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4 results found

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

    11 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Quoting  ·  Admin →
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    Racheal Bell supported this idea  · 

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

    246 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 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.

    …

    Racheal Bell supported this idea  · 

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

    379 votes

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    105 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

    67 votes

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    submitted  ·  14 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  ·