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4 results found

  1. Reporting - Add a Quote Title column to the Outstanding Quotes Summary

    8 votes

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    submitted  ·  0 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Racheal Bell supported this idea  · 

  2. Quotes - Title and Summary to flow through to Sales Invoices

    230 votes

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    119 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Racheal Bell supported this idea  · 

  3. Email Settings - Ability to have separate reply-to email address

    364 votes

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

    Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.

    We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.

    We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.

    This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.

    For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks

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    Racheal Bell commented  · 

    We need separate emails for Estimates and a separate email for accounting.

    Racheal Bell supported this idea  · 

  4. Purchase Orders - Ability to Void/Archive purchase orders

    55 votes

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    submitted  ·  13 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    Racheal Bell commented  · 

    We need to keep our POs that are not accepted. The only current option is to delete and we need to keep track of all POs. It would be ideal to have an acceptance options for the PO the same as we have the option to approve a quote.

    Racheal Bell supported this idea  ·