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  1. Quotes - Title and Summary to flow through to Sales Invoices

    242 votes

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    119 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    charlotte Sands commented  · 

    I totally agree with this suggestion along with a few others. But I have noticed that there never seems to be a reply or response from Zero. Its frustrating having this page if we the users are not being listened to.
    XERO Come on, at least give some feedback to ideas !! This software could be brilliant if you listen to your customers.

    charlotte Sands supported this idea  · 

  2. Sales Invoices - Ability to bulk edit/update invoices

    97 votes

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    submitted  ·  21 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    charlotte Sands supported this idea  · 

  3. Bank Reconciliation - Account Transaction / Bank Statements - Navigation at top of page

    88 votes

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    39 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    charlotte Sands commented  · 

    Totally agree please Xero sort this one

    charlotte Sands supported this idea  ·