Settings and activity

2 results found

1. Quotes - Import/Export ability

   194 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   85 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.

   Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.

   We'll make sure to update everyone through the idea here if there's any plans made for this functionality.

   Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.

   Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.

   We'll make sure to update everyone through the idea here if there's… more

   An error occurred while saving the comment
   Richard Hallett commented  ·  17 April, 2024  ·  Edit…  ·  delete…

   I would like to export a quote to excel. Currently quotes do not allow subtotals and exporting the quote to excel will allow me to create subtotals manually.

   Save Submitting...
   Richard Hallett supported this idea  ·  17 April, 2024

2. Invoices - Add subtotals

   •  

   •  

   339 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   130 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thank you for continuing to share your feedback on invoice subtotals.

   We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.

   While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.

   As previously shared current options that you may want to explore include;

   • adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
   • exporting the invoice as a PDF and editing it externally, or
   • exploring invoicing tools in the Xero App Store that offer more extensive services

   We know these aren’t ideal substitutes, but they may help bridge the gap depending on your needs. Though this has been moved to Not in pipeline we’ll continue to reassess this idea in future planning and voting for this idea remains open.

   If there's any change in position we'll post an update to share with you all, here.

   Hi everyone, thank you for continuing to share your feedback on invoice subtotals.

   We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.

   While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.

   As previously shared current options that you may want to explore include;

   • adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
   • exporting the invoice as a PDF and editing it externally, or
   • exploring invoicing tools in the Xero App Store that offer more extensive services

   We know these aren’t ideal substitutes, but they may help bridge the… more

   Richard Hallett supported this idea  ·  25 March, 2024