Settings and activity
497 results found
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7 votes
CHRISTOPHER TENG
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15 votesCHRISTOPHER TENG
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26 votes
Rounding back on the idea here it sounds like using non tracked inventory could be a solution.
In Products and services you can add items and enter a Purchase price and a Sales price for the same item.
This means you can add the marked up price for Sales and when you select the item in Quotes or Invoices this price will be reflected for the line item.
Alternatively, you could add a discount to lines of your invoice if there is a general amount or % by which you would mark up items.
Keen to hear your feedback for these options.
CHRISTOPHER TENG
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26 votesCHRISTOPHER TENG
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32 votes
Hi team, coming back over this idea I want to be upfront that enabling the ability to add blank lines within a quote is not on our roadmap.
Thoroughly appreciate the suggestion from Richard here who's shared links where you can copy spacer characters that can be added to the description field of a quote row that will ensure once saved the quote holds these lines.
We will continue to track support through the idea here and if any changes are planned we will be sure to update you all here. Thanks!
CHRISTOPHER TENG
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17 votes
Hi community, while we appreciate your idea here we want to be open that we don't have plans for implementing this change any time in the near term.
If you'd like to enter a quote with rates and no quantity an option could be to specify the detail of the calculation for jobs in the 'Summary' field.
You could set up a separate branding theme to be used specifically for your quotes to alter which fields are shown, and when entering the amounts you'd use the Price field to signal the rate and leave the Qty. field as '0'. This means you'll still have a price set per line of your quote but the total amount of the Quote would be '0' and determined at the completion of the job when you copy the quote to an invoice and enter the Qty.
CHRISTOPHER TENG
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14 votesCHRISTOPHER TENG
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8 votesCHRISTOPHER TENG
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12 votes
Thanks for sharing details behind your needs in this request, everyone.
Right now, accepting deposits with Stripe (that’s in the process of being rolled out) is limited to approved invoices rather than quotes, so paying directly from a quote isn’t supported in the current release.
We do see the value in enabling payment earlier in the sales flow, and future plans for deposits include exploring earlier stages such as quote-based workflows. We’ll return with more news here if, and when that becomes more concrete.
CHRISTOPHER TENG
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55 votes
Hi community, excited to share an update as our product team look to develop and enhance our quotes experience in Xero.
They'd like to solve for the needs in this idea, and as part of their discovery would love to engage some users here for early access - You'll get to try it out, share feedback directly with product, and help shape this new quotes feature.
We're looking for roughly 15 users that'll make use and be willing to give insights back to the team on their workflows and impressions of the new experience. If this sounds like something you'd like to be involved in please take a few moments to fill in our form here. ✍️
I'll be back to share where this works leads and next steps around this idea. 😊
CHRISTOPHER TENG
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13 votesCHRISTOPHER TENG
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7 votes
We appreciate you sharing your idea, and letting us know how searching for quotes by item or account would be helpful, Vange.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the traction this idea receives in the community, here. Thanks
CHRISTOPHER TENG
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6 votesCHRISTOPHER TENG
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12 votes
Hi team, while we appreciate the feedback here, we want to be upfront that we don't have any plans for changing the size of the Quotes summary window in the short term.
We are continuing to keep a watchful eye on the support here, and will share of there are any updates.
CHRISTOPHER TENG
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15 votesCHRISTOPHER TENG
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30 votes
Thanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.
You could then edit the quote, and switch the branding theme to the one you want to send out.
CHRISTOPHER TENG
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20 votes
Hi team, we appreciate the continued support in this idea.
It's great to have the examples you've shared of why being able to see the cost price of an item upon quote creation is important.
We want to be upfront that we don't have any plans in our roadmap for adding an items cost price within Quotes, however I'd like to share that earlier this year we did release an updated permissions set for inventory that can work alongside the Sales and Purchase(formerly Invoice only) roles. Along with this we are currently working on additional permission controls for reports which may help in some of the needs here where a staff member may need access to inventory without full access to other areas of Xero.
CHRISTOPHER TENG
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18 votesCHRISTOPHER TENG
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10 votesCHRISTOPHER TENG
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46 votes
Thanks again for sharing how useful it'd be for customers to pay as soon as they accept a quote. We’re developing a way for a business to request a deposit on a quote, as a fixed amount or percentage.
Once available and a quote is accepted, Xero will automatically create and send the deposit invoice, and the customer will be able to go straight to online payment. Helping to reduce manual follow-ups and help you secure bookings or upfront costs at the point of acceptance. ✨
It's currently with a small group of users. We’ll keep you updated as it rolls out more widely, which is likely to be in the new year.
CHRISTOPHER TENG
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