Settings and activity
5 results found
-
52 votes
An error occurred while saving the comment 
Susan Scells
supported this idea
·
-
485 votes
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
An error occurred while saving the comment Susan Scells
commented
as per other comment at https://central.xero.com/s/question/0D53m00006MiOnvCAF/user-permission-to-products-and-services
This is part of invoicing.
Susan Scells
supported this idea
·
-
123 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
An error occurred while saving the comment Susan Scells
commented
If you can not undo deleting, then why keep them. I can under stand is it get the the sent stage as this provide a record of sent quote. But when you are new to your program you sometime make mistake that you what to delete. I'm doing up training Video for my staff these quote will be here forever. Can the Disappear after 30days or better Give the Option to Permanently remove. The only use they would have is to make a copy of them but if they are wrong the you are just copying incorrect information.
Susan Scells
supported this idea
·
-
47 votes
An error occurred while saving the comment Susan Scells
commented
How can this not be part of an accounting software? You have recurring bills but were do bill come from you need to do the Order first. I'm so confused, if you did recurring PO then they can move to bill or better have the Option of it being a bill or a PO - currently it look like I will need to continue sending PO in MYOB. Note this was available in account software over 15 years ago. It is a great idea to have customer input but this basic level of a account software should already be in place. How does anyone function without it. Please tell me I real need to know how to work around this.
Susan Scells
supported this idea
·
-
223 votes
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.
An error occurred while saving the comment Susan Scells
commented
Currently no point using Title and Summary - better to place as a line item in the descriptor at the Start on an invoice. - this would also solve another issue when you have - deliver address that do not match the company that is getting bill as this infomation could be placed in summary.
Susan Scells
supported this idea
·
I would like to add that even FAS(free account software) can get this correct.
I have put up with a lot from this software. This is the point I have even considering spending my 90 per month on google ad to advise people not to use Xero. - I have come from a Monthly bill of approx. $15 to your pricing and in almost every way my old system was superior. I can do a custom invoice. That is it. - reconciling is a mess - PDF can not be sent on PO. you have pop up that ask how is the software working for you but there are page of people advising the changes that need to be made. But there are years with no one responding. I recommend every one get out it not even worth staying until the end of the year. It not like any one from Xero is go to change a thing.