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3 results found

  1. Notification | Send to REPLY TO email when quote accepted

    174 votes

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    We’ll send you updates on this idea

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

    Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.

    We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.

    While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.

    Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.

    Jodie Hogan supported this idea  · 
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    Jodie Hogan commented  · 

    Would be very useful to have the option to set a single point of contact for all quote replies, not just to the person who generated it.

  2. Bills - Option to unapprove

    553 votes

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

    Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.

    We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.

    That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks

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    Jodie Hogan commented  · 

    voiding and reentering is such a tedious task. It is easy to accidently hit the "approve" butting instead of the "save" drop down button.

    Jodie Hogan supported this idea  · 

  3. Bills - Filter and view bills by tracking category

    74 votes

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    submitted  ·  29 comments  ·  For small businesses » Business features  ·  Admin →
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    Jodie Hogan commented  · 

    We want our site managers to be able to see which bills they are responsible for approving and the only way they can do that is to be able to sort by tracking category. And the option of printing aged payable reports is not an option as we don't allow for them to access reports and even if they did, the process of then sighting the attached invoice is not as quick.

    Jodie Hogan supported this idea  ·