Settings and activity

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

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   121 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  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.

   While Quotes and Invoices have historically evolved separately, we’re taking a more holistic view of how these connected steps work together and where we can improve the experience. Our goal is to make it easier for customers to move from quote to invoice with less friction over time.

   We will keep you informed of any progress around this that can help solve the needs shared in this idea. Thanks

   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.

   … more

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   charlotte Sands commented  ·  02 June, 2025  ·  Edit…  ·  delete…

   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.

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   charlotte Sands supported this idea  ·  28 March, 2025

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

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   21 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for continuing to highlight how much time you could save with this feature.

   We’re working on an improvement to the Line Item Grid within the body of invoices, quotes, purchase orders, sales credit notes and the bills quick view that'll help speed up editing and solve some of the needs in this idea.

   We'll be enabling the ability to drag the contents of a field in one row up or down a column, making it faster to update repeated line-level details like tracking, account codes, references or tax rates within an invoice, without needing to manually re-enter the same value line by line.

   We appreciate this idea also highlights the need for more bulk actions to edit multiple invoices at once (not just within an individual invoice) and want to be upfront that this isn't something we have immediate plans of.

   I'll keep you updated of the release of the line item update here, along with detail of how you'll be able to use this feature. Thanks

   Hi everyone, thanks for continuing to highlight how much time you could save with this feature.

   We’re working on an improvement to the Line Item Grid within the body of invoices, quotes, purchase orders, sales credit notes and the bills quick view that'll help speed up editing and solve some of the needs in this idea.

   We'll be enabling the ability to drag the contents of a field in one row up or down a column, making it faster to update repeated line-level details like tracking, account codes, references or tax rates within an invoice, without needing to manually re-enter the same value line by line.

   We appreciate this idea also highlights the need for more bulk actions to edit multiple invoices at once (not just within an individual invoice) and want to be upfront that this isn't something we have immediate plans of.

   I'll keep you updated of the… more

   charlotte Sands supported this idea  ·  28 March, 2025

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

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   93 votes

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   40 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
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   charlotte Sands commented  ·  28 March, 2025  ·  Edit…  ·  delete…

   Totally agree please Xero sort this one

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   charlotte Sands supported this idea  ·  28 March, 2025