Settings and activity
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4 votes
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James Wilson
supported this idea
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113 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
An error occurred while saving the comment James Wilson
commented
It's 15 months since you said emphasis was on other things. Please could you come back to this. I cannot be so hard to change the UI to not show quotes marked as deleted. It's not necessarily a question of deleting records but just hiding them from view - and that 'hide deleted quotes' could be an option if you want to keep everyone (even those who want to see things they have chosen to delete!) happy. It's really time this was sorted. I last commented in January 2024 and before that on the old system going back to 2021 https://central.xero.com/s/question/0D51N000050dE5MSAU/how-to-delete-a-deleted-quote. PLEASE sort this...
An error occurred while saving the comment James Wilson
commented
This has been going on for years here: https://central.xero.com/s/question/0D51N000050dE5MSAU/how-to-delete-a-deleted-quote
PLEASE PLEASE Fix this.
James Wilson
supported this idea
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Purchase Orders presently have 4 status: Draft, Awaiting Approval, Approved and Billed. This is an accounting perspective, but not a business perspective. Invoices have "Mark as Sent" which makes perfect sense for Purchase Orders too. The workflow is that there is a lead time so reporting 'Delivery Overdue' based on the "Delivery Date" would be useful - buyers then know which suppliers to chase. And closing a purchase order depends presently on it being invoiced. That's not a reflection of the real world. Delivery may be awaited, partially complete or complete. This is orthogonal to whether it is not invoiced, partially invoiced or fully invoiced. I'm sure different organisations may want different workflows, so across Quotations, Invoices, Bills and Purchase Orders, a useful feature would be to have 'User Status" which is configurable in Organisation Settings. Basic users can ignore this, but users who wish to model workflows more effectively could set up User Status fields and manually set this to stemp through a business process. For Purchase Orders we would set "Order Not Placed", "Delivery Awaited", "Delivery Partial", "Quality Issue", "Delivery Complete", "Closed". The Tabbed view (Draft, Awaiting Approval, Approved and Billed) should have a filter according to User status, so that the view becomes "Approved AND Deliver Awaited".
In summary a configurable USER STATUS for all documents configurable in Organisation Settings and acting as a filter to all views would be really useful.