Settings and activity
5 results found
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3 votes
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Christine Pamflett
shared this idea
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2 votes
Thanks for your feedback, Christine! While there's no direct button to 'Mark as sent' if you select 'Print PDF' you'll see you get an option to 'Mark as sent' however you will need to Print and download the PDF of your device for this action to complete.
We'll get a sense of the interest in a specific button for this from your idea here, but hopefully this option helps for now. 😊
Christine Pamflett
shared this idea
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25 votes
An error occurred while saving the comment An error occurred while saving the comment Christine Pamflett
commented
Most of our customers are large organisations and will not spend money without submitting a purchase order. There is currently no facility within Xero to save a customer's Purchase Order and then turn it into an invoice. This would make my invoicing accounting so much easier.
Christine Pamflett
supported this idea
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12 votes
An error occurred while saving the comment Christine Pamflett
commented
I cannot send out a quote that is wrong, so it MUST be approved by management. I can't believe that Xero has not already done something about this. As invoices, POs and bills all have approval functionality, why don't quotes?
An error occurred while saving the comment Christine Pamflett
commented
It is extremely important that quotes to customers are correct, as that becomes the price that gets invoiced. Because it is so important that they are correct, it makes sense and seems obvious that there should be a facility to submit them for approval to a manager or other person in my organisation. Just like I can submit invoices, purchase orders, and bills. I just can't understand why Xero doesn't include this basic functionality.
Christine Pamflett
supported this idea
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201 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Christine Pamflett
supported this idea
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Most of my customers submit Purchase Orders before I can send them an Invoice. There is nowhere to log or store them in Xero. I have invented my own system within Xero whereby I create a draft invoice and save it as APO. This is somewhat clumsy and I would like Xero to fix the system to allow customers to send POs.