Settings and activity
17 results found
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6 votes
Terri P
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11 votesTerri P
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22 votesTerri P
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13 votesTerri P
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16 votes
Hi team, in the aim of transparency we have split this idea out from the original one here so we can get a better understanding of the interest for this change in each area of Xero.
Being quite different features within Xero it's not likely that a change in one would be reflected in the other area at the same time. We will continue to track interest in removing quotes from the all list here and share if there are any updates.
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10 votes
Hi team, as you may have just heard through my other update here. We have now split this idea into 2 so that we can track and keep customers updated on any progress for this feature being developed in each area respectively.
I am please to be able to share for Purchase Orders we're in the works of refreshing the purchase order list and add/edit screens and as part of this we will be providing more filters for the search on the lists so you will be able to select to show/hide deleted PO's 🙂
I'll return to share as this new experience goes live to our users. Thanks for sharing your interest with us.
Terri P
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25 votes
An error occurred while saving the comment Terri P
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25 votes
An error occurred while saving the comment 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
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11 votesTerri P
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14 votesTerri P
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127 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.
Terri P
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10 votesTerri P
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36 votes
Hi everyone, we value your input and sharing with us on your needs here.
While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.
Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.
We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏
Terri P
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16 votes
Hi Mark, as cost price of items can change over time, if you often associate specific items you're selling to sales you make to your customers perhaps Billable expenses?
When you add the expenses to your customers invoice this will bring across the cost price of the items you've assigned.
An error occurred while saving the comment 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
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730 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Terri P
supported this idea
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108 votes
Hi everyone, thanks to everyone that completed and fed back through our earlier survey. We appreciate you sharing needs in sequential invoice numbering and will continue to consider these needs as we evolve invoicing in Xero.
Right now, we want to be upfront that there are no direct changes planned for how invoice numbers are assigned.
We'll keep monitoring interest of this here and will update if there are any developments.
Terri P
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35 votes
An error occurred while saving the comment 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
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YES Yes please, with the link coming from the products, and of course the import.