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← Share and support customer ideas for Xero

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12 results found

  1. Products & services - Ability to group items

    56 votes

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    submitted  ·  19 comments  ·  For small businesses » Business features  ·  Admin →
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    Terry Bottle supported this idea  · 
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    Terry Bottle commented  · 

    Yes would be great to be able to separate out our products we buy and our services we sell.

  2. Inventory - Use a margin from the Cost price to calculate Sale Price

    9 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Terry Bottle shared this idea  · 

  3. Products and Services - Add contact column to transaction report

    3 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Terry Bottle commented  · 

    Having a field for contacts in the "Latest transactions".
    We have multiple suppliers for the same products, it would be good to see who we are getting the better buying from without having to click into each individual bill.

    Terry Bottle supported this idea  · 

  4. Quotes - Ability to create multi-section quote

    21 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Terry Bottle commented  · 

    We are a painting and gib stopping company. It would be good to be able to create one quote for a new build that has a section for gib stopping services and separate section for painting services rather than have to do multiple quotes for the one job.

    Terry Bottle supported this idea  · 

  5. Quote - Ability to create template in Quote section

    9 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Terry Bottle supported this idea  · 

  6. Quotes - Copy partial Quote to an Invoice

    57 votes

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    submitted  ·  27 comments  ·  For small businesses » Business features  ·  Admin →
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    Terry Bottle supported this idea  · 

  7. Contacts - Different default email addresses for different transactions in Xero

    298 votes

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    submitted  ·  132 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Terry Bottle supported this idea  · 

  8. Invoice - Link back to project from invoice

    11 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Terry Bottle supported this idea  · 

  9. Projects - Notes or Description field in Projects

    82 votes

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    23 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time. 

    For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record. 

    We're continuing to watch this space and will share if there is any progress. 

    Terry Bottle supported this idea  · 

  10. Xero Projects - Create project from accepted quote

    92 votes

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    19 comments  ·  For small businesses » Business features  ·  Admin →
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    Terry Bottle shared this idea  · 

  11. Dashboard - View Snapshot of Projects

    19 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Terry Bottle supported this idea  · 

  12. Projects - Ability to attach Files to a Project

    139 votes

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    34 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here. 


    To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i

    Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference. 

    Understand this isn't the ideal solution, but may help some for now 🙂

    Terry Bottle supported this idea  ·