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

    191 votes

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    We’ll send you updates on this idea

    69 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

    617 votes

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

    Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.

    While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.

    So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.

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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

    100 votes

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    submitted  ·  39 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  ·