Settings and activity
60 results found
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45 votes
Ana Labosky
supported this idea
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An error occurred while saving the comment -
62 votes
Hi everyone, we appreciate interest from you all here in being able to adopt autosave into Quotes. Across the board there are mixed reviews from users that would, and those that would not like to see this enhancement across Xero features.
Right now, the current experience requires you to click Save on the quote before navigating to another screen in Xero.
We appreciate there are other contributing factors to the need here like session timeouts and internet connectivity.
Being upfront this isn't a feature we have roadmapped at this time, however our product teams are aware of the needs and interest of this here and will take this into consideration as they continue to plan the future of Quotes across Xero. If there are any plans to progress this we'll make sure to keep you all informed and updated through this idea. Thanks
Ana Labosky
supported this idea
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8 votes
Thanks so much for sharing this idea 😊
We can see how having the search bar close each time you move between invoice tabs could make it harder to quickly search and work through invoices, especially when you're checking different statuses.
We've reviewed your idea and moved it to Gaining Support so other community members can vote and comment if this is something they'd also find helpful.
We'll continue to keep an eye on the feedback here and share any updates if there's progress.
An error occurred while saving the comment Ana Labosky
commented
also keep search string as we move across tabs
An error occurred while saving the comment Ana Labosky
commented
Search in invoices; be able to move from tab to tab with out loosing search criteria.
Ana Labosky
supported this idea
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An error occurred while saving the comment Ana Labosky
commented
Be able to move around tabs under sales overview and not have to enter search criteria again.
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39 votes
An error occurred while saving the comment Ana Labosky
commented
When an an invoice is sent it would be nice to have a return receipt that invoice has been read.
Ana Labosky
supported this idea
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193 votes
An error occurred while saving the comment Ana Labosky
commented
We would use it to show the client the part description
An error occurred while saving the comment Ana Labosky
commented
Be able to attach an image for each item withing the quote.
Ana Labosky
supported this idea
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77 votes
An error occurred while saving the comment Ana Labosky
commented
can we also have it that if its automatic tax we can edit it from the mobile app. and if we print invoices that we can select sent check box.
Ana Labosky
supported this idea
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124 votes
Hi all, thank you for contributing to idea here. While our Inventory team have reviewed the idea for custom / tiered price lists in Xero, we want to be open that we do not have development planned for enabling more extensive Inventory management like this.
There are many Inventory apps that connect with Xero and offer these types of services and more - You can explore these on Xero App store. To be transparent we will update the status to not planned - If there is any change to this we will share with you here.
An error occurred while saving the comment Ana Labosky
commented
This is a very important part of my business. I am a contractor and not all are projects are priced the same, specially are on going customers. Other apps offer this function how difficult is it for an experienced developer to add this to the app? Zoho, Sage, Freshbooks, and Quickbooks they all have the function.
An error occurred while saving the comment Ana Labosky
commented
Pricing plan to be able to increase prices via percentages for different tiered customers
Ana Labosky
supported this idea
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762 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Ana Labosky
supported this idea
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915 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Ana Labosky
supported this idea
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1,096 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Ana Labosky
supported this idea
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8 votes
Hi Ana, out of interest is there a transaction type you generally find needing to use these actions? For example Spend money, Receive money or Payments applied to invoices and bills?
I've slightly amended the title of your idea for the date of the transactions, we have separate idea for changing the bank account you can join for any updates.
Ana Labosky
shared this idea
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77 votes
An error occurred while saving the comment Ana Labosky
commented
Every construction accounting apps allow root to markup on line items
An error occurred while saving the comment Ana Labosky
commented
Add function to be able to setup a tier of markup % to be used throughout the app specially for items via a dropdown list.
Ana Labosky
supported this idea
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3 votesAna Labosky
shared this idea
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197 votesAna Labosky
supported this idea
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345 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Ana Labosky
supported this idea
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60 votes
Thanks for sharing your interest in single sign on across Xero's products. This is available currently across many areas or Xero. For example if you are logged in and working in Xero, then move across to Xero Central(our support hub) you may need to click the login button in the top right of the screen but if you're session hasn't ended you should find the page should refresh and automatically log you in.
We appreciate wanting a smoother login experience that's recognised across all Xero products and will share if there are any improvements planned around this with you all, here.
Ana Labosky
supported this idea
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162 votes
Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.
With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.
Ana Labosky
supported this idea
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11 votesAna Labosky
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20 votes
Hi Mark, as cost price of items can change over time, if you often associate specific items you're selling to sales you make to your customers perhaps Billable expenses?
When you add the expenses to your customers invoice this will bring across the cost price of the items you've assigned.
Ana Labosky
supported this idea
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15 votesAna Labosky
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When are customer going to be able to pay via a statement?