Settings and activity
25 results found
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44 votes
James Digby-Jones
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93 votesJames Digby-Jones
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5 votesJames Digby-Jones
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12 votesJames Digby-Jones
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41 votesJames Digby-Jones
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41 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
James Digby-Jones
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5 votesJames Digby-Jones
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42 votesJames Digby-Jones
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124 votesJames Digby-Jones
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9 votesJames Digby-Jones
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7 votesJames Digby-Jones
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9 votesJames Digby-Jones
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9 votesJames Digby-Jones
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24 votesJames Digby-Jones
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247 votes
Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.
We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.
Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.
To be transparent, this work isn’t currently on our roadmap.
For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.
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James Digby-Jones
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34 votes
Hi Kevin, we'll get a sense of your idea for multiple project stages here, welcome to add another for start & end dates that we can track too. 🙂
James Digby-Jones
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27 votesJames Digby-Jones
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24 votes
Thanks Daniel, and really appreciate your feedback in relation to the recent release and update of the idea you've linked - Feedback you share on our Status updates also get back to the teams involved so they've received your comments there too!
Not meaning to cut the curb the conversation, but we do sometimes need to make tough decisions of when to change the status of an idea.
It's great to get a fresh sense and understanding of interest in further improvements to this feature that our Projects product team can consider development for.
I've slightly amended the title of your idea to reflect the abilities to search and filter within this view and it's really good to have this detail from you of the specific fields and ways in which you'd make use of this change.
We'll begin feeling out the community interest on the idea here, and can…
James Digby-Jones
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27 votesJames Digby-Jones
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92 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.
James Digby-Jones
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Please Xero, add this fundamental feature