Settings and activity
13 results found
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39 votes
Bethany McLennan
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26 votes
An error occurred while saving the comment Bethany McLennan
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506 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Bethany McLennan
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12 votesBethany McLennan
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7 votesBethany McLennan
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5 votes
Thanks for sharing this idea. This partial-copy feature might be used whenever you need to copy a quote or invoice to another transaction, such as another quote or draft invoice.
We've reviewed this idea and now it's up to the wider community to get behind it.
Please share this idea with any colleagues that this could benefit, so they can add their votes and comments too!
Bethany McLennan
supported this idea
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9 votes
Hi everyone, thanks for sharing you idea on quote management. We appreciate you sharing how this could help keep quote lists organised and streamline decisions about which quotes to revisit or decline.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Bethany McLennan
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6 votes
Hi Kirstie
Thanks for sharing this idea about setting future prices for inventory items.
It's now up to the community to get behind and support your idea. Other members can now add their votes and comments about how this could also benefit them.
In the meantime, you'd need to edit the price at the relevant date, either manually or by exporting and importing your items if you need to update lots of prices at the same time.
Bethany McLennan
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5 votes
Thanks for your feedback, Sue. Not something we have immediate changes for but we'll begin to get a sense of the interest from your idea here.
Bethany McLennan
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8 votesBethany McLennan
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10 votes
Hi, thanks for sharing this idea about setting the opening stock for a tracked item at the same time you add it.
Now it's up to the community to get behind and support your idea with their votes and comments about how this would help them, too.
As for how this is currently done, as well as setting the item's starting Quantity on Hand, there needs to be an accounting record for where the existing Value comes from.
The current process is to add the item(s) as Tracked and then either:
- Importing the opening balances for your tracked items. *This option is only for when you first start using Tracked Inventory in your organisation*.
- Entering an approving a Supplier Bill to record the first purchase of the item.
- Entering an Adjustment (Increase Quantity-type) to move the value from another account (the adjustment account) to the Inventory Asset Account.
Bethany McLennan
supported this idea
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79 votes
An error occurred while saving the comment Bethany McLennan
commented
This is critical to our business. Our clients do not need to see a breakdown of every item used on every job, but we need to be able to track what products have been used where. I want to create an invoice using product codes that can then be grouped into a few combined line items on the client's version.
Bethany McLennan
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72 votes
Hi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here.
When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up.
We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress.
An error occurred while saving the comment Bethany McLennan
commented
It is amazing that this is not a feature yet. Every product in our system has the sell price listed. Why bother with this when the billable expense pulls through at our buy price? We are never going to charge it out at cost.
Even when you then overwrite the price and account, it then doesnt properly clear the billable expense from the client.This is so critical to our work - we source items from a multitude of suppliers and install everything on one site for one client, so we are constantly needing to triple check we havent missed charging for anything. PLEASE Xero consider adding this functionality.
An error occurred while saving the comment Bethany McLennan
commented
This is a hugely needed feature, especially in construction based industries where you buy specific parts for specific jobs all the time. Why do billable expenses not have the option to add at your set sale price?
Bethany McLennan
supported this idea
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At the moment we add each item to help us create the quote, then once we have the totals, we remove them all and just add one custom line item grouping all required items together by type to send to the client. It's time consuming, poor inventory management, and makes ordering parts and invoicing much more difficult than it needs to be. But it's crucial for our business - we don't need clients seeing every part or product involved in the job. A simplified version for clients is critical.