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Settings and activity

16 results found

  1. Quotes - Automatically add attachments when emailing

    6 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    Terri P supported this idea  · 

  2. Quotes - Approval process similar to invoices

    10 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Terri P supported this idea  · 

  3. Quotes - Ability to track products and services

    7 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Terri P supported this idea  · 

  4. Projects | Quotes & Invoices - Show reference number

    7 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Terri P supported this idea  · 

  5. Purchase Orders/Quotes - Remove Deleted PO's and Quotes from Sales & Purchases Overviews

    9 votes

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    Terri P supported this idea  · 

  6. Quotes - Insert hyperlink text in description

    23 votes

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    submitted  ·  11 comments  ·  For small businesses » Business features  ·  Admin →
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    Terri P commented  · 

    YES Yes please, with the link coming from the products, and of course the import.

    Terri P supported this idea  · 

  7. Quotes: Hide line item cost

    15 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Terri P commented  · 

    Sort of I would prefer the ability to view the product cost + GP or Margin when I am making up a quote, not all get the same price.

    Terri P supported this idea  · 

  8. Quotes - Line numbers for items in quotes

    11 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Terri P supported this idea  · 

  9. Quotes - Create repeating quotes

    6 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Terri P supported this idea  · 

  10. Quotes - Permanently Delete Quotes

    103 votes

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    50 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Terri P supported this idea  · 

  11. Quotes - Ability to archive quotes

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Terri P supported this idea  · 

  12. Quotes - Preview option

    26 votes

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    submitted  ·  14 comments  ·  For small businesses » Business features  ·  Admin →
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    Terri P supported this idea  · 

  13. Quotes - View Inventory Item Cost

    11 votes

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    3 comments  ·  For small businesses » Business features  ·  Admin →
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    Terri P commented  · 

    I got super excited that I would be able to use Xero for quotes, reasons I love it: is really easy to import the products, much more flexible than our ERP we use for sales, BUT I need to be able to see the cost pricing when generating the quote, or at least to be able to set/see the GP%/Margin. Without this I cannot use. Very sad. Seems that Xero is just not keeping up with how business works.

    Terri P supported this idea  · 

  14. Invoices - Ability to send Invoices and statement to seperate email addresses

    323 votes

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    61 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Terri P supported this idea  · 

  15. New invoicing - Assign next number in sequence when number removed

    81 votes

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    submitted  ·  31 comments  ·  For small businesses  ·  Admin →
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    Terri P supported this idea  · 

  16. Contacts - Form to request & capture details of a new customer or supplier

    20 votes

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    submitted  ·  9 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Terri P commented  · 

    This is essential in 2024, it needs to be easily be re-sent each year, or when a contact's email bounces. It does not have to be complicated; a basic online form with the required details added into Xero contacts.

    Terri P supported this idea  ·