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8 results found

  1. Quotes - New field for Repeating Fees

    1 vote

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    0 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Rebecca Watmore shared this idea  · 

  2. Quotes - Create repeating quotes

    20 votes

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    submitted  ·  3 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Rebecca Watmore supported this idea  · 

  3. Remove Achieved Product Codes from Repeating Templates

    1 vote

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Rebecca Watmore shared this idea  · 

  4. Repeating invoices - File attached to generated invoice/bill

    45 votes

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    17 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Rebecca Watmore supported this idea  · 

  5. Repeating Invoices - Ability to bulk update repeating invoices

    43 votes

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    submitted  ·  6 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Rebecca Watmore supported this idea  · 

  6. Repeating Invoices: Pause and resume repeating invoices

    51 votes

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    submitted  ·  17 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Rebecca Watmore supported this idea  · 

  7. Bills - Hide archived items when creating repeating bills

    7 votes

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    submitted  ·  1 comment  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Rebecca Watmore supported this idea  · 

  8. Sales Invoice | Expected Dates - Bulk Update

    46 votes

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    20 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're continuing to keep an eye on the interest this idea's received however at this time want to be upfront that bulk update of Expected dates for invoices isn't on the roadmap.

    Just to highlight for those that have more recently joined in here - You can currently bulk add expected dates to invoices within Short-term cash flows, however as noted here you can't add dates to invoices or bills that are partially paid, have credit notes applied or are dated within a locked period.

    We'll continue to track the interest for this idea and share if there's any change planned.

    An error occurred while saving the comment
    Rebecca Watmore commented  · 

    To add to this feature, we would also like to see contacts have a new field for average payment time which would auto fill the expected payment date.

    This could either be automated based on the contact's history or a set rule such as +3 working days.

    This would be really helpful for managing a more accurate cashflow forecast due to payment delays between the due date and when a client is actual likely to pay. Including taking into account payout delays for those collected via direct debits.

    Many 3rd party cashflow apps also use the expected due date from Xero when available.

    Rebecca Watmore supported this idea  ·