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  1. Quotes - Ability to create multi-section quote

    62 votes

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    14 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for adding your support and feeding back on your needs in this idea, everyone.

    While we understand how multiple sections with separate subtotals could make it easier to present options clearly and avoid sending several quotes to the same customer, we want to be upfront that this is not something we have development plans for in the near term.

    Right now, a couple of options to add structure would be to use description-only lines as section headings within a quote. Alternatively, attaching separate documentation that accompanies your quote and depicts the breakdown.

    We understand this isn't the ideal solution you're after here but may help some present quote details more clearly.

    Another option is to explore our ecosystem apps to see if there's a service that can accommodate your full quoting needs.


    Erick Jurell Magbuhat supported this idea  · 

  2. Navigation - Freeze bar at the top of the page to save scrolling

    267 votes

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    72 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks

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    Erick Jurell Magbuhat commented  · 

    1. The ability to pin/unpin or the permanent pinning of the Xero Menu (the blue bar at the top of the Xero page) in all pages of Xero. This will help us to easily navigate and use the Search bar at the upper right of the Xero Menu. Easier navigation, meaning opening links from the Menu in another tab for easier multi tasking.

    This will make bank reconciliation and reporting easier, and we do not need to scroll up for longer time just to go back to the Xero Menu or use the Search Bar.

    2. You can also have an icon called (Back to Top of the Page) added at the bottom right of the page whenever user are scrolling down which will enable users to reach the top of the page quickly. This is in the new bank reconciliation page.

    Realizing that the upgraded bank reconciliation (in which we are not subjected to 10 pages per transaction anymore and contains up to 50 items now) had us scrolling longer time to reach the top of the page. A link at the bottom can ease access to the Menu and Search Bar

    Erick Jurell Magbuhat supported this idea  ·