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  1. Quote report - Filter by accepted date

    14 votes

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    Steve Best supported this idea  · 

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

    217 votes

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    119 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

    In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

    However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

    We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

    Steve Best supported this idea  · 

  3. Quotes - Make the Title Field searchable

    9 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Steve Best commented  · 

    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!

    Steve Best supported this idea  ·