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

    251 votes

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

    Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

    We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

    Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

    To be transparent, this work isn’t currently on our roadmap.

    For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

    …

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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

    99 votes

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    21 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks again for everyone's support in this idea.

    We'd like to let you know that the ability to drag contents from one field up or down a column within an individual invoice is now live to all users, to help save time repeating details like tracking, account codes and tax rates across multiple line items.

    From the blue dot in the bottom-right corner of a cell drag up or down the column. Alternatively, hold Shift, use the up or down arrows to select the cells you want, then press Enter to apply.

    Again, we know some members here were also looking for bulk updates across multiple invoices, rather than just across lines within a single invoice. That part of the request isn’t included in this release, so we’ll keep the idea open as Accepted for future consideration. 🙂

    charlotte Sands supported this idea  · 

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

    93 votes

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    40 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  ·