Settings and activity
73 results found
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223 votes
Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.
In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.
However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.
We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.
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Luisa Magao
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296 votes
Hi everyone, we appreciate all the valuable feedback we’ve received from everyone on this idea and through research our team has conducted.
We’ve taken this all into serious consideration as we plan improvements for the large scope of roles that we know are critical to our customers being able to effectively run their businesses with Xero.
We totally get the need for more granular roles and control within reports, and understand the need to safeguard sensitive data while still empowering your team and clients with the information they require.
Although not accessible within Xero, there are some role capabilities through Syft Analytics as an additional offering where a Xero organisation can connect to Syft.
We want you to know that reporting is one of the primary areas that we’re looking to develop, and are working on a solution that’ll give you more flexibility and control over what reports your users…
An error occurred while saving the comment Luisa Magao
commented
This is critical for us too - If Xero could separate banking from reports it would make things a lot easier. We have staff that need stock reports or Project reports and currently I have to ask the owner to manually do them and export them. Quite problematic as he's not always available when these are needed.
Luisa Magao
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175 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
An error occurred while saving the comment Luisa Magao
commented
We have prices that constantly fluctuate and it is very time consuming to have to constantly update the price item by item. Very frustrating. I agree with Riaan would have expected it to be a standard - or at least have the option to turn this on or off as needed.
Luisa Magao
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218 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
An error occurred while saving the comment Luisa Magao
commented
We have manufacturing components as part of our sale products and it would be helpful to get a full idea of the costs involved for the full job. At present we have to keep a separate system to do this. We are having to double handle everything which is not cost effective at all. In Myob you have this function. Can't believe I'm saying this but it is one of my regrets in moving over to Xero.
Luisa Magao
supported this idea
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238 votes
An error occurred while saving the comment Luisa Magao
commented
Yes Please. This would be a great help to us as we need to send warranty and maintenance documents with quotes and final invoices. We have several different types depending on the order and the girls are having to constantly upload for every quote and final invoice. If we could create a template for each type it would certainly simplify by saving work and time.
Luisa Magao
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2 votesLuisa Magao
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7 votesLuisa Magao
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22 votes
Hi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects?
Atm, you can create bills and invoices for different contacts and associated these transactions with a single project.
Luisa Magao
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14 votesLuisa Magao
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13 votesLuisa Magao
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14 votesLuisa Magao
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37 votesLuisa Magao
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14 votesLuisa Magao
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15 votesLuisa Magao
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157 votesLuisa Magao
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3 votesLuisa Magao
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520 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.Luisa Magao
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6 votesLuisa Magao
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164 votes
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 🙂
Luisa Magao
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90 votes
Really appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
Luisa Magao
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This would save us so much time. - 9 years of waiting for simple and obvious fixes - Hmmmm. Also if projects could link to clients that would be amazing. Can't believe that wasn't part of the rollout in the first place. What a time savers these little things could be to those of us who are time poor to start with.