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5 results found

  1. Document Packs - Select signatories from Xero HQ

    11 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Andrea Reynoso commented  · 

    Wow this idea is from 2022 and still not updated in 2025...

    I am constantly having to go back to find the client's name and email address which is prone to human error.

    There is no option to edit signatories after being sent also, you have to delete/archive and start all over again .... and type the name and email address.

    I agree it should be pre-populated to the relevant client.

    Andrea Reynoso supported this idea  · 

  2. Fixed Assets - Depreciation Pool Schedules

    16 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Andrea Reynoso commented  · 

    Yes please I agree - we would like to have the option to make the tax pool depreciation entry into XERO blue as well

    Andrea Reynoso supported this idea  · 

  3. AU Payroll - Restrict which earnings rate an employee can select in timesheets

    45 votes

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    submitted  ·  18 comments  ·  For small businesses » Payroll  ·  Admin →
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    Andrea Reynoso commented  · 

    Please fix ASAP!
    Please lock it according to what is set up on the employee pay template

    Andrea Reynoso supported this idea  · 

  4. Quotes - Import/Export ability

    172 votes

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

    Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.

    Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.

    We'll make sure to update everyone through the idea here if there's…

    Andrea Reynoso supported this idea  · 
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    Andrea Reynoso commented  · 

    Please develop an import quote function as it is time consuming to import invoices and 'copy to quote'. Thanks =)

  5. User role - Read Only access to reports only

    50 votes

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    submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Andrea Reynoso supported this idea  ·