Settings and activity
395 results found
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14 votes
CHRISTOPHER TENG
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25 votesCHRISTOPHER TENG
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4 votes
Hi all, appreciate the interest around this. Being able to view a contact's address would be built separately for invoices and quotes.
We have an existing idea for this in new invoicing that you may like to add your vote and join across here - you'll see this is something we're actively working on.
I'll slightly adjust the title of your idea here to reflect the Quote side of things and we can keep you updated if there's any change for this. Thanks
CHRISTOPHER TENG
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18 votes
Apologies we've not responded here before now, everyone. While we appreciate your interest in enhancing Xero, ideas for our API are best shared in our Developer community. Taking a quick look I can see that a similar idea for this has already been raised and would encourage you to add your vote to this idea where we have a developer team tracking and responding to the ideas for this, there. Thanks
CHRISTOPHER TENG
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9 votes
Hi team, appreciate the stepped out process of what you're needing here and the gaps that currently exist that you'd like us to fulfil to improve processing jobs for your business with Xero.
Atm, there is no sales order type document that can be the bridge between a Quote and Invoice in Xero. An option would be to add the Customers purchase order number to the reference of the Quote or as an additional note however appreciate this does won't suffice for everyone's workflows.
Being open here we don't have any plans for this in the short term, however will continue to keep a pulse on the support here and share if there are any updates.
CHRISTOPHER TENG
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4 votesCHRISTOPHER TENG
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518 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
CHRISTOPHER TENG
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4 votesCHRISTOPHER TENG
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3 votesCHRISTOPHER TENG
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9 votesCHRISTOPHER TENG
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10 votesCHRISTOPHER TENG
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3 votesCHRISTOPHER TENG
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9 votesCHRISTOPHER TENG
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3 votes
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14 votesCHRISTOPHER TENG
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20 votes
Hi team, we appreciate the idea raised here and can understand how this could help with customer visibility and file management. Being open this isn't something we have plans for right now but will continue to keep a pulse on the support for this here and share if there are any plans made.
CHRISTOPHER TENG
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12 votesCHRISTOPHER TENG
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3 votesCHRISTOPHER TENG
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30 votes
Hey team thanks for voting and supporting this idea! We’re continuing to gather feedback on this, and requests like this help build a clearer picture of customer demand and support for potential future improvements.While we can’t confirm if or when this functionality may be introduced, the interest has been noted 🙂
CHRISTOPHER TENG
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16 votesCHRISTOPHER TENG
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