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4 results found

  1. Xero Accounting app - Quotes should have the share option

    29 votes

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    6 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminHaroon Subhani (Admin, Xero) responded

    Thanks for sharing your idea, Davinder, and letting us know the changes that matter most to you. It’s great to see customers like you helping shape the future of Xero.

    We have reviewed your idea, and it is now available for the community to support. Make sure to share it with colleagues who could also benefit from this feature so they can add their vote. Other members are welcome to comment and provide additional context on how this improvement could enhance their experience with Xero.

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    Adam Bresch commented  · 

    Hi, you made a link available on PC - that is great, can we get a proper Share option on the APP please?

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    Adam Bresch commented  · 

    We are able to share Invoice, but not a quote?

    With everyone using messengers, different social platforms etc, not being able to share quote is really a pain.

    Can share invoice but can't share a quote?

    Adam Bresch supported this idea  · 

  2. Permissions - Ability to set level of Approvals for different transactions

    75 votes

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    10 comments  ·  Users & setup » User permissions  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.

    To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.

    Adam Bresch supported this idea  · 

  3. Homepage - Ability to control what messages and adverts appear

    78 votes

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    39 comments  ·  Users & setup » Homepage  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Thanks for your feedback about this.

    The community can now get behind and support this idea.

    Along with votes, other members can now comment to share their thoughts.

    Adam Bresch supported this idea  · 

  4. Invoices - Ability to batch print packing slips

    29 votes

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    submitted  ·  25 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Adam Bresch commented  · 

    We are doing a lot of sales via Mobile, would be handy if we could print packing slip after every sale, Mobile App doesn't allow that.