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1. Quotes - Import/Export ability

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   submitted  ·  75 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   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.

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   Richard Hallett supported this idea  ·  17 April, 2024

2. Invoices - Add subtotals

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   101 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.

   As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.

   In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers here.

   We’ll be sure to update you here if there’s any more news on this suggestion.

   Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.

   As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.

   In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers… more

   Richard Hallett supported this idea  ·  25 March, 2024