Settings and activity
69 results found
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23 votes
An error occurred while saving the comment 
Ana Labosky
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13 votes
Hi team, we're pleased to share that auto sales tax within quotes is now in beta!
If you happened to miss our last update we'd love to extend the invite.
- If you didn't quite get round to signing up last round add your details through our form here.
We'll be back again in the new year, as this feature progresses further. 🙂
Ana Labosky
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51 votesAna Labosky
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4 votesAna Labosky
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7 votes
An error occurred while saving the comment Ana Labosky
commented
ability to view if client viewed and opened quote
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12 votesAna Labosky
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8 votesAna Labosky
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An error occurred while saving the comment Ana Labosky
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this will allow the client to make a initial deposit once quote is accepted.
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11 votes
An error occurred while saving the comment Ana Labosky
commented
adding delivery address will allow for the creation of a correct PO
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22 votes
An error occurred while saving the comment Ana Labosky
commented
ability to track PO, Bill and Invoices related to quote
Ana Labosky
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5 votes
An error occurred while saving the comment Ana Labosky
commented
attach a movie
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6 votesAna Labosky
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73 votesAna Labosky
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11 votesAna Labosky
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51 votes
Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here.
Ana Labosky
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14 votes
An error occurred while saving the comment Ana Labosky
commented
or templates for different types of quotes / estimates.
Ana Labosky
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523 votes
Hi everyone, further to our last post I wanted to provide another update for our US customers as we now have a bill payments solution powered by Melio! Xero has acquired Melio, a leading US bill pay platform designed specifically for small and medium-sized businesses, and accountants and bookkeepers in the US. While we value our partnership with BILL, we decided that acquiring Melio was the right strategic move to accelerate our ability to provide a seamless, integrated payments solution within Xero for our US customers. Powered by Melio, you can securely pay bills online, directly from Xero.
As previously shared in the UK customers can now pay overseas suppliers easier with international bill payments, saving the need to use multiple platforms and savings in fees. Whether you're paying a single bill or multiple bills at once.
We’re committed to finding new ways to expand our bill payments…
Ana Labosky
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672 votes
Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂
In early stages right now, but I'll share more news as this progresses. Thanks!
Ana Labosky
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An error occurred while saving the comment Ana Labosky
commented
how hard is it to add a function to the invoice to be able to schedule the email for future date. Gmail does it.
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660 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Ana Labosky
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634 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Ana Labosky
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13 votesAna Labosky
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Nice is it going to be considered