Settings and activity
12 results found
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24 votes
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Karen Wright
supported this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Karen Wright
shared this idea
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18 votes
Hi everyone, unfortunately while we started work that would impact this feature, this has had to be put on the back burner for now with a few other pieces of work taking priority. We'll shift back to submitted for now and be sure to update you of any movement surrounding the idea, here.
Karen Wright
supported this idea
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3 votes
Thanks for your idea and sharing in the forums here, Rachel.
Consideration would need to be given to how this behaves before and after a report date or date range is set, incase running for an older period that would include transaction lines that were categorised to an archived tracking option.
Being upfront, this isn't something we have any plans around for the time being, but we'll source interest from the community in this here, and share if there are any updates.
Karen Wright
supported this idea
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124 votesKaren Wright
supported this idea
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48 votesKaren Wright
supported this idea
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Karen Wright
shared this idea
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63 votesKaren Wright
supported this idea
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92 votes
An error occurred while saving the comment Karen Wright
commented
I would also like to add a Google Review link to my emails and/or invoice templates
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185 votesKaren Wright
supported this idea
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220 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.
Karen Wright
supported this idea
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73 votes
An error occurred while saving the comment Karen Wright
commented
Absolutely critical for the way we do business to be able to add the tracking category field to a standard invoice.
Karen Wright
supported this idea
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Stunned that this isn't there by default. I'm a new user and don't have too many journals at present but already I'm frustrated that I have to open each journal up to see if I've got the right one!
The journal reference is there, so I should be able to search on it!