Settings and activity

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1. Quote report - Filter by accepted date

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   0 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
   Steve Best supported this idea  ·  19 May, 2023

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

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   245 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

   Steve Best supported this idea  ·  19 May, 2023

3. Quotes - Make the Title Field searchable

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   submitted  ·  7 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Steve Best commented  ·  19 May, 2023  ·  Edit…  ·  delete…

   It's pretty ridiculous that this isn't already searchable, along with the summary field

   They are literally the most useful fields to search for within quotes.

   I can't believe this has to be posted as an "idea", when there was even a recent update to the quotes UI and Xero made a big fuss about how it's all changed for the better, and yet this pretty basic thing is still not included.

   Please get it done, it would take less than a minute to action for any competant developer!

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   Steve Best supported this idea  ·  19 May, 2023