data into Xero’s CSV template and uploading it, you can create invoices in bulk. It’s not quite direct copy-paste, but it’s a quicker way to handle larger invoices.
We’ve moved this idea to Gaining Support to understand how many of you would find this useful. If you can, let us know what tool you’re copying from and which columns you’d most want to include, your feedback will help guide what we look at next.
Gavriel Ingram
supported this idea
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65 votes
Hi everyone, thanks so much for taking the time to share your feedback and support this idea. We’ve taken another look here and, while we don’t have plans to develop DOCX further, we have released and are continuing to roll out our invoice editor. It’s replacing the Standard branding theme first, and from there will continue to evolve with more of the invoice customisation we know customers are looking for across things like logos, fonts and colours.
We know this won’t be the update some of you were hoping for, especially for those wanting more flexibility in how invoices look and feel. To help keep updates relevant to the specific changes being asked for, we’d really encourage you to add your vote to the ideas below, as they’re more closely related to those points:
Gavriel Ingram
supported this idea
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14 votes
Hi Paolo, thanks for sharing your idea, and letting us know the changes that matter most for you. We will move this idea to gain more support from the community and monitor for traction. Cheers!
Gavriel Ingram
supported this idea
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687 votes
Hi everyone, we appreciate all the feedback and votes on this idea. We know using Microsoft Entra ID SSO is now common practice for some businesses and being able to access Xero via a native integration with Entra ID would streamline how your teams log in and get set up in Xero, as well as help in managing access for larger teams and keeping things secure.
Our product team have been working with a small limited group of Partners to develop SSO capabilities. Though we can't give any definite timelines yet, we’ll keep this thread updated with news. Thanks
An error occurred while saving the comment Gavriel Ingram
supported this idea
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38 votesGavriel Ingram
supported this idea
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I'm beyond shocked that this hasn't already been implemented.
The date on this 'idea' is 13 years ago and has receive significant numbers of votes, and where is the progress?
The most recent Xero response (almost a year ago) is sadly weak and non-committal.
We have only just started with Xero, but browsing through this ideas forum is fairly depressing and we are beginning to think we've made the wrong move.