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  1. Homepage | Profit & Loss - Common date selections (like report)

    38 votes

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    13 comments  ·  New Homepage » Homepage  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for continuing to add your interest for this idea, and sharing what dat formats would be most useful to you. We've been listening closely to feedback we've received and right now this is one of the improvements our product team are working on. 🙂

    We'll be adding a few more date options to the profit & loss widget including; this Month, this Quarter, and this Financial Year. I'll round back to confirm once these are live.

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    Andreas Krasny commented  · 

    Please just let us see the CURRENT month, quarter etc on the widget already... just like it very conveniently already does in the mobile app!
    Why on earth would I want to be constantly seeing old information at a glance instead of current day to day numbers?!?

    Andreas Krasny shared this idea  · 

  2. Email Templates - Add image and hyperlinks

    107 votes

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    submitted  ·  39 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Andreas Krasny commented  · 

    Get with the times and just bloody add it. Wtf are we paying so much for with so many basic features missing?!?

    Andreas Krasny supported this idea  · 

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

    242 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.

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    Andreas Krasny commented  · 

    How is this not a thing already? Unbelievable.

    Andreas Krasny supported this idea  ·